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 |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,464
shares
|
$985,919
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
7,394
shares
|
$976,673
0.07% of portfolio
|
Q2 2023
Reduced 1.26%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
7,286
shares
|
$962,407
0.07% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$949,066
0.07% of portfolio
|
Q4 2023
Added 254.29%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,154
shares
|
$944,971
0.0% of portfolio
|
Q4 2024
Added 12.25%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,150
shares
|
$944,443
0.25% of portfolio
|
Q2 2022
Reduced 9.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,135
shares
|
$942,462
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,778
shares
|
$895,306
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,728
shares
|
$888,701
0.01% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
6,622
shares
|
$874,699
0.73% of portfolio
|
Q4 2024
Reduced 6.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,500
shares
|
$858,585
0.01% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
6,388
shares
|
$843,790
0.0% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
6,277
shares
|
$829,128
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$827,015
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
6,225
shares
|
$822,260
0.01% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$822,128
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,132
shares
|
$809,975
0.01% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
6,042
shares
|
$798,087
0.08% of portfolio
|
Q4 2024
Reduced 9.98%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,954
shares
|
$786,463
0.23% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,767
shares
|
$761,763
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
5,712
shares
|
$754,498
0.17% of portfolio
|
Q4 2024
Added 32.78%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,703
shares
|
$753,309
0.12% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
5,562
shares
|
$734,684
0.1% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
5,556
shares
|
$733,892
0.0% of portfolio
|
Q4 2024
Reduced 42.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,518
shares
|
$728,872
0.0% of portfolio
|
Q4 2024
Added 12.77%
|