Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 8.09 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 |
|---|---|---|---|---|---|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,407
shares
|
$202,129
0.0% of portfolio
|
Q3 2025
Reduced 41.33%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$193,222
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,340
shares
|
$192,504
0.05% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,250
shares
|
$179,575
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,241
shares
|
$178,282
0.0% of portfolio
|
Q3 2025
Added 74.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,204
shares
|
$172,966
0.0% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,100
shares
|
$158,026
0.0% of portfolio
|
Q4 2021
Reduced 30.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
1,031
shares
|
$148,113
0.0% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$143,660
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Jul 17, 2025 Q2 2025 |
1,000
shares
|
$143,660
0.09% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
880
shares
|
$126,420
0.05% of portfolio
|
Q2 2025
Reduced 21.43%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
877
shares
|
$125,989
0.0% of portfolio
|
Q2 2025
Added 596.03%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
842
shares
|
$120,961
0.0% of portfolio
|
Q4 2024
Reduced 38.63%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
821
shares
|
$117,944
0.08% of portfolio
|
Q1 2025
Reduced 29.71%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
813
shares
|
$116,795
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
799
shares
|
$114,784
0.01% of portfolio
|
Q3 2024
Added 7163.64%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
775
shares
|
$111,336
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
700
shares
|
$100,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
700
shares
|
$100,562
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
674
shares
|
$96,826
0.0% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
674
shares
|
$96,826
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
643
shares
|
$92,373
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
642
shares
|
$92,229
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
600
shares
|
$86,196
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
580
shares
|
$83,322
0.02% of portfolio
|
Q2 2025
Added 0.17%
|