Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 317 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 $739 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
224
shares
|
$26,797
0.0% of portfolio
|
Q2 2023
Reduced 45.1%
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 10, 2024 Q1 2024 |
220
shares
|
$26,318
0.01% of portfolio
|
Q4 2020
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
200
shares
|
$23,926
0.01% of portfolio
|
Q4 2022
New holding
|
|
Duncker Streett & CO Inc
|
Apr 23, 2024 Q1 2024 |
200
shares
|
$23,926
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$23,686
0.02% of portfolio
|
Q1 2023
Reduced 56.96%
|
|
Family Asset Management, LLC
Charleston, SC |
May 14, 2024 Q1 2024 |
196
shares
|
$23,447
0.02% of portfolio
|
Q4 2023
Reduced 54.42%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
186
shares
|
$22,251
0.01% of portfolio
|
Q3 2023
New holding
|
|
Pacifica Partners Inc.
|
Apr 12, 2024 Q1 2024 |
181
shares
|
$21,653
0.01% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
180
shares
|
$21,533
0.0% of portfolio
|
Q3 2023
New holding
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
174
shares
|
$20,815
0.0% of portfolio
|
Q4 2022
New holding
|
|
South State Corp
|
May 06, 2024 Q1 2024 |
160
shares
|
$19,140
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
160
shares
|
$19,140
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
160
shares
|
$19,140
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Apr 30, 2024 Q1 2024 |
140
shares
|
$16,748
0.01% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
Planning Capital Management Corp
Paoli, PA |
Apr 26, 2024 Q1 2024 |
135
shares
|
$16,150
0.01% of portfolio
|
Q4 2023
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$14,235
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
117
shares
|
$13,996
0.0% of portfolio
|
Q4 2020
Added 98.31%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
115
shares
|
$13,757
0.0% of portfolio
|
Q1 2024
Added 38.55%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
100
shares
|
$11,963
0.0% of portfolio
|
Q1 2024
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jun 28, 2024 Q1 2024 |
100
shares
|
$11,963
0.0% of portfolio
|
Q3 2023
Reduced 17.36%
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
100
shares
|
$11,963
0.0% of portfolio
|
Q3 2022
New holding
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
96
shares
|
$11,484
0.0% of portfolio
|
Q1 2024
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
70
shares
|
$8,374
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bradley & Co. Private Wealth Management, LLC
|
Apr 26, 2024 Q1 2024 |
70
shares
|
$8,374
0.01% of portfolio
|
Q4 2022
Reduced 73.28%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
66
shares
|
$7,895
0.0% of portfolio
|
Q3 2023
New holding
|