Who Owns ISHARES TR (IYJ)? -- Institutional Holders (2026-03-31)
353 institutions reported holding $976.5M of ISHARES TR (IYJ) in SEC 13F filings for 2026-03-31. Largest institutional holders: MORGAN STANLEY ($115.1M), WELLS FARGO & COMPANY/MN ($66.4M), PGIM Custom Harvest LLC ($56.9M), BANK OF AMERICA CORP /DE/ ($53.5M), LPL Financial LLC ($46.1M). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|
| 1 | MORGAN STANLEY | $115.1M | 780,288 | Trimmed |
| 2 | WELLS FARGO & COMPANY/MN | $66.4M | 450,334 | Trimmed |
| 3 | PGIM Custom Harvest LLC | $56.9M | 385,643 | Added |
| 4 | BANK OF AMERICA CORP /DE/ | $53.5M | 362,628 | Trimmed |
| 5 | LPL Financial LLC | $46.1M | 312,509 | Added |
| 6 | UBS Group AG | $37.8M | 256,018 | Trimmed |
| 7 | Kozak & Associates, Inc. | $34.4M | 219,197 | Added |
| 8 | Royal Bank of Canada | $33.4M | 226,294 | Added |
| 9 | MML INVESTORS SERVICES, LLC | $31.6M | 214,166 | Trimmed |
| 10 | RAYMOND JAMES FINANCIAL INC | $30.1M | 204,004 | Added |
| 11 | Legacy Edge Advisors, LLC | $16.3M | 110,306 | Added |
| 12 | OSAIC HOLDINGS, INC. | $15.0M | 101,942 | Added |
| 13 | Prospera Financial Services Inc | $14.2M | 96,392 | Trimmed |
| 14 | AMERIPRISE FINANCIAL INC | $14.1M | 95,532 | Trimmed |
| 15 | Cambridge Investment Research Advisors, Inc. | $14.0M | 94,980 | Added |
| 16 | MinichMacGregor Wealth Management, LLC | $12.3M | 83,451 | Added |
| 17 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $9.6M | 64,985 | Trimmed |
| 18 | GOLDMAN SACHS GROUP INC | $9.3M | 62,848 | Added |
| 19 | CITADEL ADVISORS LLC | $9.1M | 61,637 | New |
| 20 | Sanctuary Advisors, LLC | $8.9M | 59,996 | Added |
| 21 | JONES FINANCIAL COMPANIES LLLP | $8.6M | 59,790 | Added |
| 22 | Janney Montgomery Scott LLC | $8.0M | 54,010 | Added |
| 23 | HighTower Advisors, LLC | $7.8M | 53,141 | Trimmed |
| 24 | Well Done, LLC | $7.8M | 52,690 | Added |
| 25 | Focus Partners Wealth | $7.6M | 51,372 | Added |
Source: SEC Form 13F filings · as of 2026-03-31