Institutional Ownership Ishares Tr (IYJ)
This table provides information about the institutional ownership of Ishares Tr (IYJ). We have compiled data on the 326 institutions that hold shares in the stock, with a total of 6.46 Million shares, which have been reported (via 13F filing form) to have a value of $900 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Noble Family Wealth, LLC
Clearwater, FL |
Jan 13, 2025 Q4 2024 |
3,600
shares
|
$501,480
0.13% of portfolio
|
Q1 2023
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,582
shares
|
$498,972
0.0% of portfolio
|
Q2 2024
Added 2.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,548
shares
|
$494,236
0.01% of portfolio
|
Q4 2023
Reduced 1.0%
|
|
|
Better Money Decisions, LLC
|
Jan 24, 2025 Q4 2024 |
3,504
shares
|
$488,107
0.32% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
3,498
shares
|
$487,271
0.36% of portfolio
|
Q2 2024
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
3,360
shares
|
$468,048
0.0% of portfolio
|
Q3 2024
Added 53.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
3,351
shares
|
$466,794
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
3,321
shares
|
$462,615
0.19% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
3,210
shares
|
$447,153
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
3,202
shares
|
$446,038
0.02% of portfolio
|
Q4 2024
Added 11.45%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
3,200
shares
|
$445,760
0.14% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
3,200
shares
|
$445,760
0.11% of portfolio
|
Q2 2024
New holding
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,179
shares
|
$442,834
0.0% of portfolio
|
Q2 2024
Reduced 17.19%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
3,157
shares
|
$439,770
0.0% of portfolio
|
Q2 2024
Added 4.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
3,154
shares
|
$439,352
0.01% of portfolio
|
Q4 2024
Reduced 3.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
3,063
shares
|
$426,675
0.01% of portfolio
|
Q3 2024
Added 669.6%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
3,053
shares
|
$425,282
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
3,009
shares
|
$419,153
0.0% of portfolio
|
Q2 2024
Reduced 1.44%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,000
shares
|
$417,900
0.01% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
2,993
shares
|
$416,924
0.14% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
2,988
shares
|
$416,228
0.0% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
2,976
shares
|
$414,556
0.01% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
2,961
shares
|
$412,467
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
2,932
shares
|
$408,427
0.0% of portfolio
|
Q3 2024
Added 5.62%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
2,929
shares
|
$408,009
0.0% of portfolio
|
Q3 2024
Reduced 94.58%
|