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 6.27 Million shares, which have been reported (via 13F filing form) to have a value of $867 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
4,893
shares
|
$676,701
0.0% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$653,605
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
4,656
shares
|
$643,924
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
4,608
shares
|
$637,286
0.0% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
4,564
shares
|
$631,201
0.32% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$606,030
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
4,346
shares
|
$601,051
0.23% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
4,302
shares
|
$594,966
0.11% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,160
shares
|
$575,328
0.0% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
4,130
shares
|
$571,179
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
4,088
shares
|
$565,370
0.39% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
3,988
shares
|
$551,540
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
3,966
shares
|
$548,497
0.0% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
3,960
shares
|
$547,668
0.13% of portfolio
|
Q1 2024
Added 1.28%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,911
shares
|
$540,891
0.0% of portfolio
|
Q3 2024
Added 560.64%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
3,794
shares
|
$524,710
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
3,725
shares
|
$515,167
0.07% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
3,600
shares
|
$497,880
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,582
shares
|
$495,390
0.0% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$490,688
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
3,498
shares
|
$483,773
0.37% of portfolio
|
Q2 2024
New holding
|
|
|
Better Money Decisions, LLC
|
Oct 25, 2024 Q3 2024 |
3,494
shares
|
$483,220
0.33% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,360
shares
|
$464,688
0.0% of portfolio
|
Q3 2024
Added 53.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,351
shares
|
$463,443
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,321
shares
|
$459,294
0.19% of portfolio
|
Q4 2024
Reduced 2.61%
|