Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 338 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $922 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
915,737
shares
|
$124 Million
0.01% of portfolio
|
Q4 2024
Added 6.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
699,681
shares
|
$94.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
453,752
shares
|
$61.5 Million
0.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
294,409
shares
|
$39.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 4.22%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
272,084
shares
|
$36.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
234,582
shares
|
$31.8 Million
0.62% of portfolio
|
Q4 2024
Added 13.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
226,023
shares
|
$30.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.84%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
189,064
shares
|
$25.6 Million
0.09% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
156,536
shares
|
$21.2 Million
0.5% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
144,086
shares
|
$19.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.93%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
137,769
shares
|
$18.7 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$14.3 Million
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jan 06, 2025 Q4 2024 |
102,014
shares
|
$13.8 Million
3.17% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
76,351
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 18.97%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
76,081
shares
|
$10.3 Million
0.03% of portfolio
|
Q4 2024
Reduced 16.96%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
66,845
shares
|
$9.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
65,354
shares
|
$8.86 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
65,286
shares
|
$8.85 Million
0.02% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
65,206
shares
|
$8.84 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.67%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
64,211
shares
|
$8.71 Million
0.82% of portfolio
|
Q4 2024
Added 683.44%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
59,701
shares
|
$8.09 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
58,129
shares
|
$7.88 Million
0.02% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
53,860
shares
|
$7.3 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,718
shares
|
$7.01 Million
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Modus Advisors, LLC
|
Jan 03, 2025 Q4 2024 |
44,263
shares
|
$6 Million
1.94% of portfolio
|
Q4 2024
Reduced 0.34%
|