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 |
|---|---|---|---|---|---|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
1,000
shares
|
$138,180
0.06% of portfolio
|
Q4 2021
New holding
|
|
|
Avondale Wealth Management
|
Apr 08, 2025 Q1 2025 |
1,000
shares
|
$138,180
0.08% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
1,000
shares
|
$138,180
0.0% of portfolio
|
Q1 2025
Added 38.12%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
912
shares
|
$126,020
0.0% of portfolio
|
Q1 2025
Reduced 4.8%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
870
shares
|
$120,216
0.11% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
850
shares
|
$117,453
0.01% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
842
shares
|
$116,347
0.0% of portfolio
|
Q4 2024
Reduced 38.63%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
821
shares
|
$113,445
0.09% of portfolio
|
Q1 2025
Reduced 29.71%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
813
shares
|
$112,340
0.0% of portfolio
|
Q1 2025
Added 20.98%
|
|
|
Abound Wealth Management
Franklin, TN |
Apr 17, 2025 Q1 2025 |
813
shares
|
$112,340
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
799
shares
|
$110,405
0.01% of portfolio
|
Q3 2024
Added 7163.64%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
700
shares
|
$96,726
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
673
shares
|
$92,995
0.0% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
654
shares
|
$90,369
0.0% of portfolio
|
Q1 2025
Reduced 40.27%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
642
shares
|
$88,711
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
602
shares
|
$83,184
0.0% of portfolio
|
Q4 2024
Reduced 60.47%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
579
shares
|
$80,006
0.02% of portfolio
|
Q4 2024
Reduced 7.51%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
552
shares
|
$76,275
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
550
shares
|
$75,999
0.03% of portfolio
|
Q3 2023
Added 96.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
535
shares
|
$73,926
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
533
shares
|
$73,649
0.04% of portfolio
|
Q2 2024
Added 171.94%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
487
shares
|
$67,293
0.0% of portfolio
|
Q1 2025
Added 1703.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
483
shares
|
$66,740
0.0% of portfolio
|
Q1 2025
Added 997.73%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
476
shares
|
$65,773
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
437
shares
|
$60,384
0.02% of portfolio
|
Q1 2025
Reduced 11.54%
|