Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 3.66 Million shares, which have been reported (via 13F filing form) to have a value of $553 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
5,437
shares
|
$822,346
0.0% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
5,436
shares
|
$822,195
0.01% of portfolio
|
Q1 2024
Reduced 28.98%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
5,436
shares
|
$822,195
0.02% of portfolio
|
Q3 2024
Added 20.53%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
5,412
shares
|
$818,565
0.01% of portfolio
|
Q1 2025
Reduced 24.3%
|
|
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
Apr 23, 2025 Q1 2025 |
5,400
shares
|
$816,750
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
5,335
shares
|
$806,918
0.02% of portfolio
|
Q2 2025
Reduced 5.31%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
5,194
shares
|
$785,592
0.02% of portfolio
|
Q1 2025
Reduced 24.06%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
5,107
shares
|
$772,433
0.0% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Narus Financial Partners, LLC
Salt Lake City, UT |
Apr 30, 2025 Q1 2025 |
5,100
shares
|
$771,375
0.24% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
5,097
shares
|
$770,921
0.01% of portfolio
|
Q1 2025
Reduced 26.85%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,001
shares
|
$756,401
0.01% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
4,913
shares
|
$743,091
0.02% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
4,877
shares
|
$737,646
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
4,849
shares
|
$733,411
0.01% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
4,642
shares
|
$702,102
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
4,606
shares
|
$696,657
0.35% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
4,558
shares
|
$689,397
0.0% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
4,459
shares
|
$674,423
0.01% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Ballew Advisors, Inc
|
Jul 08, 2025 Q2 2025 |
4,380
shares
|
$662,475
0.41% of portfolio
|
Q2 2025
Reduced 7.59%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
4,380
shares
|
$662,475
0.01% of portfolio
|
Q4 2023
Reduced 24.14%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,354
shares
|
$658,542
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
4,277
shares
|
$646,896
0.01% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,161
shares
|
$629,351
0.01% of portfolio
|
Q1 2025
Added 54.11%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
4,150
shares
|
$627,687
0.0% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Heritage Investment Group, Inc.
|
Apr 25, 2025 Q1 2025 |
4,094
shares
|
$619,217
0.11% of portfolio
|
Q4 2021
New holding
|