Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 341 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $842 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
10,499
shares
|
$1.35 Million
0.03% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Feb 12, 2025 Q4 2024 |
10,370
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,904
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
9,660
shares
|
$1.25 Million
0.28% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
9,576
shares
|
$1.24 Million
0.11% of portfolio
|
Q4 2024
Added 14.83%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
9,495
shares
|
$1.22 Million
0.12% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,444
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
9,441
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
Added 51.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,427
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Added 26.84%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
9,375
shares
|
$1.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.57%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
9,293
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
8,994
shares
|
$1.16 Million
1.11% of portfolio
|
Q4 2024
New holding
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,960
shares
|
$1.16 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
8,602
shares
|
$1.11 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
8,519
shares
|
$1.1 Million
0.26% of portfolio
|
Q4 2024
Added 116.38%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
8,481
shares
|
$1.09 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.56%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,395
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 345.36%
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
8,305
shares
|
$1.07 Million
0.47% of portfolio
|
Q1 2025
Reduced 8.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
8,079
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Added 8.04%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
7,863
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
7,464
shares
|
$962,632
0.02% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
7,368
shares
|
$950,250
0.01% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
7,308
shares
|
$942,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
7,276
shares
|
$938,385
0.07% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$926,649
0.07% of portfolio
|
Q4 2023
Added 254.29%
|