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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
3,795
shares
|
$489,441
0.24% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Apr 16, 2025 Q1 2025 |
3,600
shares
|
$464,292
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$457,585
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
3,511
shares
|
$452,813
0.3% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
3,498
shares
|
$451,137
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,496
shares
|
$450,879
0.0% of portfolio
|
Q4 2024
Reduced 2.4%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
3,400
shares
|
$438,498
0.01% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
3,368
shares
|
$434,370
0.01% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
3,321
shares
|
$428,309
0.2% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
3,210
shares
|
$413,993
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,202
shares
|
$412,961
0.02% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,200
shares
|
$412,704
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
3,200
shares
|
$412,704
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
3,179
shares
|
$409,995
0.0% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
3,166
shares
|
$408,319
0.01% of portfolio
|
Q4 2024
Added 3.36%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
3,157
shares
|
$407,158
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,154
shares
|
$406,771
0.01% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
3,099
shares
|
$399,678
0.0% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
3,053
shares
|
$393,745
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,993
shares
|
$386,007
0.14% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,988
shares
|
$385,362
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,976
shares
|
$383,814
0.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
2,961
shares
|
$381,880
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
2,913
shares
|
$375,689
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,913
shares
|
$375,689
0.06% of portfolio
|
Q3 2024
Reduced 95.5%
|