Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 236 institutions that hold shares in the stock, with a total of 3.42 Million shares, which have been reported (via 13F filing form) to have a value of $476 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Synovus Financial Corp
Columbus, GA |
Aug 13, 2024 Q2 2024 |
4,468
shares
|
$621,632
0.01% of portfolio
|
Q2 2024
Added 0.18%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,380
shares
|
$609,389
0.01% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
4,354
shares
|
$605,772
0.03% of portfolio
|
Q2 2024
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
4,298
shares
|
$597,980
0.06% of portfolio
|
Q2 2024
Reduced 38.9%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
4,186
shares
|
$582,398
0.0% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 15, 2024 Q2 2024 |
4,182
shares
|
$581,841
0.14% of portfolio
|
Q4 2023
New holding
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
4,143
shares
|
$576,415
0.0% of portfolio
|
Q2 2024
Added 2.45%
|
|
Heritage Investment Group, Inc.
|
Jul 22, 2024 Q2 2024 |
4,094
shares
|
$569,598
0.07% of portfolio
|
Q4 2021
New holding
|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$556,520
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
3,883
shares
|
$540,241
0.01% of portfolio
|
Q2 2024
Added 194050.0%
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
3,779
shares
|
$525,772
0.01% of portfolio
|
Q4 2021
Added 28.54%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
3,763
shares
|
$523,546
0.0% of portfolio
|
Q2 2024
Added 0.16%
|
|
Princeton Global Asset Management LLC
|
Aug 12, 2024 Q2 2024 |
3,600
shares
|
$500,868
0.11% of portfolio
|
Q3 2021
Added 827.84%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
3,555
shares
|
$494,607
0.02% of portfolio
|
Q2 2024
Added 19.46%
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
3,555
shares
|
$494,607
0.03% of portfolio
|
Q2 2024
Added 0.2%
|
|
Evanson Asset Management, LLC
|
Jul 12, 2024 Q2 2024 |
3,369
shares
|
$468,728
0.04% of portfolio
|
Q2 2024
Added 0.24%
|
|
Ccg Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
3,302
shares
|
$459,407
0.24% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
3,286
shares
|
$457,181
0.01% of portfolio
|
Q2 2024
Added 0.06%
|
|
New Century Financial Group, LLC
Princeton, NJ |
Aug 27, 2024 Q2 2024 |
3,240
shares
|
$450,781
0.18% of portfolio
|
Q2 2024
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
3,197
shares
|
$444,798
0.06% of portfolio
|
Q2 2024
New holding
|
|
Burke & Herbert Bank & Trust CO
|
Jul 16, 2024 Q2 2024 |
3,175
shares
|
$441,737
0.11% of portfolio
|
Q1 2024
Reduced 7.08%
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Aug 02, 2024 Q2 2024 |
3,157
shares
|
$439,233
0.05% of portfolio
|
Q2 2024
Reduced 2.38%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
3,120
shares
|
$434,085
0.01% of portfolio
|
Q2 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
3,083
shares
|
$428,937
0.0% of portfolio
|
Q2 2024
Added 25.89%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
3,021
shares
|
$420,311
0.13% of portfolio
|
Q2 2024
Added 0.17%
|