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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
MORGAN STANLEYin group MORGAN STANLEY915,737$122M0.01%+57,17113F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/699,681$93.4M0.01%+3,67513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN453,752$60.6M0.01%+8,83813F-HRTimelineGroup
LPL Financial LLC294,409$39.3M0.02%-12,96313F-HRTimeline
UBS Group AGin group UBS Group AG272,084$36.3M0.01%+2,49813F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC234,582$31.3M0.61%+27,52613F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA226,023$30.2M0.01%-14,02013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC189,064$25.2M0.09%+10,28913F-HRTimeline
Prospera Financial Services Inc156,536$20.9M0.49%+4,98713F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/144,086$19.2M0.01%-15,87813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC137,769$18.4M0.01%13F-HR/ATimelineGroup
Kozak & Associates, Inc.102,014$13.7M3.13%new13F-HRTimeline
Legacy Edge Advisors, LLC99,018$13.2M2.1%-2,32913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,199$12.3M0.03%+58013F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC76,351$10.2M<0.01%+12,17513F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC66,845$8.93M0.17%-44013F-HRTimeline
MinichMacGregor Wealth Management, LLC65,354$8.73M1.81%-613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…65,286$8.72M0.02%+3,28413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC65,206$8.7M<0.01%-3,19113F-HRTimelineGroup
Royal Fund Management, LLC64,211$8.57M0.93%+56,01513F-HRTimeline
Janney Montgomery Scott LLC58,129$7.76M0.02%+2,19713F-HRTimeline
Allianz SEin group Allianz SE53,860$7.2M0.19%new13F-HRTimelineGroup
Modus Advisors, LLC44,263$5.91M1.85%-15313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP43,811$5.85M0.01%+89213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC43,437$5.8M0.01%+2,16713F-HRTimeline
Cadent Capital Advisors, LLC41,213$5.5M1.92%+87213F-HRTimeline
Mariner, LLCin group Mariner, LLC40,489$5.41M0.01%+46513F-HRTimelineGroup
Cetera Investment Advisers40,404$5.39M0.01%+30213F-HRTimeline
Cambridge Investment Research Advisors,…39,422$5.26M0.02%+43013F-HRTimeline
First Citizens Financial Corp39,284$5.25M2.85%-82313F-HRTimeline
Well Done, LLC35,564$4.75M0.87%013F-HRTimeline
Lindbrook Capital, LLC34,017$4.54M0.41%-1,51113F-HRTimeline
Private Advisor Group, LLC32,752$4.37M0.02%+11,20513F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC30,049$4.01M2.22%+76713F-HRTimeline
Advisory Services Network, LLC29,147$3.89M0.07%+1,13213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…28,491$3.8M0.01%+14,36213F-HRTimelineGroup
HighTower Advisors, LLC26,405$3.53M<0.01%-9913F-HRTimeline
FMR LLCin group FMR LLC26,033$3.48M<0.01%+39513F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP25,863$3.45M<0.01%+8,76713F-HRTimelineGroup
Sanctuary Advisors, LLC23,924$3.39M0.02%+7,70713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.24,686$3.3M0.01%-3,59713F-HRTimelineGroup
Frank, Rimerman Advisors LLC24,468$3.27M0.24%013F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD22,010$2.94M2.33%013F-HRTimeline
Bray Capital Advisors20,524$2.74M0.74%013F-HRTimeline
KKM Financial LLC20,078$2.68M1.12%-4,10613F-HRTimeline
Shulman DeMeo Asset Management LLC19,331$2.58M0.7%+5313F-HRTimeline
Creative Planningin group Creative Planning19,082$2.55M<0.01%-53313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,577$2.48M<0.01%+12,18713F-HRTimelineGroup
Tudor Financial Inc.18,561$2.48M1.45%+63413F-HRTimeline
CX Institutional18,532$2.47M0.1%+5,60013F-HRTimeline
Perigon Wealth Management, LLC16,990$2.33M0.06%-1613F-HRTimeline
Waverly Advisors, LLC16,424$2.19M0.03%-69613F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,600$2.08M0.22%013F-HRTimeline
IHT Wealth Management, LLC14,778$1.97M0.06%+31713F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC14,409$1.93M0.15%013F-HRTimelineGroup
Wealthstar Advisors, LLC14,411$1.92M0.84%13F-HRTimeline
Stillwater Capital Advisors, LLC13,883$1.85M0.23%+2,37613F-HRTimeline
DAVENPORT & Co LLC13,584$1.81M0.01%-11413F-HRTimeline
NAVELLIER & ASSOCIATES INC13,575$1.81M0.22%+5,37913F-HRTimeline
Atria Investments, Inc13,422$1.79M0.02%+80013F-HRTimeline
Snowden Capital Advisors LLC13,010$1.74M0.05%+3713F-HRTimeline
JBR Co Financial Management Inc12,777$1.71M1.04%+26413F-HRTimeline
Merkkuri Wealth Advisors LLC12,582$1.68M1.33%-5513F-HRTimeline
SCOTIA CAPITAL INC.12,547$1.68M0.01%+17013F-HRTimeline
EWG Elevate Inc.12,383$1.65M0.5%new13F-HRTimeline
Laurel Wealth Advisors LLC12,345$1.65M0.26%+22013F-HRTimeline
Nikulski Financial, Inc.12,295$1.64M0.48%+1,45613F-HRTimeline
Waterloo Capital, L.P.11,921$1.59M0.17%+3213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,795$1.57M<0.01%new13F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding11,549$1.54M+6,394Timeline
BlackRock, Inc.in group BlackRock, Inc.11,105$1.48M<0.01%-24,14213F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC11,103$1.48M0.59%-4,57713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,861$1.45M<0.01%-35,81913F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,499$1.4M0.03%+24813F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,370$1.38M<0.01%013F-HRTimelineGroup
Essex LLC10,185$1.36M0.29%-39713F-HRTimeline
COMERICA BANK9,904$1.32M0.01%-1813F-HR/ATimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,576$1.28M+1,152Timeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.9,441$1.26M0.01%+3,21413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO9,427$1.26M<0.01%+1,99513F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC9,409$1.26M0.11%-8613F-HRTimelineGroup
Allworth Financial LP8,911$1.25M0.01%+8,62713F-HRTimeline
Empirical Asset Management, LLC9,375$1.25M0.42%-34713F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…9,319$1.24M0.04%+3,02813F-HRTimelineGroup
Smartleaf Asset Management LLC9,293$1.24M0.13%new13F-HRTimeline
PLANNING DIRECTIONS INC9,028$1.21M0.7%-12213F-HRTimeline
RIK SAYLOR FINANCIAL, INC.8,994$1.2M1.11%13F-HRTimeline
B&D White Capital Company, LLC8,602$1.15M0.19%new13F-HRTimeline
Ignite Planners, LLC8,519$1.14M0.25%+4,58213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth8,540$1.14M<0.01%+61113F-HR/ATimelineGroup
D L CARLSON INVESTMENT GROUP INC8,481$1.13M0.2%-1,93313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP8,096$1.08M<0.01%+66213F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS8,079$1.08M<0.01%+60113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,863$1.05M0.01%-22113F-HRTimelineGroup
Clearstead Advisors, LLC7,464$997K0.02%+813F-HRTimeline
ADELL HARRIMAN & CARPENTER INC7,394$987K0.07%013F-HRTimeline
Simmons Bankin group Simmons Bank7,286$973K0.07%-9413F-HRTimelineGroup
CWM, LLCin group CWM, LLC7,154$955K<0.01%+78113F-HRTimelineGroup
NewEdge Advisors, LLC7,135$953K0.01%+11913F-HRTimeline
Steward Partners Investment Advisory, L…6,778$905K0.01%-4313F-HRTimeline
Quantinno Capital Management LP6,728$898K0.01%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC6,622$884K0.73%-49013F-HRTimeline
Beacon Pointe Advisors, LLC6,500$868K0.01%013F-HRTimeline
Qube Research & Technologies Ltd6,388$853K<0.01%+96213F-HRTimeline
Virtue Capital Management, LLC6,277$838K0.17%new13F-HRTimeline
OneDigital Investment Advisors LLC6,225$831K0.01%-1,78813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC6,132$819K0.01%013F-HRTimeline
Sunbelt Securities, Inc.6,042$807K0.07%-67013F-HRTimeline
Apeiron RIA LLC5,954$795K0.22%+8613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp5,916$790K<0.01%+51213F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,767$770K<0.01%-713F-HRTimelineGroup
Kesler, Norman & Wride, LLC5,712$763K0.16%+1,41013F-HRTimeline
Rollins Financial Advisors, LLC5,703$762K0.12%-32013F-HRTimeline
NTV Asset Management LLC5,562$743K0.1%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,556$742K<0.01%-4,12413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…5,518$737K<0.01%+62513F-HRTimelineGroup
Mutual Advisors, LLC5,332$733K0.02%013F-HRTimeline
CW Advisors, LLC5,422$724K0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC5,350$714K0.03%-2,91413F-HRTimeline
Meridian Wealth Management, LLC5,256$702K0.03%-7313F-HRTimeline
Sovran Advisors, LLC5,061$682K0.1%13F-HRTimeline
Charter Oak Capital Management, LLC5,097$681K0.06%-9813F-HRTimeline
Modera Wealth Management, LLC4,937$659K0.01%013F-HRTimeline
Coastal Bridge Advisors, LLC4,921$657K0.17%013F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,897$654K+278Timeline
U.S. Capital Wealth Advisors, LLC4,813$643K0.02%new13F-HRTimeline
Glenview Trust Co4,656$622K0.01%013F-HRTimeline
IFG Advisory, LLC4,540$606K0.03%new13F-HRTimeline
Laidlaw Wealth Management LLC4,526$604K0.26%-3813F-HRTimeline
Biondo Investment Advisors, LLC4,380$585K0.08%+65513F-HRTimeline
One Charles Private Wealth Services, LLC4,331$578K0.19%-1513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,298$574K<0.01%+2,18113F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,262$569K<0.01%+10213F-HRTimeline
Dale Q Rice Investment Management Ltd4,130$551K0.24%13F-HRTimeline
M3 Advisory Group, LLC4,088$546K0.39%-10513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,072$544K0.04%-22,59313F-HRTimeline
Castle Rock Wealth Management, LLC3,840$534K0.13%-12013F-HRTimeline
Haverford Trust Co3,988$532K0.01%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV3,966$530K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,911$522K<0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,795$507K0.23%+113F-HRTimeline
Noble Family Wealth, LLC3,600$481K0.13%013F-HRTimeline
Better Money Decisions, LLC3,504$468K0.32%+1013F-HRTimeline
TPG Advisors LLC3,498$467K0.36%013F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,496$467K<0.01%-8613F-HRTimelineGroup
SkyView Investment Advisors, LLC3,436$459K0.07%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,368$450K0.01%+1713F-HRTimelineGroup
Wealth Management Partners, LLC3,321$443K0.19%-8913F-HRTimeline
Optivise Advisory Services LLC3,210$429K0.23%013F-HRTimeline
Arkadios Wealth Advisors3,202$428K0.02%+32913F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,200$427K0.1%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,179$424K<0.01%013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC3,166$423K0.01%+10313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,157$422K<0.01%013F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.3,099$415K<0.01%+9013F-HRTimelineGroup
Merit Financial Group, LLC3,053$408K0.01%-6813F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,018$403K0.22%13F-HRTimeline
Chesapeake Wealth Management2,993$400K0.14%-1513F-HRTimeline
Wealthspire Advisors, LLC2,988$399K<0.01%+2313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,961$395K0.01%+313F-HRTimelineGroup
CIBC WORLD MARKET INC.2,913$389K<0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC2,913$389K0.05%013F-HRTimeline
WHITTIER TRUST CO2,810$375K<0.01%013F-HRTimeline
Swisher Financial Concepts, Inc.2,799$374K0.44%-2,58813F-HRTimeline
B. Riley Wealth Advisors, Inc.2,794$373K0.01%+1,07013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,670$356K0.03%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.2,657$355K0.27%+313F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.2,636$352K<0.01%+78013F-HRTimeline
AE Wealth Management LLC2,630$351K<0.01%-29913F-HRTimeline
CoreCap Advisors, LLC2,533$338K0.02%+18413F-HRTimeline
BAILARD, INC.2,498$334K0.01%013F-HRTimeline
HRT FINANCIAL LP2,498$333K<0.01%new13F-HRTimeline
SFE Investment Counsel2,488$332K0.07%-23713F-HRTimeline
Ausdal Financial Partners, Inc.2,466$329K0.03%+51213F-HRTimeline
Commonwealth Financial Services, LLC2,455$328K0.06%+113F-HRTimeline
NorthCoast Asset Management LLC2,432$325K<0.01%013F-HR/ATimeline
INSPIRION WEALTH ADVISORS, LLC2,392$319K0.04%-23213F-HRTimeline
MAI Capital Management2,385$318K<0.01%+413F-HRTimeline
GSA CAPITAL PARTNERS LLP2,347$313K0.02%-29813F-HRTimeline
Grey Fox Wealth Advisors, LLC2,272$303K0.08%+613F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…2,149$303K0.02%+4313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,263$302K<0.01%-2,34513F-HRTimelineGroup
GPS Wealth Strategies Group, LLC2,230$298K0.04%-9013F-HRTimeline
LGT Financial Advisors LLC2,228$297K0.66%+613F-HRTimeline
Summit X, LLC2,225$297K0.07%-4613F-HRTimeline
Mill Creek Capital Advisors, LLC2,200$294K0.01%013F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,185$292K0.03%+9513F-HRTimeline
Chemistry Wealth Management LLC2,149$287K0.07%013F-HRTimeline
TD Waterhouse Canada Inc.2,140$286K<0.01%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,135$285K0.01%013F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,110$282K0.02%013F-HRTimelineGroup
Samalin Investment Counsel, LLC2,107$281K0.12%+313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,022$270K<0.01%013F-HRTimelineGroup
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …2,000$267K<0.01%-1,00013F-HRTimelineGroup
Parallel Advisors, LLC2,000$267K0.01%013F-HRTimeline
V2 Financial group LLC2,000$267K0.16%013F-HRTimeline
SONATA CAPITAL GROUP INC2,000$267K0.11%013F-HRTimeline
Blackston Financial Advisory Group, LLC1,969$263K0.13%-12913F-HRTimeline
CFM WEALTH PARTNERS LLC1,963$262K0.04%013F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,958$261K0.01%-1313F-HRTimelineGroup