IYY — Ishares Tr Institutional Holders · Q3 2026
Who owns Ishares Tr (IYY)? 11 institutions reported holding $25.90M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Apella Capital, LLC ($15.9M), First Heartland Consultants, Inc. ($4.3M), Kaydan Wealth Management, Inc. ($1.7M).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | Apella Capital, LLC | $15.9M | 84,157 | Trimmed |
| 2 | First Heartland Consultants, Inc. | $4.3M | 23,274 | Trimmed |
| 3 | Kaydan Wealth Management, Inc. | $1.7M | 9,273 | Hold |
| 4 | Farther Finance Advisors, LLC | $1.7M | 8,947 | Added |
| 5 | Wedmont Private Capital | $1.2M | 6,524 | Added |
| 6 | Ballew Advisors, Inc | $615,625 | 3,290 | Trimmed |
| 7 | Galvin, Gaustad & Stein, LLC | $279,072 | 1,505 | Added |
| 8 | Grove Bank & Trust | $92,144 | 497 | Hold |
| 9 | Bangor Savings Bank | $87,509 | 472 | Hold |
| 10 | GAMMA Investing LLC | $12,236 | 66 | Hold |
| 11 | TOTH FINANCIAL ADVISORY CORP | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-09-30