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 |
|---|---|---|---|---|---|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
400
shares
|
$55,720
0.02% of portfolio
|
Q1 2021
Reduced 11.89%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
390
shares
|
$54,327
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
385
shares
|
$53,630
0.01% of portfolio
|
Q2 2022
Reduced 39.37%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
342
shares
|
$47,640
0.03% of portfolio
|
Q3 2024
Reduced 40.63%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
341
shares
|
$47,501
0.02% of portfolio
|
Q4 2023
Added 0.29%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
289
shares
|
$40,257
0.0% of portfolio
|
Q4 2024
Added 37.62%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
282
shares
|
$39,282
0.0% of portfolio
|
Q4 2023
Added 143.1%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
269
shares
|
$37,471
0.0% of portfolio
|
Q2 2023
Added 100.0%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
255
shares
|
$35,521
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
237
shares
|
$33,014
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
235
shares
|
$32,735
0.02% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Oct 31, 2024 Q3 2024 |
220
shares
|
$30,646
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
209
shares
|
$29,113
0.01% of portfolio
|
Q2 2024
Reduced 17.72%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
206
shares
|
$28,695
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
200
shares
|
$27,860
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
200
shares
|
$27,860
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
198
shares
|
$27,581
0.02% of portfolio
|
Q1 2023
Reduced 56.96%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
186
shares
|
$25,909
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
181
shares
|
$25,213
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
174
shares
|
$24,238
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
160
shares
|
$22,288
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
160
shares
|
$22,288
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
160
shares
|
$22,288
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
150
shares
|
$20,895
0.02% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
140
shares
|
$19,502
0.0% of portfolio
|
Q4 2024
New holding
|