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 |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,150
shares
|
$922,135
0.25% of portfolio
|
Q2 2022
Reduced 9.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,135
shares
|
$920,200
0.01% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
6,778
shares
|
$874,158
0.01% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
6,728
shares
|
$867,710
0.01% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
6,713
shares
|
$865,775
0.0% of portfolio
|
Q1 2025
Reduced 6.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
6,509
shares
|
$839,465
0.04% of portfolio
|
Q1 2025
Reduced 30.15%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,500
shares
|
$838,305
0.01% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
6,388
shares
|
$823,860
0.0% of portfolio
|
Q4 2024
Added 17.73%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
6,277
shares
|
$809,544
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$807,481
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$802,709
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
6,175
shares
|
$796,389
0.16% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
6,172
shares
|
$796,002
0.0% of portfolio
|
Q1 2025
Reduced 30.74%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
6,020
shares
|
$776,399
0.08% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,954
shares
|
$767,887
0.23% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
5,767
shares
|
$743,769
0.0% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
5,703
shares
|
$735,515
0.12% of portfolio
|
Q4 2024
Reduced 5.31%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
5,562
shares
|
$717,331
0.1% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
5,518
shares
|
$711,656
0.0% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,422
shares
|
$699,275
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
5,394
shares
|
$695,664
0.05% of portfolio
|
Q1 2025
Reduced 27.05%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,350
shares
|
$689,989
0.03% of portfolio
|
Q4 2024
Reduced 35.26%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,256
shares
|
$677,866
0.03% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
5,173
shares
|
$667,161
0.02% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
5,166
shares
|
$666,259
0.0% of portfolio
|
Q1 2025
Reduced 7.02%
|