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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
MORGAN STANLEYin group MORGAN STANLEY836,493$109M0.01%-79,24413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/694,323$90.4M0.01%-5,35813F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …622,991$81.1M0.08%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN455,374$59.3M0.01%+1,62213F-HRTimelineGroup
LPL Financial LLC296,893$38.6M0.02%+2,48413F-HRTimeline
UBS Group AGin group UBS Group AG274,431$35.7M0.01%+2,34713F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC242,877$31.6M0.76%+8,29513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA223,905$29.1M0.01%-2,11813F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC171,454$22.3M0.01%+33,68513F-HRTimelineGroup
Prospera Financial Services Inc165,731$21.6M0.5%+9,19513F-HRTimeline
MML INVESTORS SERVICES, LLC151,217$19.7M0.07%-37,84713F-HRTimeline
Kozak & Associates, Inc.108,834$13.6M3.39%+6,82013F-HRTimeline
Legacy Edge Advisors, LLC100,550$13.1M2.04%+1,53213F-HRTimeline
Royal Fund Management, LLC96,838$12.6M1.5%+32,62713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.92,246$12M0.03%+4713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC68,100$8.87M<0.01%+2,89413F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC66,100$8.6M0.17%-74513F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC59,097$7.69M<0.01%-17,25413F-HR/ATimelineGroup
Janney Montgomery Scott LLC56,993$7.42M0.02%-1,13613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…56,758$7.39M0.01%+28,26713F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC56,140$7.31M1.64%-9,21413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…55,850$7.27M0.02%-9,43613F-HRTimelineGroup
Allianz SEin group Allianz SE53,860$7.01M0.19%013F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC52,047$6.78M0.01%+33,47013F-HRTimelineGroup
Cetera Investment Advisers46,913$6.11M0.01%+6,50913F-HRTimeline
Modus Advisors, LLC43,589$5.67M1.86%-67413F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC43,088$5.61M0.01%-34913F-HRTimeline
Cambridge Investment Research Advisors,…39,877$5.19M0.02%+45513F-HRTimeline
First Citizens Financial Corp38,815$5.05M2.86%-46913F-HRTimeline
Well Done, LLC36,763$4.91M0.89%+1,19913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,074$4.66M<0.01%+10,21113F-HR/ATimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP35,099$4.57M<0.01%-8,71213F-HRTimelineGroup
Cadent Capital Advisors, LLC34,186$4.45M1.69%-7,02713F-HRTimeline
Mariner, LLCin group Mariner, LLC34,046$4.43M0.01%-6,44313F-HRTimelineGroup
Lindbrook Capital, LLC33,877$4.41M0.41%-14013F-HRTimeline
Private Advisor Group, LLC32,924$4.29M0.03%+17213F-HRTimeline
Sanctuary Advisors, LLC31,262$4.07M0.03%+7,33813F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC30,722$4M2.22%+67313F-HRTimeline
Advisory Services Network, LLC29,876$3.89M0.07%+72913F-HRTimeline
FMR LLCin group FMR LLC26,480$3.45M<0.01%+44713F-HRTimelineGroup
HighTower Advisors, LLC26,269$3.42M<0.01%-13613F-HRTimeline
Frank, Rimerman Advisors LLC24,468$3.19M0.25%013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,443$3.18M<0.01%+13,58213F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.23,035$3M0.01%-1,65113F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD22,010$2.87M2.46%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.21,468$2.79M<0.01%+10,36313F-HRTimelineGroup
SCS Capital Management LLC20,000$2.6M0.03%new13F-HR/ATimeline
CX Institutional19,784$2.58M0.1%+1,25213F-HRTimeline
Shulman DeMeo Asset Management LLC19,334$2.52M0.71%+313F-HRTimeline
KKM Financial LLC19,312$2.51M1.06%-76613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP19,250$2.51M<0.01%+11,15413F-HRTimelineGroup
Creative Planningin group Creative Planning19,018$2.48M<0.01%-6413F-HRTimelineGroup
Tudor Financial Inc.18,767$2.44M1.47%+20613F-HRTimeline
Atria Investments, Inc17,950$2.34M0.03%+4,52813F-HRTimeline
Perigon Wealth Management, LLC16,965$2.21M0.06%-2513F-HRTimeline
Waverly Advisors, LLC16,179$2.11M0.03%-24513F-HRTimeline
IHT Wealth Management, LLC15,626$2.05M0.06%+84813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,600$2.03M0.23%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO14,476$1.88M<0.01%+5,04913F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding13,924$1.81M+2,375Timeline
Transform Wealth, LLC13,461$1.75M0.11%new13F-HRTimeline
Snowden Capital Advisors LLC13,179$1.72M0.05%+16913F-HRTimeline
JBR Co Financial Management Inc12,777$1.66M0.97%013F-HRTimeline
DAVENPORT & Co LLC12,539$1.63M0.01%-1,04513F-HRTimeline
Nikulski Financial, Inc.12,312$1.6M0.48%+1713F-HRTimeline
Merkkuri Wealth Advisors LLC12,118$1.58M1.35%-46413F-HRTimeline
Stillwater Capital Advisors, LLC12,100$1.58M0.22%-1,78313F-HRTimeline
Laurel Wealth Advisors LLC12,040$1.57M0.25%-30513F-HRTimeline
Waterloo Capital, L.P.11,946$1.56M0.14%+2513F-HRTimeline
SCOTIA CAPITAL INC.11,918$1.55M0.01%-62913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp10,922$1.42M<0.01%+5,00613F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC10,779$1.4M0.59%-32413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC10,499$1.4M0.03%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.10,680$1.39M0.01%+1,23913F-HRTimelineGroup
NOMURA ASSET MANAGEMENT CO LTDin group NOMURA ASSET MANAGEMENT CO LTD10,370$1.35M<0.01%013F-HRTimelineGroup
COMERICA BANK10,294$1.34M0.01%+39013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC9,694$1.26M<0.01%-2,10113F-HR/ATimelineGroup
Essex LLC9,660$1.26M0.27%-52513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC9,495$1.24M0.12%+8613F-HRTimelineGroup
Empirical Asset Management, LLC9,162$1.19M0.41%-21313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,064$1.18M<0.01%+3,54613F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…9,040$1.18M0.1%-53613F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.8,997$1.17M1.03%+313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/8,874$1.16M<0.01%-135,21213F-HRTimelineGroup
Ignite Planners, LLC8,713$1.13M0.22%+19413F-HRTimeline
PLANNING DIRECTIONS INC8,305$1.08M0.46%-72313F-HRTimeline
Smartleaf Asset Management LLC8,242$1.06M0.1%-1,05113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,080$1.05M<0.01%+113F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7,925$1.03M0.03%+6,78413F-HRTimelineGroup
Quantinno Capital Management LP7,856$1.02M0.01%+1,12813F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…7,769$1.01M0.01%-9413F-HRTimelineGroup
FLOW TRADERS U.S. LLC7,663$998K0.04%+2,31313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC7,569$985K0.19%-91213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC7,368$959K0.01%+1,23613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC7,308$951K<0.01%new13F-HRTimelineGroup
Simmons Bankin group Simmons Bank7,276$947K0.07%-1013F-HRTimelineGroup
NewEdge Advisors, LLC7,239$942K0.01%+10413F-HRTimeline
Clearstead Advisors, LLC7,227$941K0.01%-23713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth7,096$924K<0.01%-1,44413F-HR/ATimelineGroup
CWM, LLCin group CWM, LLC6,713$874K<0.01%-44113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…6,509$868K0.04%-2,81013F-HRTimelineGroup
Beacon Pointe Advisors, LLC6,500$846K0.01%013F-HRTimeline
Rollins Financial Advisors, LLC6,496$846K0.15%+79313F-HR/ATimeline
Kesler, Norman & Wride, LLC6,175$804K0.15%+46313F-HRTimeline
Qube Research & Technologies Ltd6,110$795K<0.01%-27813F-HRTimeline
Sunbelt Securities, Inc.6,020$784K0.07%-2213F-HRTimeline
Allworth Financial LP6,172$783K<0.01%-2,73913F-HRTimeline
Apeiron RIA LLC5,910$769K0.23%-4413F-HRTimeline
Steward Partners Investment Advisory, L…5,733$746K0.01%-1,04513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…5,659$737K<0.01%-10813F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV5,566$725K<0.01%+1,60013F-HRTimeline
NTV Asset Management LLC5,562$724K0.1%013F-HRTimeline
CW Advisors, LLC5,528$720K0.01%+10613F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,394$702K0.05%-2,00013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC5,166$672K<0.01%-39013F-HRTimelineGroup
Meridian Wealth Management, LLC5,075$661K0.03%-18113F-HRTimeline
Coastal Bridge Advisors, LLC5,054$658K0.06%+13313F-HR/ATimeline
Mutual Advisors, LLC5,173$655K0.02%-15913F-HRTimeline
Virtue Capital Management, LLC4,958$645K0.08%-1,31913F-HRTimeline
Modera Wealth Management, LLC4,938$643K0.01%+113F-HRTimeline
Arkadios Wealth Advisors4,884$636K0.02%+1,68213F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC4,851$632K0.54%-1,77113F-HRTimeline
Biondo Investment Advisors, LLC4,785$623K0.09%+40513F-HRTimeline
Charter Oak Capital Management, LLC4,734$616K0.06%-36313F-HRTimeline
OneDigital Investment Advisors LLC4,681$609K0.01%-1,54413F-HRTimeline
Glenview Trust Co4,656$606K0.01%013F-HR/ATimeline
Apollon Wealth Management, LLCgroup of 2 filers holding4,602$599K-295Timeline
IFG Advisory, LLC4,506$587K0.03%-3413F-HRTimeline
Geneos Wealth Management Inc.4,504$586K0.01%+2,68713F-HRTimeline
U.S. Capital Wealth Advisors, LLC4,491$585K0.02%-32213F-HRTimeline
Swisher Financial Concepts, Inc.4,457$580K0.48%+1,65813F-HRTimeline
Sovran Advisors, LLC4,685$576K0.07%-37613F-HRTimeline
One Charles Private Wealth Services, LLC4,324$563K0.18%-713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,298$560K<0.01%013F-HRTimelineGroup
BLAIR WILLIAM & CO/IL4,277$557K<0.01%+1513F-HRTimeline
Lakeshore Capital Group, Inc.4,176$544K0.52%new13F-HRTimeline
Dale Q Rice Investment Management Ltd4,130$538K0.28%013F-HRTimeline
CIBC WORLD MARKET INC.4,094$533K<0.01%+1,18113F-HRTimeline
M3 Advisory Group, LLC4,069$530K0.42%-1913F-HRTimeline
Haverford Trust Co3,988$519K0.01%013F-HRTimeline
Castle Rock Wealth Management, LLC3,825$499K0.13%-1513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC3,790$493K<0.01%-12113F-HRTimeline
Stonebridge Financial Planning Group, L…3,720$484K0.22%-7513F-HRTimeline
Noble Family Wealth, LLC3,600$469K0.13%013F-HRTimeline
Better Money Decisions, LLC3,511$457K0.31%+713F-HRTimeline
TPG Advisors LLC3,498$455K0.36%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,443$448K0.01%+7513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP3,418$445K<0.01%-7813F-HRTimelineGroup
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…3,253$443K<0.01%+1,74913F-HR/ATimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP3,401$443K<0.01%+1,13813F-HRTimelineGroup
Wealth Management Partners, LLC3,321$432K0.2%013F-HRTimeline
Optivise Advisory Services LLC3,210$418K0.23%013F-HRTimeline
BURKE & HERBERT BANK & TRUST CO3,200$417K0.1%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.3,181$414K<0.01%+54513F-HRTimeline
Merit Financial Group, LLC3,053$397K0.01%013F-HRTimeline
Roehl & Yi Investment Advisors, LLC3,018$393K0.21%013F-HRTimeline
Wealthspire Advisors, LLC2,965$386K<0.01%-2313F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,963$386K0.01%+213F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,947$384K<0.01%-21013F-HRTimelineGroup
Moloney Securities Asset Management, LLC2,913$379K0.05%013F-HRTimeline
Sowell Financial Services LLC2,912$379K0.02%new13F-HRTimeline
WOODLEY FARRA MANION PORTFOLIO MANAGEME…2,901$378K0.02%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,877$375K0.03%-1,19513F-HR/ATimeline
WHITTIER TRUST CO2,810$366K0.01%013F-HRTimeline
PARAGON FINANCIAL PARTNERS, INC.2,658$346K0.27%+113F-HRTimeline
COMMERCE BANKin group COMMERCE BANK2,654$345K<0.01%-52513F-HRTimelineGroup
Ausdal Financial Partners, Inc.2,572$335K0.03%+10613F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…2,510$327K0.02%-16013F-HRTimeline
BAILARD, INC.2,498$325K0.01%013F-HRTimeline
Commonwealth Financial Services, LLC2,455$320K0.07%013F-HRTimeline
CoreCap Advisors, LLC2,428$316K0.01%-10513F-HRTimeline
Gladstone Institutional Advisory LLC2,379$310K0.01%+47813F-HRTimeline
NorthCoast Asset Management LLC2,360$307K<0.01%-7213F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …2,283$297K<0.01%+26113F-HRTimelineGroup
Grey Fox Wealth Advisors, LLC2,277$296K0.08%+513F-HRTimeline
LGT Financial Advisors LLC2,253$293K0.9%+2513F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC2,241$292K<0.01%-92513F-HRTimelineGroup
GWN SECURITIES INC.2,116$291K0.02%new13F-HRTimeline
SFE Investment Counsel2,213$288K0.06%-27513F-HRTimeline
Mill Creek Capital Advisors, LLC2,200$286K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC2,196$286K0.04%-3413F-HRTimeline
GRIFFIN ASSET MANAGEMENT, INC.2,179$284K0.03%-613F-HRTimeline
B. Riley Wealth Advisors, Inc.2,170$282K0.01%-62413F-HRTimeline
Chemistry Wealth Management LLC2,149$280K0.07%013F-HRTimeline
KCM INVESTMENT ADVISORS LLC2,135$278K0.01%013F-HRTimeline
MAI Capital Management2,132$278K<0.01%-25313F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.2,110$275K0.02%013F-HRTimelineGroup
SkyView Investment Advisors, LLC2,050$267K0.04%-1,38613F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,045$266K0.01%+33913F-HR/ATimelineGroup
Samalin Investment Counsel, LLC2,044$266K0.11%-6313F-HRTimeline
AE Wealth Management LLC2,041$266K<0.01%-58913F-HRTimeline
Parallel Advisors, LLC2,000$260K0.01%013F-HRTimeline
V2 Financial group LLC2,000$260K0.17%013F-HRTimeline
SONATA CAPITAL GROUP INC2,000$260K0.11%013F-HRTimeline
Prime Capital Investment Advisors, LLC1,992$259K<0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,980$258K<0.01%-16013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,970$256K0.01%new13F-HRTimelineGroup
CFM WEALTH PARTNERS LLC1,963$256K0.05%013F-HRTimeline
Chesapeake Wealth Management1,961$255K0.09%-1,03213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…1,960$255K0.01%+213F-HRTimelineGroup