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 |
---|---|---|---|---|---|
Spire Wealth Management
|
Apr 24, 2024 Q1 2024 |
600
shares
|
$71,556
0.0% of portfolio
|
Q1 2024
Added 114.29%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
576
shares
|
$68,693
0.02% of portfolio
|
Q1 2023
New holding
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
550
shares
|
$65,593
0.03% of portfolio
|
Q3 2023
Added 96.43%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
534
shares
|
$63,684
0.02% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
510
shares
|
$60,822
0.01% of portfolio
|
Q1 2024
Reduced 1.73%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Apr 19, 2024 Q1 2024 |
500
shares
|
$59,630
0.01% of portfolio
|
Q1 2024
New holding
|
|
Avondale Wealth Management
|
Apr 02, 2024 Q1 2024 |
500
shares
|
$59,630
0.04% of portfolio
|
Q3 2023
Reduced 50.0%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
476
shares
|
$56,767
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
413
shares
|
$49,254
0.0% of portfolio
|
Q1 2024
Reduced 43.81%
|
|
Optimum Investment Advisors
|
Apr 11, 2024 Q1 2024 |
400
shares
|
$47,704
0.02% of portfolio
|
Q1 2021
Reduced 11.89%
|
|
Benjamin Edwards Inc
Clayton, MO |
Apr 29, 2024 Q1 2024 |
398
shares
|
$47,465
0.01% of portfolio
|
Q1 2024
Added 0.25%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
390
shares
|
$46,511
0.01% of portfolio
|
Q2 2023
New holding
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
387
shares
|
$46,153
0.03% of portfolio
|
Q1 2024
New holding
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
385
shares
|
$45,915
0.01% of portfolio
|
Q2 2022
Reduced 39.37%
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
341
shares
|
$40,667
0.02% of portfolio
|
Q4 2023
Added 0.29%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
313
shares
|
$37,328
0.01% of portfolio
|
Q4 2023
Added 0.64%
|
|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
300
shares
|
$35,778
0.02% of portfolio
|
Q1 2024
New holding
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
300
shares
|
$35,778
0.0% of portfolio
|
Q1 2024
Reduced 14.77%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
284
shares
|
$33,869
0.0% of portfolio
|
Q2 2023
Added 129.03%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
282
shares
|
$33,631
0.0% of portfolio
|
Q4 2023
Added 143.1%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
276
shares
|
$32,915
0.01% of portfolio
|
Q1 2024
New holding
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
269
shares
|
$32,080
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
254
shares
|
$30,292
0.01% of portfolio
|
Q1 2024
Reduced 32.98%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
237
shares
|
$28,264
0.01% of portfolio
|
Q1 2022
New holding
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 16, 2024 Q1 2024 |
235
shares
|
$28,026
0.02% of portfolio
|
Q1 2024
Reduced 27.69%
|