Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $876 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
875,020
shares
|
$117 Million
0.01% of portfolio
|
Q2 2024
Added 7.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
736,132
shares
|
$98.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
438,133
shares
|
$58.8 Million
0.01% of portfolio
|
Q2 2024
Added 2.38%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
314,270
shares
|
$42.2 Million
0.02% of portfolio
|
Q2 2024
Added 25.55%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
271,178
shares
|
$36.4 Million
0.01% of portfolio
|
Q2 2024
Added 6.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
238,036
shares
|
$31.9 Million
0.01% of portfolio
|
Q2 2024
Added 1.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
225,887
shares
|
$30.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.47%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
225,338
shares
|
$30.2 Million
0.61% of portfolio
|
Q2 2024
Added 60.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
171,976
shares
|
$23.1 Million
0.08% of portfolio
|
Q2 2024
Added 5.13%
|
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
142,387
shares
|
$19.1 Million
0.49% of portfolio
|
Q1 2024
Reduced 9.58%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
105,785
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Added 16.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
96,938
shares
|
$13 Million
0.03% of portfolio
|
Q2 2024
Added 30.5%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 08, 2024 Q2 2024 |
72,404
shares
|
$9.71 Million
1.33% of portfolio
|
Q2 2024
Added 32.81%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
66,848
shares
|
$8.97 Million
2.04% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
66,675
shares
|
$8.94 Million
0.19% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
64,804
shares
|
$8.69 Million
1.16% of portfolio
|
Q2 2024
Added 80.07%
|
|
|
Townsquare Capital LLC
|
Aug 14, 2024 Q2 2024 |
61,853
shares
|
$8.3 Million
0.1% of portfolio
|
Q2 2024
Added 16.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
61,733
shares
|
$8.28 Million
0.0% of portfolio
|
Q2 2024
Reduced 19.31%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
59,701
shares
|
$8.01 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
59,068
shares
|
$7.92 Million
0.01% of portfolio
|
Q2 2024
Added 1.7%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
55,991
shares
|
$7.51 Million
0.0% of portfolio
|
Q2 2024
Reduced 21.22%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
55,932
shares
|
$7.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
54,049
shares
|
$7.25 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.96%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
51,718
shares
|
$6.94 Million
0.0% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
47,555
shares
|
$6.38 Million
0.02% of portfolio
|
Q2 2024
Added 4.43%
|