Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $905 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
43,811
shares
|
$6.01 Million
0.01% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
43,437
shares
|
$5.96 Million
0.01% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
41,213
shares
|
$5.66 Million
2.0% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,489
shares
|
$5.56 Million
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
40,404
shares
|
$5.55 Million
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
40,264
shares
|
$5.53 Million
2.93% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
39,422
shares
|
$5.41 Million
0.02% of portfolio
|
Q4 2024
Added 1.1%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
39,284
shares
|
$5.39 Million
2.86% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,530
shares
|
$5.01 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
35,564
shares
|
$4.88 Million
0.87% of portfolio
|
Q3 2024
Added 1315.2%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
34,017
shares
|
$4.67 Million
0.42% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
32,752
shares
|
$4.5 Million
0.03% of portfolio
|
Q4 2024
Added 52.0%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
30,049
shares
|
$4.12 Million
2.26% of portfolio
|
Q4 2024
Added 2.62%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
29,147
shares
|
$4 Million
0.08% of portfolio
|
Q4 2024
Added 4.04%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
28,491
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Added 101.65%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
26,405
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
25,863
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
Added 51.28%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
24,686
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 12.72%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
24,468
shares
|
$3.36 Million
0.24% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,924
shares
|
$3.28 Million
0.02% of portfolio
|
Q4 2024
Added 47.52%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
22,010
shares
|
$3.02 Million
2.33% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
20,524
shares
|
$2.82 Million
0.78% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
20,078
shares
|
$2.76 Million
1.12% of portfolio
|
Q4 2024
Reduced 16.98%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
19,331
shares
|
$2.65 Million
0.7% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
19,082
shares
|
$2.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.72%
|