IYJ Institutional Ownership
iShares U.S. Industrials ETF
1W: -0.5%
1M: -2.0%
3M: -6.9%
YTD: +3.9%
1Y: +7.1%
3Y: +57.9%
5Y: +46.5%
$155.97
+0.94 (+0.61%)
Weekly Expected Move ±1.7%
$151
$153
$156
$159
$161
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYJ
376
Institutional Holders
+17 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
47
New Positions
99
Increased
127
Reduced
31
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (400 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | MORGAN STANLEY | 767,063 | $120M | -13,225 | -1.7% | 60Q | SEC ↗ |
| 2 | BANK OF AMERICA CORP /DE | 443,260 | $69M | +80,632 | +22.2% | 15Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 440,201 | $69M | -10,133 | -2.3% | 98Q | SEC ↗ |
| 4 | PGIM Custom Harvest LLC | 389,701 | $61M | +4,058 | +1.1% | 15Q | SEC ↗ |
| 5 | LPL Financial LLC | 328,994 | $51M | +16,485 | +5.3% | 54Q | SEC ↗ |
| 6 | MML INVESTORS SERVICES, LLC | 289,334 | $45M | +75,168 | +35.1% | 37Q | SEC ↗ |
| 7 | ROYAL BANK OF CANADA | 263,826 | $41M | +37,532 | +16.6% | 67Q | SEC ↗ |
| 8 | RAYMOND JAMES FINANCIAL INC | 201,167 | $31M | -2,837 | -1.4% | 7Q | SEC ↗ |
| 9 | UBS Group AG | 178,454 | $28M | -77,564 | -30.3% | 47Q | SEC ↗ |
| 10 | Kozak & Associates, Inc. | 144,050 | $22M | -75,147 | -34.3% | 7Q | SEC ↗ |
| 11 | Legacy Edge Advisors, LLC | 113,634 | $18M | +3,328 | +3.0% | 11Q | SEC ↗ |
| 12 | BNP PARIBAS FINANCIAL MARKETS | 100,000 | $16M | +50,000 | +100.0% | 5Q | SEC ↗ |
| 13 | OSAIC HOLDINGS, INC. | 99,762 | $16M | -2,180 | -2.1% | 26Q | SEC ↗ |
| 14 | Prospera Financial Services Inc | 93,578 | $15M | -2,814 | -2.9% | 40Q | SEC ↗ |
| 15 | MinichMacGregor Wealth Management, LLC | 86,882 | $14M | +3,431 | +4.1% | 23Q | SEC ↗ |
| 16 | AMERIPRISE FINANCIAL INC | 74,753 | $12M | -20,779 | -21.8% | 16Q | SEC ↗ |
| 17 | JONES FINANCIAL COMPANIES LLLP | 71,458 | $11M | +11,668 | +19.5% | 11Q | SEC ↗ |
| 18 | GOLDMAN SACHS GROUP INC | 68,758 | $11M | +5,910 | +9.4% | 15Q | SEC ↗ |
| 19 | Sanctuary Advisors, LLC | 67,201 | $10M | +7,205 | +12.0% | 9Q | SEC ↗ |
| 20 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 61,910 | $10M | -3,075 | -4.7% | 31Q | SEC ↗ |
| 21 | Janney Montgomery Scott LLC | 56,832 | $9M | +2,822 | +5.2% | 52Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 54,454 | $8M | -40,526 | -42.7% | 21Q | SEC ↗ |
| 23 | Well Done, LLC | 54,248 | $8M | +1,558 | +3.0% | 10Q | SEC ↗ |
| 24 | HighTower Advisors, LLC | 53,602 | $8M | +461 | +0.9% | 54Q | SEC ↗ |
| 25 | Focus Partners Wealth | 52,542 | $8M | +1,170 | +2.3% | 11Q | SEC ↗ |
| 26 | STIFEL FINANCIAL CORP | 46,193 | $7M | +868 | +1.9% | 41Q | SEC ↗ |
| 27 | ENVESTNET ASSET MANAGEMENT INC | 44,268 | $7M | +1,314 | +3.1% | 67Q | SEC ↗ |
| 28 | SOUTHERN CAPITAL ADVISORS, LLC | 44,082 | $7M | +297 | +0.7% | 15Q | SEC ↗ |
| 29 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 41,332 | $6M | +15,864 | +62.3% | 22Q | SEC ↗ |
| 30 | Steward Partners Investment Advisory, | 41,037 | $6M | +2,122 | +5.5% | 29Q | SEC ↗ |
| 31 | Cadent Capital Advisors, LLC | 40,472 | $6M | +2,084 | +5.4% | 10Q | SEC ↗ |
| 32 | JPMORGAN CHASE & CO | 39,204 | $6M | -3,501 | -8.2% | 43Q | SEC ↗ |
| 33 | DZ BANK AG Deutsche Zentral Genossensc NEW | 38,711 | $6M | — | +0.0% | 1Q | SEC ↗ |
| 34 | TRUIST FINANCIAL CORP | 35,942 | $6M | +366 | +1.0% | 25Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 35,100 | $5M | -1,841 | -5.0% | 35Q | SEC ↗ |
| 36 | Odyssey Capital Advisors, Inc. | 34,721 | $5M | +1,224 | +3.7% | 3Q | SEC ↗ |
| 37 | Modus Advisors, LLC | 34,126 | $5M | +73 | +0.2% | 25Q | SEC ↗ |
| 38 | First Citizens Financial Corp | 32,355 | $5M | -435 | -1.3% | 13Q | SEC ↗ |
| 39 | KINGSWOOD WEALTH ADVISORS, LLC | 32,128 | $5M | +559 | +1.8% | 8Q | SEC ↗ |
| 40 | Zurich Insurance Group Ltd/FI | 30,960 | $5M | +13,600 | +78.3% | 4Q | SEC ↗ |
| 41 | PRINCIPAL SECURITIES, INC. | 29,354 | $5M | +1,287 | +4.6% | 11Q | SEC ↗ |
| 42 | CX Institutional | 28,672 | $4M | +1,656 | +6.1% | 11Q | SEC ↗ |
| 43 | BlackRock, Inc. | 27,766 | $4M | -4,135 | -13.0% | 8Q | SEC ↗ |
| 44 | Cetera Investment Advisers | 27,670 | $4M | -639 | -2.3% | 23Q | SEC ↗ |
| 45 | FMR LLC | 26,540 | $4M | +889 | +3.5% | 40Q | SEC ↗ |
| 46 | Atria Investments, Inc | 26,474 | $4M | +2,454 | +10.2% | 10Q | SEC ↗ |
| 47 | OpenArc Corporate Advisory, LLC | 26,381 | $4M | +6,830 | +34.9% | 3Q | SEC ↗ |
| 48 | Adirondack Capital Advisors, LLC | 24,735 | $4M | +2,425 | +10.9% | 3Q | SEC ↗ |
| 49 | Frank, Rimerman Advisors LLC | 24,468 | $4M | — | +0.0% | 23Q | SEC ↗ |
| 50 | Bank of New York Mellon Corp | 21,660 | $3M | +4,403 | +25.5% | 16Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| DZ BANK AG Deutsche Zentral Genosse | 38,711 | $6M |
| TritonPoint Partners, LLC | 7,330 | $1M |
| Schuylkill Financial LLC | 5,811 | $906K |
| IFG Advisory, LLC | 4,435 | $692K |
| FIL Ltd | 4,018 | $627K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3,189 | $497K |
| Stonebridge Financial Group, LLC/CA | 2,795 | $436K |
| Pathstone Holdings, LLC | 2,685 | $419K |
| XTX Topco Ltd | 2,203 | $344K |
| PROFESSIONAL ADVISORY SERVICES INC | 1,995 | $311K |
| J.W. COLE ADVISORS, INC. | 1,895 | $296K |
| Trexquant Investment LP | 1,724 | $269K |
| VIMA LLC | 1,514 | $236K |
| One Wealth Advisors, LLC | 1,487 | $232K |
| Indivisible Partners | 1,464 | $228K |
| COMPASS FINANCIAL MANAGEMENT LLC | 1,454 | $227K |
| Global Retirement Partners, LLC | 1,404 | $219K |
| Carnegie Investment Counsel | 1,332 | $208K |
| IVC Wealth Advisors LLC | 1,280 | $200K |
| Pacific Sun Financial Corp | 1,275 | $199K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Summit Financial Consulting LLC | 47,186 | $7M |
| Three Seasons Wealth, LLC | 31,293 | $5M |
| CITADEL ADVISORS LLC | 16,337 | $3M |
| Virtue Capital Management, LLC | 12,184 | $2M |
| Tower Research Capital LLC (TRC) | 10,930 | $2M |
| NOMURA ASSET MANAGEMENT CO LTD | 10,370 | $2M |
| AXXCESS WEALTH MANAGEMENT, LLC | 7,399 | $1M |
| Capital Asset Advisory Services LLC | 7,399 | $1M |
| Nikulski Financial, Inc. | 7,208 | $1M |
| Biondo Investment Advisors, LLC | 6,940 | $1M |
| Qube Research & Technologies Ltd | 5,692 | $888K |
| Apeiron RIA LLC | 5,161 | $805K |
| KM Capital Management Ltd. | 3,444 | $537K |
| Lifestyle Asset Management, Inc. | 3,412 | $532K |
| Lido Advisors, LLC | 2,788 | $435K |
| 1832 Asset Management L.P. | 2,768 | $432K |
| WealthCare Asset Management, LLC | 2,523 | $394K |
| Berkshire Money Management, Inc. | 2,500 | $390K |
| OPPENHEIMER & CO INC | 2,391 | $373K |
| MANAGED ASSET PORTFOLIOS, LLC | 2,343 | $365K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| UBS Group AG | -77,564 | -30.3% | 178,454 |
| Kozak & Associates, Inc. | -75,147 | -34.3% | 144,050 |
| Cambridge Investment Research Advis | -40,526 | -42.7% | 54,454 |
| AE Wealth Management LLC | -40,281 | -96.7% | 1,354 |
| Private Advisor Group, LLC | -29,296 | -68.1% | 13,754 |
| AMERIPRISE FINANCIAL INC | -20,779 | -21.8% | 74,753 |
| MORGAN STANLEY | -13,225 | -1.7% | 767,063 |
| Mariner, LLC | -12,791 | -52.6% | 11,511 |
| WELLS FARGO & COMPANY/MN | -10,133 | -2.3% | 440,201 |
| HRT FINANCIAL LP | -7,095 | -50.4% | 6,972 |
| KKM Financial LLC | -5,086 | -37.1% | 8,640 |
| BlackRock, Inc. | -4,135 | -13.0% | 27,766 |
| JPMORGAN CHASE & CO | -3,501 | -8.2% | 39,204 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT | -3,075 | -4.7% | 61,910 |
| RAYMOND JAMES FINANCIAL INC | -2,837 | -1.4% | 201,167 |
| Prospera Financial Services Inc | -2,814 | -2.9% | 93,578 |
| Rollins Financial Advisors, LLC | -2,361 | -26.7% | 6,487 |
| Swisher Financial Concepts, Inc. | -2,328 | -68.1% | 1,092 |
| OSAIC HOLDINGS, INC. | -2,180 | -2.1% | 99,762 |
| Equitable Holdings, Inc. | -1,948 | -13.3% | 12,678 |