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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,932
shares
|
$543,323
0.01% of portfolio
|
Q1 2025
Added 24.67%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,825
shares
|
$528,538
0.14% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
3,790
shares
|
$523,702
0.0% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
3,720
shares
|
$514,029
0.23% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
3,600
shares
|
$497,448
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$490,262
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
3,511
shares
|
$485,149
0.3% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
3,498
shares
|
$483,353
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
3,443
shares
|
$475,753
0.02% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
3,418
shares
|
$472,299
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,401
shares
|
$469,950
0.0% of portfolio
|
Q1 2025
Added 50.29%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,321
shares
|
$458,895
0.2% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
3,253
shares
|
$449,499
0.0% of portfolio
|
Q1 2025
Added 116.29%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,210
shares
|
$443,557
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,200
shares
|
$442,176
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,200
shares
|
$442,176
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
3,181
shares
|
$439,550
0.0% of portfolio
|
Q1 2025
Added 20.68%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,053
shares
|
$421,863
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
2,965
shares
|
$409,703
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
2,963
shares
|
$409,427
0.01% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
2,947
shares
|
$407,216
0.0% of portfolio
|
Q1 2025
Reduced 6.65%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,913
shares
|
$402,518
0.06% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,912
shares
|
$402,380
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
2,901
shares
|
$400,860
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,877
shares
|
$397,543
0.01% of portfolio
|
Q1 2025
Reduced 29.35%
|