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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,912
shares
|
$375,560
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,877
shares
|
$371,046
0.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
2,810
shares
|
$362,405
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,794
shares
|
$360,342
0.01% of portfolio
|
Q4 2024
Added 62.06%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
2,658
shares
|
$342,802
0.27% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
2,636
shares
|
$339,964
0.0% of portfolio
|
Q4 2024
Added 42.03%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,630
shares
|
$339,191
0.0% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,562
shares
|
$330,421
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
2,533
shares
|
$326,681
0.02% of portfolio
|
Q4 2024
Added 7.83%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,510
shares
|
$323,714
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
2,498
shares
|
$322,167
0.01% of portfolio
|
Q2 2024
Reduced 42.6%
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
2,498
shares
|
$322,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
2,488
shares
|
$320,877
0.07% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
2,466
shares
|
$318,040
0.03% of portfolio
|
Q4 2024
Added 26.2%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
2,455
shares
|
$316,621
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
2,432
shares
|
$313,655
0.0% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
2,385
shares
|
$307,593
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
2,347
shares
|
$302,692
0.02% of portfolio
|
Q4 2024
Reduced 11.27%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,300
shares
|
$296,631
0.04% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,283
shares
|
$294,438
0.0% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Feb 11, 2025 Q4 2024 |
2,272
shares
|
$293,019
0.08% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
2,263
shares
|
$291,859
0.0% of portfolio
|
Q4 2024
Reduced 50.89%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,228
shares
|
$287,345
0.66% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
2,225
shares
|
$286,958
0.07% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$283,734
0.01% of portfolio
|
Q4 2022
New holding
|