Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 312 institutions that hold shares in the stock, with a total of 6.53 Million shares, which have been reported (via 13F filing form) to have a value of $876 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
11,238
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.86%
|
|
|
Nikulski Financial, Inc.
|
Oct 28, 2024 Q3 2024 |
10,839
shares
|
$1.45 Million
0.44% of portfolio
|
Q3 2024
Reduced 11.65%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
10,582
shares
|
$1.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
10,370
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
10,259
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2024
Reduced 28.4%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,251
shares
|
$1.38 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
10,103
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
10,009
shares
|
$1.34 Million
0.04% of portfolio
|
Q2 2024
Added 88.74%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
9,722
shares
|
$1.3 Million
0.16% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 08, 2024 Q2 2024 |
9,708
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
9,495
shares
|
$1.27 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
9,329
shares
|
$1.25 Million
0.04% of portfolio
|
Q2 2024
Added 0.01%
|
|
|
Planning Directions Inc
|
Aug 09, 2024 Q2 2024 |
9,171
shares
|
$1.23 Million
0.76% of portfolio
|
Q2 2024
Reduced 6.95%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
9,087
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
8,960
shares
|
$1.2 Million
0.27% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
8,339
shares
|
$1.12 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
8,196
shares
|
$1.1 Million
0.07% of portfolio
|
Q3 2024
Reduced 54.29%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
8,084
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
8,048
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2024
Added 341.95%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
7,887
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2024
Added 20.28%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
7,509
shares
|
$1.01 Million
0.15% of portfolio
|
Q2 2024
Added 19.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
7,450
shares
|
$999,417
0.02% of portfolio
|
Q2 2024
Added 0.96%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
7,394
shares
|
$991,905
0.07% of portfolio
|
Q2 2023
Reduced 1.26%
|
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
7,380
shares
|
$990,027
0.07% of portfolio
|
Q3 2023
Reduced 2.37%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$963,867
0.07% of portfolio
|
Q4 2023
Added 254.29%
|