Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 321 institutions that hold shares in the stock, with a total of 6.29 Million shares, which have been reported (via 13F filing form) to have a value of $884 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
2,670
shares
|
$375,215
0.03% of portfolio
|
Q1 2024
Reduced 7.68%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 17, 2025 Q4 2024 |
2,657
shares
|
$373,388
0.27% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,645
shares
|
$371,701
0.03% of portfolio
|
Q3 2024
Added 25.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,562
shares
|
$360,037
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
2,498
shares
|
$351,043
0.01% of portfolio
|
Q2 2024
Reduced 42.6%
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Jan 29, 2025 Q4 2024 |
2,488
shares
|
$349,638
0.07% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
2,455
shares
|
$345,001
0.06% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
2,432
shares
|
$341,768
0.0% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
2,392
shares
|
$336,147
0.04% of portfolio
|
Q4 2024
Reduced 8.84%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
2,381
shares
|
$334,601
0.0% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
2,349
shares
|
$330,104
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,300
shares
|
$323,219
0.04% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Summit X, LLC
Chesterfield, MO |
Nov 07, 2024 Q3 2024 |
2,271
shares
|
$319,143
0.07% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
2,266
shares
|
$318,440
0.08% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,230
shares
|
$313,381
0.04% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
2,222
shares
|
$312,257
0.73% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
2,200
shares
|
$309,166
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Nov 04, 2024 Q3 2024 |
2,193
shares
|
$308,182
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Griffin Asset Management, Inc.
|
Jan 22, 2025 Q4 2024 |
2,185
shares
|
$307,058
0.03% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 15, 2025 Q4 2024 |
2,149
shares
|
$301,998
0.07% of portfolio
|
Q2 2023
Reduced 2.05%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
2,140
shares
|
$300,734
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,135
shares
|
$300,031
0.01% of portfolio
|
Q1 2023
Reduced 1.61%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,117
shares
|
$297,502
0.0% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,110
shares
|
$296,518
0.02% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$295,956
0.02% of portfolio
|
Q3 2024
Added 3.95%
|