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 |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$727,206
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
5,054
shares
|
$726,057
0.07% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,969
shares
|
$713,846
0.03% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 08, 2025 Q2 2025 |
4,925
shares
|
$707,525
0.09% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
4,776
shares
|
$686,120
0.0% of portfolio
|
Q2 2025
Reduced 15.6%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
4,727
shares
|
$679,080
0.06% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$678,937
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
4,684
shares
|
$672,903
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
4,656
shares
|
$668,880
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
4,525
shares
|
$650,061
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,487
shares
|
$644,602
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,396
shares
|
$631,529
0.07% of portfolio
|
Q2 2025
Reduced 6.17%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$629,518
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 25, 2025 Q2 2025 |
4,374
shares
|
$628,368
0.5% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
4,339
shares
|
$623,340
0.0% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
4,318
shares
|
$620,323
0.03% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,298
shares
|
$617,450
0.0% of portfolio
|
Q4 2024
Added 103.02%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
4,294
shares
|
$616,876
0.19% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
4,283
shares
|
$615,295
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,177
shares
|
$600,067
0.02% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,132
shares
|
$593,603
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
4,097
shares
|
$588,575
0.0% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,012
shares
|
$576,363
0.03% of portfolio
|
Q2 2025
Reduced 38.36%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
4,002
shares
|
$574,927
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
3,931
shares
|
$564,727
0.46% of portfolio
|
Q3 2025
Added 0.43%
|