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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
17,120
shares
|
$2.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
17,096
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Added 112.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
17,006
shares
|
$2.35 Million
0.06% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,525
shares
|
$2.29 Million
1.11% of portfolio
|
Q1 2024
Added 39.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
16,356
shares
|
$2.26 Million
0.74% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
16,217
shares
|
$2.24 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
15,680
shares
|
$2.17 Million
0.77% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
15,600
shares
|
$2.16 Million
0.22% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,461
shares
|
$2 Million
0.06% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
14,409
shares
|
$1.99 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,129
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.25%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,883
shares
|
$1.92 Million
0.23% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
13,698
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,973
shares
|
$1.79 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
12,622
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2024
Added 12.32%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
12,582
shares
|
$1.74 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
12,513
shares
|
$1.73 Million
1.09% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
12,383
shares
|
$1.71 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
12,377
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
12,345
shares
|
$1.71 Million
0.26% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
12,295
shares
|
$1.7 Million
0.49% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,889
shares
|
$1.64 Million
0.17% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
10,582
shares
|
$1.46 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
10,414
shares
|
$1.44 Million
0.26% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
10,370
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2024
New holding
|