Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $882 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
4,948
shares
|
$660,558
0.0% of portfolio
|
Q2 2024
Added 1.62%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
4,936
shares
|
$658,956
0.01% of portfolio
|
Q1 2024
Added 4.44%
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
4,921
shares
|
$656,953
0.17% of portfolio
|
Q2 2024
Reduced 20.44%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
4,822
shares
|
$643,737
0.04% of portfolio
|
Q2 2024
New holding
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$630,921
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
One Charles Private Wealth Services, LLC
|
Aug 14, 2024 Q2 2024 |
4,699
shares
|
$627,316
0.24% of portfolio
|
Q2 2024
Added 1.36%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
4,656
shares
|
$621,576
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
4,468
shares
|
$596,478
0.0% of portfolio
|
Q2 2024
Reduced 33.25%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
4,462
shares
|
$595,677
0.31% of portfolio
|
Q2 2024
Added 0.2%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$584,997
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
4,300
shares
|
$574,050
0.0% of portfolio
|
Q2 2024
Added 12.3%
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
4,297
shares
|
$573,649
0.11% of portfolio
|
Q2 2024
Reduced 6.26%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 19, 2024 Q2 2024 |
4,252
shares
|
$567,642
0.42% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
3,988
shares
|
$532,398
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
3,960
shares
|
$528,660
0.12% of portfolio
|
Q1 2024
Added 1.28%
|
|
Ignite Planners, LLC
|
Jul 12, 2024 Q2 2024 |
3,932
shares
|
$524,922
0.12% of portfolio
|
Q2 2024
Added 0.15%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
3,832
shares
|
$511,572
0.01% of portfolio
|
Q2 2024
Added 10.46%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
3,793
shares
|
$506,365
0.24% of portfolio
|
Q2 2024
Reduced 2.97%
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 13, 2024 Q2 2024 |
3,710
shares
|
$495,285
0.07% of portfolio
|
Q2 2024
Reduced 2.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
3,661
shares
|
$488,743
0.0% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jul 16, 2024 Q2 2024 |
3,600
shares
|
$480,600
0.12% of portfolio
|
Q1 2023
New holding
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
3,583
shares
|
$478,330
0.0% of portfolio
|
Q2 2024
Added 34.85%
|
|
Northern Trust Corp
Chicago, IL |
Aug 14, 2024 Q2 2024 |
3,582
shares
|
$478,197
0.0% of portfolio
|
Q2 2024
Added 2.46%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
3,558
shares
|
$474,993
0.0% of portfolio
|
Q2 2024
Added 5.11%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
3,548
shares
|
$473,658
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|