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 |
|---|---|---|---|---|---|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,500
shares
|
$214,455
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
1,490
shares
|
$213,025
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
1,460
shares
|
$208,736
0.03% of portfolio
|
Q3 2023
Reduced 6.41%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
1,411
shares
|
$201,730
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
1,407
shares
|
$201,158
0.03% of portfolio
|
Q4 2025
Reduced 46.38%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,407
shares
|
$201,158
0.0% of portfolio
|
Q3 2025
Reduced 41.33%
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
1,345
shares
|
$192,294
0.25% of portfolio
|
Q4 2023
Reduced 10.03%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
1,340
shares
|
$191,579
0.05% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,250
shares
|
$178,712
0.0% of portfolio
|
Q3 2025
Reduced 2.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,241
shares
|
$177,425
0.0% of portfolio
|
Q3 2025
Added 74.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,204
shares
|
$172,135
0.0% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
1,100
shares
|
$157,267
0.0% of portfolio
|
Q3 2025
Added 57.14%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
1,100
shares
|
$157,267
0.0% of portfolio
|
Q4 2021
Reduced 30.9%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
1,031
shares
|
$147,402
0.0% of portfolio
|
Q1 2024
Added 0.19%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,001
shares
|
$143,112
0.02% of portfolio
|
Q3 2025
Reduced 30.58%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,000
shares
|
$142,970
0.05% of portfolio
|
Q4 2021
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
877
shares
|
$125,384
0.0% of portfolio
|
Q2 2025
Added 596.03%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
842
shares
|
$120,380
0.0% of portfolio
|
Q4 2024
Reduced 38.63%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
821
shares
|
$117,378
0.08% of portfolio
|
Q1 2025
Reduced 29.71%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 12, 2026 Q4 2025 |
813
shares
|
$116,234
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Nov 04, 2025 Q3 2025 |
799
shares
|
$114,233
0.01% of portfolio
|
Q3 2024
Added 7163.64%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
775
shares
|
$110,801
0.01% of portfolio
|
Q3 2025
Reduced 8.82%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
760
shares
|
$108,657
0.04% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
700
shares
|
$100,079
0.0% of portfolio
|
Q1 2025
Added 75.0%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
676
shares
|
$96,647
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|