ISHARES TR (IYY)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
286
Reporting holders
$702.0M
Reported value
0.1%
Held as options
+15
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $77.0M | 422,361 | 0.00% | 35q | HELD |
| LPL Financial LLC | $61.3M | 336,065 | 0.01% | 31q | +10.4%+$5.8M |
| BANK OF AMERICA CORP /DE/ | $45.3M | 248,722 | 0.00% | 31q | HELD |
| Savant Capital, LLC | $28.2M | 154,494 | 0.08% | 31q | HELD |
| PNC Financial Services Group, Inc. | $25.5M | 139,986 | 0.01% | 31q | HELD |
| WELLS FARGO & COMPANY/MN | $22.7M | 124,307 | 0.00% | 31q | -51.6%-$24.2M |
| AMERIPRISE FINANCIAL INC | $18.7M | 102,627 | 0.00% | 31q | +26.2%+$3.9M |
| ROYAL BANK OF CANADA | $15.9M | 87,183 | 0.00% | 31q | +11.9%+$1.7M |
| Apella Capital, LLC | $15.4M | 84,331 | 0.22% | 3q | -0.5%-$83.1K |
| OSAIC HOLDINGS, INC. | $14.7M | 80,777 | 0.02% | 26q | +2.7%+$392.9K |
| Rothschild Wealth LLC | $13.1M | 71,806 | 1.05% | 3q | -5.2%-$719.8K |
| RAYMOND JAMES FINANCIAL INC | $12.9M | 70,742 | 0.00% | 7q | -26.6%-$4.7M |
| Cetera Investment Advisers | $11.3M | 61,828 | 0.01% | 25q | +1.3%+$143.5K |
| Merit Financial Group, LLC | $10.5M | 57,500 | 0.03% | 21q | +100.0%+$5.2M |
| COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 56,266 | 0.01% | 31q | -43.5%-$7.9M |
| UBS Group AG | $10.0M | 54,703 | 0.00% | 31q | -3.2%-$332.7K |
| Kestra Advisory Services, LLC | $8.7M | 47,683 | 0.03% | 24q | -54.8%-$10.5M |
| COFG Advisors, LLC | $8.2M | 44,895 | 1.41% | new | NEW |
| ENVESTNET ASSET MANAGEMENT INC | $8.0M | 44,050 | 0.00% | 31q | +1.2%+$92.2K |
| BANK OF MONTREAL /CAN/ | $7.3M | 40,054 | 0.00% | 31q | -0.6%-$44.3K |
| RITHOLTZ WEALTH MANAGEMENT | $7.1M | 39,080 | 0.05% | 13q | +100.0%+$3.6M |
| Elevation Capital Advisory, LLC | $7.1M | 38,714 | 2.72% | new | NEW |
| FMR LLC | $7.0M | 38,171 | 0.00% | 31q | +6.0%+$396.8K |
| Creative Planning | $6.9M | 37,743 | 0.00% | 31q | -0.6%-$42.1K |
| STEINBERGANNA WEALTH MANAGEMENT | $6.6M | 36,265 | 2.69% | 4q | -0.9%-$60.7K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 35,344 | 0.01% | 12q | -2.8%-$190.2K |
| MAI Capital Management | $6.2M | 33,871 | 0.02% | 7q | +8.2%+$470.3K |
| Bank of New York Mellon Corp | $5.5M | 30,220 | 0.00% | 31q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $5.5M | 29,949 | 0.25% | 21q | +5.6%+$289.3K |
| ASPIRIANT, LLC | $5.4M | 29,744 | 0.13% | 31q | HELD |
| ARKANSAS FINANCIAL GROUP, INC. | $5.4M | 29,721 | 0.71% | 12q | +6.2%+$316.8K |
| GOLDMAN SACHS GROUP INC | $5.4M | 29,703 | 0.00% | 9q | +21.2%+$947.5K |
| FIFTH THIRD BANCORP | $5.4M | 29,510 | 0.01% | 31q | HELD |
| Focus Partners Wealth | $5.4M | 29,467 | 0.01% | 10q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $4.7M | 25,687 | 0.01% | 30q | +6.1%+$270.3K |
| JPMORGAN CHASE & CO | $4.6M | 25,193 | 0.00% | 31q | HELD |
| DSG Capital Advisors, LLC | $4.5M | 24,800 | 0.65% | 3q | HELD |
| First Heartland Consultants, Inc. | $4.3M | 23,497 | 0.28% | 31q | HELD |
| EP Wealth Advisors, LLC | $4.1M | 22,414 | 0.02% | 26q | -0.5%-$21.9K |
| Asset Advisors Investment Management, LLC | $3.9M | 21,249 | 0.36% | 31q | -3.6%-$145.8K |
| ASL Financial, LLC | $3.7M | 20,240 | 2.60% | 3q | -0.7%-$27.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.6M | 19,920 | 0.00% | 18q | +92.9%+$1.7M |
| STIFEL FINANCIAL CORP | $3.6M | 19,853 | 0.00% | 31q | -0.9%-$33.4K |
| Lido Advisors, LLC | $3.6M | 19,592 | 0.01% | 12q | -7.0%-$267.2K |
| CITADEL ADVISORS LLC | $3.5M | 16,335 | 0.00% | 7q | +25.8%+$707.6K |
| AQR CAPITAL MANAGEMENT LLC | $3.4M | 18,809 | 0.00% | 8q | +40.7%+$991.4K |
| TRUIST FINANCIAL CORP | $3.4M | 18,553 | 0.00% | 27q | -3.0%-$104.6K |
| Ellis Investment Partners, LLC | $3.2M | 17,601 | 0.49% | 31q | +5.4%+$164.2K |
| NorthRock Partners, LLC | $3.0M | 16,498 | 0.04% | 28q | HELD |
| Sigma Planning Corp | $3.0M | 16,490 | 0.08% | 31q | +1.0%+$30.8K |
| Steward Partners Investment Advisory, LLC | $2.8M | 15,225 | 0.01% | 31q | -2.0%-$56.0K |
| Coastal Bridge Advisors, LLC | $2.7M | 14,592 | 0.16% | 5q | -4.7%-$130.3K |
| HighTower Advisors, LLC | $2.6M | 14,510 | 0.00% | 31q | +1.4%+$36.5K |
| Finley Financial, LLC | $2.6M | 14,017 | 1.03% | 7q | -6.7%-$182.3K |
| BROWN ADVISORY INC | $2.3M | 12,784 | 0.00% | 22q | +42.0%+$689.7K |
| Stratos Wealth Advisors, LLC | $2.3M | 12,671 | 0.13% | 14q | -4.0%-$96.1K |
| Greykasell Wealth Strategies, Inc. | $2.2M | 12,166 | 0.81% | 7q | HELD |
| Sage Investment Advisers LLC | $2.2M | 12,107 | 1.48% | 15q | HELD |
| Mariner, LLC | $2.2M | 11,875 | 0.00% | 16q | -11.9%-$291.3K |
| JONES FINANCIAL COMPANIES LLLP | $2.0M | 11,049 | 0.00% | 9q | +46.1%+$622.0K |
| Mine & Arao Wealth Creation & Management, LLC. | $1.9M | 10,568 | 0.70% | 27q | HELD |
| Thomasville National Bank | $1.9M | 10,335 | 0.10% | 30q | HELD |
| Rockefeller Capital Management L.P. | $1.8M | 10,059 | 0.00% | 4q | HELD |
| KERR FINANCIAL PLANNING Corp | $1.8M | 9,769 | 1.99% | 4q | -50.1%-$1.8M |
| Corient Private Wealth LP | $1.8M | 9,621 | 0.00% | 14q | +125.0%+$974.1K |
| NEW WAVE WEALTH ADVISORS LLC | $1.7M | 9,600 | 0.24% | 9q | +100.0%+$874.9K |
| Kaydan Wealth Management, Inc. | $1.7M | 9,273 | 0.52% | 19q | HELD |
| IHT Wealth Management, LLC | $1.7M | 9,189 | 0.04% | 31q | HELD |
| Kelman-Lazarov, Inc. | $1.6M | 8,838 | 0.21% | 31q | HELD |
| Farther Finance Advisors, LLC | $1.6M | 8,621 | 0.01% | 11q | -0.9%-$13.7K |
| MML INVESTORS SERVICES, LLC | $1.5M | 8,470 | 0.00% | 31q | +4.0%+$59.6K |
| Fayez Sarofim & Co | $1.5M | 8,000 | 0.00% | 19q | HELD |
| Cullen/Frost Bankers, Inc. | $1.3M | 7,363 | 0.01% | 19q | HELD |
| Novak & Powell Financial Services, Inc. | $1.3M | 7,332 | 0.63% | 11q | HELD |
| Clark Asset Management, LLC | $1.3M | 6,900 | 0.10% | 4q | +94.9%+$612.5K |
| IBEX WEALTH ADVISORS | $1.2M | 6,655 | 0.10% | 2q | HELD |
| NWF Advisory Services Inc. | $1.2M | 6,530 | 0.11% | 14q | HELD |
| CORTLAND ASSOCIATES INC/MO | $1.2M | 6,502 | 0.17% | 31q | HELD |
| NorthCoast Asset Management LLC | $1.2M | 6,353 | 0.03% | 8q | HELD |
| Legacy Capital Group California, Inc. | $1.2M | 6,354 | 0.35% | 3q | HELD |
| GenWealth Group, Inc. | $1.2M | 6,310 | 0.18% | 31q | -0.9%-$10.6K |
| Private Advisor Group, LLC | $1.1M | 6,157 | 0.01% | 31q | -75.2%-$3.4M |
| FOUNDERS FINANCIAL SECURITIES LLC | $1.1M | 6,142 | 0.06% | 16q | -1.0%-$11.3K |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | $1.1M | 6,137 | 0.00% | 2q | -4.4%-$51.6K |
| Quantinno Capital Management LP | $1.1M | 6,081 | 0.00% | 8q | +114.5%+$591.7K |
| Equitable Holdings, Inc. | $1.1M | 6,008 | 0.01% | 12q | +6.0%+$62.3K |
| Waverly Advisors, LLC | $1.1M | 6,000 | 0.01% | 3q | HELD |
| CIBC Bancorp USA Inc. | $1.1M | 5,924 | 0.00% | 2q | +0.9%+$9.1K |
| OneDigital Investment Advisors LLC | $1.1M | 5,855 | 0.01% | 16q | HELD |
| RIK SAYLOR FINANCIAL, INC. | $1.1M | 5,843 | 0.71% | 7q | HELD |
| Bawa N Mallick Trust | $1.0M | 5,750 | 0.34% | 7q | HELD |
| NATIONAL BANK OF CANADA /FI/ | $1.0M | 5,697 | 0.00% | 19q | HELD |
| J.W. COLE ADVISORS, INC. | $1.0M | 5,635 | 0.02% | new | NEW |
| Centric Wealth Management | $1.0M | 5,854 | 0.16% | 31q | HELD |
| V2 Financial group LLC | $1.0M | 5,500 | 0.37% | 23q | HELD |
| NORTHERN TRUST CORP | $989.8K | 5,430 | 0.00% | 12q | -1.8%-$18.2K |
| TD Waterhouse Canada Inc. | $985.8K | 5,421 | 0.00% | 19q | HELD |
| Riverbend Wealth Management, LLC | $984.3K | 5,400 | 0.49% | 7q | HELD |
| Chung Wu Investment Group, LLC | $951.5K | 5,220 | 0.63% | 7q | -27.7%-$364.6K |
| PATTEN & PATTEN INC/TN | $930.9K | 5,107 | 0.05% | 4q | HELD |
Showing the largest 100 of 294 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 286 | $702.0M | 3,848,369 | 25 | 43 | 59 | 0.1% |
| Q1 2026 | 271 | $617.8M | 3,884,677 | 18 | 42 | 73 | 0.1% |
| Q4 2025 | 273 | $637.6M | 3,893,920 | 23 | 45 | 67 | 0.1% |
| Q3 2025 | 256 | $564.4M | 3,469,402 | 19 | 45 | 57 | 0.2% |
| Q2 2025 | 249 | $521.3M | 3,448,792 | 20 | 45 | 56 | 0.1% |
| Q1 2025 | 240 | $450.5M | 3,305,820 | 9 | 39 | 70 | 0.2% |
| Q4 2024 | 248 | $528.4M | 3,686,558 | 19 | 47 | 53 | 0.2% |
| Q3 2024 | 220 | $451.5M | 3,227,993 | 24 | 31 | 47 | 0.2% |
| Q2 2024 | 202 | $419.5M | 3,164,546 | 14 | 34 | 50 | 0.2% |
| Q1 2024 | 202 | $525.7M | 4,103,335 | 16 | 36 | 45 | 0.0% |
| Q4 2023 | 195 | $422.6M | 3,622,514 | 14 | 49 | 40 | 0.0% |
| Q3 2023 | 181 | $309.3M | 2,955,891 | 10 | 29 | 40 | 0.0% |
| Q2 2023 | 178 | $315.7M | 2,947,320 | 14 | 25 | 41 | 0.1% |
| Q1 2023 | 170 | $285.9M | 2,977,696 | 18 | 19 | 52 | 0.1% |
| Q4 2022 | 153 | $295.3M | 3,163,184 | 16 | 30 | 30 | 0.0% |
| Q3 2022 | 192 | $289.9M | 3,291,269 | 19 | 31 | 49 | 0.0% |
| Q2 2022 | 190 | $324.5M | 3,489,608 | 13 | 26 | 62 | 0.0% |
| Q1 2022 | 196 | $390.9M | 3,500,423 | 11 | 29 | 69 | 0.0% |
| Q4 2021 | 212 | $432.1M | 3,667,263 | 19 | 47 | 46 | 0.0% |
| Q3 2021 | 185 | $363.6M | 3,363,988 | 12 | 32 | 54 | 0.0% |
| Q2 2021 | 182 | $373.8M | 3,457,363 | 18 | 39 | 45 | 0.0% |
| Q1 2021 | 175 | $340.9M | 3,401,716 | 9 | 32 | 59 | 0.0% |
| Q4 2020 | 170 | $339.9M | 3,595,138 | 16 | 138 | 6 | 0.1% |
| Q3 2020 | 153 | $284.4M | 1,713,793 | 14 | 27 | 53 | 0.0% |
| Q2 2020 | 148 | $265.4M | 1,740,142 | 21 | 33 | 48 | 0.0% |
| Q1 2020 | 147 | $234.3M | 1,864,393 | 15 | 31 | 46 | 0.0% |
| Q4 2019 | 161 | $324.2M | 2,031,584 | 16 | 31 | 42 | 0.0% |
| Q3 2019 | 147 | $289.5M | 1,962,866 | 10 | 30 | 42 | 0.0% |
| Q2 2019 | 149 | $287.7M | 1,969,592 | 9 | 32 | 45 | 0.0% |
| Q1 2019 | 153 | $297.1M | 2,105,009 | 22 | 24 | 51 | 0.0% |
| Q4 2018 | 136 | $251.4M | 2,017,529 | 1 | 3 | 2 | 0.0% |