HolderBook

ISHARES TR (IYJ)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

17
Reporting holders
$28.5M
Reported value
0.0%
Calls
0.0%
Puts
-329
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$9.3M60,5600.11%32q-2.2%-$207.0K
First Citizens Financial Corp$4.9M32,0692.07%27q-0.9%-$43.9K
Adirondack Capital Advisors, LLC$3.9M25,4352.01%4q+2.8%+$107.4K
Cadent Capital Advisors, LLC$3.7M24,1830.80%11q-40.2%-$2.5M
Shulman DeMeo Asset Management LLC$3.0M18,9790.59%21qHELD
Castle Rock Wealth Management, LLC$1.6M9,8290.29%24q-27.4%-$586.5K
Gerald Baker Financial Group LLC$325.5K2,1220.09%3qHELD
CoreCap Advisors, LLC$302.1K1,9690.01%9q+12.4%+$33.3K
Farther Finance Advisors, LLC$267.1K1,7420.00%15q+14.8%+$34.5K
Atlas Brown,Inc.$262.6K1,7120.07%11qHELD
Venture Visionary Partners LLC$260.7K1,7000.01%11qHELD
Dale Q Rice Investment Management Ltd$253.2K1,6510.14%8q-3.3%-$8.7K
INSPIRION WEALTH ADVISORS, LLC$215.8K1,4070.02%18qHELD
Davis Capital Management$125.9K8210.08%13qHELD
Aventus Investment Advisors, Inc.$76.7K5000.06%6qHELD
Wealth Enhancement Trust Services, Inc.$31.0K2020.00%4q-50.0%-$31.0K
CX Institutional$4.5K29,3130.12%12q+2.2%
MAGNOLIA CAPITAL MANAGEMENT LTD$3.1K19,9662.17%28q-0.5%
Westwind Capital$2.4K15,7000.56%6q+1.0%
ARMSTRONG ADVISORY GROUP, INC$1.5K100.00%6qHELD

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.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202617$28.5M184,8910360.0%
Q2 2026346$1.1B6,733,5503979882.1%
Q1 2026333$1.1B7,098,1364175810.8%
Q4 2025321$987.0M6,648,0402874860.0%
Q3 2025302$926.5M6,358,4651578740.1%
Q2 2025320$915.6M6,419,2703578840.2%
Q1 2025308$894.0M6,846,5251970920.4%
Q4 2024314$856.7M6,365,0912678650.7%
Q3 2024295$805.4M5,998,2013159740.5%
Q2 2024292$784.6M6,549,5752178710.2%
Q1 2024302$1.0B7,966,9843779750.2%
Q4 2023293$672.1M5,859,7193763830.3%
Q3 2023257$521.4M5,155,7141647780.2%
Q2 2023265$559.9M4,779,6172842910.0%
Q1 2023254$562.6M5,617,0302446900.0%
Q4 2022260$604.5M6,276,4204955680.1%
Q3 2022220$417.0M4,962,1861727850.2%
Q2 2022229$498.8M5,645,9171642830.2%
Q1 2022245$664.4M6,297,2052052770.1%
Q4 2021264$958.2M8,492,5331964640.1%
Q3 2021238$860.5M8,002,7131768640.1%
Q2 2021245$983.1M8,847,4672389400.0%
Q1 2021239$811.7M7,663,1323276510.0%
Q4 2020219$670.5M6,895,3853316260.0%
Q3 2020181$433.9M2,599,3762346490.1%
Q2 2020173$357.8M2,377,7053026590.1%
Q1 2020155$289.5M2,336,5161041480.1%
Q4 2019193$451.4M2,677,5062936390.6%
Q3 2019159$403.4M2,537,4491729540.2%
Q2 2019163$425.9M2,666,5562528420.9%
Q1 2019155$383.2M2,518,0872227420.3%
Q4 2018154$368.2M2,852,8992320.4%