Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 339 institutions that hold shares in the stock, with a total of 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $851 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,422
shares
|
$699,871
0.01% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,350
shares
|
$690,578
0.03% of portfolio
|
Q4 2024
Reduced 35.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
5,332
shares
|
$688,254
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,256
shares
|
$678,444
0.03% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
5,097
shares
|
$657,920
0.06% of portfolio
|
Q4 2024
Reduced 1.89%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
5,062
shares
|
$653,402
0.02% of portfolio
|
Q1 2020
Reduced 93.18%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
5,061
shares
|
$653,273
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,937
shares
|
$637,267
0.01% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
4,921
shares
|
$635,202
0.19% of portfolio
|
Q2 2024
Reduced 20.44%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
4,813
shares
|
$621,262
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
4,726
shares
|
$610,032
0.02% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
4,656
shares
|
$600,996
0.01% of portfolio
|
Q4 2023
Reduced 3.1%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,540
shares
|
$586,023
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
4,526
shares
|
$584,216
0.23% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
4,382
shares
|
$565,628
0.0% of portfolio
|
Q3 2023
Added 16.73%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
4,380
shares
|
$565,370
0.08% of portfolio
|
Q4 2024
Added 17.58%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
4,331
shares
|
$559,045
0.2% of portfolio
|
Q4 2024
Reduced 0.35%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
4,298
shares
|
$554,785
0.0% of portfolio
|
Q4 2024
Added 103.02%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
4,262
shares
|
$550,138
0.0% of portfolio
|
Q4 2024
Added 2.45%
|
|
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
Jan 13, 2025 Q4 2024 |
4,130
shares
|
$533,100
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
4,088
shares
|
$527,679
0.39% of portfolio
|
Q4 2024
Reduced 2.5%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
4,072
shares
|
$525,613
0.04% of portfolio
|
Q4 2024
Reduced 84.73%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
3,988
shares
|
$514,771
0.01% of portfolio
|
Q4 2023
Added 0.83%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
3,966
shares
|
$511,931
0.0% of portfolio
|
Q3 2024
Reduced 11.24%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
3,911
shares
|
$504,831
0.0% of portfolio
|
Q3 2024
Added 560.64%
|