Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 318 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $737 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Hfg Advisors, Inc.
|
Apr 18, 2024 Q1 2024 |
1,612
shares
|
$192,247
0.19% of portfolio
|
Q1 2024
New holding
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
1,596
shares
|
$190,338
0.0% of portfolio
|
Q1 2024
Reduced 19.72%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2024 Q1 2024 |
1,558
shares
|
$185,807
0.0% of portfolio
|
Q4 2022
Reduced 12.91%
|
|
Westside Investment Management, Inc.
|
Apr 19, 2024 Q1 2024 |
1,460
shares
|
$174,119
0.04% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
May 08, 2024 Q1 2024 |
1,405
shares
|
$167,560
0.06% of portfolio
|
Q1 2024
Reduced 9.35%
|
|
Bts Asset Management, Inc.
|
Apr 22, 2024 Q1 2024 |
1,369
shares
|
$163,266
0.14% of portfolio
|
Q1 2024
Reduced 27.22%
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$160,404
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
Davis Capital Management
Jacksonville, FL |
Jul 02, 2024 Q2 2024 |
1,168
shares
|
$139,295
0.12% of portfolio
|
Q2 2024
Added 426.13%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
1,120
shares
|
$133,571
0.05% of portfolio
|
Q1 2023
Added 900.0%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,100
shares
|
$131,186
0.0% of portfolio
|
Q3 2022
Reduced 13.39%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,100
shares
|
$131,186
0.0% of portfolio
|
Q4 2021
Reduced 30.9%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
1,031
shares
|
$122,957
0.0% of portfolio
|
Q1 2024
Added 0.19%
|
|
Maryland Capital Advisors Inc.
|
Apr 11, 2024 Q1 2024 |
1,000
shares
|
$119,260
0.08% of portfolio
|
Q4 2021
New holding
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
994
shares
|
$118,544
0.0% of portfolio
|
Q1 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
975
shares
|
$116,278
0.01% of portfolio
|
Q4 2023
Added 14.71%
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
May 13, 2024 Q1 2024 |
958
shares
|
$114,251
0.04% of portfolio
|
Q1 2024
New holding
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
814
shares
|
$97,077
0.03% of portfolio
|
Q1 2024
Reduced 32.5%
|
|
Advisors Preferred, LLC
Rockville, MD |
May 08, 2024 Q1 2024 |
803
shares
|
$95,765
0.02% of portfolio
|
Q1 2024
Reduced 19.13%
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
749
shares
|
$89,325
0.0% of portfolio
|
Q1 2024
Reduced 65.92%
|
|
Signaturefd, LLC
Atlanta, GA |
May 03, 2024 Q1 2024 |
700
shares
|
$83,482
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 14, 2024 Q1 2024 |
694
shares
|
$82,766
0.03% of portfolio
|
Q1 2024
Added 0.14%
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
667
shares
|
$79,546
0.0% of portfolio
|
Q1 2024
Added 0.15%
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
637
shares
|
$75,968
0.0% of portfolio
|
Q1 2024
Added 0.16%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
May 02, 2024 Q1 2024 |
634
shares
|
$75,610
0.03% of portfolio
|
Q1 2024
New holding
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
600
shares
|
$71,556
0.03% of portfolio
|
Q1 2022
New holding
|