iShares U.S. Industrials ETFIYJETF

13F holders, Q4 2024 (December 31)
313holders +19
25new positions
17sold out
1famous investor
$133.60avg. 13F price*

At the end of Q4 2024, 313 institutions reported holding iShares U.S. Industrials ETF (IYJ) in their 13F filings, up 19 from Q3 2024. 25 opened new positions and 17 sold out. The largest holders were Morgan Stanley ($122.3M), Bank of America Corp. ($93.4M) and Wells Fargo & Company ($60.6M). 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions25$31.2M
Exits17$3.8M

All 13F filers, Q3 2024 → Q4 2024: 545,678 shares bought and 211,733 shares sold, net +333,945 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 313 holders

Morgan Stanley 0.01% Add +6.7% 915,737 $122.3M
Bank of America Corp. 0.01% Add +0.5% 699,681 $93.4M
Wells Fargo & Company 0.01% Add +2.0% 453,752 $60.6M
LPL Financial LLC 0.02% Reduce -4.2% 294,409 $39.3M
UBS Group AG 0.01% Add +0.9% 272,084 $36.3M
PGIM Custom Harvest LLC 0.61% Add +13.3% 234,582 $31.3M
Royal Bank of Canada 0.01% Reduce -5.8% 226,023 $30.2M
MML Investors Services, LLC 0.09% Add +5.8% 189,064 $25.2M
Prospera Financial Services Inc 0.49% Add +3.3% 156,536 $20.9M
Bank of Montreal 0.01% Reduce -9.9% 144,086 $19.2M
Raymond James Financial Inc. 0.01% — 137,769 $18.4M
Kozak & Associates, Inc. 3.13% New 102,014 $13.7M
Legacy Edge Advisors, LLC 2.10% Reduce -2.3% 99,018 $13.2M
Osaic Holdings, Inc. 0.03% Add +0.6% 92,199 $12.3M
Goldman Sachs Group Inc. 0.00% Add +19.0% 76,351 $10.2M
Ferguson Wellman Capital Management, Inc. 0.17% Reduce -0.7% 66,845 $8.9M
MinichMacGregor Wealth Management, LLC 1.81% Reduce -0.0% 65,354 $8.7M
Rockefeller Capital Management L.P. 0.02% Add +5.3% 65,286 $8.7M
Ameriprise Financial Inc. 0.00% Reduce -4.7% 65,206 $8.7M
Royal Fund Management, LLC 0.93% Add +683.4% 64,211 $8.6M
Janney Montgomery Scott LLC 0.02% Add +3.9% 58,129 $7.8M
Allianz SE 0.19% New 53,860 $7.2M
Modus Advisors, LLC 1.85% Reduce -0.3% 44,263 $5.9M
Stifel Financial Corp. 0.01% Add +2.1% 43,811 $5.8M
Commonwealth Equity Services, LLC 0.01% Add +5.3% 43,437 $5.8M
Cadent Capital Advisors, LLC 1.92% Add +2.2% 41,213 $5.5M
Mariner, LLC 0.01% Add +1.2% 40,489 $5.4M
Cetera Investment Advisers 0.01% Add +0.8% 40,404 $5.4M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.1% 39,422 $5.3M
First Citizens Financial Corp 2.85% Reduce -2.0% 39,284 $5.2M
Well Done, LLC 0.87% No change 35,564 $4.8M
Lindbrook Capital, LLC 0.41% Reduce -4.3% 34,017 $4.5M
Private Advisor Group, LLC 0.02% Add +52.0% 32,752 $4.4M
Southern Capital Advisors, LLC 2.22% Add +2.6% 30,049 $4.0M
Advisory Services Network, LLC 0.07% Add +4.0% 29,147 $3.9M
Susquehanna International Group, LLP 0.01% Add +101.7% 28,491 $3.8M
HighTower Advisors, LLC 0.00% Reduce -0.4% 26,405 $3.5M
FMR LLC 0.00% Add +1.5% 26,033 $3.5M
Jones Financial Companies LLLP 0.00% Add +51.3% 25,863 $3.5M
Sanctuary Advisors, LLC 0.02% Add +47.5% 23,924 $3.4M
Baird Financial Group, Inc. 0.01% Reduce -12.7% 24,686 $3.3M
Frank, Rimerman Advisors LLC 0.24% No change 24,468 $3.3M
Magnolia Capital Management Ltd. 2.33% No change 22,010 $2.9M
Bray Capital Advisors 0.74% No change 20,524 $2.7M
KKM Financial LLC 1.12% Reduce -17.0% 20,078 $2.7M
Shulman DeMeo Asset Management LLC 0.70% Add +0.3% 19,331 $2.6M
Creative Planning 0.00% Reduce -2.7% 19,082 $2.5M
Citadel Advisors 0.00% Add +190.7% 18,577 $2.5M
Tudor Financial Inc. 1.45% Add +3.5% 18,561 $2.5M
CX Institutional 0.10% Add +43.3% 18,532 $2.5M
Perigon Wealth Management, LLC 0.06% Reduce -0.1% 16,990 $2.3M
Waverly Advisors, LLC 0.03% Reduce -4.1% 16,424 $2.2M
MMBG Investment Advisors Co. 0.22% No change 15,600 $2.1M
IHT Wealth Management, LLC 0.06% Add +2.2% 14,778 $2.0M
Synergy Asset Management, LLC 0.15% No change 14,409 $1.9M
Wealthstar Advisors, LLC 0.84% — 14,411 $1.9M
Stillwater Capital Advisors, LLC 0.23% Add +20.6% 13,883 $1.9M
DAVENPORT & Co LLC 0.01% Reduce -0.8% 13,584 $1.8M
Navellier & Associates Inc. 0.22% Add +65.6% 13,575 $1.8M
Atria Investments, Inc 0.02% Add +6.3% 13,422 $1.8M
Snowden Capital Advisors LLC 0.05% Add +0.3% 13,010 $1.7M
JBR Co Financial Management Inc 1.04% Add +2.1% 12,777 $1.7M
Merkkuri Wealth Advisors LLC 1.33% Reduce -0.4% 12,582 $1.7M
Scotia Capital Inc. 0.01% Add +1.4% 12,547 $1.7M
EWG Elevate Inc. 0.50% New 12,383 $1.7M
Laurel Wealth Advisors LLC 0.26% Add +1.8% 12,345 $1.6M
Nikulski Financial, Inc. 0.48% Add +13.4% 12,295 $1.6M
Waterloo Capital, L.P. 0.17% Add +0.3% 11,921 $1.6M
Jane Street Group, LLC 0.00% New 11,795 $1.6M
BlackRock, Inc. 0.00% Reduce -68.5% 11,105 $1.5M
Harmony Asset Management LLC 0.59% Reduce -29.2% 11,103 $1.5M
Envestnet Asset Management Inc. 0.00% Reduce -76.7% 10,861 $1.5M
Principal Securities, Inc. 0.03% Add +2.4% 10,499 $1.4M
Nomura Asset Management Co. Ltd. 0.00% No change 10,370 $1.4M
Essex LLC 0.29% Reduce -3.8% 10,185 $1.4M
Comerica Bank 0.01% Reduce -0.2% 9,904 $1.3M
Fifth Third Securities, Inc. 0.11% Add +14.8% 9,576 $1.3M
Equitable Holdings, Inc. 0.01% Add +51.6% 9,441 $1.3M
JPMorgan Chase & Co. 0.00% Add +26.8% 9,427 $1.3M
Tritonpoint Wealth, LLC 0.11% Reduce -0.9% 9,409 $1.3M
Allworth Financial LP 0.01% Add +3037.7% 8,911 $1.3M
Empirical Asset Management, LLC 0.41% Reduce -3.6% 9,375 $1.3M
Ameritas Advisory Services, LLC 0.04% Add +48.1% 9,319 $1.2M
Smartleaf Asset Management LLC 0.13% New 9,293 $1.2M
Planning Directions Inc. 0.70% Reduce -1.3% 9,028 $1.2M
Rik Saylor Financial, Inc. 1.11% — 8,994 $1.2M
B&D White Capital Company, LLC 0.19% New 8,602 $1.1M
Ignite Planners, LLC 0.25% Add +116.4% 8,519 $1.1M
Focus Partners Wealth 0.00% Add +7.7% 8,540 $1.1M
D L Carlson Investment Group Inc. 0.20% Reduce -18.6% 8,481 $1.1M
Kestra Advisory Services, LLC 0.01% Add +345.4% 8,395 $1.1M
Truist Financial Corp. 0.00% Add +8.9% 8,096 $1.1M
Captrust Financial Advisors 0.00% Add +8.0% 8,079 $1.1M
Stephens Inc. 0.01% Reduce -2.7% 7,863 $1.0M
Clearstead Advisors, LLC 0.02% Add +0.1% 7,464 $997K
Adell Harriman & Carpenter Inc. 0.07% No change 7,394 $987K
Simmons Bank 0.07% Reduce -1.3% 7,286 $973K
Cwm, LLC 0.00% Add +12.3% 7,154 $955K
NewEdge Advisors, LLC 0.01% Add +1.7% 7,135 $953K
Steward Partners Investment Advisory, LLC 0.01% Reduce -0.6% 6,778 $905K

"% 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 313 holders