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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
174
shares
|
$23,342
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
160
shares
|
$21,464
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
160
shares
|
$21,464
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
160
shares
|
$21,464
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
155
shares
|
$20,793
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
152
shares
|
$20,390
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
135
shares
|
$18,110
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
128
shares
|
$17,171
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$15,963
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Hartford Financial Management Inc.
|
Oct 28, 2024 Q3 2024 |
117
shares
|
$15,695
0.0% of portfolio
|
Q4 2020
Added 98.31%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
100
shares
|
$13,415
0.0% of portfolio
|
Q2 2024
Reduced 44.44%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$13,415
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
100
shares
|
$13,415
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
85
shares
|
$11,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
85
shares
|
$11,402
0.0% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
85
shares
|
$11,402
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
75
shares
|
$10,061
0.0% of portfolio
|
Q3 2024
Added 476.92%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
70
shares
|
$9,390
0.01% of portfolio
|
Q4 2022
Reduced 73.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
66
shares
|
$8,853
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
64
shares
|
$8,585
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
63
shares
|
$8,451
0.0% of portfolio
|
Q3 2023
Reduced 24.1%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
60
shares
|
$8,049
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
55
shares
|
$7,378
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
55
shares
|
$7,378
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
54
shares
|
$7,244
0.01% of portfolio
|
Q2 2024
Added 54.29%
|