ISHARES TR (IYJ)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
330
Reporting holders
$1.1B
Reported value
1.3%
Held as options
+8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| MORGAN STANLEY | $127.8M | 767,063 | 0.01% | 35q | -1.7%-$2.2M |
| BANK OF AMERICA CORP /DE/ | $73.9M | 443,260 | 0.00% | 31q | +22.2%+$13.4M |
| WELLS FARGO & COMPANY/MN | $73.4M | 440,201 | 0.01% | 31q | -51.1%-$76.7M |
| PGIM Custom Harvest LLC | $64.9M | 389,701 | 0.81% | 17q | +1.1%+$676.3K |
| LPL Financial LLC | $54.8M | 328,994 | 0.01% | 31q | +5.3%+$2.7M |
| MML INVESTORS SERVICES, LLC | $48.2M | 289,334 | 0.10% | 31q | +35.1%+$12.5M |
| ROYAL BANK OF CANADA | $44.0M | 263,826 | 0.01% | 31q | +16.6%+$6.3M |
| RAYMOND JAMES FINANCIAL INC | $33.5M | 201,167 | 0.01% | 7q | -1.4%-$472.8K |
| Legacy Edge Advisors, LLC | $32.0M | 205,466 | 1.74% | 10q | +86.3%+$14.8M |
| UBS Group AG | $29.7M | 178,454 | 0.00% | 31q | -30.3%-$12.9M |
| Kozak & Associates, Inc. | $23.9M | 144,050 | 4.14% | 7q | -34.3%-$12.5M |
| BNP PARIBAS FINANCIAL MARKETS | $16.7M | 100,000 | 0.01% | 5q | +100.0%+$8.3M |
| OSAIC HOLDINGS, INC. | $16.6M | 99,762 | 0.02% | 26q | -2.1%-$363.3K |
| Prospera Financial Services Inc | $15.6M | 93,578 | 0.23% | 31q | -2.9%-$469.0K |
| MinichMacGregor Wealth Management, LLC | $14.5M | 86,882 | 2.20% | 23q | +4.1%+$571.8K |
| AMERIPRISE FINANCIAL INC | $12.5M | 74,753 | 0.00% | 31q | -60.9%-$19.4M |
| JONES FINANCIAL COMPANIES LLLP | $11.7M | 71,458 | 0.00% | 11q | +19.5%+$1.9M |
| GOLDMAN SACHS GROUP INC | $11.5M | 68,758 | 0.00% | 31q | +9.4%+$984.9K |
| Sanctuary Advisors, LLC | $11.2M | 67,201 | 0.05% | 9q | +12.0%+$1.2M |
| CITADEL ADVISORS LLC | $10.4M | options only | 0.00% | 2q | OPTIONS |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $10.3M | 61,910 | 0.13% | 31q | -4.7%-$512.4K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $9.5M | 41,332 | 0.00% | 22q | +62.3%+$3.6M |
| Well Done, LLC | $9.0M | 54,248 | 1.22% | 10q | +3.0%+$259.6K |
| HighTower Advisors, LLC | $8.9M | 53,602 | 0.01% | 31q | +0.9%+$76.8K |
| Focus Partners Wealth | $8.8M | 52,542 | 0.01% | 11q | +2.3%+$195.0K |
| STIFEL FINANCIAL CORP | $7.7M | 46,193 | 0.01% | 31q | +1.9%+$144.6K |
| ENVESTNET ASSET MANAGEMENT INC | $7.4M | 44,268 | 0.00% | 31q | +3.1%+$219.0K |
| SOUTHERN CAPITAL ADVISORS, LLC | $7.3M | 44,082 | 3.07% | 15q | +0.7%+$49.5K |
| Steward Partners Investment Advisory, LLC | $6.8M | 41,037 | 0.03% | 29q | +5.5%+$353.6K |
| Cadent Capital Advisors, LLC | $6.7M | 40,472 | 1.39% | 10q | +5.4%+$347.3K |
| Tudor Financial Inc. | $6.5M | 45,752 | 1.46% | 8q | +138.2%+$3.8M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $6.5M | 38,711 | 0.00% | new | NEW |
| JPMORGAN CHASE & CO | $6.4M | 39,204 | 0.00% | 31q | -8.2%-$575.1K |
| TRUIST FINANCIAL CORP | $6.0M | 35,942 | 0.01% | 25q | +1.0%+$61.0K |
| COMMONWEALTH EQUITY SERVICES, LLC | $5.8M | 35,100 | 0.01% | 31q | -5.0%-$306.8K |
| Odyssey Capital Advisors, Inc. | $5.8M | 34,721 | 4.14% | 3q | +3.7%+$204.0K |
| Modus Advisors, LLC | $5.7M | 34,126 | 1.40% | 25q | HELD |
| First Citizens Financial Corp | $5.4M | 32,355 | 2.25% | 26q | -1.3%-$72.5K |
| KINGSWOOD WEALTH ADVISORS, LLC | $5.4M | 32,128 | 0.22% | 8q | +1.8%+$93.2K |
| Zurich Insurance Group Ltd/FI | $5.2M | 30,960 | 0.04% | 4q | +78.3%+$2.3M |
| PRINCIPAL SECURITIES, INC. | $4.9M | 29,354 | 0.06% | 11q | +4.6%+$214.5K |
| BlackRock, Inc. | $4.6M | 27,766 | 0.00% | 8q | -13.0%-$689.1K |
| Cetera Investment Advisers | $4.6M | 27,670 | 0.00% | 23q | -2.3%-$106.5K |
| FMR LLC | $4.4M | 26,540 | 0.00% | 31q | +3.5%+$148.2K |
| Atria Investments, Inc | $4.4M | 26,474 | 0.04% | 10q | +10.2%+$409.0K |
| OpenArc Corporate Advisory, LLC | $4.4M | 26,381 | 0.05% | 3q | +34.9%+$1.1M |
| Adirondack Capital Advisors, LLC | $4.1M | 24,735 | 2.21% | 3q | +10.9%+$404.1K |
| Frank, Rimerman Advisors LLC | $4.1M | 24,468 | 0.23% | 23q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.7M | 22,174 | 0.00% | 30q | +228.0%+$2.6M |
| Bank of New York Mellon Corp | $3.6M | 21,660 | 0.00% | 16q | +25.5%+$733.8K |
| Creative Planning | $3.2M | 19,287 | 0.00% | 24q | HELD |
| Rockefeller Capital Management L.P. | $3.2M | 19,211 | 0.00% | 30q | +3.7%+$115.0K |
| Smartleaf Asset Management LLC | $3.2M | 19,332 | 0.10% | 4q | HELD |
| Shulman DeMeo Asset Management LLC | $3.2M | 19,003 | 0.59% | 20q | HELD |
| CAPTRUST FINANCIAL ADVISORS | $3.2M | 18,914 | 0.00% | 25q | +146.2%+$1.9M |
| Merkkuri Wealth Advisors LLC | $3.1M | 18,462 | 1.91% | 9q | +27.8%+$669.3K |
| SCS Capital Management LLC | $2.8M | 16,868 | 0.03% | 6q | -6.6%-$198.0K |
| Waverly Advisors, LLC | $2.8M | 16,594 | 0.02% | 10q | HELD |
| Perigon Wealth Management, LLC | $2.6M | 15,561 | 0.04% | 11q | -7.2%-$200.0K |
| MMBG INVESTMENT ADVISORS CO. | $2.4M | 14,330 | 0.19% | 19q | HELD |
| JANE STREET GROUP, LLC | $2.3M | 8,996 | 0.00% | 2q | +18.6%+$367.9K |
| Private Advisor Group, LLC | $2.3M | 13,754 | 0.01% | 31q | -68.1%-$4.9M |
| Laurel Wealth Advisors LLC | $2.3M | 13,685 | 0.22% | 31q | HELD |
| Castle Rock Wealth Management, LLC | $2.2M | 13,543 | 0.44% | 23q | -4.7%-$110.3K |
| IHT Wealth Management, LLC | $2.2M | 13,399 | 0.05% | 31q | -0.6%-$13.0K |
| Equitable Holdings, Inc. | $2.1M | 12,678 | 0.01% | 27q | -13.3%-$324.6K |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | $2.1M | 12,647 | 0.03% | 25q | +2.5%+$52.0K |
| Waterloo Capital, L.P. | $2.0M | 12,063 | 0.11% | 11q | HELD |
| SCOTIA CAPITAL INC. | $2.0M | 11,796 | 0.01% | 31q | -2.3%-$46.2K |
| Mariner, LLC | $1.9M | 11,511 | 0.00% | 16q | -52.6%-$2.1M |
| JBR Co Financial Management Inc | $1.9M | 11,423 | 0.69% | 11q | -3.6%-$70.7K |
| Snowden Capital Advisors LLC | $1.9M | 11,347 | 0.04% | 42q | -0.7%-$14.0K |
| Stillwater Capital Advisors, LLC | $1.8M | 10,928 | 0.19% | 31q | -1.6%-$30.2K |
| Essex LLC | $1.8M | 10,850 | 0.27% | 20q | -5.2%-$98.3K |
| DAVENPORT & Co LLC | $1.8M | 10,723 | 0.01% | 31q | HELD |
| CITIGROUP INC | $1.7M | 10,277 | 0.00% | 31q | -6.9%-$126.5K |
| Baird Financial Group, Inc. | $1.7M | 9,930 | 0.00% | 31q | HELD |
| Glenview Trust Co | $1.6M | 10,331 | 0.01% | 31q | +83.5%+$734.3K |
| BANK OF MONTREAL /CAN/ | $1.6M | 9,622 | 0.00% | 31q | +1.7%+$27.5K |
| Keating Financial Advisory Services, Inc. | $1.6M | 9,491 | 0.21% | 3q | HELD |
| Ameritas Advisory Services, LLC | $1.5M | 9,202 | 0.03% | 19q | +3.4%+$50.7K |
| Fifth Third Securities, Inc. | $1.5M | 9,141 | 0.09% | 17q | +6.0%+$86.0K |
| AQR CAPITAL MANAGEMENT LLC | $1.5M | 9,028 | 0.00% | 2q | +15.9%+$206.5K |
| Ignite Planners, LLC | $1.5M | 8,898 | 0.20% | 15q | HELD |
| Ridge Creek Global, Inc | $1.5M | 8,889 | 1.15% | 3q | HELD |
| KENNICOTT CAPITAL MANAGEMENT LLC | $1.5M | 8,805 | 0.68% | 5q | +9.3%+$125.0K |
| HUNTINGTON NATIONAL BANK | $1.5M | 8,743 | 0.01% | 31q | -8.7%-$138.0K |
| Quantinno Capital Management LP | $1.5M | 8,712 | 0.00% | 13q | -13.6%-$229.2K |
| Empirical Asset Management, LLC | $1.4M | 8,653 | 0.32% | 10q | -0.8%-$12.2K |
| KKM Financial LLC | $1.4M | 8,640 | 0.20% | 11q | -37.1%-$847.6K |
| RIK SAYLOR FINANCIAL, INC. | $1.4M | 8,558 | 0.95% | 7q | -1.3%-$19.5K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $1.4M | 8,200 | 0.00% | 31q | -6.5%-$95.3K |
| Beacon Pointe Advisors, LLC | $1.3M | 7,939 | 0.01% | 15q | +16.4%+$186.3K |
| Arkadios Wealth Advisors | $1.3M | 7,675 | 0.02% | 9q | +25.3%+$258.7K |
| BROWN ADVISORY INC | $1.2M | 7,363 | 0.00% | 6q | HELD |
| TRITONPOINT WEALTH, LLC | $1.2M | 7,330 | 0.12% | 11q | HELD |
| TritonPoint Partners, LLC | $1.2M | 7,330 | 0.10% | new | NEW |
| Clearstead Advisors, LLC | $1.2M | 7,245 | 0.01% | 27q | HELD |
| Merit Financial Group, LLC | $1.2M | 7,080 | 0.00% | 10q | +100.0%+$590.0K |
| FIFTH THIRD BANCORP | $1.2M | 6,968 | 0.00% | 2q | -4.0%-$48.2K |
Showing the largest 100 of 343 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 330 | $1.1B | 6,439,025 | 38 | 75 | 85 | 1.3% |
| Q1 2026 | 322 | $1.0B | 6,864,325 | 40 | 72 | 79 | 0.8% |
| Q4 2025 | 307 | $961.5M | 6,476,136 | 26 | 71 | 83 | 0.0% |
| Q3 2025 | 287 | $895.7M | 6,147,544 | 14 | 73 | 69 | 0.1% |
| Q2 2025 | 303 | $855.3M | 5,995,447 | 32 | 75 | 81 | 0.2% |
| Q1 2025 | 291 | $847.3M | 6,488,017 | 18 | 66 | 84 | 0.4% |
| Q4 2024 | 294 | $805.5M | 5,981,205 | 21 | 72 | 63 | 0.8% |
| Q3 2024 | 277 | $756.2M | 5,630,285 | 28 | 57 | 68 | 0.5% |
| Q2 2024 | 272 | $737.8M | 6,158,083 | 21 | 74 | 66 | 0.2% |
| Q1 2024 | 279 | $952.1M | 7,562,735 | 34 | 72 | 70 | 0.2% |
| Q4 2023 | 268 | $645.3M | 5,625,870 | 35 | 55 | 78 | 0.3% |
| Q3 2023 | 232 | $499.4M | 4,936,901 | 13 | 43 | 74 | 0.2% |
| Q2 2023 | 238 | $476.8M | 4,499,615 | 25 | 36 | 86 | 0.0% |
| Q1 2023 | 223 | $534.9M | 5,340,015 | 19 | 39 | 80 | 0.0% |
| Q4 2022 | 216 | $562.5M | 5,841,568 | 46 | 45 | 55 | 0.1% |
| Q3 2022 | 220 | $417.0M | 4,962,186 | 17 | 27 | 85 | 0.2% |
| Q2 2022 | 229 | $498.8M | 5,645,917 | 16 | 42 | 83 | 0.2% |
| Q1 2022 | 245 | $664.4M | 6,297,205 | 20 | 52 | 77 | 0.1% |
| Q4 2021 | 264 | $958.2M | 8,492,533 | 19 | 64 | 64 | 0.1% |
| Q3 2021 | 238 | $860.5M | 8,002,713 | 17 | 68 | 64 | 0.1% |
| Q2 2021 | 245 | $983.1M | 8,847,467 | 23 | 89 | 40 | 0.0% |
| Q1 2021 | 239 | $811.7M | 7,663,132 | 32 | 76 | 51 | 0.0% |
| Q4 2020 | 219 | $670.5M | 6,895,385 | 33 | 162 | 6 | 0.0% |
| Q3 2020 | 181 | $433.9M | 2,599,376 | 23 | 46 | 49 | 0.1% |
| Q2 2020 | 173 | $357.8M | 2,377,705 | 30 | 26 | 59 | 0.1% |
| Q1 2020 | 155 | $289.5M | 2,336,516 | 10 | 41 | 48 | 0.1% |
| Q4 2019 | 193 | $451.4M | 2,677,506 | 29 | 36 | 39 | 0.6% |
| Q3 2019 | 159 | $403.4M | 2,537,449 | 17 | 29 | 54 | 0.2% |
| Q2 2019 | 163 | $425.9M | 2,666,556 | 25 | 28 | 42 | 0.9% |
| Q1 2019 | 155 | $383.2M | 2,518,087 | 22 | 27 | 42 | 0.3% |
| Q4 2018 | 154 | $368.2M | 2,852,899 | 2 | 3 | 2 | 0.4% |