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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
2,965
shares
|
$423,906
0.0% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
2,962
shares
|
$423,477
0.01% of portfolio
|
Q2 2025
Added 92.09%
|
|
|
Moloney Securities Asset Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,913
shares
|
$416,471
0.05% of portfolio
|
Q3 2024
Reduced 95.5%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
2,858
shares
|
$408,608
0.0% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
2,811
shares
|
$401,888
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
2,789
shares
|
$398,743
0.0% of portfolio
|
Q3 2025
Added 15.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,688
shares
|
$384,303
0.01% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
2,682
shares
|
$383,445
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Royal Fund Management, LLC
|
Jan 15, 2026 Q4 2025 |
2,667
shares
|
$381,300
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
2,665
shares
|
$381,015
0.02% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Paragon Financial Partners, Inc.
Woodland Hills, CA |
Jan 21, 2026 Q4 2025 |
2,664
shares
|
$380,872
0.23% of portfolio
|
Q4 2025
Added 0.08%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,569
shares
|
$367,289
0.0% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,562
shares
|
$366,289
0.01% of portfolio
|
Q2 2024
Added 4.15%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
2,498
shares
|
$357,139
0.01% of portfolio
|
Q2 2024
Reduced 42.6%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
2,471
shares
|
$353,278
0.02% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
2,456
shares
|
$351,134
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
2,411
shares
|
$344,700
0.0% of portfolio
|
Q2 2025
Added 5.61%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Nov 17, 2025 Q3 2025 |
2,400
shares
|
$343,128
0.76% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
2,370
shares
|
$338,838
0.02% of portfolio
|
Q4 2025
Reduced 5.58%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
2,300
shares
|
$328,831
0.04% of portfolio
|
Q2 2024
Reduced 32.35%
|
|
|
Griffin Asset Management, Inc.
|
Oct 16, 2025 Q3 2025 |
2,268
shares
|
$324,255
0.04% of portfolio
|
Q3 2025
Reduced 4.99%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
2,200
shares
|
$314,534
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Sfe Investment Counsel
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
2,187
shares
|
$312,675
0.05% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
2,176
shares
|
$311,102
0.01% of portfolio
|
Q3 2025
Reduced 8.53%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
2,146
shares
|
$306,813
0.0% of portfolio
|
Q3 2025
Added 0.66%
|
|