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 |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
20,000
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
19,077
shares
|
$2.74 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,019
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
18,351
shares
|
$2.64 Million
1.48% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,348
shares
|
$2.64 Million
0.65% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
17,914
shares
|
$2.57 Million
1.13% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
17,493
shares
|
$2.51 Million
0.87% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
17,113
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,721
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
16,673
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.62%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,525
shares
|
$2.37 Million
1.11% of portfolio
|
Q1 2024
Added 39.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
16,356
shares
|
$2.35 Million
0.74% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
15,989
shares
|
$2.3 Million
0.49% of portfolio
|
Q3 2025
Added 94.7%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
15,600
shares
|
$2.24 Million
0.22% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,515
shares
|
$2.23 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.71%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
14,476
shares
|
$2.08 Million
0.0% of portfolio
|
Q1 2025
Added 53.56%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,899
shares
|
$2 Million
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,461
shares
|
$1.93 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 14, 2025 Q3 2025 |
12,407
shares
|
$1.78 Million
0.77% of portfolio
|
Q3 2025
Reduced 2.9%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
11,969
shares
|
$1.72 Million
0.14% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
11,926
shares
|
$1.71 Million
1.41% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
11,926
shares
|
$1.71 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
11,819
shares
|
$1.7 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,780
shares
|
$1.69 Million
0.05% of portfolio
|
Q2 2025
Reduced 10.62%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
11,729
shares
|
$1.68 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.59%
|