Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 343 institutions that hold shares in the stock, with a total of 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,839
shares
|
$263,657
0.05% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,807
shares
|
$259,069
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,800
shares
|
$258,066
0.0% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$258,066
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,751
shares
|
$251,040
0.02% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,746
shares
|
$250,324
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
1,700
shares
|
$243,729
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
1,695
shares
|
$243,012
0.08% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,680
shares
|
$240,861
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
1,646
shares
|
$235,987
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
1,644
shares
|
$235,700
0.02% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,642
shares
|
$235,413
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
1,641
shares
|
$235,270
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$234,696
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
1,629
shares
|
$233,549
0.07% of portfolio
|
Q1 2025
Reduced 2.86%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
May 13, 2025 Q1 2025 |
1,618
shares
|
$231,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
1,570
shares
|
$225,090
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
1,542
shares
|
$221,076
0.01% of portfolio
|
Q1 2025
Reduced 47.94%
|
|
|
Blue Capital, Inc.
Omaha, NE |
Feb 14, 2025 Q4 2024 |
1,513
shares
|
$216,918
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,500
shares
|
$215,055
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
1,460
shares
|
$209,320
0.04% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,407
shares
|
$201,721
0.03% of portfolio
|
Q2 2025
Reduced 26.34%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
1,405
shares
|
$201,434
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,347
shares
|
$193,119
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$192,832
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|