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Disclosery

IYJ ISHARES TR

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US INDUSTRIALS (fund)

311 managers (313 13F filers) reported a position in IYJ shares at 2024-12-31, 6,347,060 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
311
13F filers
313
New
25
Added
99
Reduced
73
Sold out
19
Shares held by filers
6,347,060

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gladstone Institutional Advisory LLC1,901$254K0.01%new13F-HRTimeline
Pictet North America Advisors SA1,891$252K0.02%013F-HRTimeline
Independent Advisor Alliance1,855$248K<0.01%new13F-HRTimeline
Family Firm, Inc.1,835$245K0.05%-22113F-HRTimeline
Geneos Wealth Management Inc.1,817$243K0.01%013F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,806$241K<0.01%-20213F-HRTimelineGroup
DORCHESTER WEALTH MANAGEMENT Co1,800$240K0.05%013F-HRTimeline
Cresset Asset Management, LLC1,800$240K<0.01%-4,13813F-HRTimeline
Fiduciary Alliance LLC1,744$233K0.02%+513F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.1,706$228K0.01%new13F-HR/ATimelineGroup
Venture Visionary Partners LLC1,700$227K0.01%013F-HR/ATimeline
Atlas Brown,Inc.1,689$225K0.08%+513F-HRTimeline
Empower Advisory Group, LLC1,680$224K<0.01%013F-HRTimeline
Lion Street Advisors, LLC1,677$224K0.07%013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC1,659$222K0.01%+213F-HRTimeline
Matthew Goff Investment Advisor, LLC1,646$220K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,643$220K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,642$219K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,641$219K0.01%+113F-HRTimeline
McClarren Financial Advisors, Inc.1,628$217K0.61%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,621$216K<0.01%new13F-HR/ATimeline
Soltis Investment Advisors LLC1,618$216K0.02%013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…1,504$215K<0.01%013F-HRTimelineGroup
PETTYJOHN, WOOD & WHITE, INC1,570$210K0.04%013F-HRTimeline
Beaumont Financial Advisors, LLC1,534$205K0.02%013F-HRTimeline
Blue Capital, Inc.1,513$202K0.14%13F-HRTimeline
Federation des caisses Desjardins du Qu…1,512$202K<0.01%-11413F-HRTimeline
Millstone Evans Group, LLC1,500$200K0.14%13F-HRTimeline
Westside Investment Management, Inc.1,460$195K0.04%013F-HRTimeline
EP Wealth Advisors, LLC1,347$180K<0.01%new13F-HRTimeline
Atlantic Edge Private Wealth Management…1,340$179K0.06%013F-HRTimeline
Davis Capital Management1,168$156K0.13%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,141$152K<0.01%-4413F-HRTimelineGroup
Front Row Advisors LLC1,120$150K0.05%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,095$146K<0.01%+28613F-HRTimelineGroup
Ancora Advisors LLCin group Ancora Advisors LLC1,031$138K<0.01%013F-HRTimelineGroup
Avondale Wealth Management1,000$134K0.09%+50013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,000$134K0.06%013F-HRTimeline
Runnymede Capital Advisors, Inc.960$128K0.11%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management958$128K<0.01%+56613F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC850$113K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/842$112K<0.01%-53013F-HRTimelineGroup
Abound Wealth Management813$109K0.03%013F-HRTimeline
OAKWORTH CAPITAL, INC.799$107K0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC724$96.7K<0.01%+1913F-HRTimelineGroup
SIGNATUREFD, LLC700$93.5K<0.01%013F-HRTimeline
Denver PWM, LLC675$90.1K0.03%+213F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC672$90K<0.01%+213F-HRTimelineGroup
Provenance Wealth Advisors, LLC674$90K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.672$89.7K<0.01%+8713F-HRTimeline
Sandy Spring Bank641$85.6K<0.01%+113F-HRTimeline
Global Retirement Partners, LLC602$80.4K<0.01%-92113F-HRTimeline
BOKF, NAin group BOKF, NA595$78.2K<0.01%013F-HRTimelineGroup
Founders Financial Alliance, LLC579$77.3K0.02%-4713F-HRTimeline
Synergy Investment Management, LLC552$73.7K0.03%13F-HRTimeline
AlphaMark Advisors, LLC535$71K0.03%+113F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC494$66K0.02%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners430$57.4K0.01%new13F-HRTimelineGroup
Transce3nd, LLC411$54.9K0.02%13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA400$53.4K<0.01%-70013F-HRTimelineGroup
OPTIMUM INVESTMENT ADVISORS400$53.4K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.390$52.1K0.01%013F-HRTimeline
Perritt Capital Management Inc341$45.5K0.02%013F-HRTimeline
Householder Group Estate & Retirement S…342$45K0.03%013F-HRTimeline
Redwood Park Advisors LLC328$43.8K0.04%13F-HRTimeline
PRIVATE TRUST CO NA289$38.6K<0.01%+7913F-HRTimeline
Anchor Investment Management, LLC269$35.9K<0.01%013F-HRTimeline
Finley Financial, LLC255$34.8K0.02%13F-HRTimeline
Viewpoint Capital Management LLC235$31.4K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC226$30.2K<0.01%+19613F-HRTimeline
SITTNER & NELSON, LLC220$29.4K0.01%013F-HRTimeline
TSFG, LLC209$28K0.01%013F-HRTimeline
Financial Life Planners206$27.5K0.02%13F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$26.7K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$26.7K<0.01%013F-HRTimeline
Key Financial Inc186$24.8K0.01%013F-HRTimeline
Pacifica Partners Inc.181$24K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors174$23.2K<0.01%013F-HRTimelineGroup
Caldwell Trust Co170$22.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC160$21.4K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp160$21.4K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC160$21.4K0.01%013F-HRTimeline
Sound Income Strategies, LLC140$18.7K<0.01%new13F-HRTimeline
SIMPLEX TRADING, LLC141$18K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.117$15.6K<0.01%013F-HRTimeline
IFP Advisors, Inc107$14.3K<0.01%+4413F-HRTimeline
Aventura Private Wealth, LLC105$14K0.01%13F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$13.4K<0.01%013F-HRTimeline
Blue Trust, Inc.100$13.4K<0.01%013F-HR/ATimeline
GKV Capital Management Co., Inc.100$13.4K0.01%13F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…96$12.8K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC85$11.3K<0.01%013F-HRTimeline
New Millennium Group LLC79$10.5K0.01%-413F-HRTimeline
Bradley & Co. Private Wealth Management…70$9.35K0.01%13F-HRTimeline
C M BIDWELL & ASSOCIATES LTD64$8.54K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.60$8.01K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc55$7.34K<0.01%013F-HRTimeline
Dunhill Financial, LLC55$7.29K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC44$5.88K<0.01%-3113F-HRTimeline
Valued Wealth Advisors LLC43$5.74K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC30$4.01K<0.01%013F-HRTimeline
NorthRock Partners, LLC27$3.66K<0.01%new13F-HR/ATimeline
Truvestments Capital LLC25$3.34K<0.01%new13F-HRTimeline
Murphy & Mullick Capital Management Corp25$3.34K<0.01%13F-HRTimeline
Atala Financial Inc24$3.2K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$1.33K<0.01%-113F-HRTimeline
Quest 10 Wealth Builders, Inc.10$1.33K<0.01%13F-HRTimeline
Larson Financial Group LLC8$1.07K<0.01%013F-HRTimeline
Fairfield Financial Advisors, LTD1$134<0.01%new13F-HRTimeline
GeoWealth Management, LLC1$77<0.01%013F-HRTimeline
Compagnie Lombard Odier SCmA0$00%-6,35013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.