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
Truist Financial Corp. 0.00% Add +35.1% 6,834 $816K
Steward Partners Investment Advisory, LLC 0.01% Add +46.1% 6,764 $808K
Beacon Pointe Advisors, LLC 0.01% No change 6,500 $776K
Cwm, LLC 0.00% Add +0.2% 6,377 $762K
Compagnie Lombard Odier SCmA 0.01% No change 6,350 $758K
Focus Partners Wealth 0.00% Add +0.2% 6,309 $754K
Bartlett & Co. Wealth Management LLC 0.01% Reduce -1.5% 6,132 $732K
Equitable Holdings, Inc. 0.01% Add +5.0% 6,100 $729K
Swisher Financial Concepts, Inc. 0.74% No change 6,108 $728K
JPMorgan Chase & Co. 0.00% Reduce -18.6% 6,057 $723K
Quantinno Capital Management LP 0.01% Reduce -1.7% 5,853 $699K
PNC Financial Services Group, Inc. 0.00% Reduce -5.4% 5,810 $694K
Mutual Advisors, LLC 0.02% Reduce -13.3% 5,331 $666K
NTV Asset Management LLC 0.10% No change 5,562 $664K
CW Advisors, LLC 0.01% Reduce -41.8% 5,480 $655K
Sigma Planning Corp 0.02% Reduce -2.4% 5,406 $646K
Northwestern Mutual Wealth Management Co. 0.00% Add +8.2% 5,265 $629K
Picton Mahoney Asset Management 0.03% Reduce -17.5% 5,200 $621K
WESPAC Advisors, LLC 0.47% Add +136.8% 5,030 $601K
Charter Oak Capital Management, LLC 0.06% Reduce -6.1% 5,025 $600K
Corient Private Wealth LP 0.00% Add +1.6% 4,948 $591K
Modera Wealth Management, LLC 0.01% No change 4,936 $590K
Coastal Bridge Advisors, LLC 0.15% Reduce -20.4% 4,921 $588K
IFG Advisory, LLC 0.04% New 4,822 $576K
One Charles Private Wealth Services, LLC 0.23% Add +1.4% 4,699 $561K
Glenview Trust Co 0.01% No change 4,656 $556K
Bank of New York Mellon Corp 0.00% Add +148.8% 4,473 $534K
Mercer Global Advisors Inc. 0.00% Reduce -33.3% 4,468 $534K
Laidlaw Wealth Management LLC 0.29% Add +0.2% 4,462 $533K
Blair William & Co. 0.00% Add +12.3% 4,300 $514K
Kesler, Norman & Wride, LLC 0.11% Reduce -6.3% 4,297 $513K
M3 Advisory Group, LLC 0.42% Reduce -0.6% 4,252 $508K
Haverford Trust Co 0.01% No change 3,988 $476K
Ignite Planners, LLC 0.11% Add +0.1% 3,932 $469K
Castle Rock Wealth Management, LLC 0.12% No change 3,960 $469K
Atria Wealth Solutions, Inc. 0.01% Add +10.5% 3,832 $458K
Stonebridge Financial Planning Group, LLC 0.23% Reduce -3.0% 3,793 $453K
Biondo Investment Advisors, LLC 0.07% Reduce -2.8% 3,710 $443K
NewEdge Advisors, LLC 0.00% Reduce -0.2% 3,661 $437K
Noble Family Wealth, LLC 0.12% No change 3,600 $430K
Northern Trust Corp. 0.00% Add +2.5% 3,582 $428K
Citadel Advisors 0.00% Add +5.1% 3,558 $425K
Raymond James Trust N.A. 0.01% No change 3,548 $424K
Three Seasons Wealth, LLC 0.23% Reduce -89.5% 3,527 $421K
TPG Advisors LLC 0.36% — 3,498 $418K
Better Money Decisions, LLC 0.31% Add +0.2% 3,486 $416K
Wealth Management Partners, LLC 0.20% Reduce -3.5% 3,415 $408K
Optivise Advisory Services LLC 0.21% — 3,210 $383K
Burke & Herbert Bank & Trust Co. 0.09% New 3,200 $382K
Commerce Bank 0.00% Reduce -17.2% 3,179 $380K
United Capital Financial Advisors, LLC 0.00% Add +4.3% 3,157 $377K
Arkadios Wealth Advisors 0.03% New 3,145 $376K
Merit Financial Group, LLC 0.01% Reduce -0.4% 3,138 $375K
Chesapeake Wealth Management 0.13% Add +2.8% 3,012 $360K
CIBC Private Wealth Group LLC 0.00% Reduce -1.4% 3,009 $359K
Edmond DE Rothschild Holding S.A. 0.01% Reduce -23.1% 3,000 $358K
Citizens Financial Group Inc. 0.01% Add +67.6% 2,954 $353K
SFE Investment Counsel 0.08% Reduce -6.3% 2,900 $346K
Whittier Trust Co. 0.00% No change 2,810 $336K
Wealthspire Advisors, LLC 0.00% No change 2,792 $333K
Prudential Financial Inc. 0.00% Add +5.5% 2,776 $332K
Inspirion Wealth Advisors, LLC 0.05% No change 2,744 $328K
Patriot Investment Management Group, Inc. 0.02% No change 2,670 $319K
Paragon Financial Partners, Inc. 0.25% Add +0.1% 2,652 $317K
Kestra Advisory Services, LLC 0.00% Add +34.9% 3,583 $315K
Hilltop Holdings Inc. 0.04% No change 2,600 $311K
GPS Wealth Strategies Group, LLC 0.05% Reduce -26.4% 2,598 $310K
Benjamin F. Edwards & Company, Inc. 0.01% Add +4.2% 2,562 $306K
Garde Capital, Inc. 0.02% Add +0.0% 2,553 $305K
NorthCoast Asset Management LLC 0.00% Reduce -2.8% 2,519 $301K
Well Done, LLC 0.06% Add +37.5% 2,513 $300K
Commonwealth Financial Services, LLC 0.06% Add +0.0% 2,509 $299K
Bailard, Inc. 0.01% Reduce -42.6% 2,498 $298K
Summit X, LLC 0.06% Reduce -2.4% 2,400 $287K
Sonata Capital Group Inc. 0.15% No change 2,400 $287K
MAI Capital Management 0.00% Reduce -0.6% 2,376 $284K
US Bancorp \de 0.00% Reduce -1.1% 2,342 $280K
Abbrea Capital, LLC 0.04% Reduce -32.4% 2,300 $275K
Central Valley Advisors, LLC 0.12% New 1,317 $274K
Grey Fox Wealth Advisors, LLC 0.10% Add +0.2% 2,261 $270K
LGT Financial Advisors LLC 0.56% Add +0.2% 2,217 $265K
Mill Creek Capital Advisors, LLC 0.01% No change 2,200 $263K
OVERSEA-CHINESE BANKING Corp Ltd 0.01% New 2,193 $262K
D. E. Shaw & Co. 0.00% New 2,191 $262K
Chemistry Wealth Management LLC 0.07% No change 2,149 $257K
KCM Investment Advisors LLC 0.01% No change 2,135 $255K
TD Waterhouse Canada Inc. 0.00% Reduce -5.5% 2,108 $253K
Gsa Capital Partners LLP 0.02% Reduce -0.3% 2,112 $252K
Samalin Investment Counsel, LLC 0.12% Add +0.1% 2,101 $251K
Griffin Asset Management, Inc. 0.03% Reduce -8.2% 2,093 $250K
V2 Financial group LLC 0.17% No change 2,000 $250K
Family Firm, Inc. 0.05% Reduce -9.0% 2,052 $245K
Concourse Financial Group Securities, Inc. 0.02% No change 2,026 $242K
Oppenheimer & Co. Inc. 0.00% No change 2,022 $242K
Great Valley Advisor Group, Inc. 0.01% Reduce -0.4% 1,969 $235K
CFM Wealth Partners LLC 0.04% No change 1,963 $234K
Stratos Wealth Partners, LTD. 0.00% Reduce -21.3% 1,933 $231K
Ausdal Financial Partners, Inc. 0.02% New 1,924 $230K
Atlanta Consulting Group Advisors, LLC 0.05% New 1,916 $229K
Pictet North America Advisors SA 0.02% No change 1,891 $226K
OneDigital Investment Advisors LLC 0.00% Add +0.2% 1,886 $225K
Geneos Wealth Management Inc. 0.01% No change 1,842 $220K
Kestra Private Wealth Services, LLC 0.00% Add +0.2% 1,807 $216K
DORCHESTER WEALTH MANAGEMENT Co 0.04% No change 1,800 $215K
Galvin, Gaustad & Stein, LLC 0.02% No change 1,800 $215K
Parallel Advisors, LLC 0.01% No change 1,800 $215K
First Merchants Corp. 0.01% Reduce -16.2% 1,758 $210K
Apeiron RIA LLC 0.06% No change 1,756 $210K
Fiduciary Alliance LLC 0.03% Add +0.2% 1,735 $207K
Apollon Financial, LLC 0.07% No change 1,701 $203K
Venture Visionary Partners LLC 0.01% No change 1,700 $203K
B. Riley Wealth Advisors, Inc. 0.01% New 1,684 $201K
Atlas Brown,Inc. 0.07% Add +0.2% 1,680 $201K
Lion Street Advisors, LLC 0.07% New 1,677 $200K
CENTRAL TRUST Co 0.00% Add +0.1% 1,639 $196K
Federation des caisses Desjardins du Quebec 0.00% Reduce -28.6% 1,626 $194K
Global Retirement Partners, LLC 0.01% Add +268.8% 1,523 $182K
Westside Investment Management, Inc. 0.04% No change 1,460 $174K
National Bank of Canada 0.00% Reduce -18.9% 1,377 $164K
Atlantic Edge Private Wealth Management, LLC 0.05% Reduce -4.6% 1,340 $160K
Davis Capital Management 0.12% Add +426.1% 1,168 $138K
Front Row Advisors LLC 0.05% No change 1,120 $134K
Glenmede Trust Co. NA 0.00% No change 1,100 $131K
Ancora Advisors LLC 0.00% No change 1,031 $123K
Avondale Wealth Management 0.08% Add +100.0% 1,000 $119K
Maryland Capital Advisors Inc. 0.06% No change 1,000 $119K
Sound Income Strategies, LLC 0.01% New 852 $102K
Harbor Investment Advisory, LLC 0.01% Reduce -12.8% 850 $102K
Signaturefd, LLC 0.00% No change 700 $84K
Citigroup Inc. 0.00% Reduce -8.8% 683 $82K
Provenance Wealth Advisors, LLC 0.01% No change 674 $81K
Denver PWM, LLC 0.03% New 671 $80K
Capital Analysts, LLC 0.00% Add +0.1% 668 $80K
Sandy Spring Bank 0.00% Add +0.3% 639 $76K
Founders Financial Alliance, LLC 0.02% Reduce -9.9% 625 $75K
Spire Wealth Management 0.00% No change 600 $72K
O'shaughnessy Asset Management, LLC 0.00% Reduce -62.0% 592 $71K
Householder Group Estate & Retirement Specialist, LLC 0.02% No change 576 $68K
AlphaMark Advisors, LLC 0.02% No change 534 $64K
Family Asset Management, LLC 0.04% Add +171.9% 533 $64K
Gilliland Jeter Wealth Management LLC 0.02% Reduce -17.4% 524 $63K
Realta Investment Advisors 0.01% No change 500 $60K
Harbour Investments, Inc. 0.00% Reduce -2.8% 490 $59K
Private Trust Co. NA 0.01% Reduce -9.8% 460 $55K
Benjamin Edwards Inc. 0.01% No change 398 $48K
Optimum Investment Advisors 0.02% No change 400 $48K
West Paces Advisors Inc. 0.01% No change 390 $47K
Tower Research Capital LLC (TRC) 0.00% Add +539.3% 358 $43K
Tyler-Stone Wealth Management 0.02% Reduce -41.7% 350 $42K
Perritt Capital Management Inc 0.02% No change 341 $41K
Atticus Wealth Management, LLC 0.01% No change 313 $37K
Allworth Financial LP 0.00% No change 284 $35K
Anchor Investment Management, LLC 0.00% No change 269 $32K
Ashton Thomas Private Wealth, LLC 0.00% New 254 $30K
Viewpoint Capital Management LLC 0.02% No change 235 $28K
Sittner & Nelson, LLC 0.01% No change 220 $26K
Mather Group, Llc. 0.00% Add +116.7% 208 $26K
Tsfg, LLC 0.01% Reduce -17.7% 209 $25K
Caldwell Sutter Capital, Inc. 0.01% No change 200 $24K
Duncker Streett & Co. Inc. 0.00% No change 200 $24K
Key Financial Inc 0.01% No change 186 $22K
Pacifica Partners Inc. 0.01% No change 181 $22K
Colonial Trust Advisors 0.00% No change 174 $21K
Caldwell Trust Co 0.00% No change 170 $20K
Global Financial Private Client, LLC 0.01% No change 160 $19K
Fortis Group Advisors, LLC 0.00% No change 160 $19K
SouthState Bank Corp 0.00% No change 160 $19K
Lynx Investment Advisory 0.01% — 152 $18K
Planning Capital Management Corp 0.01% No change 135 $16K
New Millennium Group LLC 0.01% New 128 $15K
Hartford Financial Management Inc. 0.00% No change 117 $14K
Blue Trust, Inc. 0.00% No change 100 $13K
Rothschild Investment LLC 0.00% No change 100 $12K
Lanark Financial, Inc. 0.00% Reduce -44.4% 100 $11K
FinTrust Capital Advisors, LLC 0.00% New 85 $10K
Brown, Lisle/Cummings, Inc. 0.00% Reduce -20.0% 80 $10K
Bradley & Co. Private Wealth Management, LLC 0.01% No change 70 $8K
C M Bidwell & Associates Ltd. 0.01% No change 64 $8K
IFP Advisors, Inc 0.00% No change 63 $8K
Dunhill Financial, LLC 0.00% No change 55 $7K
International Assets Investment Management, LLC 0.00% New 53 $6K
Valued Wealth Advisors LLC 0.00% New 43 $5K
Guardian Wealth Advisors, LLC / NC 0.00% No change 30 $4K
Whittier Trust Co. of Nevada Inc. 0.00% No change 30 $4K
Aptus Capital Advisors, LLC 0.00% No change 30 $4K
Redwood Wealth Management Group, LLC 0.00% New 20 $2K
Farther Finance Advisors, LLC 0.00% Reduce -88.7% 13 $2K
Oakworth Capital, Inc. 0.00% No change 11 $1K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.00% New 11 $1K
Larson Financial Group LLC 0.00% No change 8 $956
McClarren Financial Advisors, Inc. 0.00% New 119 $193

"% 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.