# ISHARES TR (IYY)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYY/

- Reporting holders: 10
- Reported value: $25.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $15.9M | 84,157 | 0.2% | 4 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $4.3M | 23,274 | 0.3% | 32 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $1.7M | 9,273 | 0.6% | 20 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $1.7M | 8,947 | 0.0% | 12 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $1.2M | 6,524 | 0.0% | 6 |
| [Ballew Advisors, Inc](https://holderbook.com/funds/1729096-ballew-advisors-inc/) | $615.6K | 3,290 | 0.3% | 32 |
| [Galvin, Gaustad & Stein, LLC](https://holderbook.com/funds/1840945-galvin-gaustad-stein-llc/) | $279.1K | 1,505 | 0.0% | 4 |
| [Grove Bank & Trust](https://holderbook.com/funds/1662212-grove-bank-trust/) | $92.1K | 497 | 0.0% | 8 |
| [Bangor Savings Bank](https://holderbook.com/funds/1352675-bangor-savings-bank/) | $87.5K | 472 | 0.0% | 16 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $12.2K | 66 | 0.0% | 12 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 10 | $25.9M |
| Q2 2026 | 296 | $726.4M |
| Q1 2026 | 279 | $630.4M |
| Q4 2025 | 281 | $645.1M |
| Q3 2025 | 266 | $591.5M |
| Q2 2025 | 261 | $547.6M |
| Q1 2025 | 254 | $479.5M |
| Q4 2024 | 264 | $965.8M |
| Q3 2024 | 239 | $884.6M |
| Q2 2024 | 224 | $829.0M |
| Q1 2024 | 223 | $560.5M |
| Q4 2023 | 219 | $454.3M |