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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Nov 07, 2025 Q3 2025 |
80
shares
|
$11,437
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
70
shares
|
$10,007
0.01% of portfolio
|
Q4 2022
Reduced 73.28%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
66
shares
|
$9,436
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
64
shares
|
$9,150
0.0% of portfolio
|
Q3 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
60
shares
|
$8,578
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
55
shares
|
$7,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
55
shares
|
$7,863
0.0% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
54
shares
|
$7,720
0.0% of portfolio
|
Q3 2025
Reduced 75.45%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
48
shares
|
$6,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
43
shares
|
$6,147
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
30
shares
|
$4,289
0.0% of portfolio
|
Q3 2025
Added 30.43%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
25
shares
|
$3,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
25
shares
|
$3,574
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
17
shares
|
$2,430
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
16
shares
|
$2,287
0.0% of portfolio
|
Q2 2025
Reduced 71.93%
|
|
|
Exchange Traded Concepts, LLC
|
Jan 14, 2026 Q4 2025 |
14
shares
|
$2,001
0.0% of portfolio
|
Q3 2025
Reduced 87.72%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jan 08, 2026 Q4 2025 |
11
shares
|
$1,572
0.0% of portfolio
|
Q4 2025
Reduced 45.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
8
shares
|
$1,143
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2025
New holding
|
|