Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 318 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $875 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
858,566
shares
|
$124 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
696,006
shares
|
$100 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
444,914
shares
|
$64 Million
0.01% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
307,372
shares
|
$44.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
269,586
shares
|
$38.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
240,043
shares
|
$34.5 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
207,056
shares
|
$29.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
178,775
shares
|
$25.7 Million
0.09% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
159,964
shares
|
$23 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
151,549
shares
|
$21.8 Million
0.53% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
91,619
shares
|
$13.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
68,397
shares
|
$9.84 Million
0.0% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
67,285
shares
|
$9.68 Million
0.18% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
65,360
shares
|
$9.41 Million
1.97% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
64,176
shares
|
$9.24 Million
0.0% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,002
shares
|
$8.92 Million
0.02% of portfolio
|
Q3 2024
Added 30.38%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
59,701
shares
|
$8.59 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,932
shares
|
$8.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,718
shares
|
$7.44 Million
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
46,680
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Modus Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
44,416
shares
|
$6.39 Million
2.01% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
42,919
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.34%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
41,270
shares
|
$5.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
40,341
shares
|
$5.81 Million
1.7% of portfolio
|
Q3 2024
Added 20.61%
|