Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 344 institutions that hold shares in the stock, with a total of 6.59 Million shares, which have been reported (via 13F filing form) to have a value of $942 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
676
shares
|
$96,647
0.0% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
643
shares
|
$91,929
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
642
shares
|
$91,786
0.0% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
610
shares
|
$87,211
0.01% of portfolio
|
Q3 2025
Reduced 9.5%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Nov 13, 2025 Q3 2025 |
600
shares
|
$85,782
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
581
shares
|
$83,065
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
566
shares
|
$80,921
0.0% of portfolio
|
Q3 2025
Reduced 36.12%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
550
shares
|
$78,633
0.03% of portfolio
|
Q3 2023
Added 96.43%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
535
shares
|
$76,488
0.03% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
533
shares
|
$76,203
0.04% of portfolio
|
Q2 2024
Added 171.94%
|
|
|
Aventus Investment Advisors, Inc.
Naples, FL |
Oct 24, 2025 Q3 2025 |
500
shares
|
$71,485
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
476
shares
|
$68,053
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
385
shares
|
$55,043
0.01% of portfolio
|
Q2 2022
Reduced 39.37%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
381
shares
|
$54,471
0.0% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
343
shares
|
$49,038
0.03% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
342
shares
|
$48,895
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
330
shares
|
$47,180
0.03% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
288
shares
|
$41,175
0.0% of portfolio
|
Q3 2025
Added 43.28%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
282
shares
|
$40,317
0.0% of portfolio
|
Q4 2023
Added 143.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
269
shares
|
$38,458
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
255
shares
|
$36,457
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
249
shares
|
$35,599
0.0% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
240
shares
|
$34,312
0.01% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
237
shares
|
$33,883
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
236
shares
|
$33,740
0.0% of portfolio
|
Q3 2025
New holding
|
|