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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
18,532
shares
|
$2.58 Million
0.1% of portfolio
|
Q4 2024
Added 43.3%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
17,914
shares
|
$2.5 Million
1.13% of portfolio
|
Q4 2023
Reduced 5.8%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
17,120
shares
|
$2.38 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.64%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
16,990
shares
|
$2.37 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
16,525
shares
|
$2.3 Million
1.11% of portfolio
|
Q1 2024
Added 39.35%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
16,356
shares
|
$2.28 Million
0.74% of portfolio
|
Q2 2023
Reduced 3.57%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
15,680
shares
|
$2.18 Million
0.77% of portfolio
|
Q3 2024
Added 15.84%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
15,600
shares
|
$2.17 Million
0.22% of portfolio
|
Q3 2023
Reduced 27.78%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
14,461
shares
|
$2.01 Million
0.06% of portfolio
|
Q3 2024
Added 6.67%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
14,411
shares
|
$2.01 Million
0.87% of portfolio
|
Q4 2024
New holding
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
14,409
shares
|
$2.01 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
14,129
shares
|
$1.97 Million
0.0% of portfolio
|
Q3 2024
Reduced 47.25%
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
13,883
shares
|
$1.93 Million
0.23% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
13,584
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
13,575
shares
|
$1.89 Million
0.23% of portfolio
|
Q4 2024
Added 65.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
13,422
shares
|
$1.87 Million
0.02% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,973
shares
|
$1.81 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.51%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Feb 03, 2025 Q4 2024 |
12,777
shares
|
$1.78 Million
1.04% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
12,582
shares
|
$1.75 Million
1.33% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
12,383
shares
|
$1.72 Million
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
12,377
shares
|
$1.72 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
12,345
shares
|
$1.72 Million
0.26% of portfolio
|
Q4 2024
Added 1.81%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
12,295
shares
|
$1.71 Million
0.49% of portfolio
|
Q4 2024
Added 13.43%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,889
shares
|
$1.66 Million
0.17% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
10,499
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Added 2.42%
|