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 |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,075
shares
|
$701,263
0.03% of portfolio
|
Q1 2025
Reduced 3.44%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$699,467
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
4,958
shares
|
$685,096
0.08% of portfolio
|
Q1 2025
Reduced 21.01%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,938
shares
|
$682,332
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
4,921
shares
|
$679,983
0.19% of portfolio
|
Q2 2024
Reduced 20.44%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
4,884
shares
|
$674,871
0.03% of portfolio
|
Q1 2025
Added 52.53%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,851
shares
|
$670,311
0.54% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
4,785
shares
|
$661,191
0.09% of portfolio
|
Q1 2025
Added 9.25%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,734
shares
|
$654,144
0.06% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$653,038
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
4,685
shares
|
$647,373
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,681
shares
|
$646,820
0.01% of portfolio
|
Q1 2025
Reduced 24.8%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
4,656
shares
|
$643,366
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
4,506
shares
|
$622,639
0.03% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,491
shares
|
$620,566
0.02% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,457
shares
|
$615,868
0.53% of portfolio
|
Q1 2025
Added 59.24%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$605,504
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
4,324
shares
|
$597,490
0.2% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
4,298
shares
|
$593,897
0.0% of portfolio
|
Q4 2024
Added 103.02%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
4,277
shares
|
$590,995
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
4,176
shares
|
$577,039
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
4,130
shares
|
$570,683
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
4,094
shares
|
$565,708
0.0% of portfolio
|
Q1 2025
Added 40.54%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
4,069
shares
|
$562,254
0.42% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
3,988
shares
|
$551,061
0.01% of portfolio
|
Q4 2023
Added 0.83%
|