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 |
---|---|---|---|---|---|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
7,088
shares
|
$944,476
0.01% of portfolio
|
Q1 2024
Reduced 0.17%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
7,034
shares
|
$937,280
0.11% of portfolio
|
Q1 2024
Reduced 21.01%
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
6,970
shares
|
$928,752
0.0% of portfolio
|
Q2 2022
Reduced 1.55%
|
|
Founders Financial Securities LLC
|
Apr 17, 2024 Q1 2024 |
6,873
shares
|
$915,827
0.09% of portfolio
|
Q1 2024
Added 4.04%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
6,831
shares
|
$910,230
0.01% of portfolio
|
Q4 2023
Added 20.09%
|
|
Cortland Associates Inc
|
Apr 22, 2024 Q1 2024 |
6,723
shares
|
$895,839
0.12% of portfolio
|
Q1 2024
Reduced 3.45%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
6,636
shares
|
$884,247
0.0% of portfolio
|
Q1 2024
Added 71.65%
|
|
Centric Wealth Management
|
May 01, 2024 Q1 2024 |
6,305
shares
|
$840,141
0.26% of portfolio
|
Q1 2024
Added 0.16%
|
|
Sonata Capital Group Inc
|
Apr 29, 2024 Q1 2024 |
6,049
shares
|
$806,029
0.35% of portfolio
|
Q2 2023
Added 0.08%
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
6,014
shares
|
$801,365
0.02% of portfolio
|
Q1 2024
Reduced 14.38%
|
|
Pinnacle Financial Partners Inc
|
Apr 30, 2024 Q1 2024 |
5,884
shares
|
$784,043
0.02% of portfolio
|
Q1 2021
Added 100.0%
|
|
V2 Financial Group LLC
Naperville, IL |
May 09, 2024 Q1 2024 |
5,800
shares
|
$772,850
0.51% of portfolio
|
Q3 2022
Added 9.43%
|
|
Washburn Capital Management, Inc.
|
Apr 30, 2024 Q1 2024 |
5,701
shares
|
$759,658
0.54% of portfolio
|
Q1 2024
Reduced 4.14%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
5,487
shares
|
$731,142
0.0% of portfolio
|
Q2 2023
Reduced 57.37%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
5,478
shares
|
$729,943
0.01% of portfolio
|
Q1 2024
Reduced 14.37%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
May 09, 2024 Q1 2024 |
5,436
shares
|
$724,347
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
5,302
shares
|
$706,491
0.04% of portfolio
|
Q1 2024
Added 0.42%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
5,184
shares
|
$690,768
0.0% of portfolio
|
Q1 2024
Added 116.81%
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 18, 2024 Q1 2024 |
5,176
shares
|
$689,702
0.28% of portfolio
|
Q3 2019
Reduced 50.0%
|
|
Ballew Advisors, Inc
|
Apr 11, 2024 Q1 2024 |
4,865
shares
|
$648,261
0.44% of portfolio
|
Q4 2023
Reduced 21.63%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
4,726
shares
|
$629,739
0.01% of portfolio
|
Q1 2024
Reduced 5.39%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
4,605
shares
|
$613,616
0.03% of portfolio
|
Q1 2024
Added 0.02%
|
|
Badgley Phelps Wealth Managers, LLC
|
May 15, 2024 Q1 2024 |
4,510
shares
|
$600,957
0.02% of portfolio
|
Q1 2024
Reduced 8.15%
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2024 Q1 2024 |
4,460
shares
|
$594,295
0.01% of portfolio
|
Q1 2024
Added 0.68%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
May 02, 2024 Q1 2024 |
4,454
shares
|
$593,495
0.32% of portfolio
|
Q2 2023
Added 102.27%
|