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 |
|---|---|---|---|---|---|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
2,118
shares
|
$304,271
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,101
shares
|
$301,829
0.01% of portfolio
|
Q3 2025
Reduced 27.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,099
shares
|
$301,542
0.0% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
2,081
shares
|
$298,956
0.12% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
2,081
shares
|
$298,956
0.0% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,050
shares
|
$294,503
0.04% of portfolio
|
Q1 2025
Reduced 40.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
2,045
shares
|
$293,784
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$290,336
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
2,021
shares
|
$290,336
0.1% of portfolio
|
Q2 2025
Added 3.06%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
2,008
shares
|
$288,469
0.21% of portfolio
|
Q2 2025
Reduced 51.38%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,002
shares
|
$287,607
0.0% of portfolio
|
Q2 2025
Added 19.17%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,000
shares
|
$287,320
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
2,000
shares
|
$287,320
0.17% of portfolio
|
Q2 2022
Closed
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
2,000
shares
|
$287,320
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
1,963
shares
|
$282,004
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,921
shares
|
$275,970
0.05% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
1,894
shares
|
$272,092
0.01% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Pictet North America Advisors Sa
|
Oct 21, 2025 Q3 2025 |
1,891
shares
|
$271,661
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
1,837
shares
|
$263,903
0.05% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
1,814
shares
|
$260,599
0.0% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$258,588
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Jul 30, 2025 Q2 2025 |
1,800
shares
|
$258,588
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,800
shares
|
$258,588
0.0% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,756
shares
|
$252,266
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,723
shares
|
$247,526
0.01% of portfolio
|
Q2 2025
New holding
|