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 |
|---|---|---|---|---|---|
|
Shulman De Meo Asset Management LLC
|
Apr 09, 2025 Q1 2025 |
19,334
shares
|
$2.67 Million
0.7% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,312
shares
|
$2.67 Million
1.06% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
19,250
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 137.77%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
19,018
shares
|
$2.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Apr 16, 2025 Q1 2025 |
18,767
shares
|
$2.59 Million
1.47% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
17,950
shares
|
$2.48 Million
0.03% of portfolio
|
Q1 2025
Added 33.74%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
17,914
shares
|
$2.48 Million
1.13% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
16,965
shares
|
$2.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,525
shares
|
$2.28 Million
1.11% of portfolio
|
Q1 2024
Added 39.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
16,356
shares
|
$2.26 Million
0.74% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
16,179
shares
|
$2.24 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
15,626
shares
|
$2.16 Million
0.07% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
15,600
shares
|
$2.16 Million
0.23% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,476
shares
|
$2 Million
0.0% of portfolio
|
Q1 2025
Added 53.56%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,461
shares
|
$1.86 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
13,179
shares
|
$1.82 Million
0.06% of portfolio
|
Q1 2025
Added 1.3%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Apr 21, 2025 Q1 2025 |
12,777
shares
|
$1.77 Million
0.97% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
12,539
shares
|
$1.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.69%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
12,312
shares
|
$1.7 Million
0.49% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
12,118
shares
|
$1.67 Million
1.35% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
12,100
shares
|
$1.67 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
12,040
shares
|
$1.66 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,946
shares
|
$1.65 Million
0.14% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
11,918
shares
|
$1.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.01%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
10,779
shares
|
$1.49 Million
0.59% of portfolio
|
Q1 2025
Reduced 2.92%
|