Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $851 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
181
shares
|
$23,363
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
174
shares
|
$22,459
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
160
shares
|
$20,652
0.0% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
160
shares
|
$20,652
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
160
shares
|
$20,652
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
150
shares
|
$19,362
0.02% of portfolio
|
Q4 2024
Added 4.9%
|
|
|
Simplex Trading, LLC
|
Feb 11, 2025 Q4 2024 |
141
shares
|
$18,200
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
140
shares
|
$18,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
135
shares
|
$17,425
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
119
shares
|
$15,360
0.0% of portfolio
|
Q1 2023
Added 0.85%
|
|
|
Hartford Financial Management Inc.
|
Jan 23, 2025 Q4 2024 |
117
shares
|
$15,102
0.0% of portfolio
|
Q4 2020
Added 98.31%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
107
shares
|
$13,811
0.0% of portfolio
|
Q4 2024
Added 69.84%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
100
shares
|
$12,908
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
100
shares
|
$12,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
100
shares
|
$12,908
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
85
shares
|
$10,971
0.0% of portfolio
|
Q3 2024
Added 183.33%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
85
shares
|
$10,971
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
79
shares
|
$10,197
0.01% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
70
shares
|
$9,035
0.01% of portfolio
|
Q4 2022
Reduced 73.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
66
shares
|
$8,519
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
64
shares
|
$8,261
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
60
shares
|
$7,744
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Dunhill Financial, LLC
London, X0 |
Feb 14, 2025 Q4 2024 |
55
shares
|
$7,099
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
55
shares
|
$7,099
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
44
shares
|
$5,679
0.0% of portfolio
|
Q4 2024
Reduced 41.33%
|