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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,688
shares
|
$386,158
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
2,677
shares
|
$384,577
0.01% of portfolio
|
Q2 2025
Added 36.58%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jul 30, 2025 Q2 2025 |
2,660
shares
|
$382,135
0.26% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Inspirion Wealth Advisors, LLC
|
Oct 06, 2025 Q3 2025 |
2,624
shares
|
$376,963
0.05% of portfolio
|
Q3 2025
Added 86.5%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,608
shares
|
$374,665
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
2,569
shares
|
$369,062
0.0% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,562
shares
|
$368,056
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
2,550
shares
|
$366,333
0.0% of portfolio
|
Q2 2025
Reduced 95.1%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
2,510
shares
|
$360,586
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
2,498
shares
|
$358,862
0.01% of portfolio
|
Q2 2024
Reduced 42.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
2,470
shares
|
$354,840
0.03% of portfolio
|
Q2 2025
Added 50.24%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,456
shares
|
$352,828
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
2,411
shares
|
$346,364
0.0% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
2,409
shares
|
$346,076
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Jul 30, 2025 Q2 2025 |
2,396
shares
|
$344,209
0.86% of portfolio
|
Q2 2025
Added 6.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
2,336
shares
|
$335,589
0.01% of portfolio
|
Q3 2025
Added 4.99%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,300
shares
|
$330,418
0.04% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
2,282
shares
|
$327,832
0.08% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
2,268
shares
|
$325,820
0.04% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Aug 07, 2025 Q2 2025 |
2,237
shares
|
$321,367
0.06% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
2,200
shares
|
$316,052
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,176
shares
|
$312,604
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 20, 2025 Q3 2025 |
2,149
shares
|
$308,725
0.06% of portfolio
|
Q2 2023
Reduced 2.05%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
2,135
shares
|
$306,714
0.01% of portfolio
|
Q1 2023
Reduced 1.61%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
2,132
shares
|
$306,283
0.0% of portfolio
|
Q1 2025
Reduced 10.61%
|