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 |
|---|---|---|---|---|---|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
2,000
shares
|
$284,540
0.17% of portfolio
|
Q2 2022
Closed
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
2,000
shares
|
$284,540
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$284,540
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$284,540
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,971
shares
|
$280,414
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
1,963
shares
|
$279,276
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,954
shares
|
$277,995
0.03% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
1,891
shares
|
$269,032
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,885
shares
|
$268,178
0.0% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$264,053
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,817
shares
|
$258,504
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
1,800
shares
|
$256,086
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
1,800
shares
|
$256,086
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
1,758
shares
|
$250,110
0.02% of portfolio
|
Q2 2024
Reduced 16.21%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,739
shares
|
$247,407
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
1,701
shares
|
$242,001
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,700
shares
|
$241,859
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
1,684
shares
|
$239,582
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
1,684
shares
|
$239,582
0.08% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
1,680
shares
|
$239,013
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
1,677
shares
|
$238,586
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
1,646
shares
|
$234,176
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
1,643
shares
|
$233,749
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,642
shares
|
$233,607
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,640
shares
|
$233,322
0.01% of portfolio
|
Q3 2024
Added 0.06%
|