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 |
|---|---|---|---|---|---|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
7,276
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
7,261
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 36.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
7,232
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2023
Added 254.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,150
shares
|
$1.03 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.72%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
7,055
shares
|
$1.01 Million
0.19% of portfolio
|
Q2 2025
Reduced 6.79%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
6,686
shares
|
$960,510
0.25% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
6,605
shares
|
$948,874
0.01% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
6,500
shares
|
$933,790
0.01% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,388
shares
|
$917,700
0.0% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
6,262
shares
|
$899,598
0.02% of portfolio
|
Q2 2025
Reduced 79.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$899,455
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$894,139
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
6,042
shares
|
$867,993
0.08% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,821
shares
|
$836,244
0.02% of portfolio
|
Q2 2025
Added 12.53%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
5,815
shares
|
$835,382
0.01% of portfolio
|
Q2 2025
Added 47.89%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,811
shares
|
$834,808
0.01% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
5,712
shares
|
$820,585
0.16% of portfolio
|
Q3 2025
Added 33.15%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,614
shares
|
$806,507
0.01% of portfolio
|
Q2 2025
Added 13.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
5,540
shares
|
$795,876
0.0% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
5,394
shares
|
$774,902
0.05% of portfolio
|
Q1 2025
Reduced 27.05%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
5,328
shares
|
$765,420
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
5,265
shares
|
$756,369
0.01% of portfolio
|
Q2 2025
Reduced 32.23%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
5,242
shares
|
$753,065
0.0% of portfolio
|
Q2 2025
Reduced 15.07%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,172
shares
|
$743,009
0.09% of portfolio
|
Q3 2025
Reduced 1.71%
|