Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $942 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
827,175
shares
|
$118 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
614,538
shares
|
$87.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
442,204
shares
|
$63.2 Million
0.01% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
334,145
shares
|
$47.8 Million
0.75% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
313,172
shares
|
$44.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
276,941
shares
|
$39.6 Million
0.01% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
233,844
shares
|
$33.4 Million
0.1% of portfolio
|
Q3 2025
Added 6.09%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
201,879
shares
|
$28.9 Million
5.62% of portfolio
|
Q3 2025
Added 52.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
192,200
shares
|
$27.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
173,053
shares
|
$24.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,703
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
94,430
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2025
Added 45.26%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
93,290
shares
|
$13.3 Million
0.25% of portfolio
|
Q3 2025
Added 19.75%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 28, 2025 Q3 2025 |
72,689
shares
|
$10.4 Million
2.19% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
67,084
shares
|
$9.59 Million
0.0% of portfolio
|
Q3 2025
Added 11.65%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
64,800
shares
|
$9.26 Million
0.16% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
58,422
shares
|
$8.35 Million
0.01% of portfolio
|
Q3 2025
Added 132.25%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
53,484
shares
|
$7.65 Million
0.01% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,718
shares
|
$7.39 Million
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
50,501
shares
|
$7.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
48,965
shares
|
$7 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
45,228
shares
|
$6.47 Million
0.01% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
44,142
shares
|
$6.31 Million
0.0% of portfolio
|
Q3 2025
Added 24.79%
|
|
|
Modus Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
43,915
shares
|
$6.28 Million
1.85% of portfolio
|
Q3 2025
Added 0.39%
|
|