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 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
809
shares
|
$113,874
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
799
shares
|
$112,467
0.01% of portfolio
|
Q3 2024
Added 7163.64%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
705
shares
|
$99,235
0.0% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
700
shares
|
$98,532
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
673
shares
|
$94,731
0.03% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
670
shares
|
$94,309
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
640
shares
|
$90,086
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Oct 17, 2024 Q3 2024 |
634
shares
|
$89,241
0.03% of portfolio
|
Q3 2024
Reduced 17.35%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
626
shares
|
$88,115
0.02% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
595
shares
|
$83,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
585
shares
|
$82,344
0.0% of portfolio
|
Q3 2024
Added 19.39%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
550
shares
|
$77,418
0.03% of portfolio
|
Q3 2023
Added 96.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
535
shares
|
$75,306
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
533
shares
|
$75,025
0.04% of portfolio
|
Q2 2024
Added 171.94%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
494
shares
|
$69,535
0.02% of portfolio
|
Q3 2024
Added 57.83%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
476
shares
|
$67,001
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Reston Wealth Management LLC
|
Oct 28, 2024 Q3 2024 |
413
shares
|
$58,133
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$56,304
0.02% of portfolio
|
Q1 2021
Reduced 11.89%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
392
shares
|
$55,177
0.0% of portfolio
|
Q3 2024
Reduced 34.67%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
390
shares
|
$54,896
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
385
shares
|
$54,192
0.01% of portfolio
|
Q2 2022
Reduced 39.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
342
shares
|
$48,139
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
341
shares
|
$47,999
0.02% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
284
shares
|
$39,975
0.0% of portfolio
|
Q2 2023
Added 129.03%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
282
shares
|
$39,694
0.0% of portfolio
|
Q4 2023
Added 143.1%
|