Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 345 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 $943 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
20,000
shares
|
$2.86 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Shulman De Meo Asset Management LLC
|
Oct 16, 2025 Q3 2025 |
19,077
shares
|
$2.73 Million
0.64% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,020
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
18,543
shares
|
$2.65 Million
1.44% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
18,348
shares
|
$2.62 Million
0.65% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
17,914
shares
|
$2.56 Million
1.13% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
17,360
shares
|
$2.48 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
16,721
shares
|
$2.39 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
16,581
shares
|
$2.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,525
shares
|
$2.36 Million
1.11% of portfolio
|
Q1 2024
Added 39.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
16,356
shares
|
$2.34 Million
0.74% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Spence Asset Management
|
Oct 14, 2025 Q3 2025 |
15,989
shares
|
$2.29 Million
0.49% of portfolio
|
Q3 2025
Added 94.7%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
15,600
shares
|
$2.23 Million
0.2% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
13,999
shares
|
$2 Million
0.02% of portfolio
|
Q3 2025
Added 19.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,919
shares
|
$1.99 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.29%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
13,899
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
13,670
shares
|
$1.95 Million
0.63% of portfolio
|
Q3 2025
Reduced 21.85%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
13,461
shares
|
$1.92 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
13,413
shares
|
$1.92 Million
0.3% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
12,981
shares
|
$1.86 Million
1.37% of portfolio
|
Q3 2025
Added 8.85%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 05, 2025 Q3 2025 |
12,836
shares
|
$1.84 Million
0.64% of portfolio
|
Q3 2025
Added 25.95%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
12,830
shares
|
$1.83 Million
0.27% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
12,003
shares
|
$1.72 Million
0.13% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jan 06, 2026 Q4 2025 |
11,847
shares
|
$1.69 Million
0.73% of portfolio
|
Q4 2025
Reduced 4.51%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
11,819
shares
|
$1.69 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.29%
|
|