iShares U.S. Industrials ETFIYJETF

13F holders, Q2 2024 (June 30)
291holders −10
23new positions
32sold out
2famous investors
$119.55avg. 13F price*

At the end of Q2 2024, 291 institutions reported holding iShares U.S. Industrials ETF (IYJ) in their 13F filings, down 10 from Q1 2024. 23 opened new positions and 32 sold out. The largest holders were Morgan Stanley ($104.5M), Bank of America Corp. ($87.9M) and Wells Fargo & Company ($52.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024

InstitutionsTotal Value
New Positions23$6.3M
Exits32$26.2M

All 13F filers, Q1 2024 → Q2 2024: 517,287 shares bought and 337,629 shares sold, net +179,658 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 291 holders

Morgan Stanley 0.01% Add +8.0% 875,020 $104.5M
Bank of America Corp. 0.01% Reduce -1.1% 736,132 $87.9M
Wells Fargo & Company 0.01% Add +2.4% 438,133 $52.3M
LPL Financial LLC 0.02% Add +25.6% 314,270 $37.5M
UBS Group AG 0.01% Add +6.3% 271,178 $32.4M
Royal Bank of Canada 0.01% Add +1.6% 238,036 $28.4M
Bank of Montreal 0.01% Add +0.5% 225,887 $27.5M
PGIM Custom Harvest LLC 0.60% Add +60.9% 225,338 $26.9M
MML Investors Services, LLC 0.08% Add +5.1% 171,976 $20.5M
Prospera Financial Services Inc 0.47% Add +10.6% 142,387 $17.0M
Osaic Holdings, Inc. 0.03% Add +30.5% 96,938 $11.6M
Raymond James Financial Services Advisors, Inc. 0.02% Add +3.2% 90,874 $10.9M
Legacy Edge Advisors, LLC 1.98% Add +12.6% 89,777 $10.7M
Pinkerton Wealth, LLC 1.33% Add +32.8% 72,404 $8.6M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -1.6% 68,780 $8.2M
MinichMacGregor Wealth Management, LLC 1.95% Reduce -2.9% 66,848 $8.0M
Moloney Securities Asset Management, LLC 1.13% Add +80.1% 64,804 $7.7M
Townsquare Capital LLC 0.10% Add +16.4% 61,853 $7.4M
Ameriprise Financial Inc. 0.00% Reduce -19.3% 61,733 $7.4M
Norden Group LLC 1.47% Add +17.0% 61,080 $7.3M
Stifel Financial Corp. 0.01% Add +1.7% 59,068 $7.1M
Goldman Sachs Group Inc. 0.00% Reduce -21.2% 55,991 $6.7M
Janney Montgomery Scott LLC 0.02% Add +8.2% 55,979 $6.7M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.5% 54,920 $6.6M
AE Wealth Management LLC 0.06% Reduce -3.0% 54,049 $6.5M
BlackRock Inc. 0.00% Add +0.0% 51,718 $6.2M
Commonwealth Equity Services, LLC 0.01% Add +5.2% 48,201 $5.8M
Rockefeller Capital Management L.P. 0.02% Add +4.4% 47,555 $5.7M
Envestnet Asset Management Inc. 0.00% Reduce -5.0% 47,295 $5.6M
Modus Advisors, LLC 1.87% Reduce -0.1% 44,260 $5.3M
Mariner, LLC 0.01% Add +5.8% 44,064 $5.3M
Concurrent Investment Advisors, LLC 0.16% Add +0.8% 40,520 $4.8M
First Citizens Financial Corp 2.84% Add +0.7% 40,230 $4.8M
Cetera Investment Advisers 0.01% Reduce -0.1% 40,142 $4.8M
Raymond James & Associates 0.00% Add +16.9% 38,349 $4.6M
Baird Financial Group, Inc. 0.01% Reduce -22.8% 38,213 $4.6M
Lindbrook Capital, LLC 0.41% Reduce -14.8% 36,963 $4.4M
Private Advisor Group, LLC 0.03% Add +7.0% 34,648 $4.1M
Sharp Wealth Advisory, LLC 3.51% Add +5.2% 34,299 $4.1M
Cadent Capital Advisors, LLC 1.62% Reduce -0.3% 33,447 $4.0M
Southern Capital Advisors, LLC 2.09% Add +3.6% 28,287 $3.4M
Advisory Services Network, LLC 0.07% Add +0.6% 28,015 $3.3M
HighTower Advisors, LLC 0.01% Add +3.1% 27,460 $3.3M
Susquehanna International Group, LLP 0.01% Add +29.4% 26,787 $3.2M
RPS Advisory Solutions LLC 2.87% — 26,054 $3.1M
Frank, Rimerman Advisors LLC 0.21% No change 24,468 $2.9M
KKM Financial LLC 1.37% Add +3.6% 24,147 $2.9M
FMR LLC 0.00% Add +2.2% 24,155 $2.9M
Balboa Wealth Partners 0.73% Add +11.5% 23,081 $2.8M
Cresset Asset Management, LLC 0.01% Add +350.1% 22,992 $2.7M
Magnolia Capital Management Ltd. 2.21% No change 22,010 $2.6M
Bray Capital Advisors 0.62% No change 20,524 $2.5M
Shulman DeMeo Asset Management LLC 0.60% Reduce -0.1% 19,335 $2.3M
Creative Planning 0.00% No change 19,296 $2.3M
Zurich Insurance Group Ltd 0.02% No change 18,232 $2.3M
Waverly Advisors, LLC 0.04% Add +0.5% 18,143 $2.2M
Royal Fund Management, LLC 0.29% Add +2.8% 17,929 $2.2M
Independent Financial Group, LLC 0.08% Reduce -8.3% 17,479 $2.1M
Perigon Wealth Management, LLC 0.06% Add +0.4% 16,873 $2.0M
MMBG Investment Advisors Co. 0.20% No change 15,600 $1.9M
EWG Elevate Inc. 0.68% New 15,534 $1.9M
IHT Wealth Management, LLC 0.06% Add +4.6% 13,557 $1.6M
DAVENPORT & Co LLC 0.01% Add +14.2% 13,655 $1.6M
Harmony Asset Management LLC 0.68% Add +6.5% 13,536 $1.6M
Stillwater Capital Advisors, LLC 0.22% Reduce -1.6% 13,374 $1.6M
Snowden Capital Advisors LLC 0.05% Reduce -0.7% 13,307 $1.6M
CX Institutional 0.07% Reduce -2.8% 12,841 $1.5M
JBR Co Financial Management Inc 1.06% Reduce -1.4% 12,588 $1.5M
Scotia Capital Inc. 0.01% Reduce -9.7% 12,422 $1.5M
Nikulski Financial, Inc. 0.47% No change 12,268 $1.5M
Sanctuary Advisors, LLC 0.01% — 11,928 $1.4M
Laurel Wealth Advisors LLC 0.25% Add +12.0% 12,065 $1.4M
D L Carlson Investment Group Inc. 0.27% Reduce -0.4% 11,924 $1.4M
Waterloo Capital, L.P. 0.17% Add +0.2% 11,862 $1.4M
Smartleaf Asset Management LLC 0.22% Add +22.1% 11,421 $1.4M
Atria Investments, Inc 0.02% Reduce -2.9% 11,238 $1.3M
Merkkuri Wealth Advisors LLC 1.23% — 11,202 $1.3M
Essex LLC 0.29% Add +0.9% 11,030 $1.3M
Principal Securities, Inc. 0.04% Add +15.0% 11,004 $1.3M
Nomura Asset Management Co. Ltd. 0.00% New 10,370 $1.2M
Navellier & Associates Inc. 0.14% Reduce -28.4% 10,259 $1.2M
Captrust Financial Advisors 0.00% Add +1.8% 10,103 $1.2M
Apollon Wealth Management, LLC 0.04% Add +88.7% 10,009 $1.2M
Tritonpoint Wealth, LLC 0.11% Reduce -2.5% 9,640 $1.2M
Empirical Asset Management, LLC 0.43% Add +71.3% 9,613 $1.1M
Ameritas Advisory Services, LLC 0.04% Add +0.0% 9,329 $1.1M
Fifth Third Securities, Inc. 0.10% Add +3.4% 9,241 $1.1M
Planning Directions Inc. 0.75% Reduce -7.0% 9,171 $1.1M
Comerica Bank 0.00% Add +0.1% 9,087 $1.1M
Koshinski Asset Management, Inc. 0.10% Add +4.7% 9,023 $1.1M
Clear Creek Financial Management, LLC 0.13% Add +17.3% 8,810 $1.1M
Stephens Inc. 0.01% Reduce -0.7% 8,077 $965K
Jones Financial Companies LLLP 0.00% Add +341.9% 8,048 $961K
Sunbelt Securities, Inc. 0.10% Add +20.3% 7,887 $942K
Muirfield Wealth Advisors LLC 0.86% Add +2.7% 7,629 $911K
Rollins Financial Advisors, LLC 0.15% Add +19.7% 7,509 $897K
Clearstead Advisors, LLC 0.02% Add +1.0% 7,450 $890K
Adell Harriman & Carpenter Inc. 0.07% No change 7,394 $883K
Simmons Bank 0.07% No change 7,380 $881K
Qube Research & Technologies Ltd 0.00% Reduce -8.3% 7,034 $840K

"% 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 291 holders