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 |
---|---|---|---|---|---|
Financial Services Advisory Inc
|
May 06, 2024 Q1 2024 |
7,113
shares
|
$850,928
0.22% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
6,694
shares
|
$800,803
0.0% of portfolio
|
Q1 2024
Added 4.04%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
6,557
shares
|
$784,413
0.1% of portfolio
|
Q1 2024
Added 374.46%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
6,500
shares
|
$777,595
0.01% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
6,363
shares
|
$761,205
0.0% of portfolio
|
Q1 2024
Added 2.25%
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
May 01, 2024 Q1 2024 |
6,350
shares
|
$759,650
0.01% of portfolio
|
Q1 2024
Reduced 9.29%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 14, 2024 Q1 2024 |
6,271
shares
|
$750,199
0.15% of portfolio
|
Q1 2024
Added 43.96%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$749,003
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
6,224
shares
|
$744,577
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$744,577
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
Coastal Bridge Advisors, LLC
|
May 15, 2024 Q1 2024 |
6,185
shares
|
$739,911
0.2% of portfolio
|
Q3 2021
Reduced 7.6%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
6,148
shares
|
$735,485
0.03% of portfolio
|
Q1 2024
Added 0.47%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
6,143
shares
|
$734,887
0.0% of portfolio
|
Q1 2024
Reduced 9.62%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 23, 2024 Q1 2024 |
6,108
shares
|
$730,700
0.65% of portfolio
|
Q1 2024
Reduced 3.69%
|
|
Quantinno Capital Management LP
New York, NY |
May 14, 2024 Q1 2024 |
5,953
shares
|
$712,157
0.02% of portfolio
|
Q1 2024
Added 28.96%
|
|
Equitable Holdings, Inc.
New York, NY |
May 14, 2024 Q1 2024 |
5,808
shares
|
$694,811
0.01% of portfolio
|
Q1 2024
Added 9.52%
|
|
Empirical Asset Management, LLC
|
May 10, 2024 Q1 2024 |
5,610
shares
|
$671,124
0.23% of portfolio
|
Q1 2024
New holding
|
|
Ntv Asset Management LLC
|
May 07, 2024 Q1 2024 |
5,562
shares
|
$665,382
0.11% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
5,541
shares
|
$662,869
0.02% of portfolio
|
Q1 2024
New holding
|
|
Charter Oak Capital Management, LLC
|
Apr 23, 2024 Q1 2024 |
5,353
shares
|
$640,379
0.07% of portfolio
|
Q4 2023
Reduced 5.66%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
5,303
shares
|
$634,397
0.02% of portfolio
|
Q1 2024
Added 36.85%
|
|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
5,214
shares
|
$623,750
0.11% of portfolio
|
Q1 2024
Reduced 2.32%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
5,108
shares
|
$611,070
0.0% of portfolio
|
Q2 2023
Added 134.31%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$605,567
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
5,058
shares
|
$605,088
0.0% of portfolio
|
Q1 2024
Added 13.74%
|