# ISHARES TR (IYJ)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYJ/

- Reporting holders: 17
- Reported value: $28.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $9.3M | 60,560 | 0.1% | 32 |
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $4.9M | 32,069 | 2.1% | 27 |
| [Adirondack Capital Advisors, LLC](https://holderbook.com/funds/2107623-adirondack-capital-advisors-llc/) | $3.9M | 25,435 | 2.0% | 4 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $3.7M | 24,183 | 0.8% | 11 |
| [Shulman DeMeo Asset Management LLC](https://holderbook.com/funds/1767070-shulman-demeo-asset-management-llc/) | $3.0M | 18,979 | 0.6% | 21 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.6M | 9,829 | 0.3% | 24 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $325.5K | 2,122 | 0.1% | 3 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $302.1K | 1,969 | 0.0% | 9 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $267.1K | 1,742 | 0.0% | 15 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $262.6K | 1,712 | 0.1% | 11 |
| [Venture Visionary Partners LLC](https://holderbook.com/funds/1792283-venture-visionary-partners-llc/) | $260.7K | 1,700 | 0.0% | 11 |
| [Dale Q Rice Investment Management Ltd](https://holderbook.com/funds/2041427-dale-q-rice-investment-management-ltd/) | $253.2K | 1,651 | 0.1% | 8 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $215.8K | 1,407 | 0.0% | 18 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $125.9K | 821 | 0.1% | 13 |
| [Aventus Investment Advisors, Inc.](https://holderbook.com/funds/2093055-aventus-investment-advisors-inc/) | $76.7K | 500 | 0.1% | 6 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $31.0K | 202 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $4.5K | 29,313 | 0.1% | 12 |
| [MAGNOLIA CAPITAL MANAGEMENT LTD](https://holderbook.com/funds/1802361-magnolia-capital-management-ltd/) | $3.1K | 19,966 | 2.2% | 28 |
| [Westwind Capital](https://holderbook.com/funds/1729269-westwind-capital/) | $2.4K | 15,700 | 0.6% | 6 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $1.5K | 10 | 0.0% | 6 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 17 | $28.5M |
| Q2 2026 | 346 | $1.1B |
| Q1 2026 | 333 | $1.1B |
| Q4 2025 | 321 | $987.0M |
| Q3 2025 | 302 | $926.5M |
| Q2 2025 | 320 | $915.6M |
| Q1 2025 | 308 | $894.0M |
| Q4 2024 | 314 | $856.7M |
| Q3 2024 | 295 | $805.4M |
| Q2 2024 | 292 | $784.6M |
| Q1 2024 | 302 | $1.0B |
| Q4 2023 | 293 | $672.1M |