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 |
---|---|---|---|---|---|
Townsend Asset Management Corp
|
Jul 25, 2024 Q2 2024 |
400
shares
|
$55,652
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
374
shares
|
$52,034
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
364
shares
|
$50,643
0.0% of portfolio
|
Q2 2023
New holding
|
|
Fifth Third Bancorp
|
Jul 22, 2024 Q2 2024 |
358
shares
|
$49,808
0.0% of portfolio
|
Q1 2024
Reduced 60.04%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
335
shares
|
$46,608
0.0% of portfolio
|
Q2 2024
Reduced 59.78%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
300
shares
|
$41,739
0.0% of portfolio
|
Q2 2024
New holding
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
279
shares
|
$38,817
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jul 25, 2024 Q2 2024 |
270
shares
|
$37,565
0.01% of portfolio
|
Q4 2023
Reduced 36.62%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
257
shares
|
$35,756
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
224
shares
|
$31,165
0.01% of portfolio
|
Q2 2024
Reduced 8.94%
|
|
Glassman Wealth Services
|
Aug 06, 2024 Q2 2024 |
200
shares
|
$27,826
0.0% of portfolio
|
Q4 2023
Reduced 27.54%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
185
shares
|
$25,739
0.01% of portfolio
|
Q2 2023
New holding
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
181
shares
|
$25,182
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
163
shares
|
$22,678
0.0% of portfolio
|
Q3 2023
Reduced 14.21%
|
|
West Financial Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
160
shares
|
$22,260
0.0% of portfolio
|
Q2 2023
New holding
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
147
shares
|
$20,452
0.0% of portfolio
|
Q2 2024
Reduced 75.78%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
136
shares
|
$18,921
0.0% of portfolio
|
Q2 2022
New holding
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jul 26, 2024 Q2 2024 |
132
shares
|
$18,365
0.03% of portfolio
|
Q2 2024
Reduced 54.64%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
130
shares
|
$18,086
0.0% of portfolio
|
Q4 2023
Added 7.44%
|
|
High Mark Wealth Management LLC
|
Jul 29, 2024 Q2 2024 |
115
shares
|
$15,999
0.01% of portfolio
|
Q2 2024
Added 0.88%
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
100
shares
|
$13,913
0.0% of portfolio
|
Q2 2021
New holding
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
100
shares
|
$13,913
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
66
shares
|
$9,182
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
63
shares
|
$8,765
0.01% of portfolio
|
Q4 2023
New holding
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
50
shares
|
$6,956
0.0% of portfolio
|
Q2 2024
New holding
|