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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
186
shares
|
$25,701
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
181
shares
|
$25,010
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
174
shares
|
$24,043
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
160
shares
|
$22,108
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
160
shares
|
$22,108
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
135
shares
|
$18,654
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
126
shares
|
$17,410
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$16,443
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
117
shares
|
$16,167
0.0% of portfolio
|
Q4 2020
Added 98.31%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
108
shares
|
$14,923
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$13,818
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
100
shares
|
$13,818
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100
shares
|
$13,818
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
90
shares
|
$12,436
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
85
shares
|
$11,745
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
85
shares
|
$11,745
0.0% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
80
shares
|
$11,054
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
70
shares
|
$9,672
0.01% of portfolio
|
Q4 2022
Reduced 73.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
66
shares
|
$9,119
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
May 14, 2025 Q1 2025 |
64
shares
|
$8,843
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
60
shares
|
$8,290
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
57
shares
|
$7,876
0.0% of portfolio
|
Q1 2025
Reduced 27.85%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
55
shares
|
$7,599
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
55
shares
|
$7,599
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
54
shares
|
$7,461
0.0% of portfolio
|
Q1 2025
Reduced 61.7%
|