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 |
|---|---|---|---|---|---|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
Nov 05, 2025 Q3 2025 |
1,800
shares
|
$257,346
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,800
shares
|
$257,346
0.0% of portfolio
|
Q4 2024
Reduced 69.69%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,798
shares
|
$257,060
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,771
shares
|
$253,199
0.0% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,756
shares
|
$251,055
0.02% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
1,737
shares
|
$248,338
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,723
shares
|
$246,337
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,719
shares
|
$245,765
0.0% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
1,703
shares
|
$243,477
0.07% of portfolio
|
Q4 2025
Added 0.18%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,700
shares
|
$243,049
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
1,680
shares
|
$240,189
0.0% of portfolio
|
Q2 2025
Reduced 15.15%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
1,671
shares
|
$238,902
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
1,654
shares
|
$236,472
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
1,646
shares
|
$235,328
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
1,642
shares
|
$234,756
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,641
shares
|
$234,613
0.01% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,637
shares
|
$234,041
0.0% of portfolio
|
Q1 2024
Reduced 93.07%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Nov 12, 2025 Q3 2025 |
1,618
shares
|
$231,325
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
1,583
shares
|
$226,321
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
1,570
shares
|
$224,462
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,569
shares
|
$224,319
0.01% of portfolio
|
Q3 2025
Added 9.41%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
1,564
shares
|
$223,605
0.0% of portfolio
|
Q3 2025
Added 10.92%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
1,543
shares
|
$220,602
0.0% of portfolio
|
Q3 2025
Reduced 6.03%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 16, 2026 Q4 2025 |
1,534
shares
|
$219,315
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
1,512
shares
|
$216,170
0.01% of portfolio
|
Q3 2025
New holding
|
|