Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 276 institutions that hold shares in the stock, with a total of 3.64 Million shares, which have been reported (via 13F filing form) to have a value of $514 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Portfolio Solutions, LLC
Troy, MI |
Nov 14, 2022 Q3 2022 |
4,000
shares
|
$564,720
0.04% of portfolio
|
Q1 2022
Reduced 50.0%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
3,974
shares
|
$561,049
0.13% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
3,779
shares
|
$533,519
0.01% of portfolio
|
Q4 2021
Added 28.54%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
3,658
shares
|
$516,436
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,600
shares
|
$508,248
0.1% of portfolio
|
Q3 2021
Added 827.84%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
3,581
shares
|
$505,565
0.02% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
3,467
shares
|
$489,471
0.0% of portfolio
|
Q1 2025
Added 9.75%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
3,462
shares
|
$488,765
0.01% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Evanson Asset Management, LLC
|
Apr 21, 2025 Q1 2025 |
3,398
shares
|
$479,729
0.03% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
3,362
shares
|
$474,647
0.0% of portfolio
|
Q1 2025
Added 55933.33%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
3,302
shares
|
$466,176
0.27% of portfolio
|
Q1 2024
Reduced 0.36%
|
|
|
Fairvoy Private Wealth, LLC
Birmingham, AL |
Apr 17, 2025 Q1 2025 |
3,293
shares
|
$464,905
0.12% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,292
shares
|
$464,764
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
3,131
shares
|
$442,034
0.09% of portfolio
|
Q1 2025
Reduced 2.16%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
3,120
shares
|
$440,481
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Washburn Capital Management, Inc.
|
May 05, 2025 Q1 2025 |
3,110
shares
|
$439,069
0.23% of portfolio
|
Q1 2025
Reduced 18.59%
|
|
|
Twin Focus Capital Partners, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
3,049
shares
|
$430,457
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
3,012
shares
|
$425,234
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
3,000
shares
|
$423,540
0.23% of portfolio
|
Q2 2021
Reduced 25.0%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
2,960
shares
|
$417,892
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
2,895
shares
|
$408,716
0.08% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
2,885
shares
|
$407,304
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Laurel Wealth Planning LLC
Edina, MN |
Apr 24, 2025 Q1 2025 |
2,854
shares
|
$402,927
0.27% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Members Trust CO
|
May 02, 2025 Q1 2025 |
2,840
shares
|
$400,951
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
2,820
shares
|
$398,127
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|