Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 317 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 $849 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$228,656
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,626
shares
|
$227,119
0.0% of portfolio
|
Q3 2018
Added 4.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 18, 2024 Q3 2024 |
1,618
shares
|
$226,002
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
1,598
shares
|
$223,208
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,575
shares
|
$219,996
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
1,570
shares
|
$219,297
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
1,534
shares
|
$214,269
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
1,523
shares
|
$212,732
0.01% of portfolio
|
Q2 2024
Added 268.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,504
shares
|
$210,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
1,460
shares
|
$203,932
0.04% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,372
shares
|
$191,640
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$187,869
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
1,340
shares
|
$187,171
0.05% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$165,520
0.0% of portfolio
|
Q3 2024
Added 231.01%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
1,168
shares
|
$163,146
0.12% of portfolio
|
Q2 2024
Added 426.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,120
shares
|
$156,441
0.06% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,100
shares
|
$153,648
0.0% of portfolio
|
Q4 2021
Reduced 30.9%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$153,648
0.0% of portfolio
|
Q3 2022
Reduced 13.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
1,031
shares
|
$144,010
0.0% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
1,000
shares
|
$139,680
0.07% of portfolio
|
Q4 2021
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
850
shares
|
$118,728
0.01% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
|
Abound Wealth Management
Franklin, TN |
Nov 04, 2024 Q3 2024 |
813
shares
|
$113,559
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
809
shares
|
$113,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
799
shares
|
$111,604
0.01% of portfolio
|
Q3 2024
Added 7163.64%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$98,474
0.0% of portfolio
|
Q3 2024
Added 3.22%
|