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 |
---|---|---|---|---|---|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
49,495
shares
|
$5.92 Million
0.01% of portfolio
|
Q1 2024
Reduced 2.91%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
45,839
shares
|
$5.48 Million
0.01% of portfolio
|
Q1 2024
Added 3.78%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
45,537
shares
|
$5.45 Million
0.02% of portfolio
|
Q1 2024
Added 10.11%
|
|
Modus Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
44,260
shares
|
$5.29 Million
1.92% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Lindbrook Capital, LLC
|
Apr 25, 2024 Q1 2024 |
43,383
shares
|
$5.19 Million
0.52% of portfolio
|
Q1 2024
Reduced 0.62%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
41,631
shares
|
$4.98 Million
0.01% of portfolio
|
Q1 2024
Added 53.31%
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
40,264
shares
|
$4.82 Million
2.93% of portfolio
|
Q3 2022
Added 0.28%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
40,206
shares
|
$4.81 Million
0.2% of portfolio
|
Q1 2024
Added 1.88%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
40,186
shares
|
$4.81 Million
0.01% of portfolio
|
Q1 2024
Added 48.44%
|
|
First Citizens Financial Corp
|
May 31, 2024 Q1 2024 |
39,969
shares
|
$4.78 Million
3.0% of portfolio
|
Q1 2024
Reduced 0.25%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
39,857
shares
|
$4.77 Million
0.1% of portfolio
|
Q1 2024
Added 75.03%
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
35,988
shares
|
$4.31 Million
0.7% of portfolio
|
Q1 2024
Added 931.47%
|
|
Cadent Capital Advisors, LLC
|
Apr 11, 2024 Q1 2024 |
33,553
shares
|
$4.01 Million
1.68% of portfolio
|
Q1 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
32,812
shares
|
$3.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.81%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
32,367
shares
|
$3.87 Million
0.03% of portfolio
|
Q1 2024
Added 5.73%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
27,858
shares
|
$3.33 Million
0.08% of portfolio
|
Q1 2024
Reduced 0.94%
|
|
Southern Capital Advisors, LLC
|
May 03, 2024 Q1 2024 |
27,299
shares
|
$3.27 Million
2.09% of portfolio
|
Q1 2024
Reduced 10.5%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
26,632
shares
|
$3.19 Million
0.01% of portfolio
|
Q1 2024
Added 1.19%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 09, 2024 Q1 2024 |
24,468
shares
|
$2.93 Million
0.59% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
Kkm Financial LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
23,318
shares
|
$2.79 Million
1.43% of portfolio
|
Q1 2024
Added 17.19%
|
|
Magnolia Capital Management LTD
|
Apr 16, 2024 Q1 2024 |
22,010
shares
|
$2.63 Million
2.35% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
20,696
shares
|
$2.48 Million
0.0% of portfolio
|
Q1 2024
Added 786.34%
|
|
Balboa Wealth Partners
Newport Beach, CA |
May 13, 2024 Q1 2024 |
20,694
shares
|
$2.48 Million
0.84% of portfolio
|
Q1 2024
Added 72.9%
|
|
Bray Capital Advisors
|
Apr 30, 2024 Q1 2024 |
20,524
shares
|
$2.46 Million
0.68% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
Shulman De Meo Asset Management LLC
|
Apr 15, 2024 Q1 2024 |
19,348
shares
|
$2.31 Million
0.64% of portfolio
|
Q1 2024
Added 0.2%
|