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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
2,135
shares
|
$297,405
0.01% of portfolio
|
Q1 2023
Reduced 1.61%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
2,110
shares
|
$293,923
0.02% of portfolio
|
Q3 2024
Reduced 18.85%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
2,106
shares
|
$293,365
0.02% of portfolio
|
Q3 2024
Added 3.95%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
2,104
shares
|
$293,087
0.13% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,078
shares
|
$289,465
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
2,056
shares
|
$286,400
0.03% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
2,022
shares
|
$281,664
0.0% of portfolio
|
Q4 2023
Reduced 1.84%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
2,021
shares
|
$281,525
0.02% of portfolio
|
Q1 2023
Reduced 3.94%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
2,000
shares
|
$278,600
0.11% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$278,600
0.01% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$278,600
0.17% of portfolio
|
Q2 2022
Closed
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,971
shares
|
$274,560
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,969
shares
|
$274,281
0.13% of portfolio
|
Q4 2024
Reduced 6.15%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
1,963
shares
|
$273,445
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
1,954
shares
|
$272,192
0.03% of portfolio
|
Q3 2024
Added 1.56%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
1,921
shares
|
$267,595
0.06% of portfolio
|
Q4 2024
Added 12.93%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
1,901
shares
|
$264,809
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
1,891
shares
|
$263,416
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
1,885
shares
|
$262,580
0.0% of portfolio
|
Q3 2024
Reduced 47.39%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$258,540
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
1,855
shares
|
$258,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,817
shares
|
$253,108
0.01% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
1,806
shares
|
$251,575
0.0% of portfolio
|
Q4 2024
Reduced 10.06%
|
|
|
Dorchester Wealth Management CO
|
Feb 03, 2025 Q4 2024 |
1,800
shares
|
$250,740
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
1,744
shares
|
$242,939
0.02% of portfolio
|
Q4 2024
Added 0.29%
|