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

$168.38 -0.11 (-0.07%)
As of 08/7/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
162
Total
Institutional Inflows
(last 12 months)
$480.99M
Number of
Institutional Sellers
(last 12 months)
111
Total
Institutional Outflows
(last 12 months)
$393.55M
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IYJ Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2026Trust Co. of Vermont220$37K0.0%N/A0.002%
7/10/2026 Adirondack Capital Advisors LLC24,735$4.12M2.2%+10.9%0.215%
7/10/2026 Kennicott Capital Management LLC8,805$1.47M0.7%+9.3%0.077%
7/9/2026 Chemistry Wealth Management LLC1,956$326K0.1%-4.6%0.017%
7/8/2026 Professional Advisory Services Inc.1,995$332K0.0%N/A0.017%
7/8/2026 Castle Rock Wealth Management LLC13,543$2.24M0.4%-4.7%0.118%
7/7/2026 First Citizens Financial Corp32,355$5.39M2.3%-1.3%0.281%
7/7/2026 CoreCap Advisors LLC1,752$292K0.0%-13.2%0.015%
7/2/2026 Kozak & Associates Inc.144,050$23.87M4.1%-34.3%1.253%
7/2/2026 CX Institutional28,672$4.78M0.1%+6.1%0.249%
6/3/2026 Parallel Advisors LLC2,657$392K0.0%+15.2%0.023%
6/3/2026NewEdge Advisors LLC5,092$751K0.0%+3.1%0.044%
5/21/2026 BankChampaign National Association250$37K0.0%N/A0.002%
5/19/2026Western Wealth Management LLC245$36K0.0%N/A0.002%
5/19/2026 Royal Fund Management LLC2,422$357K0.0%-9.2%0.021%
5/19/2026NewEdge Advisors LLC4,255$628K0.0%-13.8%0.037%
5/19/2026Bank of America Corp DE362,628$53.50M0.0%-36.6%3.153%
5/19/2026Chesapeake Wealth Management1,935$285K0.1%-5.6%0.017%
5/19/2026Arkadios Wealth Advisors6,123$903K0.0%+5.2%0.053%
5/18/2026Sunbelt Securities Inc.6,525$963K0.1%+5.8%0.057%
5/18/2026Royal Bank of Canada226,294$33.39M0.0%+6.7%1.968%
5/15/2026 Gateway Wealth Partners LLC1,526$225K0.0%N/A0.013%
5/14/2026Lido Advisors LLC2,788$411K0.0%-42.5%0.024%
5/13/2026Cetera Investment Advisers28,309$4.18M0.0%-49.2%0.246%
5/13/2026NewEdge Wealth LLC3,542$523K0.0%N/A0.031%
5/12/2026 Phillip James Consulting Co.1,002$148K0.1%N/A0.009%
5/8/2026PNC Financial Services Group Inc.4,088$603K0.0%-10.4%0.036%
5/8/2026Glenview Trust Co5,631$831K0.0%-18.3%0.049%
5/8/2026 One Charles Private Wealth Services LLC4,230$624K0.2%+4.8%0.037%
5/8/2026Cassaday & Co Wealth Management LLC378$56K0.0%N/A0.003%
5/7/2026 Parallel Advisors LLC2,657$392K0.0%+15.2%0.023%
5/6/2026Annis Gardner Whiting Capital Advisors LLC368$54K0.0%N/A0.003%
5/6/2026 Zhang Financial LLC6,329$934K0.0%+282.6%0.055%
5/6/2026 Gerald Baker Financial Group LLC2,093$309K0.1%N/A0.018%
5/5/2026 Bank of New York Mellon Corp17,257$2.55M0.0%+17.8%0.150%
5/5/2026Three Seasons Wealth LLC31,293$4.62M1.8%N/A0.272%
5/5/2026 Harmony Asset Management LLC1,429$211K0.1%-13.4%0.012%
5/5/2026Sanctuary Advisors LLC59,996$8.85M0.0%+17.9%0.522%
5/2/2026 International Assets Investment Management LLC1,084$162K0.0%+153.3%0.009%
5/1/2026 Ferguson Wellman Capital Management Inc.64,985$9.59M0.1%-69.1%0.565%
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5/1/2026 Fifth Third Bancorp7,257$1.07M0.0%N/A0.063%
5/1/2026 Sequoia Financial Advisors LLC3,988$588K0.0%+21.2%0.035%
5/1/2026 WealthCare Asset Management LLC2,523$372K0.4%N/A0.022%
4/30/2026 Griffin Asset Management Inc.2,120$313K0.0%-3.1%0.018%
4/30/2026 Kestra Advisory Services LLC5,692$840K0.0%-13.3%0.049%
4/29/2026Kiley Juergens Wealth Management LLC2,384$352K0.1%N/A0.021%
4/28/2026 Stephens Inc. AR5,537$817K0.0%+2.1%0.048%
4/27/2026 Private Advisor Group LLC43,050$6.35M0.0%-3.2%0.374%
4/27/2026 Sound Income Strategies LLC1,077$161K0.0%-14.7%0.009%
4/24/2026 Essex LLC11,440$1.69M0.3%+1.8%0.099%
4/23/2026 Simmons Bank6,739$994K0.1%-7.2%0.059%
4/23/2026 Apollon Financial LLC2,042$301K0.0%+6.3%0.018%
4/23/2026 Apollon Wealth Management LLC2,193$323K0.0%-8.3%0.019%
4/22/2026 Janney Montgomery Scott LLC54,010$7.97M0.0%+7.8%0.470%
4/22/2026 Merkkuri Wealth Advisors LLC14,446$2.13M1.4%+2.4%0.126%
4/20/2026 MinichMacGregor Wealth Management LLC83,451$12.31M2.2%+11.5%0.726%
4/20/2026 Provenance Wealth Advisors LLC430$63K0.0%-29.5%0.004%
4/18/2026 BCS Wealth Management5,100$752K0.2%-50.0%0.044%
4/17/2026 Matthew Goff Investment Advisor LLC1,549$228K0.0%N/A0.013%
4/16/2026 Southern Capital Advisors LLC43,785$6.46M3.0%+36.1%0.381%
4/16/2026 Swisher Financial Concepts Inc.3,420$505K0.3%-9.5%0.030%
4/16/2026 McClarren Financial Advisors Inc.1,646$243K0.1%+1,012.2%0.014%
3/17/2026Rockefeller Capital Management L.P.18,497$2.74M0.0%-62.2%0.161%
3/12/2026Nalls Sherbakoff Group LLC198$29K0.0%N/A0.002%
3/9/2026Corient Private Wealth LLC3,628$538K0.0%-56.4%0.032%
3/2/2026Reflection Asset Management339$52K0.0%N/A0.003%
2/25/2026MidFirst Bank525$78K0.0%N/A0.005%
2/20/2026Sunbelt Securities Inc.6,170$914K0.1%-16.6%0.054%
2/19/2026 Axxcess Wealth Management LLC7,399$1.10M0.0%-0.9%0.064%
2/19/2026Corient Private Wealth LLC3,628$538K0.0%-56.4%0.032%
2/18/2026Mercer Global Advisors Inc. ADV6,976$1.03M0.0%+10.6%0.061%
2/18/2026 Virtue Capital Management LLC79,572$11.79M0.4%+962.2%0.692%
2/18/2026Beacon Pointe Advisors LLC7,618$1.13M0.0%+18.5%0.066%
2/18/2026EP Wealth Advisors LLC4,742$703K0.0%N/A0.041%
2/18/2026NewEdge Advisors LLC4,937$731K0.0%-27.4%0.043%
2/17/2026Cetera Investment Advisers55,763$8.26M0.0%+4.3%0.485%
2/17/2026Equitable Holdings Inc.15,951$2.36M0.0%+13.9%0.139%
2/17/2026 MinichMacGregor Wealth Management LLC74,821$11.09M2.0%+2.9%0.651%
2/17/2026Roehl & Yi Investment Advisors LLC3,018$447K0.1%N/A0.026%
2/17/2026Osaic Holdings Inc.98,465$14.59M0.0%-0.2%0.856%
2/17/2026Advisory Services Network LLC6,226$923K0.0%-4.5%0.054%
2/17/2026KM Capital Management Ltd.3,444$510K0.3%N/A0.030%
2/17/2026 Private Advisor Group LLC44,471$6.59M0.0%+20.7%0.387%
2/17/2026Blair William & Co. IL3,383$501K0.0%-17.7%0.029%
2/17/2026Royal Bank of Canada212,150$31.44M0.0%+10.4%1.845%
2/16/2026MML Investors Services LLC257,237$38.12M0.1%+10.0%2.237%
2/16/2026Mariner LLC23,389$3.47M0.0%-5.0%0.203%
2/16/2026Focus Partners Wealth12,874$1.91M0.0%+40.1%0.112%
2/16/2026Arax Advisory Partners2,300$341K0.0%-44.3%0.020%
2/16/2026Biondo Investment Advisors LLC6,940$1.03M0.1%+2.2%0.060%
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2/13/2026CreativeOne Wealth LLC2,465$365K0.0%+50.2%0.021%
2/13/2026 Kestra Advisory Services LLC6,562$972K0.0%-30.7%0.057%
2/13/2026 Johnson Investment Counsel Inc.5,187$769K0.0%N/A0.045%
2/13/2026Stifel Financial Corp44,699$6.62M0.0%-1.2%0.389%
2/13/2026Ridge Creek Global Inc8,889$1.32M1.1%N/A0.077%
2/13/2026Smartleaf Asset Management LLC19,447$2.91M0.1%+71.8%0.169%
2/13/2026Morgan Stanley799,436$118.45M0.0%-3.4%6.952%
2/13/2026Arkadios Wealth Advisors5,818$862K0.0%+23.2%0.051%
2/13/2026First Trust Advisors LP1,461$216K0.0%N/A0.013%
2/13/2026 OpenArc Corporate Advisory LLC6,322$937K0.0%N/A0.055%


IYJ Institutional Ownership - Frequently Asked Questions

During the previous two years, 320 institutional investors and hedge funds held shares of iShares U.S. Industrials ETF. The most heavily invested institutionals were Morgan Stanley ($118.45M), The Manufacturers Life Insurance Company ($81.10M), Wells Fargo & Company MN ($68.50M), Bank of America Corp DE ($53.50M), PGIM Custom Harvest LLC ($48.74M), LPL Financial LLC ($46.20M), and UBS Group AG ($40.45M).Learn more on iShares U.S. Industrials ETF's institutional investors.

Of the 259 institutional investors that purchased iShares U.S. Industrials ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Laurel Wealth Advisors LLC ($1.75M), The Manufacturers Life Insurance Company ($622.99K), Raymond James Financial Inc. ($311.35K), Kozak & Associates Inc. ($214.81K), Virtue Capital Management LLC ($157.93K), Ferguson Wellman Capital Management Inc. ($145.59K), and MML Investors Services LLC ($109.68K).

Institutional investors have bought a total of 3,335,380 shares in the last 24 months. This purchase volume represents approximately $481.44M in transactions.

Of the 111 institutional investors that sold iShares U.S. Industrials ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Laurel Wealth Advisors LLC ($1.75M), Bank of America Corp DE ($289.26K), Ferguson Wellman Capital Management Inc. ($146.60K), Royal Fund Management LLC ($94.21K), Kozak & Associates Inc. ($75.15K), Perritt Capital Management Inc ($48.39K), and Rockefeller Capital Management L.P. ($30.47K).

Institutional investors have sold a total of 2,686,051 shares in the last 24 months. This volume of shares sold represents approximately $393.69M in transactions.


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Institutional ownership data for BATS:IYJ is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/7/2026. New 13F filings are added each quarter as they're published.
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