Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $842 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
200
shares
|
$25,794
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
200
shares
|
$25,794
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$25,536
0.02% of portfolio
|
Q1 2023
Reduced 56.96%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
186
shares
|
$23,988
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
181
shares
|
$23,343
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
174
shares
|
$22,440
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
160
shares
|
$20,635
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
160
shares
|
$20,635
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
160
shares
|
$20,635
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
141
shares
|
$18,184
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
135
shares
|
$17,410
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$15,347
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
117
shares
|
$15,089
0.0% of portfolio
|
Q4 2020
Added 98.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
107
shares
|
$13,799
0.0% of portfolio
|
Q4 2024
Added 69.84%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
100
shares
|
$12,897
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
100
shares
|
$12,897
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
100
shares
|
$12,897
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$12,897
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
90
shares
|
$11,607
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
85
shares
|
$10,962
0.0% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
85
shares
|
$10,962
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
70
shares
|
$9,027
0.01% of portfolio
|
Q4 2022
Reduced 73.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
66
shares
|
$8,512
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
64
shares
|
$8,254
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
60
shares
|
$7,738
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|