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Disclosery

IYJ ISHARES TR

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US INDUSTRIALS (fund)

306 managers (308 13F filers) reported a position in IYJ shares at 2025-03-31, 6,837,106 shares in all. 19 filers opened a position and 21 filers sold out during the quarter.

Managers
306
13F filers
308
New
19
Added
91
Reduced
102
Sold out
21
Shares held by filers
6,837,106

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
INSPIRION WEALTH ADVISORS, LLC1,910$249K0.03%-48213F-HRTimeline
Summit X, LLC1,905$248K0.05%-32013F-HRTimeline
Blackston Financial Advisory Group, LLC1,898$247K0.17%-7113F-HR/ATimeline
Pictet North America Advisors SA1,891$246K0.02%013F-HRTimeline
Retirement Planning Group, LLC1,881$245K0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,099$242K<0.01%-1,00013F-HRTimelineGroup
Family Firm, Inc.1,839$239K0.05%+413F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.1,807$235K<0.01%+113F-HRTimelineGroup
Cresset Asset Management, LLC1,800$234K<0.01%013F-HRTimeline
Fiduciary Alliance LLC1,747$227K0.02%+313F-HRTimeline
Sequoia Financial Advisors, LLC1,746$227K<0.01%new13F-HRTimeline
Venture Visionary Partners LLC1,700$221K0.01%013F-HRTimeline
Atlas Brown,Inc.1,692$220K0.08%+313F-HRTimeline
Empower Advisory Group, LLC1,680$219K<0.01%013F-HRTimeline
Matthew Goff Investment Advisor, LLC1,646$214K0.04%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV1,644$214K0.02%+113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC1,642$214K<0.01%013F-HRTimeline
CENTRAL TRUST Co1,641$214K0.01%013F-HRTimeline
Lion Street Advisors, LLC1,629$212K0.07%-4813F-HRTimeline
Soltis Investment Advisors LLC1,618$211K0.02%013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC1,570$204K0.04%013F-HRTimeline
Millstone Evans Group, LLC1,500$195K0.13%013F-HRTimeline
Westside Investment Management, Inc.1,460$190K0.04%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…1,405$183K<0.01%new13F-HRTimelineGroup
EP Wealth Advisors, LLC1,347$175K<0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…1,340$174K0.05%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,272$166K<0.01%-24013F-HRTimeline
Front Row Advisors LLC1,120$146K0.06%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC1,031$134K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,000$130K<0.01%+27613F-HRTimelineGroup
Avondale Wealth Management1,000$130K0.08%013F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.1,000$130K0.06%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management912$119K<0.01%-4613F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…900$117K0.04%+80413F-HRTimeline
Runnymede Capital Advisors, Inc.870$113K0.11%-9013F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC850$111K0.01%013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/842$110K<0.01%013F-HRTimelineGroup
Davis Capital Management821$107K0.09%-34713F-HRTimeline
Abound Wealth Management813$106K0.04%013F-HRTimeline
HARBOUR INVESTMENTS, INC.813$106K<0.01%+14113F-HRTimeline
OAKWORTH CAPITAL, INC.799$104K0.01%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA700$91.1K<0.01%+30013F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC673$88K<0.01%+113F-HRTimelineGroup
Provenance Wealth Advisors, LLC674$87.7K0.01%013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P654$85K<0.01%-44113F-HRTimelineGroup
Sandy Spring Bank642$83.6K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC579$75.4K0.02%013F-HRTimeline
Synergy Investment Management, LLC552$71.9K0.03%013F-HRTimeline
NorthRock Partners, LLC487$63.5K<0.01%+46013F-HRTimeline
Farther Finance Advisors, LLC483$63.2K<0.01%+43913F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC437$56.9K0.02%-5713F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners430$56K0.01%013F-HRTimelineGroup
Transce3nd, LLC411$53.5K0.02%013F-HRTimeline
WEST PACES ADVISORS INC.390$50.8K0.01%013F-HRTimeline
Sound Income Strategies, LLC380$49.5K<0.01%+24013F-HRTimeline
Perritt Capital Management Inc341$44.5K0.02%013F-HRTimeline
Redwood Park Advisors LLC328$42.7K0.04%013F-HRTimeline
BOKF, NAin group BOKF, NA300$39.1K<0.01%-29513F-HRTimelineGroup
Anchor Investment Management, LLC269$35K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA252$32.8K<0.01%-3713F-HRTimeline
Finley Financial, LLC255$32.7K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC243$31.6K<0.01%+1713F-HRTimeline
IFP Advisors, Inc240$31.2K<0.01%+13313F-HRTimeline
Viewpoint Capital Management LLC235$30.6K0.02%013F-HRTimeline
Centricity Wealth Management, LLC230$29.9K0.03%new13F-HRTimeline
SITTNER & NELSON, LLC220$28.6K0.01%013F-HRTimeline
Alpine Bank Wealth Managementin group Alpine Bank Wealth Management220$28.6K<0.01%13F-HRTimelineGroup
TSFG, LLC209$27K0.01%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.200$26K0.01%013F-HRTimeline
DUNCKER STREETT & CO INC200$26K0.01%013F-HRTimeline
Ramirez Asset Management, Inc.200$26K0.01%new13F-HRTimeline
Nalls Sherbakoff Group, LLC198$25.8K0.02%13F-HRTimeline
Key Financial Inc186$24.2K0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors174$22.7K<0.01%013F-HRTimelineGroup
Pacifica Partners Inc.181$22.6K0.01%013F-HRTimeline
Caldwell Trust Co170$22.1K<0.01%013F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp160$20.8K<0.01%013F-HRTimelineGroup
Global Financial Private Client, LLC160$20.8K0.01%013F-HRTimeline
AlphaCore Capital LLC126$16.4K<0.01%new13F-HRTimeline
Hartford Financial Management Inc.117$15.2K<0.01%013F-HRTimeline
Rise Advisors, LLC108$14.1K0.01%new13F-HRTimeline
Aventura Private Wealth, LLC105$13.7K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$13K<0.01%013F-HRTimeline
Blue Trust, Inc.100$13K<0.01%013F-HRTimeline
GKV Capital Management Co., Inc.100$13K0.01%013F-HR/ATimeline
LANARK FINANCIAL, INC.100$13K<0.01%new13F-HRTimeline
TruNorth Capital Management, LLC90$11.7K<0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC85$11.1K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC80$10.4K<0.01%-8013F-HRTimeline
Bradley & Co. Private Wealth Management…70$9.11K0.01%013F-HRTimeline
C M BIDWELL & ASSOCIATES LTD64$8.33K0.01%013F-HRTimeline
BROWN, LISLE/CUMMINGS, INC.60$7.81K<0.01%013F-HRTimeline
New Millennium Group LLC57$7.37K<0.01%-2213F-HRTimeline
AdvisorNet Financial, Inc55$7.16K<0.01%013F-HRTimeline
Dunhill Financial, LLC55$7.11K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC54$7K<0.01%-8713F-HRTimeline
Valued Wealth Advisors LLC43$5.6K<0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC30$3.9K<0.01%013F-HRTimeline
Truvestments Capital LLC25$3.25K<0.01%013F-HRTimeline
Murphy & Mullick Capital Management Corp25$3.25K<0.01%013F-HRTimeline
Atala Financial Inc24$3.12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC23$3K<0.01%-67713F-HRTimeline
Keystone Global Partners, LLC15$1.95K<0.01%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…10$1.3K<0.01%013F-HRTimeline
Larson Financial Group LLC8$1.04K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,14913F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.