Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 340 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 $872 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
11,103
shares
|
$1.47 Million
0.59% of portfolio
|
Q4 2024
Reduced 29.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
10,861
shares
|
$1.43 Million
0.0% of portfolio
|
Q4 2024
Reduced 76.73%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,499
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
10,370
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
10,185
shares
|
$1.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 3.75%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,904
shares
|
$1.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,576
shares
|
$1.26 Million
0.11% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,444
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,441
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 51.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,427
shares
|
$1.25 Million
0.0% of portfolio
|
Q4 2024
Added 26.84%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
9,409
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,375
shares
|
$1.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
9,319
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 48.13%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,293
shares
|
$1.23 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
9,028
shares
|
$1.19 Million
0.71% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
8,994
shares
|
$1.19 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,960
shares
|
$1.18 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,911
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 3037.68%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
8,602
shares
|
$1.14 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
8,519
shares
|
$1.13 Million
0.26% of portfolio
|
Q4 2024
Added 116.38%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
8,481
shares
|
$1.12 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,395
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 345.36%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
8,096
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,079
shares
|
$1.07 Million
0.0% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,863
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.73%
|