Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 3.64 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
14,336
shares
|
$2.02 Million
0.01% of portfolio
|
Q2 2023
Reduced 4.1%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
14,107
shares
|
$1.99 Million
0.06% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
13,880
shares
|
$1.96 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
12,585
shares
|
$1.78 Million
0.02% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
12,362
shares
|
$1.75 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
Nov 04, 2024 Q3 2024 |
11,956
shares
|
$1.69 Million
1.78% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
11,791
shares
|
$1.66 Million
0.34% of portfolio
|
Q1 2025
Reduced 0.25%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
11,110
shares
|
$1.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
10,936
shares
|
$1.54 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
9,797
shares
|
$1.38 Million
0.11% of portfolio
|
Q1 2025
Reduced 16.73%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
9,319
shares
|
$1.32 Million
0.04% of portfolio
|
Q1 2025
Added 23.35%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
9,306
shares
|
$1.31 Million
0.85% of portfolio
|
Q2 2023
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
9,273
shares
|
$1.31 Million
0.4% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,120
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2020
Added 14.78%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
9,000
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.96%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
8,983
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 99.27%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
8,900
shares
|
$1.26 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
8,871
shares
|
$1.25 Million
0.23% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
8,613
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,260
shares
|
$1.17 Million
0.31% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Apr 25, 2025 Q1 2025 |
8,091
shares
|
$1.14 Million
0.49% of portfolio
|
Q1 2025
Reduced 11.06%
|
|
|
Fayez Sarofim & CO
Houston, TX |
May 12, 2025 Q1 2025 |
8,000
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
7,600
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,496
shares
|
$1.06 Million
0.18% of portfolio
|
Q2 2023
Added 0.25%
|
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 14, 2025 Q1 2025 |
7,332
shares
|
$1.04 Million
0.62% of portfolio
|
Q3 2024
Reduced 5.17%
|