Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
7,186
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2021
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
7,082
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
7,070
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
7,013
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.9%
|
|
|
Gen Wealth Group, Inc.
|
Oct 11, 2024 Q3 2024 |
6,965
shares
|
$1.02 Million
0.23% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
6,865
shares
|
$1 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,545
shares
|
$956,159
0.01% of portfolio
|
Q3 2024
Reduced 62.73%
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
6,502
shares
|
$949,877
0.12% of portfolio
|
Q3 2024
Reduced 3.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
6,385
shares
|
$932,784
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Centric Wealth Management
|
Nov 14, 2024 Q3 2024 |
6,329
shares
|
$924,603
0.23% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
6,282
shares
|
$917,737
0.0% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,247
shares
|
$912,624
0.02% of portfolio
|
Q3 2024
Reduced 31.63%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
6,233
shares
|
$910,578
0.08% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
6,104
shares
|
$891,733
0.01% of portfolio
|
Q3 2024
Added 199.66%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
6,049
shares
|
$883,698
0.36% of portfolio
|
Q2 2023
Added 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
5,960
shares
|
$870,696
0.0% of portfolio
|
Q3 2024
Added 13.35%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
5,884
shares
|
$859,593
0.02% of portfolio
|
Q1 2021
Added 100.0%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
5,800
shares
|
$847,322
0.52% of portfolio
|
Q3 2022
Added 9.43%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
5,634
shares
|
$823,071
0.03% of portfolio
|
Q3 2024
Added 7.21%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,544
shares
|
$809,922
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,487
shares
|
$801,595
0.0% of portfolio
|
Q2 2023
Reduced 57.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,461
shares
|
$797,797
0.0% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,436
shares
|
$794,145
0.02% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,436
shares
|
$794,145
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
5,408
shares
|
$790,054
0.02% of portfolio
|
Q3 2024
Reduced 7.38%
|