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 |
|---|---|---|---|---|---|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,308
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
7,276
shares
|
$1.01 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
7,239
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 1.46%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
7,227
shares
|
$998,626
0.01% of portfolio
|
Q1 2025
Reduced 3.18%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$992,823
0.07% of portfolio
|
Q4 2023
Added 254.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,150
shares
|
$987,987
0.25% of portfolio
|
Q2 2022
Reduced 9.72%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,713
shares
|
$927,602
0.0% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,509
shares
|
$899,413
0.04% of portfolio
|
Q1 2025
Reduced 30.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,500
shares
|
$898,170
0.01% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
6,496
shares
|
$897,617
0.15% of portfolio
|
Q1 2025
Added 13.9%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$865,144
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$860,032
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
6,175
shares
|
$853,261
0.16% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,172
shares
|
$852,846
0.0% of portfolio
|
Q1 2025
Reduced 30.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,110
shares
|
$844,279
0.0% of portfolio
|
Q1 2025
Reduced 4.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,020
shares
|
$831,843
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
5,910
shares
|
$816,643
0.25% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
5,733
shares
|
$792,185
0.01% of portfolio
|
Q1 2025
Reduced 15.42%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
5,659
shares
|
$781,960
0.0% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
5,566
shares
|
$769,109
0.0% of portfolio
|
Q1 2025
Added 40.34%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
5,562
shares
|
$768,557
0.1% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,528
shares
|
$763,859
0.01% of portfolio
|
Q1 2025
Added 1.95%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
5,394
shares
|
$745,342
0.05% of portfolio
|
Q1 2025
Reduced 27.05%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,173
shares
|
$714,805
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,166
shares
|
$713,837
0.0% of portfolio
|
Q1 2025
Reduced 7.02%
|