Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 342 institutions that hold shares in the stock, with a total of 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
46,913
shares
|
$6.73 Million
0.01% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
43,743
shares
|
$6.27 Million
1.97% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
43,088
shares
|
$6.18 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
40,264
shares
|
$5.77 Million
2.93% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
39,877
shares
|
$5.72 Million
0.02% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
36,763
shares
|
$5.27 Million
0.86% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,530
shares
|
$5.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
36,074
shares
|
$5.17 Million
0.0% of portfolio
|
Q1 2025
Added 8.7%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
35,099
shares
|
$5.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 19.89%
|
|
|
Cadent Capital Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
34,186
shares
|
$4.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
34,046
shares
|
$4.88 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.91%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
33,877
shares
|
$4.86 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
33,769
shares
|
$4.84 Million
2.66% of portfolio
|
Q2 2025
Reduced 13.0%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
32,924
shares
|
$4.72 Million
0.03% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
30,722
shares
|
$4.4 Million
2.28% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
29,876
shares
|
$4.28 Million
0.08% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
26,269
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.52%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
24,468
shares
|
$3.51 Million
0.26% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
24,443
shares
|
$3.5 Million
0.0% of portfolio
|
Q1 2025
Added 125.05%
|
|
|
Cx Institutional
|
Jul 11, 2025 Q2 2025 |
24,208
shares
|
$3.47 Million
0.12% of portfolio
|
Q2 2025
Added 22.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
23,924
shares
|
$3.43 Million
0.02% of portfolio
|
Q4 2024
Added 47.52%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
23,035
shares
|
$3.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
22,010
shares
|
$3.16 Million
2.46% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
20,524
shares
|
$2.94 Million
0.78% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
20,000
shares
|
$2.87 Million
0.03% of portfolio
|
Q1 2025
New holding
|