Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 8.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,719
shares
|
$246,951
0.0% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,711
shares
|
$245,802
0.12% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
1,700
shares
|
$244,222
0.07% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,700
shares
|
$244,222
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,680
shares
|
$241,348
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
1,654
shares
|
$237,613
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
1,642
shares
|
$235,889
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
1,642
shares
|
$235,889
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 15, 2025 Q3 2025 |
1,640
shares
|
$235,602
0.16% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$235,171
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
1,629
shares
|
$234,022
0.07% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,623
shares
|
$233,160
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
1,620
shares
|
$232,729
0.04% of portfolio
|
Q3 2025
Reduced 1.58%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 06, 2025 Q2 2025 |
1,618
shares
|
$232,441
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
1,581
shares
|
$227,126
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,570
shares
|
$225,546
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,561
shares
|
$224,253
0.01% of portfolio
|
Q2 2025
Reduced 54.66%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
1,534
shares
|
$220,374
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
1,526
shares
|
$219,225
0.0% of portfolio
|
Q2 2025
Reduced 53.09%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
1,500
shares
|
$215,490
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
1,490
shares
|
$214,053
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
1,460
shares
|
$209,743
0.04% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
1,442
shares
|
$207,157
0.03% of portfolio
|
Q2 2025
Reduced 34.34%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,434
shares
|
$206,008
0.01% of portfolio
|
Q2 2025
Added 76.38%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,410
shares
|
$202,560
0.0% of portfolio
|
Q2 2025
New holding
|