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 |
|---|---|---|---|---|---|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
430
shares
|
$59,417
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
411
shares
|
$56,791
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
390
shares
|
$53,890
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
385
shares
|
$53,199
0.01% of portfolio
|
Q2 2022
Reduced 39.37%
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
380
shares
|
$52,508
0.0% of portfolio
|
Q1 2025
Added 171.43%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
342
shares
|
$47,257
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
341
shares
|
$47,119
0.03% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
328
shares
|
$45,323
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
300
shares
|
$41,454
0.0% of portfolio
|
Q1 2025
Reduced 49.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
282
shares
|
$38,966
0.0% of portfolio
|
Q4 2023
Added 143.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
269
shares
|
$37,170
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
255
shares
|
$35,235
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
252
shares
|
$34,821
0.0% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
243
shares
|
$33,577
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
240
shares
|
$33,163
0.0% of portfolio
|
Q1 2025
Added 124.3%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
237
shares
|
$32,748
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
235
shares
|
$32,472
0.02% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
230
shares
|
$31,781
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
220
shares
|
$30,399
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
220
shares
|
$30,399
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
209
shares
|
$28,879
0.01% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
200
shares
|
$27,636
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
200
shares
|
$27,636
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$27,636
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$27,359
0.02% of portfolio
|
Q1 2023
Reduced 56.96%
|