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 |
|---|---|---|---|---|---|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
269
shares
|
$37,202
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
255
shares
|
$35,266
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
237
shares
|
$32,777
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
235
shares
|
$32,500
0.02% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
220
shares
|
$30,426
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
210
shares
|
$29,043
0.0% of portfolio
|
Q3 2024
Reduced 54.35%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
209
shares
|
$28,904
0.01% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
200
shares
|
$27,660
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
200
shares
|
$27,660
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$27,383
0.02% of portfolio
|
Q1 2023
Reduced 56.96%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
186
shares
|
$25,723
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
181
shares
|
$25,032
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
174
shares
|
$24,064
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
160
shares
|
$22,128
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
160
shares
|
$22,128
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
160
shares
|
$22,128
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
155
shares
|
$21,436
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
143
shares
|
$19,776
0.02% of portfolio
|
Q3 2024
Added 164.81%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
140
shares
|
$19,362
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
135
shares
|
$18,670
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$16,457
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
117
shares
|
$16,181
0.0% of portfolio
|
Q4 2020
Added 98.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
100
shares
|
$13,830
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$13,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
100
shares
|
$13,830
0.0% of portfolio
|
Q1 2024
New holding
|