Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 6.08 Million shares, which have been reported (via 13F filing form) to have a value of $849 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
3,200
shares
|
$446,976
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,179
shares
|
$444,042
0.0% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,157
shares
|
$440,969
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
3,121
shares
|
$435,941
0.01% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,063
shares
|
$427,839
0.01% of portfolio
|
Q3 2024
Added 669.6%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,009
shares
|
$420,297
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
3,008
shares
|
$420,157
0.14% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$419,040
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
2,965
shares
|
$414,151
0.0% of portfolio
|
Q3 2024
Added 6.2%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
2,958
shares
|
$413,173
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,932
shares
|
$409,541
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,929
shares
|
$409,122
0.0% of portfolio
|
Q3 2024
Reduced 94.58%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,918
shares
|
$407,586
0.01% of portfolio
|
Q3 2024
Reduced 70.85%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
2,913
shares
|
$406,887
0.05% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
2,873
shares
|
$401,300
0.02% of portfolio
|
Q3 2024
Reduced 8.65%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
2,810
shares
|
$392,500
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Oct 24, 2024 Q3 2024 |
2,725
shares
|
$380,628
0.08% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
2,700
shares
|
$377,136
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
2,670
shares
|
$372,945
0.03% of portfolio
|
Q1 2024
Reduced 7.68%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Oct 15, 2024 Q3 2024 |
2,654
shares
|
$370,710
0.26% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,645
shares
|
$369,453
0.03% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 04, 2024 Q3 2024 |
2,624
shares
|
$366,520
0.05% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,562
shares
|
$357,860
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
2,498
shares
|
$348,920
0.01% of portfolio
|
Q2 2024
Reduced 42.6%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
2,454
shares
|
$342,774
0.06% of portfolio
|
Q3 2024
Reduced 2.19%
|