iShares U.S. Industrials ETFIYJETF

13F holders, Q3 2024 (September 30)
294holders +3
31new positions
29sold out
3famous investors
$133.62avg. 13F price*

At the end of Q3 2024, 294 institutions reported holding iShares U.S. Industrials ETF (IYJ) in their 13F filings, up 3 from Q2 2024. 31 opened new positions and 29 sold out. The largest holders were Morgan Stanley ($114.8M), Bank of America Corp. ($93.0M) and Wells Fargo & Company ($59.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions31$13.6M
Exits29$49.1M

All 13F filers, Q2 2024 → Q3 2024: 280,120 shares bought and 846,053 shares sold, net −565,933 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 294 holders

Morgan Stanley 0.01% Reduce -1.9% 858,566 $114.8M
Bank of America Corp. 0.01% Reduce -5.5% 696,006 $93.0M
Wells Fargo & Company 0.01% Add +1.6% 444,914 $59.5M
LPL Financial LLC 0.02% Reduce -2.2% 307,372 $41.1M
UBS Group AG 0.01% Reduce -0.6% 269,586 $36.0M
Royal Bank of Canada 0.01% Add +0.8% 240,043 $32.1M
PGIM Custom Harvest LLC 0.56% Reduce -8.1% 207,056 $27.7M
MML Investors Services, LLC 0.09% Add +4.0% 178,775 $23.9M
Bank of Montreal 0.01% Reduce -29.2% 159,964 $21.3M
Prospera Financial Services Inc 0.52% Add +6.4% 151,549 $20.3M
Raymond James Financial Services Advisors, Inc. 0.02% Add +16.4% 105,785 $14.1M
Legacy Edge Advisors, LLC 2.16% Add +12.9% 101,347 $13.5M
Osaic Holdings, Inc. 0.03% Reduce -5.5% 91,619 $12.2M
Ameriprise Financial Inc. 0.00% Add +10.8% 68,397 $9.1M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -2.2% 67,285 $9.0M
MinichMacGregor Wealth Management, LLC 1.87% Reduce -2.2% 65,360 $8.7M
Goldman Sachs Group Inc. 0.00% Add +14.6% 64,176 $8.6M
Rockefeller Capital Management L.P. 0.02% Add +30.4% 62,002 $8.3M
Janney Montgomery Scott LLC 0.02% Reduce -0.1% 55,932 $7.5M
Envestnet Asset Management Inc. 0.00% Reduce -1.3% 46,680 $6.2M
Modus Advisors, LLC 1.95% Add +0.3% 44,416 $5.9M
Stifel Financial Corp. 0.01% Reduce -27.3% 42,919 $5.7M
Commonwealth Equity Services, LLC 0.01% Reduce -14.4% 41,270 $5.5M
Cadent Capital Advisors, LLC 1.83% Add +20.6% 40,341 $5.4M
First Citizens Financial Corp 2.84% Reduce -0.3% 40,107 $5.4M
Cetera Investment Advisers 0.01% Reduce -0.1% 40,102 $5.4M
Mariner, LLC 0.01% Reduce -9.2% 40,024 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -29.0% 38,992 $5.2M
Raymond James & Associates 0.00% Reduce -4.7% 36,530 $4.9M
Well Done, LLC 0.87% Add +1315.2% 35,564 $4.8M
Lindbrook Capital, LLC 0.42% Reduce -3.9% 35,528 $4.7M
BlackRock, Inc. 0.00% — 35,247 $4.7M
Southern Capital Advisors, LLC 2.20% Add +3.5% 29,282 $3.9M
Baird Financial Group, Inc. 0.01% Reduce -26.0% 28,283 $3.8M
Kingswood Wealth Advisors, LLC 0.25% New 26,665 $3.6M
HighTower Advisors, LLC 0.01% Reduce -3.5% 26,504 $3.5M
FMR LLC 0.00% Add +6.1% 25,638 $3.4M
Advisory Services Network, LLC 0.07% No change 28,015 $3.3M
Frank, Rimerman Advisors LLC 0.23% No change 24,468 $3.3M
KKM Financial LLC 1.60% Add +0.1% 24,184 $3.2M
Magnolia Capital Management Ltd. 2.34% No change 22,010 $2.9M
Private Advisor Group, LLC 0.02% Reduce -37.8% 21,547 $2.9M
Bray Capital Advisors 0.67% No change 20,524 $2.7M
Creative Planning 0.00% Add +1.6% 19,615 $2.6M
Shulman DeMeo Asset Management LLC 0.63% Reduce -0.3% 19,278 $2.6M
Tudor Financial Inc. 1.48% — 17,927 $2.4M
Sanctuary Advisors, LLC 0.01% Add +36.0% 16,217 $2.3M
Waverly Advisors, LLC 0.04% Reduce -5.6% 17,120 $2.3M
Jones Financial Companies LLLP 0.00% Add +112.4% 17,096 $2.3M
Perigon Wealth Management, LLC 0.06% Add +0.8% 17,006 $2.3M
Harmony Asset Management LLC 0.77% Add +15.8% 15,680 $2.1M
MMBG Investment Advisors Co. 0.22% No change 15,600 $2.1M
IHT Wealth Management, LLC 0.06% Add +6.7% 14,461 $2.0M
Synergy Asset Management, LLC 0.29% New 14,409 $1.9M
Susquehanna International Group, LLP 0.00% Reduce -47.3% 14,129 $1.9M
DAVENPORT & Co LLC 0.01% Add +0.3% 13,698 $1.8M
Snowden Capital Advisors LLC 0.05% Reduce -2.5% 12,973 $1.7M
CX Institutional 0.08% Add +0.7% 12,932 $1.7M
Merkkuri Wealth Advisors LLC 1.33% Add +12.8% 12,637 $1.7M
Atria Investments, Inc 0.02% Add +12.3% 12,622 $1.7M
JBR Co Financial Management Inc 1.09% Reduce -0.6% 12,513 $1.7M
Scotia Capital Inc. 0.01% Reduce -0.4% 12,377 $1.7M
Laurel Wealth Advisors LLC 0.26% Add +0.5% 12,125 $1.6M
Waterloo Capital, L.P. 0.17% Add +0.2% 11,889 $1.6M
Stillwater Capital Advisors, LLC 0.20% Reduce -14.0% 11,507 $1.5M
Nikulski Financial, Inc. 0.43% Reduce -11.7% 10,839 $1.4M
Essex LLC 0.29% Reduce -4.1% 10,582 $1.4M
D L Carlson Investment Group Inc. 0.25% Reduce -12.7% 10,414 $1.4M
Nomura Asset Management Co. Ltd. 0.00% No change 10,370 $1.4M
Principal Securities, Inc. 0.03% Reduce -6.8% 10,251 $1.4M
Comerica Bank 0.01% Add +9.2% 9,922 $1.3M
Empirical Asset Management, LLC 0.46% Add +1.1% 9,722 $1.3M
Cerity Partners LLC 0.00% New 9,680 $1.3M
Tritonpoint Wealth, LLC 0.12% Reduce -1.5% 9,495 $1.3M
Planning Directions Inc. 0.73% Reduce -0.2% 9,150 $1.2M
Fifth Third Securities, Inc. 0.11% Reduce -9.8% 8,339 $1.1M
Flow Traders U.S. LLC 0.06% New 8,264 $1.1M
Royal Fund Management, LLC 0.08% Reduce -54.3% 8,196 $1.1M
Navellier & Associates Inc. 0.15% Reduce -20.1% 8,196 $1.1M
Stephens Inc. 0.02% Add +0.1% 8,084 $1.1M
OneDigital Investment Advisors LLC 0.01% Add +324.9% 8,013 $1.1M
Focus Partners Wealth 0.00% Add +25.7% 7,929 $1.1M
Captrust Financial Advisors 0.00% Reduce -26.0% 7,478 $1000K
Clearstead Advisors, LLC 0.02% Add +0.1% 7,456 $997K
Truist Financial Corp. 0.00% Add +8.8% 7,434 $994K
JPMorgan Chase & Co. 0.00% Add +22.7% 7,432 $993K
Adell Harriman & Carpenter Inc. 0.07% No change 7,394 $988K
Simmons Bank 0.07% No change 7,380 $986K
Muirfield Wealth Advisors LLC 0.81% Reduce -6.8% 7,112 $951K
NewEdge Advisors, LLC 0.01% Add +91.6% 7,016 $938K
Steward Partners Investment Advisory, LLC 0.01% Add +0.8% 6,821 $912K
Quantinno Capital Management LP 0.01% Add +14.9% 6,728 $899K
Sunbelt Securities, Inc. 0.09% Reduce -14.9% 6,712 $897K
Beacon Pointe Advisors, LLC 0.01% No change 6,500 $869K
Citadel Advisors 0.00% Add +79.6% 6,390 $854K
Cwm, LLC 0.00% Reduce -0.1% 6,373 $852K
Compagnie Lombard Odier SCmA 0.01% No change 6,350 $849K
Ameritas Advisory Services, LLC 0.04% Reduce -32.6% 6,291 $841K
Equitable Holdings, Inc. 0.01% Add +2.1% 6,227 $832K
Bartlett & Co. Wealth Management LLC 0.01% No change 6,132 $820K

"% 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 294 holders