Who Owns ISHARES TR (IYY)? -- Institutional Holders (2026-06-30)
303 institutions reported holding $698.0M of ISHARES TR (IYY) in SEC 13F filings for 2026-06-30. Largest institutional holders: MORGAN STANLEY ($77.0M), LPL Financial LLC ($61.3M), BANK OF AMERICA CORP /DE/ ($45.3M), Savant Capital, LLC ($28.2M), PNC Financial Services Group, Inc. ($25.5M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $77.0M | 422,361 | Trimmed |
| 2 | LPL Financial LLC | $61.3M | 336,065 | Added |
| 3 | BANK OF AMERICA CORP /DE/ | $45.3M | 248,722 | Trimmed |
| 4 | Savant Capital, LLC | $28.2M | 154,494 | Trimmed |
| 5 | PNC Financial Services Group, Inc. | $25.5M | 139,986 | Trimmed |
| 6 | WELLS FARGO & COMPANY/MN | $22.7M | 124,307 | Trimmed |
| 7 | AMERIPRISE FINANCIAL INC | $18.7M | 102,627 | Added |
| 8 | Royal Bank of Canada | $15.9M | 87,183 | Added |
| 9 | Apella Capital, LLC | $15.4M | 84,331 | Trimmed |
| 10 | OSAIC HOLDINGS, INC. | $14.7M | 80,777 | Added |
| 11 | Rothschild Wealth LLC | $13.1M | 71,806 | Trimmed |
| 12 | RAYMOND JAMES FINANCIAL INC | $12.9M | 70,742 | Trimmed |
| 13 | Cetera Investment Advisers | $11.3M | 61,828 | Added |
| 14 | COMMONWEALTH EQUITY SERVICES, LLC | $10.3M | 56,266 | Trimmed |
| 15 | UBS Group AG | $10.0M | 54,703 | Trimmed |
| 16 | Kestra Advisory Services, LLC | $8.7M | 47,683 | Trimmed |
| 17 | COFG Advisors, LLC | $8.2M | 44,895 | New |
| 18 | ENVESTNET ASSET MANAGEMENT INC | $8.0M | 44,050 | Added |
| 19 | BANK OF MONTREAL /CAN/ | $7.3M | 40,054 | Trimmed |
| 20 | Elevation Capital Advisory, LLC | $7.1M | 38,714 | New |
| 21 | FMR LLC | $7.0M | 38,171 | Added |
| 22 | Creative Planning | $6.9M | 37,743 | Trimmed |
| 23 | STEINBERGANNA WEALTH MANAGEMENT | $6.6M | 36,265 | Trimmed |
| 24 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $6.5M | 35,344 | Trimmed |
| 25 | MAI Capital Management | $6.2M | 33,871 | Added |
Source: SEC Form 13F filings · as of 2026-06-30