IYJ institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding340
Shares held6,534,936
Reported value$1.1bn
Quarter flows47 new, 99 added, 94 trimmed, 38 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
MORGAN STANLEY767,063$127.8m0.0%
BANK OF AMERICA CORP /DE/443,260$73.9m0.0%
WELLS FARGO & COMPANY/MN440,201$73.4m0.0%
PGIM Custom Harvest LLC389,701$64.9m0.8%
LPL Financial LLC328,994$54.8m0.0%
MML INVESTORS SERVICES, LLC289,334$48.2m0.1%
ROYAL BANK OF CANADA263,826$44.0m0.0%
RAYMOND JAMES FINANCIAL INC201,167$33.5m0.0%
UBS Group AG178,454$29.7m0.0%
Kozak & Associates, Inc.144,050$23.9m4.1%
Legacy Edge Advisors, LLC113,634$18.9m1.7%
Cambridge Investment Research Advisors, Inc.108,908$18.1m0.0%
BNP PARIBAS FINANCIAL MARKETS100,000$16.7m0.0%
OSAIC HOLDINGS, INC.99,762$16.6m0.0%
Prospera Financial Services Inc93,578$15.6m0.2%
MinichMacGregor Wealth Management, LLC86,882$14.5m2.2%
AMERIPRISE FINANCIAL INC74,753$12.5m0.0%
JONES FINANCIAL COMPANIES LLLP71,458$11.7m0.0%
GOLDMAN SACHS GROUP INC68,758$11.5m0.0%
Sanctuary Advisors, LLC67,201$11.2m0.1%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC61,910$10.3m0.1%
Janney Montgomery Scott LLC56,832$9.5m0.0%
Well Done, LLC54,248$9.0m1.2%
HighTower Advisors, LLC53,602$8.9m0.0%
Focus Partners Wealth52,542$8.8m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IYJ"). IYJ price history · All 13F data

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