Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 337 institutions that hold shares in the stock, with a total of 7.04 Million shares, which have been reported (via 13F filing form) to have a value of $973 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
2,116
shares
|
$292,388
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
2,110
shares
|
$291,559
0.02% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,099
shares
|
$290,039
0.0% of portfolio
|
Q1 2025
Reduced 32.27%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
May 14, 2025 Q1 2025 |
2,044
shares
|
$282,439
0.11% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
2,041
shares
|
$282,025
0.0% of portfolio
|
Q1 2025
Reduced 22.4%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$279,261
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$276,360
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,000
shares
|
$276,360
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,000
shares
|
$276,360
0.17% of portfolio
|
Q2 2022
Closed
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
1,992
shares
|
$275,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,980
shares
|
$273,596
0.0% of portfolio
|
Q1 2025
Reduced 7.48%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,970
shares
|
$272,214
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
1,963
shares
|
$271,247
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
1,961
shares
|
$270,970
0.09% of portfolio
|
Q1 2025
Reduced 34.48%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
1,960
shares
|
$270,832
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
1,921
shares
|
$265,443
0.06% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,910
shares
|
$263,923
0.03% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
1,905
shares
|
$263,232
0.05% of portfolio
|
Q1 2025
Reduced 14.38%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,891
shares
|
$261,298
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,881
shares
|
$259,916
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,859
shares
|
$256,876
0.13% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,839
shares
|
$254,113
0.05% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
1,807
shares
|
$249,691
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
1,800
shares
|
$248,724
0.0% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$248,724
0.05% of portfolio
|
Q4 2023
New holding
|