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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
566
shares
|
$81,311
0.0% of portfolio
|
Q3 2025
Reduced 36.12%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
550
shares
|
$79,013
0.03% of portfolio
|
Q3 2023
Added 96.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
535
shares
|
$76,858
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
533
shares
|
$76,570
0.04% of portfolio
|
Q2 2024
Added 171.94%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
500
shares
|
$71,830
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
488
shares
|
$70,106
0.0% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
476
shares
|
$68,382
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
460
shares
|
$66,083
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
409
shares
|
$58,756
0.02% of portfolio
|
Q2 2025
Reduced 6.41%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
408
shares
|
$58,613
0.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
385
shares
|
$55,309
0.01% of portfolio
|
Q2 2022
Reduced 39.37%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
381
shares
|
$54,734
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
342
shares
|
$49,131
0.03% of portfolio
|
Q2 2025
Reduced 99.3%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
342
shares
|
$49,131
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
329
shares
|
$47,264
0.03% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
282
shares
|
$40,512
0.0% of portfolio
|
Q4 2023
Added 143.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
269
shares
|
$38,644
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
255
shares
|
$36,633
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
249
shares
|
$35,771
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
240
shares
|
$34,478
0.01% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
237
shares
|
$34,047
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
236
shares
|
$33,903
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
235
shares
|
$33,760
0.02% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
230
shares
|
$33,041
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
220
shares
|
$31,605
0.0% of portfolio
|
Q3 2025
New holding
|