Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $973 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,747
shares
|
$241,400
0.02% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,746
shares
|
$241,262
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
1,700
shares
|
$234,906
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
1,692
shares
|
$233,800
0.08% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,680
shares
|
$232,142
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 21, 2025 Q1 2025 |
1,646
shares
|
$227,444
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
1,644
shares
|
$227,167
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,642
shares
|
$226,891
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,641
shares
|
$226,753
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$226,200
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,629
shares
|
$225,095
0.07% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
1,618
shares
|
$223,575
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
1,570
shares
|
$216,942
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,542
shares
|
$213,073
0.01% of portfolio
|
Q1 2025
Reduced 47.94%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,513
shares
|
$209,066
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,500
shares
|
$207,270
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,460
shares
|
$201,742
0.04% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,405
shares
|
$194,142
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,347
shares
|
$186,128
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$185,852
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
1,340
shares
|
$185,161
0.05% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,272
shares
|
$175,764
0.0% of portfolio
|
Q1 2025
Reduced 15.87%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,120
shares
|
$154,761
0.06% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,100
shares
|
$151,998
0.0% of portfolio
|
Q4 2021
Reduced 30.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
1,031
shares
|
$142,463
0.0% of portfolio
|
Q1 2024
Added 0.19%
|