Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $900 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
1,724
shares
|
$240,153
0.01% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
1,700
shares
|
$236,810
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
1,689
shares
|
$235,277
0.08% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
1,680
shares
|
$234,024
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
1,677
shares
|
$233,606
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
1,646
shares
|
$229,287
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
1,643
shares
|
$228,869
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
1,642
shares
|
$228,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
1,641
shares
|
$228,591
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$228,034
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
1,628
shares
|
$226,780
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,626
shares
|
$226,501
0.0% of portfolio
|
Q3 2018
Added 4.08%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
1,618
shares
|
$225,387
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
1,575
shares
|
$219,397
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
1,570
shares
|
$218,701
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
1,534
shares
|
$213,686
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
1,504
shares
|
$209,507
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
1,460
shares
|
$203,378
0.04% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
1,372
shares
|
$191,119
0.0% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$187,358
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
1,340
shares
|
$186,662
0.06% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,185
shares
|
$165,070
0.0% of portfolio
|
Q3 2024
Added 231.01%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,168
shares
|
$162,702
0.13% of portfolio
|
Q2 2024
Added 426.13%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
1,120
shares
|
$156,016
0.06% of portfolio
|
Q1 2023
Added 900.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$153,230
0.0% of portfolio
|
Q3 2022
Reduced 13.39%
|