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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
2,135
shares
|
$305,240
0.01% of portfolio
|
Q1 2023
Reduced 1.61%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,124
shares
|
$303,668
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
2,113
shares
|
$302,095
0.06% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
2,102
shares
|
$300,522
0.01% of portfolio
|
Q4 2025
Added 0.05%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,099
shares
|
$300,094
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
2,085
shares
|
$298,092
0.11% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Chemistry Wealth Management LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
2,051
shares
|
$293,231
0.06% of portfolio
|
Q4 2025
Reduced 4.56%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
2,050
shares
|
$293,088
0.09% of portfolio
|
Q3 2025
Added 1.43%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
2,050
shares
|
$293,088
0.04% of portfolio
|
Q1 2025
Reduced 40.34%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
2,045
shares
|
$292,373
0.02% of portfolio
|
Q2 2025
Reduced 3.08%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
2,042
shares
|
$291,944
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
2,041
shares
|
$291,801
0.0% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$288,942
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
2,017
shares
|
$288,370
0.01% of portfolio
|
Q4 2025
Reduced 13.66%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Oct 15, 2025 Q3 2025 |
2,008
shares
|
$287,083
0.21% of portfolio
|
Q2 2025
Reduced 51.38%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 21, 2026 Q4 2025 |
2,000
shares
|
$285,940
0.15% of portfolio
|
Q2 2022
Closed
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$285,940
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$285,940
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
1,963
shares
|
$280,650
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
1,945
shares
|
$278,076
0.0% of portfolio
|
Q4 2025
Added 56.73%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
1,921
shares
|
$274,645
0.05% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,899
shares
|
$271,500
0.0% of portfolio
|
Q3 2025
Reduced 9.53%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
1,894
shares
|
$270,785
0.0% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Pictet North America Advisors Sa
|
Jan 16, 2026 Q4 2025 |
1,891
shares
|
$270,356
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Lion Street Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
1,835
shares
|
$262,349
0.09% of portfolio
|
Q3 2025
Added 12.65%
|
|