Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 278 institutions that hold shares in the stock, with a total of 3.87 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
2,840
shares
|
$423,500
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Private Wealth Partners, LLC
|
Jan 31, 2025 Q4 2024 |
2,820
shares
|
$420,518
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
2,818
shares
|
$420,220
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
2,795
shares
|
$416,790
0.08% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,782
shares
|
$414,851
0.0% of portfolio
|
Q1 2024
Reduced 6.39%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,762
shares
|
$411,869
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Silver Oak Advisory Group, Inc.
Portland, OR |
Feb 07, 2025 Q4 2024 |
2,752
shares
|
$410,378
0.21% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,709
shares
|
$403,966
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
2,701
shares
|
$402,773
0.0% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
2,700
shares
|
$402,624
0.01% of portfolio
|
Q4 2024
Added 11.71%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
2,652
shares
|
$395,466
0.08% of portfolio
|
Q2 2024
Reduced 17.13%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
2,600
shares
|
$387,712
0.0% of portfolio
|
Q4 2024
Added 636.54%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
2,595
shares
|
$386,966
1.23% of portfolio
|
Q4 2023
Reduced 28.81%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
2,565
shares
|
$382,492
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Feb 12, 2025 Q4 2024 |
2,429
shares
|
$362,212
0.05% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,412
shares
|
$359,677
0.02% of portfolio
|
Q4 2024
Added 60.8%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Jan 29, 2025 Q4 2024 |
2,410
shares
|
$359,379
0.04% of portfolio
|
Q4 2024
Reduced 24.62%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
2,376
shares
|
$354,309
0.0% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Feb 03, 2025 Q4 2024 |
2,342
shares
|
$349,239
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
2,331
shares
|
$347,598
0.01% of portfolio
|
Q1 2024
Reduced 1.69%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
2,315
shares
|
$345,212
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Wealth Management
|
Feb 10, 2025 Q4 2024 |
2,308
shares
|
$344,168
0.15% of portfolio
|
Q2 2021
New holding
|
|
|
Melfa Wealth Management, LLC
Westborough, MA |
Jan 17, 2025 Q4 2024 |
2,271
shares
|
$338,651
0.22% of portfolio
|
Q1 2024
Reduced 2.15%
|
|
|
Hubbell Strickland Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
2,266
shares
|
$337,905
0.16% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
2,252
shares
|
$335,818
0.02% of portfolio
|
Q4 2024
Added 0.09%
|