Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 342 institutions that hold shares in the stock, with a total of 7.09 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,913
shares
|
$417,636
0.06% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,912
shares
|
$417,493
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
May 08, 2025 Q1 2025 |
2,901
shares
|
$415,916
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,877
shares
|
$412,475
0.01% of portfolio
|
Q1 2025
Reduced 29.35%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
2,810
shares
|
$402,869
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
2,794
shares
|
$400,575
0.01% of portfolio
|
Q4 2024
Added 62.06%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
2,681
shares
|
$384,374
0.01% of portfolio
|
Q1 2025
Reduced 9.91%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Apr 11, 2025 Q1 2025 |
2,658
shares
|
$381,077
0.27% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
2,654
shares
|
$380,503
0.0% of portfolio
|
Q1 2025
Reduced 16.51%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
2,608
shares
|
$373,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
2,572
shares
|
$368,747
0.03% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,562
shares
|
$367,313
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
2,510
shares
|
$359,858
0.02% of portfolio
|
Q1 2025
Reduced 5.99%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
2,498
shares
|
$358,138
0.01% of portfolio
|
Q2 2024
Reduced 42.6%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
2,455
shares
|
$351,973
0.07% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,428
shares
|
$348,102
0.01% of portfolio
|
Q1 2025
Reduced 4.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
2,379
shares
|
$341,077
0.01% of portfolio
|
Q1 2025
Added 25.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
2,360
shares
|
$338,353
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,300
shares
|
$329,751
0.04% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
2,283
shares
|
$327,313
0.0% of portfolio
|
Q1 2025
Added 12.91%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
May 02, 2025 Q1 2025 |
2,277
shares
|
$326,453
0.08% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
May 08, 2025 Q1 2025 |
2,253
shares
|
$323,012
0.9% of portfolio
|
Q1 2025
Added 1.12%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
2,241
shares
|
$321,292
0.0% of portfolio
|
Q1 2025
Reduced 29.22%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
May 06, 2025 Q1 2025 |
2,213
shares
|
$317,277
0.06% of portfolio
|
Q1 2025
Reduced 11.05%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
2,200
shares
|
$315,414
0.01% of portfolio
|
Q4 2022
New holding
|