Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 317 institutions that hold shares in the stock, with a total of 6.18 Million shares, which have been reported (via 13F filing form) to have a value of $739 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$241,772
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
V2 Financial Group LLC
Naperville, IL |
May 09, 2024 Q1 2024 |
2,000
shares
|
$239,260
0.17% of portfolio
|
Q2 2022
Closed
|
|
Great Valley Advisor Group, Inc.
|
May 03, 2024 Q1 2024 |
1,977
shares
|
$236,508
0.01% of portfolio
|
Q1 2024
New holding
|
|
Cfm Wealth Partners LLC
|
Apr 15, 2024 Q1 2024 |
1,963
shares
|
$234,833
0.05% of portfolio
|
Q4 2023
New holding
|
|
Pictet North America Advisors Sa
|
May 03, 2024 Q1 2024 |
1,891
shares
|
$226,220
0.03% of portfolio
|
Q4 2023
New holding
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
1,883
shares
|
$225,263
0.0% of portfolio
|
Q1 2024
Added 0.16%
|
|
Stratos Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
1,879
shares
|
$224,784
0.01% of portfolio
|
Q1 2024
New holding
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
1,842
shares
|
$220,358
0.01% of portfolio
|
Q3 2022
Reduced 5.64%
|
|
Well Done, LLC
|
Apr 18, 2024 Q1 2024 |
1,828
shares
|
$218,683
0.05% of portfolio
|
Q1 2024
New holding
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
1,821
shares
|
$217,846
0.0% of portfolio
|
Q1 2024
Added 2328.0%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
1,804
shares
|
$215,812
0.01% of portfolio
|
Q1 2024
Added 0.11%
|
|
Galvin, Gaustad & Stein, LLC
|
Apr 15, 2024 Q1 2024 |
1,800
shares
|
$215,334
0.02% of portfolio
|
Q4 2023
New holding
|
|
Dorchester Wealth Management CO
|
Apr 30, 2024 Q1 2024 |
1,800
shares
|
$215,334
0.04% of portfolio
|
Q4 2023
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
1,800
shares
|
$215,334
0.01% of portfolio
|
Q2 2023
Reduced 3.79%
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
1,778
shares
|
$212,702
0.05% of portfolio
|
Q1 2024
Reduced 2.74%
|
|
Citizens Financial Group Inc
|
May 17, 2024 Q1 2024 |
1,763
shares
|
$210,907
0.01% of portfolio
|
Q1 2024
Added 0.23%
|
|
Apeiron Ria LLC
|
Apr 15, 2024 Q1 2024 |
1,756
shares
|
$210,070
0.06% of portfolio
|
Q1 2024
New holding
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 17, 2024 Q1 2024 |
1,731
shares
|
$207,079
0.04% of portfolio
|
Q1 2024
New holding
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
1,701
shares
|
$203,490
0.07% of portfolio
|
Q1 2024
New holding
|
|
Venture Visionary Partners LLC
|
May 13, 2024 Q1 2024 |
1,700
shares
|
$203,371
0.01% of portfolio
|
Q1 2024
New holding
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
1,699
shares
|
$203,251
0.0% of portfolio
|
Q1 2024
Added 27.36%
|
|
Atlas Brown,Inc.
|
Apr 08, 2024 Q1 2024 |
1,677
shares
|
$200,619
0.08% of portfolio
|
Q1 2024
New holding
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
1,642
shares
|
$196,432
0.01% of portfolio
|
Q1 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
1,638
shares
|
$195,953
0.01% of portfolio
|
Q4 2023
Added 0.12%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$195,834
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|