Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 347 institutions that hold shares in the stock, with a total of 8.1 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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
42,302
shares
|
$6.08 Million
0.02% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
41,159
shares
|
$5.91 Million
1.12% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,380
shares
|
$5.8 Million
0.01% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
40,264
shares
|
$5.78 Million
2.93% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
39,501
shares
|
$5.67 Million
0.0% of portfolio
|
Q2 2025
Added 61.6%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
37,583
shares
|
$5.4 Million
0.0% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,530
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
35,373
shares
|
$5.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.68%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
35,153
shares
|
$5.05 Million
1.4% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
33,877
shares
|
$4.87 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
33,514
shares
|
$4.81 Million
2.44% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
30,982
shares
|
$4.45 Million
2.3% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
30,854
shares
|
$4.43 Million
0.04% of portfolio
|
Q2 2025
Added 438.18%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
30,564
shares
|
$4.39 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.23%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
25,155
shares
|
$3.61 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.24%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,480
shares
|
$3.52 Million
0.22% of portfolio
|
Q3 2025
Added 735.49%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
24,468
shares
|
$3.52 Million
0.24% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
24,094
shares
|
$3.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.82%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,924
shares
|
$3.44 Million
0.02% of portfolio
|
Q4 2024
Added 47.52%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
22,312
shares
|
$3.21 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
22,174
shares
|
$3.19 Million
0.06% of portfolio
|
Q2 2025
Added 111.2%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
22,010
shares
|
$3.16 Million
2.5% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
20,524
shares
|
$2.95 Million
0.78% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
20,479
shares
|
$2.94 Million
0.04% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
20,058
shares
|
$2.88 Million
0.13% of portfolio
|
Q2 2025
New holding
|