iShares U.S. Industrials ETFIYJETF

13F holders, Q1 2024 (March 31)
301holders
1famous investor
$125.66avg. 13F price*

At the end of Q1 2024, 301 institutions reported holding iShares U.S. Industrials ETF (IYJ) in their 13F filings. The largest holders were Morgan Stanley ($101.9M), Bank of America Corp. ($93.6M) and Wells Fargo & Company ($53.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
iShares U.S. Industrials ETF
CUSIP
464287754
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300400 Q1 2024: 301Q1 2024Q2 2024: 291Q2 2024Q3 2024: 294Q3 2024Q4 2024: 313Q4 2024Q1 2025: 307Q1 2025Q2 2025: 319Q2 2025Q3 2025: 301Q3 2025Q4 2025: 321Q4 2025Q1 2026: 331Q1 2026Q2 2026: 343Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions37$26.2M
Exits19$3.8M

Ownership 301 holders

Morgan Stanley 0.01% Add +15.2% 810,532 $101.9M
Bank of America Corp. 0.01% Add +10.8% 744,255 $93.6M
Wells Fargo & Company 0.01% Add +26.1% 427,964 $53.8M
UBS Group AG 0.01% Add +4.5% 255,064 $32.1M
LPL Financial LLC 0.02% Reduce -0.3% 250,320 $31.5M
Royal Bank of Canada 0.01% Add +10.8% 234,335 $29.5M
Bank of Montreal 0.01% Add +1122.6% 224,825 $28.3M
MML Investors Services, LLC 0.08% Add +1830.6% 163,580 $20.6M
PGIM Custom Harvest LLC 0.44% Reduce -2.0% 140,066 $17.6M
Prospera Financial Services Inc 0.48% Add +26.4% 128,748 $16.2M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -5.2% 88,068 $11.1M
Legacy Edge Advisors, LLC 2.09% Add +17.2% 79,755 $10.0M
Ameriprise Financial Inc. 0.00% Add +117.0% 76,505 $9.6M
Allianz SE 0.30% — 76,185 $9.6M
Osaic Holdings, Inc. 0.02% Add +88.8% 74,283 $9.3M
Goldman Sachs Group Inc. 0.00% Reduce -27.8% 71,076 $8.9M
Ferguson Wellman Capital Management, Inc. 0.18% Reduce -1.5% 69,882 $8.8M
MinichMacGregor Wealth Management, LLC 2.19% Add +1760.6% 68,825 $8.6M
Stifel Financial Corp. 0.01% Add +105.0% 58,080 $7.3M
Cambridge Investment Research Advisors, Inc. 0.03% Add +17.8% 57,514 $7.2M
AE Wealth Management LLC 0.08% Reduce -26.0% 55,698 $7.0M
Pinkerton Wealth, LLC 1.10% Add +28.3% 54,518 $6.9M
Townsquare Capital LLC 0.10% Add +56.6% 53,115 $6.7M
Norden Group LLC 1.33% New 52,213 $6.6M
Janney Montgomery Scott LLC 0.02% Reduce -0.8% 51,760 $6.5M
BlackRock Inc. 0.00% Add +137.9% 51,711 $6.5M
Envestnet Asset Management Inc. 0.00% Reduce -3.0% 49,792 $6.3M
Baird Financial Group, Inc. 0.01% Reduce -2.9% 49,495 $6.2M
Commonwealth Equity Services, LLC 0.01% Add +3.8% 45,839 $5.8M
Rockefeller Capital Management L.P. 0.02% Add +10.1% 45,537 $5.7M
Modus Advisors, LLC 2.06% Add +0.9% 44,320 $5.6M
Lindbrook Capital, LLC 0.51% Reduce -0.6% 43,383 $5.5M
Mariner, LLC 0.01% Add +53.3% 41,631 $5.2M
Concurrent Investment Advisors, LLC 0.21% Add +1.9% 40,206 $5.1M
Cetera Investment Advisers 0.01% Add +38.7% 40,186 $5.1M
First Citizens Financial Corp 2.98% Reduce -0.3% 39,969 $5.0M
Brookstone Capital Management 0.09% Add +75.0% 39,857 $5.0M
Moloney Securities Asset Management, LLC 0.69% Add +931.5% 35,988 $4.5M
Cadent Capital Advisors, LLC 1.69% New 33,553 $4.2M
Three Seasons Wealth, LLC 2.91% Add +45.1% 33,594 $4.2M
Raymond James & Associates 0.00% Reduce -5.8% 32,812 $4.1M
Sharp Wealth Advisory, LLC 3.81% Add +13.3% 32,610 $4.1M
Private Advisor Group, LLC 0.03% Add +5.7% 32,367 $4.1M
Advisory Services Network, LLC 0.08% Reduce -0.9% 27,858 $3.5M
Southern Capital Advisors, LLC 2.08% Reduce -10.5% 27,299 $3.4M
HighTower Advisors, LLC 0.01% Add +1.2% 26,632 $3.3M
Frank, Rimerman Advisors LLC 0.59% No change 24,468 $3.1M
FMR LLC 0.00% Add +8.1% 23,645 $3.0M
KKM Financial LLC 1.43% Add +17.2% 23,318 $2.9M
Magnolia Capital Management Ltd. 2.35% No change 22,010 $2.8M
Susquehanna International Group, LLP 0.00% Add +786.3% 20,696 $2.6M
Balboa Wealth Partners 0.83% Add +72.9% 20,694 $2.6M
Bray Capital Advisors 0.66% No change 20,524 $2.6M
Shulman DeMeo Asset Management LLC 0.64% Add +0.2% 19,348 $2.4M
Creative Planning 0.00% Add +1.5% 19,296 $2.4M
Independent Financial Group, LLC 0.11% Reduce -8.5% 19,058 $2.4M
Zurich Insurance Group Ltd 0.02% No change 18,232 $2.3M
Waverly Advisors, LLC 0.05% New 18,052 $2.3M
Royal Fund Management, LLC 0.25% Add +6.4% 17,441 $2.2M
Perigon Wealth Management, LLC 0.06% Add +2.7% 16,800 $2.1M
Eudaimonia Advisors LLC 1.11% Add +39.4% 16,525 $2.1M
MMBG Investment Advisors Co. 0.21% No change 15,600 $2.0M
Navellier & Associates Inc. 0.22% Reduce -1.4% 14,329 $1.8M
Scotia Capital Inc. 0.01% Reduce -5.5% 13,750 $1.7M
Stillwater Capital Advisors, LLC 0.25% Reduce -1.7% 13,596 $1.7M
Snowden Capital Advisors LLC 0.05% Reduce -5.4% 13,394 $1.7M
First Heartland Consultants, Inc. 0.17% New 13,353 $1.7M
CX Institutional 0.08% Reduce -62.9% 13,217 $1.7M
IHT Wealth Management, LLC 0.07% Add +14.3% 12,966 $1.6M
JBR Co Financial Management Inc 1.28% Reduce -9.2% 12,762 $1.6M
Harmony Asset Management LLC 0.66% Add +43.4% 12,715 $1.6M
Outlook Wealth Advisors, LLC 0.48% New 12,406 $1.6M
Nikulski Financial, Inc. 0.51% Add +28.6% 12,268 $1.5M
D L Carlson Investment Group Inc. 0.29% Reduce -5.2% 11,974 $1.5M
DAVENPORT & Co LLC 0.01% Add +52.9% 11,961 $1.5M
Waterloo Capital, L.P. 0.19% Reduce -48.7% 11,836 $1.5M
Atria Investments, Inc 0.02% New 11,569 $1.5M
Essex LLC 0.32% Reduce -1.9% 10,930 $1.4M
Laurel Wealth Advisors LLC 0.23% Add +2.3% 10,775 $1.4M
Csenge Advisory Group 0.08% Add +15.4% 10,694 $1.3M
Captrust Financial Advisors 0.00% Reduce -6.0% 9,922 $1.2M
Virtue Capital Management, LLC 0.22% Reduce -21.0% 10,183 $1.2M
Planning Directions Inc. 0.86% Reduce -6.2% 9,856 $1.2M
Principal Securities, Inc. 0.04% Add +25.8% 9,567 $1.2M
Tritonpoint Wealth, LLC 0.12% Reduce -12.8% 9,887 $1.2M
CW Advisors, LLC 0.02% Reduce -3.1% 9,423 $1.2M
Smartleaf Asset Management LLC 0.23% Reduce -27.4% 9,350 $1.2M
Comerica Bank 0.00% Add +8.0% 9,082 $1.1M
Eudaimonia Partners, LLC 0.27% Reduce -1.9% 8,960 $1.1M
Ameritas Advisory Services, LLC 0.05% Add +34.3% 9,328 $1.1M
Fifth Third Securities, Inc. 0.11% Reduce -11.6% 8,941 $1.1M
Koshinski Asset Management, Inc. 0.11% New 8,616 $1.1M
Stephens Inc. 0.02% Add +88.6% 8,130 $1.0M
Qube Research & Technologies Ltd 0.00% Reduce -12.2% 7,669 $964K
Clear Creek Financial Management, LLC 0.12% Add +19.5% 7,511 $944K
JPMorgan Chase & Co. 0.00% Add +43.2% 7,441 $935K
Muirfield Wealth Advisors LLC 0.90% New 7,430 $934K
Adell Harriman & Carpenter Inc. 0.08% No change 7,394 $929K
Simmons Bank 0.07% No change 7,380 $928K
Clearstead Advisors, LLC 0.05% Add +0.1% 7,379 $916K

"% of holder's portfolio" is IYJ's weight in each manager's 13F, not the share of iShares U.S. Industrials ETF the manager owns.

Show all 301 holders