Institutional Ownership Ishares Tr (IYY)
This table provides information about the institutional ownership of Ishares Tr (IYY). We have compiled data on the 254 institutions that hold shares in the stock, with a total of 3.48 Million shares, which have been reported (via 13F filing form) to have a value of $509 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
1,917
shares
|
$280,054
0.12% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
1,909
shares
|
$278,885
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,900
shares
|
$277,571
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
1,857
shares
|
$271,289
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,847
shares
|
$269,828
0.01% of portfolio
|
Q2 2024
Added 0.11%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
1,841
shares
|
$268,951
0.1% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1,838
shares
|
$268,513
0.04% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
1,805
shares
|
$263,692
0.03% of portfolio
|
Q3 2024
Added 9.33%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
1,800
shares
|
$262,962
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
1,780
shares
|
$260,040
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
1,756
shares
|
$256,534
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,702
shares
|
$248,645
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
1,639
shares
|
$239,441
0.02% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
1,636
shares
|
$239,003
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,570
shares
|
$229,361
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
1,549
shares
|
$226,293
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
1,544
shares
|
$225,562
0.01% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
1,500
shares
|
$219,135
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$219,135
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Nov 01, 2024 Q3 2024 |
1,450
shares
|
$211,830
0.17% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
1,446
shares
|
$211,246
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
1,445
shares
|
$211,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
1,370
shares
|
$200,143
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,356
shares
|
$198,098
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,258
shares
|
$183,781
0.0% of portfolio
|
Q2 2024
Added 13.54%
|