Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 354 institutions that hold shares in the stock, with a total of 8.11 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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,764,644
shares
|
$252 Million
0.18% of portfolio
|
Q2 2025
Added 14556.51%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
837,454
shares
|
$120 Million
0.01% of portfolio
|
Q2 2025
Added 0.11%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
616,493
shares
|
$88.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
437,402
shares
|
$62.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
341,286
shares
|
$48.8 Million
1.01% of portfolio
|
Q2 2025
Added 40.52%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
313,437
shares
|
$44.8 Million
0.02% of portfolio
|
Q2 2025
Added 5.57%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
271,226
shares
|
$38.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
220,413
shares
|
$31.5 Million
0.09% of portfolio
|
Q2 2025
Added 45.76%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
193,871
shares
|
$27.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
173,581
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
132,637
shares
|
$19 Million
3.91% of portfolio
|
Q2 2025
Added 21.87%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
88,527
shares
|
$12.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
77,904
shares
|
$11.1 Million
0.22% of portfolio
|
Q2 2025
Reduced 52.99%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
70,924
shares
|
$10.1 Million
2.3% of portfolio
|
Q2 2025
Added 26.33%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
65,995
shares
|
$9.43 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
65,006
shares
|
$9.29 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
60,084
shares
|
$8.59 Million
0.0% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
57,701
shares
|
$8.25 Million
0.02% of portfolio
|
Q2 2025
Added 3.31%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
53,254
shares
|
$7.61 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.56%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,718
shares
|
$7.39 Million
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
47,871
shares
|
$6.84 Million
0.01% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
45,148
shares
|
$6.45 Million
0.01% of portfolio
|
Q2 2025
Added 28.63%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
43,760
shares
|
$6.26 Million
0.01% of portfolio
|
Q2 2025
Added 127.32%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
43,743
shares
|
$6.25 Million
1.97% of portfolio
|
Q2 2025
Added 0.35%
|