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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
7,397
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2025
Added 22.43%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
7,368
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Added 20.16%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
7,363
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 02, 2025 Q3 2025 |
7,261
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Added 36.28%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
7,252
shares
|
$1.04 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
7,240
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
7,224
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
7,185
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2023
Added 254.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,150
shares
|
$1.02 Million
0.25% of portfolio
|
Q2 2022
Reduced 9.72%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,858
shares
|
$980,488
0.0% of portfolio
|
Q3 2025
Reduced 21.62%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
6,803
shares
|
$972,624
0.0% of portfolio
|
Q3 2025
Added 3.0%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2025 Q3 2025 |
6,790
shares
|
$970,766
0.13% of portfolio
|
Q3 2025
Added 37.87%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
6,686
shares
|
$955,897
0.25% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,519
shares
|
$932,021
0.01% of portfolio
|
Q3 2025
Added 4.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
6,426
shares
|
$918,725
0.01% of portfolio
|
Q3 2025
Reduced 1.14%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
6,388
shares
|
$913,292
0.0% of portfolio
|
Q3 2025
Reduced 4.84%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
6,310
shares
|
$902,140
0.0% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
6,272
shares
|
$896,707
0.16% of portfolio
|
Q3 2025
Reduced 11.1%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
6,261
shares
|
$895,135
0.01% of portfolio
|
Q2 2023
Added 0.21%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
6,224
shares
|
$889,845
0.01% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,811
shares
|
$830,798
0.01% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
5,712
shares
|
$816,644
0.16% of portfolio
|
Q3 2025
Added 33.15%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
5,697
shares
|
$814,500
0.01% of portfolio
|
Q3 2025
Reduced 2.03%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
5,646
shares
|
$807,208
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,615
shares
|
$802,776
0.01% of portfolio
|
Q3 2025
Added 0.02%
|
|