iShares U.S. Industrials ETF (IYJ) Institutional Ownership

$124.26
+0.04 (+0.03%)
(As of 05/17/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares U.S. Industrials ETF (BATS:IYJ)

Number of
Institutional Buyers
(last 12 months)
110
Total
Institutional Inflows
(last 12 months)
$116.75M
Number of
Institutional Sellers
(last 12 months)
96
Total
Institutional Outflows
(last 12 months)
$46.75M
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IYJ Institutional Buying and Selling by Quarter

iShares U.S. Industrials ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/17/2024Comerica Bank9,082$1.14M0.0%+8.0%0.069%
5/16/2024 Waverly Advisors LLC18,052$2.27M0.1%N/A0.137%
5/14/2024 CreativeOne Wealth LLC2,473$311K0.0%N/A0.019%
5/13/2024 Atlanta Consulting Group Advisors LLC958$120K0.0%N/A0.007%
5/10/2024 Osaic Holdings Inc.74,283$9.32M0.0%+88.8%0.569%
5/10/2024 Pinkerton Retirement Specialists LLC54,518$6.85M1.1%+28.3%0.418%
5/9/2024 Blair William & Co. IL3,829$481K0.0%+4.5%0.029%
5/9/2024 Picton Mahoney Asset Management6,300$793K0.0%+96.9%0.048%
5/9/2024 JBR Co Financial Management Inc12,762$1.60M1.3%-9.2%0.098%
5/9/2024 Planning Directions Inc.9,856$1.24M0.9%-6.2%0.076%
5/9/2024 Koshinski Asset Management Inc.8,616$1.08M0.1%N/A0.066%
5/8/2024 Advisors Preferred LLC803$100K0.0%-19.1%0.006%
5/8/2024 Avantax Advisory Services Inc.1,596$201K0.0%-19.7%0.012%
5/7/2024 Concurrent Investment Advisors LLC40,206$5.05M0.2%+1.9%0.308%
5/6/2024 Advisory Services Network LLC27,858$3.50M0.1%-0.9%0.213%
5/4/2024 Essex LLC10,930$1.37M0.3%-1.9%0.084%
5/4/2024 Csenge Advisory Group10,694$1.34M0.1%+15.4%0.082%
5/3/2024 Southern Capital Advisors LLC27,299$3.43M2.1%-10.5%0.209%
5/2/2024 Moloney Securities Asset Management LLC35,988$4.52M0.7%+931.5%0.276%
5/1/2024 Janney Montgomery Scott LLC51,760$6.51M0.0%-0.8%0.397%
5/1/2024 Concourse Financial Group Securities Inc.2,026$255K0.0%+36.2%0.016%
4/30/2024 Private Advisor Group LLC32,367$4.07M0.0%+5.7%0.248%
4/30/2024 Norden Group LLC52,213$6.56M0.5%N/A0.400%
4/30/2024 Perigon Wealth Management LLC16,800$2.11M0.1%+2.7%0.129%
4/29/2024Commonwealth Equity Services LLC45,839$5.76M0.0%+3.8%0.351%
4/29/2024 Benjamin F. Edwards & Company Inc.2,460$309K0.0%+63.1%0.019%
4/26/2024 Clear Creek Financial Management LLC7,511$944K0.1%+19.5%0.058%
4/26/2024 Tritonpoint Wealth LLC9,887$1.19M0.1%-12.8%0.076%
4/26/2024 Meridian Wealth Management LLC5,214$655K0.1%-2.3%0.040%
4/25/2024 Lindbrook Capital LLC43,383$5.45M0.5%-0.6%0.332%
4/25/2024 Eudaimonia Partners LLC8,960$1.13M0.3%-1.9%0.069%
4/25/2024 Eudaimonia Advisors LLC16,525$2.08M1.1%+39.3%0.127%
4/25/2024 Cambridge Investment Research Advisors Inc.57,514$7.23M0.0%+17.8%0.441%
4/24/2024 Spire Wealth Management600$75K0.0%+114.3%0.005%
4/23/2024 Global Retirement Partners LLC413$52K0.0%-43.8%0.003%
4/23/2024 Swisher Financial Concepts Inc.6,108$751K0.7%-3.7%0.048%
4/23/2024 Raymond James Financial Services Advisors Inc.88,068$11.07M0.0%-5.2%0.693%
4/22/2024 Outlook Wealth Advisors LLC12,406$1.56M0.5%N/A0.098%
4/22/2024 BTS Asset Management Inc.1,369$172K0.1%-27.2%0.011%
4/20/2024 Kesler Norman & Wride LLC4,584$576K0.1%-27.9%0.036%
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4/19/2024 Wealthstar Advisors LLC3,536$445K0.2%N/A0.028%
4/18/2024 HFG Advisors Inc.1,612$203K0.2%N/A0.013%
4/17/2024 Fiduciary Alliance LLC1,731$216K0.0%N/A0.014%
4/16/2024 Viewpoint Capital Management LLC235$30K0.0%-27.7%0.002%
4/16/2024 Stillwater Capital Advisors LLC13,596$1.71M0.3%-1.7%0.107%
4/16/2024 Tsfg LLC254$32K0.0%-33.0%0.002%
4/15/2024 Brookstone Capital Management39,857$5.01M0.1%+75.0%0.314%
4/15/2024 Sunbelt Securities Inc.6,557$824K0.1%+374.5%0.052%
4/12/2024 Wealth Management Partners LLC3,538$445K0.2%-29.1%0.028%
4/11/2024 Royal Fund Management LLC17,441$2.20M0.2%+6.4%0.137%
4/11/2024 Cadent Capital Advisors LLC33,553$4.22M1.7%N/A0.264%
4/9/2024 Ferguson Wellman Capital Management Inc.69,882$8.79M0.2%-1.5%0.618%
4/8/2024 Atlas Brown Inc.1,677$211K0.1%N/A0.015%
4/5/2024 CWM LLC6,363$800K0.0%+2.2%0.056%
4/2/2024 Modus Advisors LLC44,320$5.57M2.1%+0.9%0.392%
3/22/2024 PNC Financial Services Group Inc.6,797$777K0.0%+3.5%0.060%
3/19/2024 M3 Advisory Group LLC4,348$497K0.6%N/A0.038%
3/15/2024B. Riley Wealth Advisors Inc.1,809$207K0.0%N/A0.016%
3/4/2024 Fortis Group Advisors LLC320$37K0.0%+100.0%0.003%
3/4/2024Vima LLC1,206$138K0.3%N/A0.011%
2/21/2024Garde Capital Inc.2,553$292K0.0%-10.5%0.023%
2/16/2024 D L Carlson Investment Group Inc.12,631$1.50M0.3%-11.5%0.112%
2/14/2024 Connectus Wealth LLC23,607$2.70M0.1%N/A0.209%
2/14/2024 Waterloo Capital L.P.23,063$2.64M0.4%N/A0.204%
2/13/2024 Laurel Wealth Advisors LLC10,535$1.21M0.2%+3.7%0.093%
2/12/2024 Scotia Capital Inc.14,551$1.66M0.0%-1.2%0.129%
2/12/2024 Laidlaw Wealth Management LLC4,453$509K0.2%-6.3%0.039%
2/12/2024 Steward Partners Investment Advisory LLC2,756$315K0.0%+18.8%0.024%
2/9/2024 Advisory Services Network LLC28,122$3.22M0.1%+73.2%0.249%
2/9/2024 ProVise Management Group LLC1,760$201K0.0%N/A0.016%
2/9/2024 Commerce Bank4,479$512K0.0%+47.9%0.040%
2/9/2024 Cambridge Investment Research Advisors Inc.48,830$5.58M0.0%+32.6%0.432%
2/9/2024 Balboa Wealth Partners11,969$1.37M0.5%N/A0.106%
2/9/2024 Central Valley Advisors LLC5,256$601K0.4%N/A0.047%
2/9/2024 D.A. Davidson & CO.2,358$270K0.0%-69.4%0.021%
2/9/2024 Wells Fargo & Company MN339,241$38.80M0.0%+0.8%3.002%
2/9/2024 UBS Group AG244,054$27.91M0.0%+6.5%2.160%
2/9/2024 PNC Financial Services Group Inc.6,797$777K0.0%+3.5%0.060%
2/8/2024 Atlantic Edge Private Wealth Management LLC1,550$177K0.1%N/A0.014%
2/8/2024 Navellier & Associates Inc.14,528$1.66M0.2%+65.4%0.129%
2/8/2024 Meridian Wealth Management LLC5,338$610K0.0%-49.7%0.047%
2/8/2024 Beacon Pointe Advisors LLC6,500$743K0.0%-7.1%0.058%
2/8/2024 MinichMacGregor Wealth Management LLC3,699$423K0.1%-2.8%0.033%
2/8/2024 Eudaimonia Partners LLC9,129$1.04M0.3%-14.7%0.081%
2/8/2024 Janney Montgomery Scott LLC52,162$5.97M0.0%+1.3%0.462%
2/7/2024 Avantax Advisory Services Inc.1,988$227K0.0%-78.7%0.018%
2/7/2024 Principal Securities Inc.7,607$870K0.0%N/A0.067%
2/6/2024 Picton Mahoney Asset Management3,200$366K0.0%+138.8%0.028%
2/6/2024 Apollon Wealth Management LLC3,875$443K0.0%+26.1%0.034%
2/6/2024 Private Advisor Group LLC30,612$3.50M0.0%+31.3%0.271%
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2/6/2024 Spire Wealth Management280$32K0.0%+288.9%0.002%
2/6/2024Rollins Financial4,356$498K0.1%+12.9%0.039%
2/6/2024 NTV Asset Management LLC5,562$636K0.1%-8.7%0.049%
2/6/2024 Royal Fund Management LLC16,391$1.88M0.2%-81.4%0.145%
2/6/2024 One Charles Private Wealth Services LLC4,806$550K0.3%+57.4%0.043%
2/5/2024 Kestra Private Wealth Services LLC1,802$206K0.0%N/A0.016%
2/2/2024 Citizens Financial Group Inc. RI1,759$201K0.0%N/A0.016%
2/2/2024 Bailard Inc.4,352$498K0.0%-8.9%0.039%
2/1/2024 NewSquare Capital LLC352$40K0.0%-49.1%0.003%
2/1/2024 Eudaimonia Advisors LLC11,859$1.36M0.9%-11.9%0.105%
(Data available from 1/1/2016 forward)

IYJ Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYJ shares?

During the previous two years, 245 institutional investors and hedge funds held shares of iShares U.S. Industrials ETF. The most heavily invested institutionals were Assetmark Inc. ($68.30M), Bank of America Corp DE ($64.55M), Wells Fargo & Company MN ($38.80M), UBS Group AG ($27.91M), LPL Financial LLC ($26.38M), Royal Bank of Canada ($19.65M), and Advisor Group Holdings Inc. ($11.59M).Learn more on IYJ's institutional investors.

Which institutional investors have been buying iShares U.S. Industrials ETF stock?

Of the 191 institutional investors that purchased iShares U.S. Industrials ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Assetmark Inc. ($1.21M), Royal Fund Management LLC ($89.31K), Prospera Financial Services Inc ($86.70K), CX Institutional ($85.93K), Advisor Group Holdings Inc. ($81.45K), Pinkerton Retirement Specialists LLC ($67.53K), and International Assets Investment Management LLC ($66.53K).

How much institutional buying is happening at iShares U.S. Industrials ETF?

Institutional investors have bought a total of 3,223,209 shares in the last 24 months. This purchase volume represents approximately $326.57M in transactions.

Which iShares U.S. Industrials ETF major shareholders have been selling company stock?

Of the 142 institutional investors that sold iShares U.S. Industrials ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($525.04K), Bank of America Corp DE ($121.33K), Wells Fargo & Company MN ($120.54K), Envestnet Asset Management Inc. ($92.24K), MinichMacGregor Wealth Management LLC ($81.31K), Royal Fund Management LLC ($71.87K), and LPL Financial LLC ($68.66K).

How much institutional selling is happening at iShares U.S. Industrials ETF?

Institutional investors have sold a total of 1,894,785 shares in the last 24 months. This volume of shares sold represents approximately $185.40M in transactions.


This page (BATS:IYJ) was last updated on 5/17/2024 by MarketBeat.com Staff

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