Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 320 institutions that hold shares in the stock, with a total of 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $866 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
858,566
shares
|
$119 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
696,006
shares
|
$96.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.45%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
444,914
shares
|
$61.5 Million
0.01% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
307,372
shares
|
$42.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
269,586
shares
|
$37.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
240,043
shares
|
$33.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
207,056
shares
|
$28.6 Million
0.57% of portfolio
|
Q3 2024
Reduced 8.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
178,775
shares
|
$24.7 Million
0.09% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
159,964
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 29.18%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
151,549
shares
|
$21 Million
0.53% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$14.6 Million
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
102,014
shares
|
$14.1 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
91,619
shares
|
$12.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
68,397
shares
|
$9.46 Million
0.0% of portfolio
|
Q3 2024
Added 10.79%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
67,285
shares
|
$9.31 Million
0.18% of portfolio
|
Q3 2024
Added 0.91%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
65,354
shares
|
$9.04 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
64,211
shares
|
$8.88 Million
0.82% of portfolio
|
Q4 2024
Added 683.44%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
64,176
shares
|
$8.88 Million
0.0% of portfolio
|
Q3 2024
Added 14.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
62,002
shares
|
$8.57 Million
0.02% of portfolio
|
Q3 2024
Added 30.38%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
59,701
shares
|
$8.26 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
58,129
shares
|
$8.04 Million
0.02% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,718
shares
|
$7.15 Million
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
46,680
shares
|
$6.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
44,263
shares
|
$6.12 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
42,919
shares
|
$5.94 Million
0.01% of portfolio
|
Q3 2024
Reduced 27.34%
|