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 6.26 Million shares, which have been reported (via 13F filing form) to have a value of $866 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
6,821
shares
|
$943,344
0.01% of portfolio
|
Q3 2024
Added 0.84%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
6,728
shares
|
$930,482
0.01% of portfolio
|
Q3 2024
Added 14.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,712
shares
|
$928,269
0.1% of portfolio
|
Q3 2024
Reduced 14.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,500
shares
|
$898,950
0.01% of portfolio
|
Q4 2023
Reduced 7.14%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
6,390
shares
|
$883,737
0.0% of portfolio
|
Q3 2024
Added 79.6%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,373
shares
|
$881,385
0.0% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
6,350
shares
|
$878,205
0.01% of portfolio
|
Q1 2024
Reduced 9.29%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$865,896
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,227
shares
|
$861,194
0.01% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$860,779
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
6,132
shares
|
$848,055
0.01% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
6,023
shares
|
$832,980
0.13% of portfolio
|
Q3 2024
Reduced 19.79%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
5,954
shares
|
$823,438
0.23% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,938
shares
|
$821,225
0.0% of portfolio
|
Q3 2024
Reduced 74.17%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
5,774
shares
|
$798,544
0.0% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
5,562
shares
|
$769,224
0.1% of portfolio
|
Q4 2023
Reduced 8.74%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
5,426
shares
|
$750,415
0.0% of portfolio
|
Q3 2024
Reduced 22.86%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,422
shares
|
$749,862
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
5,387
shares
|
$745,022
0.45% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,332
shares
|
$737,415
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,329
shares
|
$737,000
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
5,195
shares
|
$718,468
0.06% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$700,074
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,937
shares
|
$682,787
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
4,921
shares
|
$680,574
0.18% of portfolio
|
Q2 2024
Reduced 20.44%
|