Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $739 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Laurel Wealth Advisors LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
10,775
shares
|
$1.29 Million
0.23% of portfolio
|
Q1 2024
Added 2.28%
|
|
Csenge Advisory Group
|
May 03, 2024 Q1 2024 |
10,694
shares
|
$1.28 Million
0.08% of portfolio
|
Q1 2024
Added 15.37%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2024 Q1 2024 |
10,183
shares
|
$1.22 Million
0.23% of portfolio
|
Q1 2024
Reduced 20.99%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
9,922
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.97%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 25, 2024 Q1 2024 |
9,887
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2024
Reduced 12.75%
|
|
Planning Directions Inc
|
May 08, 2024 Q1 2024 |
9,856
shares
|
$1.18 Million
0.88% of portfolio
|
Q1 2024
Reduced 6.24%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
9,668
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2024
Reduced 0.48%
|
|
Principal Securities, Inc.
Des Moines, IA |
May 10, 2024 Q1 2024 |
9,567
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2024
Added 25.77%
|
|
Congress Wealth Management LLC
Boston, MA |
Apr 18, 2024 Q1 2024 |
9,423
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2024
Reduced 3.11%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
9,350
shares
|
$1.12 Million
0.26% of portfolio
|
Q1 2024
Reduced 27.41%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
9,328
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2024
Added 34.33%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
9,082
shares
|
$1.09 Million
0.0% of portfolio
|
Q1 2024
Added 7.99%
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,960
shares
|
$1.07 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
Fifth Third Securities, Inc.
|
Apr 17, 2024 Q1 2024 |
8,941
shares
|
$1.07 Million
0.11% of portfolio
|
Q1 2024
Reduced 11.59%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
8,616
shares
|
$1.03 Million
0.11% of portfolio
|
Q1 2024
New holding
|
|
Stephens Inc
|
May 15, 2024 Q1 2024 |
8,130
shares
|
$972,591
0.02% of portfolio
|
Q1 2024
Added 88.63%
|
|
Qube Research & Technologies LTD
London, X0 |
May 14, 2024 Q1 2024 |
7,669
shares
|
$917,442
0.0% of portfolio
|
Q1 2024
Reduced 12.23%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
7,511
shares
|
$898,540
0.12% of portfolio
|
Q1 2024
Added 19.54%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
7,441
shares
|
$890,166
0.0% of portfolio
|
Q1 2024
Added 43.21%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 22, 2024 Q1 2024 |
7,430
shares
|
$888,850
0.9% of portfolio
|
Q1 2024
New holding
|
|
Adell Harriman & Carpenter Inc
|
Apr 25, 2024 Q1 2024 |
7,394
shares
|
$884,544
0.08% of portfolio
|
Q2 2023
Reduced 1.26%
|
|
Simmons Bank
|
May 14, 2024 Q1 2024 |
7,380
shares
|
$882,869
0.07% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
7,379
shares
|
$882,749
0.05% of portfolio
|
Q1 2024
Added 0.08%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$859,541
0.07% of portfolio
|
Q4 2023
Added 254.29%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,150
shares
|
$855,354
0.25% of portfolio
|
Q2 2022
Reduced 9.72%
|