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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,196
shares
|
$283,218
0.04% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Griffin Asset Management, Inc.
|
Apr 16, 2025 Q1 2025 |
2,179
shares
|
$281,025
0.04% of portfolio
|
Q1 2025
Reduced 0.27%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
2,149
shares
|
$277,156
0.07% of portfolio
|
Q2 2023
Reduced 2.05%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,149
shares
|
$277,156
0.02% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
2,140
shares
|
$275,995
0.0% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
2,135
shares
|
$275,350
0.01% of portfolio
|
Q1 2023
Reduced 1.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
2,110
shares
|
$272,126
0.02% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
2,107
shares
|
$271,739
0.13% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$260,648
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$257,940
0.0% of portfolio
|
Q4 2024
Reduced 33.33%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$257,940
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
2,000
shares
|
$257,940
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
2,000
shares
|
$257,940
0.17% of portfolio
|
Q2 2022
Closed
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
1,970
shares
|
$254,070
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
1,963
shares
|
$253,168
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
1,958
shares
|
$252,523
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,921
shares
|
$247,751
0.06% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
1,910
shares
|
$246,332
0.03% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,901
shares
|
$245,171
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
1,891
shares
|
$243,882
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
1,881
shares
|
$242,592
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,859
shares
|
$239,755
0.13% of portfolio
|
Q1 2025
Reduced 5.59%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,855
shares
|
$239,239
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
1,839
shares
|
$237,175
0.05% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,817
shares
|
$234,338
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|