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 |
---|---|---|---|---|---|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
2,818
shares
|
$375,498
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
2,782
shares
|
$370,701
0.0% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
2,762
shares
|
$368,036
0.0% of portfolio
|
Q1 2024
New holding
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
May 03, 2024 Q1 2024 |
2,674
shares
|
$356,310
0.19% of portfolio
|
Q1 2024
Reduced 7.82%
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$345,783
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
Mount Yale Investment Advisors, LLC
|
May 15, 2024 Q1 2024 |
2,544
shares
|
$338,988
0.03% of portfolio
|
Q1 2024
New holding
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
2,449
shares
|
$326,329
0.0% of portfolio
|
Q1 2024
Added 4.48%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
2,415
shares
|
$321,798
0.0% of portfolio
|
Q1 2024
Added 96.02%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
2,345
shares
|
$312,471
0.07% of portfolio
|
Q1 2024
Added 6.83%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
2,342
shares
|
$312,071
0.24% of portfolio
|
Q4 2023
New holding
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
May 08, 2024 Q1 2024 |
2,331
shares
|
$310,605
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
Clarity Wealth Advisors, LLC
|
Apr 17, 2024 Q1 2024 |
2,310
shares
|
$307,807
0.1% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
Penobscot Wealth Management
|
May 06, 2024 Q1 2024 |
2,308
shares
|
$307,541
0.19% of portfolio
|
Q2 2021
New holding
|
|
Cooper/Haims Advisors, LLC
|
May 10, 2024 Q1 2024 |
2,297
shares
|
$306,075
0.17% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Apr 23, 2024 Q1 2024 |
2,271
shares
|
$302,610
0.21% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
Hubbell Strickland Wealth Management, LLC
|
Apr 18, 2024 Q1 2024 |
2,259
shares
|
$301,011
0.15% of portfolio
|
Q1 2024
Added 0.13%
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 09, 2024 Q1 2024 |
2,255
shares
|
$300,478
0.01% of portfolio
|
Q1 2022
Added 31.44%
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Apr 23, 2024 Q1 2024 |
2,247
shares
|
$299,412
0.02% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 15, 2024 Q4 2023 |
2,220
shares
|
$295,815
0.01% of portfolio
|
Q3 2023
New holding
|
|
Private Wealth Partners, LLC
|
May 08, 2024 Q1 2024 |
2,200
shares
|
$293,150
0.02% of portfolio
|
Q1 2023
New holding
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 19, 2024 Q1 2024 |
2,190
shares
|
$291,817
0.18% of portfolio
|
Q1 2023
New holding
|
|
Essex LLC
|
May 03, 2024 Q1 2024 |
2,170
shares
|
$289,152
0.07% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
2,170
shares
|
$289,152
0.02% of portfolio
|
Q1 2024
Reduced 15.43%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$286,487
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
2,125
shares
|
$283,156
0.01% of portfolio
|
Q1 2024
Added 25.59%
|