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 |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
41,270
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.38%
|
|
|
Cadent Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
41,213
shares
|
$5.7 Million
2.0% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
40,264
shares
|
$5.57 Million
2.93% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
40,102
shares
|
$5.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
40,024
shares
|
$5.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.17%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
39,284
shares
|
$5.43 Million
2.86% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
38,992
shares
|
$5.39 Million
0.02% of portfolio
|
Q3 2024
Reduced 29.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,530
shares
|
$5.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
35,564
shares
|
$4.92 Million
0.87% of portfolio
|
Q3 2024
Added 1315.2%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
35,528
shares
|
$4.91 Million
0.4% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Southern Capital Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
29,282
shares
|
$4.05 Million
2.23% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
28,283
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.99%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
28,015
shares
|
$3.87 Million
0.08% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
26,665
shares
|
$3.69 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
26,504
shares
|
$3.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.48%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
24,468
shares
|
$3.38 Million
0.23% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
24,184
shares
|
$3.34 Million
1.6% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
22,010
shares
|
$3.04 Million
2.33% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
21,547
shares
|
$2.98 Million
0.02% of portfolio
|
Q3 2024
Reduced 37.81%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
20,524
shares
|
$2.84 Million
0.7% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
19,615
shares
|
$2.71 Million
0.0% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Shulman De Meo Asset Management LLC
|
Jan 14, 2025 Q4 2024 |
19,331
shares
|
$2.67 Million
0.7% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
18,561
shares
|
$2.57 Million
1.45% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
18,532
shares
|
$2.56 Million
0.1% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
17,914
shares
|
$2.48 Million
1.13% of portfolio
|
Q4 2023
Reduced 5.8%
|