Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Magnolia Capital Management LTD
|
Jul 09, 2024 Q2 2024 |
22,010
shares
|
$2.94 Million
2.21% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
Bray Capital Advisors
|
Jul 31, 2024 Q2 2024 |
20,524
shares
|
$2.74 Million
0.63% of portfolio
|
Q3 2023
Reduced 1.44%
|
|
Shulman De Meo Asset Management LLC
|
Jul 17, 2024 Q2 2024 |
19,335
shares
|
$2.58 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Creative Planning
Overland Park, KS |
Aug 15, 2024 Q2 2024 |
19,296
shares
|
$2.58 Million
0.0% of portfolio
|
Q1 2024
Added 1.52%
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2024 Q2 2024 |
18,232
shares
|
$2.43 Million
0.02% of portfolio
|
Q2 2023
Reduced 0.01%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
18,143
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2024
Added 0.5%
|
|
Royal Fund Management, LLC
|
Jul 18, 2024 Q2 2024 |
17,929
shares
|
$2.39 Million
0.23% of portfolio
|
Q2 2024
Added 2.8%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
17,914
shares
|
$2.39 Million
1.13% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
16,873
shares
|
$2.25 Million
0.06% of portfolio
|
Q2 2024
Added 0.43%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,525
shares
|
$2.21 Million
1.11% of portfolio
|
Q1 2024
Added 39.35%
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
16,356
shares
|
$2.18 Million
0.74% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
15,600
shares
|
$2.08 Million
0.2% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
Ewg Elevate Inc.
|
Jul 15, 2024 Q2 2024 |
15,534
shares
|
$2.07 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
13,655
shares
|
$1.82 Million
0.01% of portfolio
|
Q2 2024
Added 14.16%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
13,557
shares
|
$1.81 Million
0.06% of portfolio
|
Q2 2024
Added 4.56%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
13,536
shares
|
$1.81 Million
0.68% of portfolio
|
Q2 2024
Added 6.46%
|
|
Stillwater Capital Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
13,374
shares
|
$1.79 Million
0.22% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,307
shares
|
$1.78 Million
0.05% of portfolio
|
Q2 2024
Reduced 0.65%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
12,841
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jul 15, 2024 Q2 2024 |
12,588
shares
|
$1.68 Million
1.06% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
12,422
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2024
Reduced 9.66%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
12,268
shares
|
$1.64 Million
0.47% of portfolio
|
Q1 2024
Added 28.6%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
12,065
shares
|
$1.61 Million
0.23% of portfolio
|
Q2 2024
Added 11.97%
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
11,924
shares
|
$1.59 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
11,862
shares
|
$1.58 Million
0.17% of portfolio
|
Q2 2024
Added 0.22%
|