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 |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$652,846
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,937
shares
|
$636,724
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,921
shares
|
$634,661
0.19% of portfolio
|
Q2 2024
Reduced 20.44%
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
4,851
shares
|
$625,633
0.54% of portfolio
|
Q1 2025
Reduced 26.74%
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
4,734
shares
|
$610,543
0.06% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$609,512
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
4,685
shares
|
$604,224
0.07% of portfolio
|
Q1 2025
Reduced 7.43%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
4,681
shares
|
$603,708
0.01% of portfolio
|
Q1 2025
Reduced 24.8%
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
4,656
shares
|
$600,484
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,540
shares
|
$585,523
0.03% of portfolio
|
Q4 2024
New holding
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,526
shares
|
$583,718
0.23% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
4,491
shares
|
$579,204
0.02% of portfolio
|
Q1 2025
Reduced 6.69%
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
4,457
shares
|
$574,819
0.53% of portfolio
|
Q1 2025
Added 59.24%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$565,146
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
4,380
shares
|
$564,888
0.08% of portfolio
|
Q4 2024
Added 17.58%
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
4,331
shares
|
$558,569
0.2% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,298
shares
|
$554,313
0.0% of portfolio
|
Q4 2024
Added 103.02%
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,262
shares
|
$549,670
0.0% of portfolio
|
Q4 2024
Added 2.45%
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
4,176
shares
|
$538,578
0.52% of portfolio
|
Q1 2025
New holding
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Apr 21, 2025 Q1 2025 |
4,130
shares
|
$532,646
0.28% of portfolio
|
Q4 2024
New holding
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
4,069
shares
|
$524,778
0.42% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
3,988
shares
|
$514,332
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,966
shares
|
$511,495
0.0% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,911
shares
|
$504,401
0.0% of portfolio
|
Q3 2024
Added 560.64%
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
3,825
shares
|
$493,310
0.14% of portfolio
|
Q1 2025
Reduced 0.39%
|