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 |
|---|---|---|---|---|---|
|
Well Done, LLC
|
Oct 27, 2025 Q3 2025 |
43,689
shares
|
$6.25 Million
1.11% of portfolio
|
Q3 2025
Added 6.15%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
42,870
shares
|
$6.13 Million
0.0% of portfolio
|
Q3 2025
Added 14.07%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
42,584
shares
|
$6.09 Million
0.02% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
42,100
shares
|
$6.02 Million
0.0% of portfolio
|
Q3 2025
Added 1550.98%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
40,380
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2025
Added 3.07%
|
|
|
Morgan Jess S & CO Inc
|
Oct 21, 2022 Q3 2022 |
40,264
shares
|
$5.76 Million
2.93% of portfolio
|
Q3 2022
Added 0.28%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
39,872
shares
|
$5.7 Million
0.0% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
36,840
shares
|
$5.27 Million
0.03% of portfolio
|
Q3 2025
Added 52.9%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
36,530
shares
|
$5.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
36,338
shares
|
$5.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.96%
|
|
|
Cadent Capital Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
35,153
shares
|
$5.03 Million
1.4% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
33,877
shares
|
$4.84 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
33,103
shares
|
$4.73 Million
2.38% of portfolio
|
Q4 2025
Reduced 1.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
32,767
shares
|
$4.68 Million
0.03% of portfolio
|
Q3 2025
Added 6.2%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
31,567
shares
|
$4.51 Million
2.21% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
31,262
shares
|
$4.47 Million
0.03% of portfolio
|
Q3 2025
Reduced 22.23%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
24,902
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2025
Added 72.02%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,612
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.47%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
24,480
shares
|
$3.5 Million
0.22% of portfolio
|
Q3 2025
Added 735.49%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
24,468
shares
|
$3.5 Million
0.23% of portfolio
|
Q3 2023
Reduced 4.48%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
23,000
shares
|
$3.29 Million
0.06% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
22,312
shares
|
$3.19 Million
0.1% of portfolio
|
Q3 2025
Reduced 7.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
22,246
shares
|
$3.18 Million
0.04% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
22,010
shares
|
$3.15 Million
2.46% of portfolio
|
Q1 2022
Reduced 3.76%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
20,524
shares
|
$2.93 Million
0.78% of portfolio
|
Q3 2023
Reduced 1.44%
|
|