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 6.6 Million shares, which have been reported (via 13F filing form) to have a value of $943 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
4,111
shares
|
$587,749
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2025 Q3 2025 |
4,080
shares
|
$583,317
0.17% of portfolio
|
Q3 2025
Reduced 4.98%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
4,072
shares
|
$582,173
0.01% of portfolio
|
Q3 2025
Reduced 30.05%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
4,002
shares
|
$572,165
0.01% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
3,931
shares
|
$562,015
0.46% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
3,866
shares
|
$552,722
0.37% of portfolio
|
Q3 2025
Reduced 6.89%
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Oct 21, 2025 Q3 2025 |
3,753
shares
|
$536,566
0.08% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,697
shares
|
$528,560
0.21% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
3,629
shares
|
$518,838
0.33% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Noble Family Wealth, LLC
Clearwater, FL |
Oct 21, 2025 Q3 2025 |
3,600
shares
|
$514,692
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$507,257
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
3,518
shares
|
$502,968
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
3,498
shares
|
$500,109
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
3,471
shares
|
$496,248
0.0% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
3,372
shares
|
$482,094
0.0% of portfolio
|
Q2 2025
Added 6.0%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
3,318
shares
|
$474,374
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,316
shares
|
$474,088
0.18% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
3,315
shares
|
$473,945
0.02% of portfolio
|
Q3 2025
Added 11.02%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
3,244
shares
|
$463,794
0.0% of portfolio
|
Q3 2025
Reduced 5.09%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,200
shares
|
$457,504
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
3,200
shares
|
$457,504
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
3,153
shares
|
$450,784
0.0% of portfolio
|
Q3 2025
Added 20.9%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
3,052
shares
|
$436,344
0.0% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
3,014
shares
|
$430,911
0.0% of portfolio
|
Q3 2025
Added 97.51%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
2,968
shares
|
$424,334
0.01% of portfolio
|
Q3 2025
Added 0.1%
|
|