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 |
---|---|---|---|---|---|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
2,197
shares
|
$305,668
0.02% of portfolio
|
Q2 2024
New holding
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
2,190
shares
|
$304,694
0.19% of portfolio
|
Q1 2023
New holding
|
|
Essex LLC
|
Jul 22, 2024 Q2 2024 |
2,170
shares
|
$301,912
0.07% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$299,129
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
2,150
shares
|
$299,129
0.01% of portfolio
|
Q2 2024
Added 1.18%
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
Aug 12, 2024 Q2 2024 |
2,112
shares
|
$293,842
0.11% of portfolio
|
Q1 2023
New holding
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
2,107
shares
|
$293,146
0.01% of portfolio
|
Q2 2022
Reduced 3.92%
|
|
Planned Solutions, Inc.
|
Jul 24, 2024 Q2 2024 |
2,106
shares
|
$293,007
0.13% of portfolio
|
Q1 2023
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
2,090
shares
|
$290,781
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 15, 2024 Q1 2024 |
2,083
shares
|
$289,807
0.08% of portfolio
|
Q1 2024
New holding
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
2,037
shares
|
$283,407
0.0% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 23, 2024 Q2 2024 |
1,923
shares
|
$267,546
0.11% of portfolio
|
Q2 2023
New holding
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,920
shares
|
$267,129
0.01% of portfolio
|
Q3 2022
New holding
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
1,913
shares
|
$266,155
0.12% of portfolio
|
Q2 2024
Reduced 52.41%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
1,900
shares
|
$264,347
0.01% of portfolio
|
Q2 2024
New holding
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$258,364
0.03% of portfolio
|
Q2 2024
Reduced 2.93%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$258,364
0.03% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,847
shares
|
$256,973
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Aug 09, 2024 Q2 2024 |
1,841
shares
|
$256,138
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
1,828
shares
|
$254,329
0.04% of portfolio
|
Q3 2021
Reduced 27.69%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
1,820
shares
|
$253,216
0.01% of portfolio
|
Q2 2024
Reduced 16.13%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
1,800
shares
|
$250,434
0.01% of portfolio
|
Q4 2023
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$244,312
0.06% of portfolio
|
Q4 2022
New holding
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
1,740
shares
|
$242,086
0.04% of portfolio
|
Q2 2024
Added 6.95%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
1,704
shares
|
$237,077
0.02% of portfolio
|
Q2 2024
Reduced 16.14%
|