Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $739 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealthstar Advisors, LLC
Plano, TX |
Apr 19, 2024 Q1 2024 |
3,536
shares
|
$423,011
0.16% of portfolio
|
Q1 2024
New holding
|
|
Gps Wealth Strategies Group, LLC
|
Apr 30, 2024 Q1 2024 |
3,530
shares
|
$422,293
0.07% of portfolio
|
Q1 2024
Reduced 21.8%
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
3,496
shares
|
$418,226
0.0% of portfolio
|
Q4 2023
Reduced 8.53%
|
|
Better Money Decisions, LLC
|
May 01, 2024 Q1 2024 |
3,479
shares
|
$416,192
0.35% of portfolio
|
Q1 2024
Added 0.2%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 13, 2024 Q1 2024 |
3,469
shares
|
$414,996
0.01% of portfolio
|
Q1 2024
New holding
|
|
Abbrea Capital, LLC
|
May 07, 2024 Q1 2024 |
3,400
shares
|
$406,742
0.06% of portfolio
|
Q4 2020
New holding
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
3,385
shares
|
$404,947
0.0% of portfolio
|
Q1 2024
Added 159.19%
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,200
shares
|
$382,816
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
Merit Financial Group, LLC
|
May 06, 2024 Q1 2024 |
3,152
shares
|
$377,073
0.01% of portfolio
|
Q1 2024
New holding
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 03, 2024 Q1 2024 |
3,096
shares
|
$370,374
0.09% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Cibc Private Wealth Group, LLC
|
May 10, 2024 Q1 2024 |
3,053
shares
|
$365,230
0.0% of portfolio
|
Q1 2024
Added 51.97%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
3,028
shares
|
$362,239
0.0% of portfolio
|
Q1 2024
Reduced 37.24%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
2,952
shares
|
$353,147
0.01% of portfolio
|
Q4 2023
Reduced 2.15%
|
|
Chesapeake Wealth Management
|
May 07, 2024 Q1 2024 |
2,931
shares
|
$350,635
0.13% of portfolio
|
Q1 2024
Added 7.13%
|
|
Whittier Trust CO
|
May 02, 2024 Q1 2024 |
2,810
shares
|
$336,160
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
2,792
shares
|
$334,006
0.0% of portfolio
|
Q2 2022
Added 7.1%
|
|
Inspirion Wealth Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
2,744
shares
|
$328,264
0.06% of portfolio
|
Q1 2024
Reduced 1.79%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
2,718
shares
|
$325,154
0.0% of portfolio
|
Q1 2024
Added 2.64%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
2,688
shares
|
$321,565
0.01% of portfolio
|
Q1 2024
Reduced 2.89%
|
|
Patriot Investment Management Inc.
|
Apr 16, 2024 Q1 2024 |
2,670
shares
|
$319,412
0.03% of portfolio
|
Q1 2024
Reduced 7.68%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
2,657
shares
|
$317,856
0.0% of portfolio
|
Q1 2024
Added 38.53%
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 24, 2024 Q1 2024 |
2,650
shares
|
$317,019
0.27% of portfolio
|
Q1 2024
Added 0.08%
|
|
Prudential Financial Inc
Newark, NJ |
May 14, 2024 Q1 2024 |
2,632
shares
|
$314,866
0.0% of portfolio
|
Q1 2024
Reduced 3.13%
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2024 Q1 2024 |
2,600
shares
|
$311,038
0.03% of portfolio
|
Q4 2023
Reduced 2.07%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
2,591
shares
|
$309,961
0.0% of portfolio
|
Q1 2024
New holding
|