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 |
|---|---|---|---|---|---|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$295,675
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
2,098
shares
|
$294,831
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$292,021
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,056
shares
|
$288,929
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
2,022
shares
|
$284,151
0.0% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$284,011
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$281,060
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$281,060
0.17% of portfolio
|
Q2 2022
Closed
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$281,060
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
2,000
shares
|
$281,060
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,971
shares
|
$276,984
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
1,963
shares
|
$275,860
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,954
shares
|
$274,595
0.03% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,921
shares
|
$269,958
0.06% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,901
shares
|
$267,147
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
1,891
shares
|
$265,742
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,885
shares
|
$264,899
0.0% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$260,823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,817
shares
|
$255,343
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,806
shares
|
$253,797
0.0% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
1,800
shares
|
$252,954
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,744
shares
|
$245,084
0.02% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
1,724
shares
|
$242,273
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,700
shares
|
$238,901
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
1,689
shares
|
$237,355
0.08% of portfolio
|
Q4 2024
Added 0.3%
|