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 |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
5,482
shares
|
$783,761
0.01% of portfolio
|
Q3 2025
Added 4.12%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
5,200
shares
|
$743,444
0.05% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
5,172
shares
|
$739,440
0.09% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,105
shares
|
$729,861
0.03% of portfolio
|
Q3 2025
Added 2.74%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
5,103
shares
|
$729,575
0.06% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$723,714
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$675,676
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
4,724
shares
|
$675,390
0.02% of portfolio
|
Q3 2025
Added 4.4%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
4,689
shares
|
$670,386
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
4,681
shares
|
$669,242
0.0% of portfolio
|
Q3 2025
Reduced 10.7%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
4,656
shares
|
$665,668
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
4,611
shares
|
$659,234
0.0% of portfolio
|
Q3 2025
Reduced 3.45%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
4,567
shares
|
$652,943
0.05% of portfolio
|
Q3 2025
Reduced 3.38%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
4,487
shares
|
$641,506
0.0% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
4,395
shares
|
$628,353
0.06% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
4,384
shares
|
$626,780
0.47% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$626,494
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
4,283
shares
|
$612,340
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,278
shares
|
$611,625
0.0% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,256
shares
|
$608,480
0.03% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
4,177
shares
|
$597,185
0.02% of portfolio
|
Q3 2025
Added 4.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
4,159
shares
|
$594,612
0.0% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
4,136
shares
|
$591,323
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
4,132
shares
|
$590,752
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,127
shares
|
$590,037
0.01% of portfolio
|
Q3 2025
Added 797.17%
|
|