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 $865 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$346,000
0.0% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,381
shares
|
$338,744
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,349
shares
|
$334,192
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,320
shares
|
$330,066
0.04% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,300
shares
|
$327,221
0.04% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,271
shares
|
$323,095
0.07% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,266
shares
|
$322,383
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,222
shares
|
$316,123
0.73% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
2,200
shares
|
$312,994
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
2,193
shares
|
$311,998
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
2,149
shares
|
$305,738
0.07% of portfolio
|
Q2 2023
Reduced 2.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,140
shares
|
$304,457
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,135
shares
|
$303,746
0.01% of portfolio
|
Q1 2023
Reduced 1.61%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,117
shares
|
$301,185
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,110
shares
|
$300,189
0.02% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$299,620
0.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$299,336
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
2,100
shares
|
$298,767
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
2,098
shares
|
$298,482
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Oct 15, 2024 Q3 2024 |
2,090
shares
|
$297,344
0.03% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$295,637
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,056
shares
|
$292,507
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
2,022
shares
|
$287,669
0.0% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$287,527
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
2,008
shares
|
$285,678
0.0% of portfolio
|
Q3 2024
Added 3.88%
|