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 |
|---|---|---|---|---|---|
|
Clarity Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,199
shares
|
$310,454
0.08% of portfolio
|
Q4 2024
Reduced 4.81%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
2,190
shares
|
$309,184
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
2,170
shares
|
$306,360
0.06% of portfolio
|
Q1 2024
Reduced 21.66%
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
2,153
shares
|
$303,960
0.16% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,152
shares
|
$303,819
0.01% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
2,150
shares
|
$303,537
0.01% of portfolio
|
Q4 2023
Reduced 7.25%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,125
shares
|
$300,007
0.01% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Legacy Financial Group, Inc.
Tulsa, OK |
May 01, 2025 Q1 2025 |
2,112
shares
|
$298,172
0.09% of portfolio
|
Q1 2023
New holding
|
|
|
Planned Solutions, Inc.
|
Apr 09, 2025 Q1 2025 |
2,106
shares
|
$297,325
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,090
shares
|
$295,066
0.0% of portfolio
|
Q1 2024
Added 1.85%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
2,085
shares
|
$294,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
2,057
shares
|
$290,407
0.03% of portfolio
|
Q4 2024
Reduced 6.37%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
May 12, 2025 Q1 2025 |
1,923
shares
|
$271,489
0.11% of portfolio
|
Q2 2023
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,920
shares
|
$271,065
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
May 15, 2025 Q1 2025 |
1,920
shares
|
$271,065
0.06% of portfolio
|
Q1 2025
Reduced 7.2%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
1,912
shares
|
$269,936
0.02% of portfolio
|
Q1 2025
Reduced 20.73%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,907
shares
|
$269,230
0.01% of portfolio
|
Q1 2025
Reduced 20.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
1,900
shares
|
$268,242
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
1,887
shares
|
$266,406
0.0% of portfolio
|
Q1 2025
Added 30.59%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$262,171
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
1,841
shares
|
$259,912
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
1,800
shares
|
$254,124
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
1,757
shares
|
$248,053
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$247,912
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Guided Capital Wealth Management, LLC
Houston, TX |
Apr 21, 2025 Q1 2025 |
1,738
shares
|
$245,370
0.2% of portfolio
|
Q4 2024
New holding
|