Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 230 institutions that hold shares in the stock, with a total of 3.33 Million shares, which have been reported (via 13F filing form) to have a value of $444 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
10,382
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2024
Added 4.83%
|
|
Ellis Investment Partners, LLC
|
Apr 15, 2024 Q1 2024 |
9,796
shares
|
$1.31 Million
0.28% of portfolio
|
Q1 2024
Added 10.66%
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
9,739
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2024
Reduced 21.5%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
9,382
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2024
Added 4.49%
|
|
Seven Mile Advisory
Ewing, NJ |
May 08, 2024 Q1 2024 |
9,306
shares
|
$1.24 Million
0.9% of portfolio
|
Q2 2023
New holding
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 12, 2024 Q1 2024 |
9,292
shares
|
$1.24 Million
0.41% of portfolio
|
Q3 2022
Reduced 1.06%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,120
shares
|
$1.22 Million
0.03% of portfolio
|
Q2 2020
Added 14.78%
|
|
Brown Advisory Inc
|
Apr 24, 2024 Q1 2024 |
9,094
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2023
Reduced 0.24%
|
|
Mathes Company, Inc.
|
May 02, 2024 Q1 2024 |
9,000
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2023
Reduced 2.17%
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 09, 2024 Q1 2024 |
8,850
shares
|
$1.18 Million
0.23% of portfolio
|
Q4 2020
Added 100.0%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
8,744
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2024
Added 31.21%
|
|
North Rock Partners, LLC
|
May 07, 2024 Q1 2024 |
8,364
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2023
Reduced 21.13%
|
|
Claraphi Advisory Network, LLC
|
Feb 14, 2023 Q4 2022 |
8,260
shares
|
$1.1 Million
0.31% of portfolio
|
Q4 2022
Reduced 98.93%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
8,214
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2024
Reduced 0.24%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
8,053
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2023
Added 1.1%
|
|
Fayez Sarofim & CO
Houston, TX |
May 14, 2024 Q1 2024 |
8,000
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2021
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
7,871
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
May 15, 2024 Q1 2024 |
7,732
shares
|
$1.03 Million
0.74% of portfolio
|
Q4 2023
New holding
|
|
Gen Wealth Group, Inc.
|
Apr 11, 2024 Q1 2024 |
7,645
shares
|
$1.02 Million
0.25% of portfolio
|
Q1 2024
Reduced 1.53%
|
|
Spider Rock Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
7,600
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
7,550
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2024
Added 46.6%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
7,496
shares
|
$998,842
0.18% of portfolio
|
Q2 2023
Added 0.25%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
7,245
shares
|
$965,396
0.02% of portfolio
|
Q1 2024
Added 13.83%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
7,196
shares
|
$958,867
0.01% of portfolio
|
Q1 2024
Added 0.26%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,186
shares
|
$957,534
0.03% of portfolio
|
Q4 2021
New holding
|