Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 346 institutions that hold shares in the stock, with a total of 6.76 Million shares, which have been reported (via 13F filing form) to have a value of $966 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
220
shares
|
$31,453
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
218
shares
|
$31,167
0.03% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
216
shares
|
$30,881
0.0% of portfolio
|
Q2 2025
Reduced 49.77%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
200
shares
|
$28,594
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$28,594
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$28,308
0.02% of portfolio
|
Q1 2023
Reduced 56.96%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
192
shares
|
$27,450
0.0% of portfolio
|
Q3 2025
Reduced 8.13%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
186
shares
|
$26,592
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
174
shares
|
$24,876
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
170
shares
|
$24,304
0.0% of portfolio
|
Q4 2019
Reduced 20.59%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
160
shares
|
$22,875
0.0% of portfolio
|
Q4 2025
Reduced 71.73%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
160
shares
|
$22,875
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 13, 2026 Q4 2025 |
148
shares
|
$21,159
0.01% of portfolio
|
Q4 2025
Reduced 90.98%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
135
shares
|
$19,300
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
124
shares
|
$17,728
0.0% of portfolio
|
Q3 2025
Reduced 51.94%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$17,013
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
105
shares
|
$15,011
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
100
shares
|
$14,297
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
100
shares
|
$14,297
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
100
shares
|
$14,297
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
96
shares
|
$13,725
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
85
shares
|
$12,152
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 31, 2025 Q3 2025 |
85
shares
|
$12,152
0.0% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
84
shares
|
$12,009
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
80
shares
|
$11,437
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|