iShares U.S. Industrials ETFIYJETF
13F holders, Q3 2024 (September 30)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
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $13.6M |
| Exits | 29 | $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 |
| Rollins Financial Advisors, LLC | 0.13% | Reduce -19.8% | 6,023 | $805K |
| Cresset Asset Management, LLC | 0.00% | Reduce -74.2% | 5,938 | $794K |
| Apeiron RIA LLC | 0.22% | Add +234.2% | 5,868 | $784K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 5,774 | $772K |
| NTV Asset Management LLC | 0.10% | No change | 5,562 | $743K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.9% | 5,426 | $725K |
| CW Advisors, LLC | 0.01% | Reduce -1.1% | 5,422 | $725K |
| Bank of New York Mellon Corp | 0.00% | Add +20.8% | 5,404 | $722K |
| Mutual Advisors, LLC | 0.02% | Add +0.0% | 5,332 | $717K |
| Swisher Financial Concepts, Inc. | 0.45% | Reduce -11.8% | 5,387 | $715K |
| Meridian Wealth Management, LLC | 0.04% | New | 5,329 | $712K |
| Charter Oak Capital Management, LLC | 0.06% | Add +3.4% | 5,195 | $694K |
| Modera Wealth Management, LLC | 0.01% | Add +0.0% | 4,937 | $660K |
| Coastal Bridge Advisors, LLC | 0.16% | No change | 4,921 | $658K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -7.1% | 4,893 | $654K |
| Glenview Trust Co | 0.01% | No change | 4,656 | $622K |
| Corient Private Wealth LP | 0.00% | Reduce -6.9% | 4,608 | $616K |
| Laidlaw Wealth Management LLC | 0.30% | Add +2.3% | 4,564 | $610K |
| One Charles Private Wealth Services, LLC | 0.22% | Reduce -7.5% | 4,346 | $581K |
| Kesler, Norman & Wride, LLC | 0.11% | Add +0.1% | 4,302 | $575K |
| M3 Advisory Group, LLC | 0.41% | Reduce -1.4% | 4,193 | $561K |
| Blair William & Co. | 0.00% | Reduce -3.3% | 4,160 | $556K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +560.6% | 3,911 | $535K |
| Haverford Trust Co | 0.01% | No change | 3,988 | $533K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -11.2% | 3,966 | $530K |
| Castle Rock Wealth Management, LLC | 0.13% | No change | 3,960 | $529K |
| Ignite Planners, LLC | 0.12% | Add +0.1% | 3,937 | $526K |
| Stonebridge Financial Planning Group, LLC | 0.24% | Add +0.0% | 3,794 | $507K |
| Biondo Investment Advisors, LLC | 0.07% | Add +0.4% | 3,725 | $498K |
| Noble Family Wealth, LLC | 0.13% | No change | 3,600 | $481K |
| Northern Trust Corp. | 0.00% | No change | 3,582 | $479K |
| Raymond James Trust N.A. | 0.01% | No change | 3,548 | $474K |
| TPG Advisors LLC | 0.37% | No change | 3,498 | $468K |
| Better Money Decisions, LLC | 0.33% | Add +0.2% | 3,494 | $467K |
| Wealth Management Partners, LLC | 0.21% | Reduce -0.1% | 3,410 | $456K |
| D. E. Shaw & Co. | 0.00% | Add +53.4% | 3,360 | $449K |
| CreativeOne Wealth, LLC | 0.02% | New | 3,351 | $448K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +81.0% | 3,270 | $437K |
| Three Seasons Wealth, LLC | 0.23% | Reduce -8.4% | 3,230 | $432K |
| Optivise Advisory Services LLC | 0.23% | No change | 3,210 | $429K |
| Burke & Herbert Bank & Trust Co. | 0.10% | No change | 3,200 | $428K |
| Commerce Bank | 0.00% | No change | 3,179 | $425K |
| United Capital Financial Advisors, LLC | 0.00% | No change | 3,157 | $422K |
| Merit Financial Group, LLC | 0.01% | Reduce -0.5% | 3,121 | $417K |
| Benjamin Edwards Inc. | 0.01% | Add +669.6% | 3,063 | $409K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 3,009 | $402K |
| Chesapeake Wealth Management | 0.14% | Reduce -0.1% | 3,008 | $402K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,000 | $401K |
| Wealthspire Advisors, LLC | 0.00% | Add +6.2% | 2,965 | $396K |
| Citizens Financial Group Inc. | 0.01% | Add +0.1% | 2,958 | $395K |
| Prudential Financial Inc. | 0.00% | Add +5.6% | 2,932 | $392K |
| AE Wealth Management LLC | 0.00% | Reduce -94.6% | 2,929 | $392K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -70.8% | 2,918 | $390K |
| Moloney Securities Asset Management, LLC | 0.05% | Reduce -95.5% | 2,913 | $389K |
| Arkadios Wealth Advisors | 0.02% | Reduce -8.7% | 2,873 | $384K |
| Whittier Trust Co. | 0.01% | No change | 2,810 | $376K |
| SFE Investment Counsel | 0.08% | Reduce -6.0% | 2,725 | $364K |
| Renaissance Technologies | 0.00% | New | 2,700 | $361K |
| Patriot Investment Management Group, Inc. | 0.03% | No change | 2,670 | $357K |
| Paragon Financial Partners, Inc. | 0.26% | Add +0.1% | 2,654 | $355K |
| Gsa Capital Partners LLP | 0.03% | Add +25.2% | 2,645 | $354K |
| Inspirion Wealth Advisors, LLC | 0.05% | Reduce -4.4% | 2,624 | $351K |
| Bailard, Inc. | 0.01% | No change | 2,498 | $334K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -2.2% | 2,454 | $328K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.5% | 2,432 | $325K |
| MAI Capital Management | 0.00% | Add +0.2% | 2,381 | $318K |
| CoreCap Advisors, LLC | 0.01% | New | 2,349 | $314K |
| GPS Wealth Strategies Group, LLC | 0.04% | Reduce -10.7% | 2,320 | $310K |
| Grey Fox Wealth Advisors, LLC | 0.08% | Add +0.2% | 2,266 | $303K |
| LGT Financial Advisors LLC | 0.73% | Add +0.2% | 2,222 | $297K |
| Mill Creek Capital Advisors, LLC | 0.01% | No change | 2,200 | $294K |
| OVERSEA-CHINESE BANKING Corp Ltd | 0.01% | No change | 2,193 | $293K |
| Chemistry Wealth Management LLC | 0.07% | No change | 2,149 | $287K |
| KCM Investment Advisors LLC | 0.01% | No change | 2,135 | $285K |
| TD Waterhouse Canada Inc. | 0.00% | Add +1.5% | 2,140 | $285K |
| US Bancorp \de | 0.00% | Reduce -9.6% | 2,117 | $283K |
| Hilltop Holdings Inc. | 0.02% | Reduce -18.9% | 2,110 | $282K |
| Concourse Financial Group Securities, Inc. | 0.02% | Add +4.0% | 2,106 | $282K |
| Samalin Investment Counsel, LLC | 0.12% | Add +0.1% | 2,104 | $281K |
| Picton Mahoney Asset Management | 0.01% | Reduce -59.6% | 2,100 | $281K |
| Wilmington Savings Fund Society, FSB | 0.01% | New | 2,100 | $281K |
| Blackston Financial Advisory Group, LLC | 0.14% | New | 2,098 | $280K |
| Griffin Asset Management, Inc. | 0.03% | Reduce -0.1% | 2,090 | $279K |
| Western Wealth Management, LLC | 0.02% | New | 2,078 | $278K |
| Family Firm, Inc. | 0.06% | Add +0.2% | 2,056 | $275K |
| Summit X, LLC | 0.07% | Reduce -5.4% | 2,271 | $271K |
| Oppenheimer & Co. Inc. | 0.00% | No change | 2,022 | $270K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +3.9% | 2,008 | $268K |
| V2 Financial group LLC | 0.17% | No change | 2,000 | $267K |
| Marco Investment Management LLC | 0.02% | New | 2,000 | $267K |
| Parallel Advisors, LLC | 0.01% | Add +11.1% | 2,000 | $267K |
| Sonata Capital Group Inc. | 0.11% | Reduce -16.7% | 2,000 | $267K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 1,971 | $263K |
| CFM Wealth Partners LLC | 0.05% | No change | 1,963 | $262K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +1.6% | 1,954 | $261K |
| Pictet North America Advisors SA | 0.03% | No change | 1,891 | $253K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -47.4% | 1,885 | $252K |
| Avantax Advisory Services, Inc. | 0.00% | New | 1,856 | $248K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -1.4% | 1,817 | $243K |
| DORCHESTER WEALTH MANAGEMENT Co | 0.04% | No change | 1,800 | $241K |
| Galvin, Gaustad & Stein, LLC | 0.02% | No change | 1,800 | $241K |
| First Merchants Corp. | 0.01% | No change | 1,758 | $235K |
| Fiduciary Alliance LLC | 0.03% | Add +0.2% | 1,739 | $232K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +2.4% | 1,724 | $230K |
| Apollon Financial, LLC | 0.07% | No change | 1,701 | $227K |
| Venture Visionary Partners LLC | 0.01% | No change | 1,700 | $227K |
| Atlas Brown,Inc. | 0.08% | Add +0.2% | 1,684 | $225K |
| Empower Advisory Group, LLC | 0.00% | New | 1,680 | $225K |
| Lion Street Advisors, LLC | 0.08% | No change | 1,677 | $224K |
| Independent Financial Group, LLC | 0.01% | Reduce -90.5% | 1,657 | $222K |
| Matthew Goff Investment Advisor, LLC | 0.04% | New | 1,646 | $220K |
| Nations Financial Group Inc, /Ia/ | 0.02% | New | 1,643 | $220K |
| Coldstream Capital Management Inc. | 0.00% | New | 1,642 | $219K |
| CENTRAL TRUST Co | 0.01% | Add +0.1% | 1,640 | $219K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,626 | $217K |
| Soltis Investment Advisors LLC | 0.02% | New | 1,618 | $216K |
| Kingsview Wealth Management, LLC | 0.00% | New | 1,598 | $214K |
| TRUE Private Wealth Advisors | 0.03% | New | 1,575 | $211K |
| Pettyjohn, Wood & White, Inc. | 0.04% | New | 1,570 | $210K |
| Beaumont Financial Advisors, LLC | 0.02% | New | 1,534 | $205K |
| Global Retirement Partners, LLC | 0.01% | No change | 1,523 | $204K |
| Thrivent Financial for Lutherans | 0.00% | New | 1,504 | $201K |
| Westside Investment Management, Inc. | 0.04% | No change | 1,460 | $195K |
| National Bank of Canada | 0.00% | Reduce -0.4% | 1,372 | $183K |
| Atlantic Edge Private Wealth Management, LLC | 0.05% | No change | 1,340 | $179K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +231.0% | 1,185 | $158K |
| Davis Capital Management | 0.12% | No change | 1,168 | $156K |
| Front Row Advisors LLC | 0.05% | No change | 1,120 | $150K |
| Glenmede Trust Co. NA | 0.00% | No change | 1,100 | $147K |
| Ancora Advisors LLC | 0.00% | No change | 1,031 | $138K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 1,000 | $134K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 850 | $114K |
| Abound Wealth Management | 0.04% | New | 813 | $109K |
| Loomis Sayles & Co. L P | 0.00% | New | 809 | $108K |
| Oakworth Capital, Inc. | 0.01% | Add +7163.6% | 799 | $107K |
| Citigroup Inc. | 0.00% | Add +3.2% | 705 | $94K |
| Signaturefd, LLC | 0.00% | No change | 700 | $94K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 674 | $90K |
| Capital Analysts, LLC | 0.00% | Add +0.3% | 670 | $90K |
| Denver PWM, LLC | 0.03% | Add +0.3% | 673 | $90K |
| Sandy Spring Bank | 0.00% | Add +0.2% | 640 | $86K |
| Founders Financial Alliance, LLC | 0.02% | Add +0.2% | 626 | $84K |
| Bokf, NA | 0.00% | New | 595 | $79K |
| Harbour Investments, Inc. | 0.00% | Add +19.4% | 585 | $78K |
| Family Asset Management, LLC | 0.04% | No change | 533 | $71K |
| AlphaMark Advisors, LLC | 0.02% | No change | 534 | $71K |
| Gilliland Jeter Wealth Management LLC | 0.02% | No change | 524 | $70K |
| Avondale Wealth Management | 0.04% | Reduce -50.0% | 500 | $67K |
| Atticus Wealth Management, LLC | 0.02% | Add +57.8% | 494 | $66K |
| Reston Wealth Management LLC | 0.02% | New | 413 | $55K |
| Optimum Investment Advisors | 0.02% | No change | 400 | $53K |
| Spire Wealth Management | 0.00% | Reduce -34.7% | 392 | $52K |
| West Paces Advisors Inc. | 0.01% | No change | 390 | $52K |
| Perritt Capital Management Inc | 0.02% | No change | 341 | $46K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -40.6% | 342 | $45K |
| Allworth Financial LP | 0.00% | No change | 284 | $38K |
| Anchor Investment Management, LLC | 0.00% | No change | 269 | $36K |
| Viewpoint Capital Management LLC | 0.02% | No change | 235 | $31K |
| Sittner & Nelson, LLC | 0.01% | No change | 220 | $29K |
| Alpine Bank Wealth Management | 0.00% | — | 220 | $29K |
| Private Trust Co. NA | 0.00% | Reduce -54.4% | 210 | $28K |
| Tsfg, LLC | 0.01% | No change | 209 | $28K |
| Caldwell Sutter Capital, Inc. | 0.01% | No change | 200 | $27K |
| Duncker Streett & Co. Inc. | 0.00% | No change | 200 | $27K |
| Key Financial Inc | 0.01% | No change | 186 | $25K |
| Pacifica Partners Inc. | 0.01% | No change | 181 | $24K |
| Colonial Trust Advisors | 0.00% | No change | 174 | $23K |
| Caldwell Trust Co | 0.00% | No change | 170 | $23K |
| Fortis Group Advisors, LLC | 0.00% | No change | 160 | $21K |
| Global Financial Private Client, LLC | 0.01% | No change | 160 | $21K |
| SouthState Bank Corp | 0.00% | No change | 160 | $21K |
| Elevation Wealth Partners, LLC | 0.01% | New | 155 | $21K |
| Planning Capital Management Corp | 0.01% | No change | 135 | $18K |
| Hartford Financial Management Inc. | 0.00% | No change | 117 | $16K |
| Rothschild Investment LLC | 0.00% | No change | 100 | $13K |
| Lanark Financial, Inc. | 0.00% | No change | 100 | $13K |
| Blue Trust, Inc. | 0.00% | No change | 100 | $12K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 85 | $11K |
| Fifth Third Bancorp | 0.00% | New | 85 | $11K |
| Whittier Trust Co. of Nevada Inc. | 0.00% | Add +183.3% | 85 | $11K |
| New Millennium Group LLC | 0.01% | Reduce -35.2% | 83 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Add +476.9% | 75 | $10K |
| C M Bidwell & Associates Ltd. | 0.01% | No change | 64 | $9K |
| IFP Advisors, Inc | 0.00% | No change | 63 | $8K |
| Brown, Lisle/Cummings, Inc. | 0.00% | Reduce -25.0% | 60 | $8K |
| AdvisorNet Financial, Inc | 0.00% | New | 55 | $7K |
| Dunhill Financial, LLC | 0.00% | No change | 55 | $7K |
| Realta Investment Advisors | 0.00% | Reduce -90.0% | 50 | $7K |
| Valued Wealth Advisors LLC | 0.00% | No change | 43 | $6K |
| Guardian Wealth Advisors, LLC / NC | 0.00% | No change | 30 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 30 | $4K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.00% | No change | 11 | $1K |
| Larson Financial Group LLC | 0.00% | No change | 8 | $1K |
| GeoWealth Management, LLC | 0.00% | New | 1 | $76 |
"% 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.