Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 345 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 |
|---|---|---|---|---|---|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
3,753
shares
|
$539,155
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,696
shares
|
$530,967
0.23% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
3,665
shares
|
$526,513
0.36% of portfolio
|
Q2 2025
Reduced 9.93%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
3,600
shares
|
$517,176
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$509,705
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,518
shares
|
$505,395
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
3,513
shares
|
$504,677
0.0% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
3,498
shares
|
$502,522
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,418
shares
|
$491,029
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,372
shares
|
$484,421
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,318
shares
|
$476,663
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,316
shares
|
$476,376
0.18% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
3,200
shares
|
$459,712
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,200
shares
|
$459,712
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,153
shares
|
$452,959
0.0% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,055
shares
|
$438,881
0.0% of portfolio
|
Q2 2025
Reduced 68.49%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,052
shares
|
$438,450
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
2,986
shares
|
$428,968
0.02% of portfolio
|
Q2 2025
Added 2.93%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,968
shares
|
$426,382
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
2,965
shares
|
$425,951
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,962
shares
|
$425,520
0.01% of portfolio
|
Q2 2025
Added 92.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
2,913
shares
|
$418,481
0.06% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
2,883
shares
|
$414,171
0.0% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
2,810
shares
|
$403,684
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Aug 14, 2025 Q2 2025 |
2,716
shares
|
$390,180
0.03% of portfolio
|
Q2 2025
Added 5.6%
|