Vault-13

ISHARES TR IYJ

US INDUSTRIALS · ETP · CUSIP 464287754

309 institutional holders -7 vs Q4 2024
6,837,1066.8m shares reported held*
$890.8mreported value*
19 new 91 added 103 reduced 23 sold out net bought ≈ $65.7m (+504.8k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $130.28. Options: 1 managers hold calls ($1.3m notional), 1 hold puts ($2.0m).

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 222Q4 22: 259Q1 23: 253Q2 23: 265Q3 23: 257Q4 23: 293Q1 24: 303Q2 24: 295Q3 24: 296Q4 24: 316Q1 25: 309309Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022222
Q4 2022259
Q1 2023253
Q2 2023265
Q3 2023257
Q4 2023293
Q1 2024303
Q2 2024295
Q3 2024296
Q4 2024316
Q1 2025309

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q2 23: 91 bought or addedQ2 23: 116 cut or sold outQ3 23: 68 bought or addedQ3 23: 111 cut or sold outQ3 23Q4 23: 111 bought or addedQ4 23: 105 cut or sold outQ1 24: 134 bought or addedQ1 24: 102 cut or sold outQ1 24Q2 24: 125 bought or addedQ2 24: 113 cut or sold outQ3 24: 118 bought or addedQ3 24: 115 cut or sold outQ3 24Q4 24: 124 bought or addedQ4 24: 94 cut or sold outQ1 25: 110 bought or addedQ1 25: 126 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 202391116
Q3 202368111
Q4 2023111105
Q1 2024134102
Q2 2024125113
Q3 2024118115
Q4 202412494
Q1 2025110126

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ2 24 calls: $585.3kQ2 24 puts: $979.4kQ2 24P/C 1.67Q3 24 calls: $3.9mQ3 24 puts: $0Q3 24P/C 0.00Q4 24 calls: $4.8mQ4 24 puts: $1.6mQ4 24P/C 0.33Q1 25 calls: $1.3mQ1 25 puts: $2.0mQ1 25P/C 1.47
Numbers
QuarterCallsPutsP/C
Q2 2024$585.3k$979.4k1.67
Q3 2024$3.9m$00.00
Q4 2024$4.8m$1.6m0.33
Q1 2025$1.3m$2.0m1.47

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE New +622,991+623.0k
RAYMOND JAMES FINANCIAL INC Added +33,685+33.7k
CITADEL ADVISORS LLC Added +33,470+33.5k
Royal Fund Management, LLC Added +32,627+32.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +28,267+28.3k
SCS Capital Management LLC New +20,000+20.0k
ENVESTNET ASSET MANAGEMENT INC Added +13,582+13.6k
Transform Wealth, LLC New +13,461+13.5k
TRUIST FINANCIAL CORP Added +11,154+11.2k
BlackRock, Inc. Added +10,363+10.4k

Biggest sellers

BANK OF MONTREAL /CAN/ Reduced -135,212-135.2k
MORGAN STANLEY Reduced -79,244-79.2k
MML INVESTORS SERVICES, LLC Reduced -37,847-37.8k
GOLDMAN SACHS GROUP INC Reduced -17,254-17.3k
Wealthstar Advisors, LLC Sold out -14,411-14.4k
Synergy Asset Management, LLC Sold out -14,409-14.4k
NAVELLIER & ASSOCIATES INC Sold out -13,575-13.6k
EWG Elevate Inc. Sold out -12,383-12.4k
Focus Partners Wealth Reduced -9,984-10.0k
Rockefeller Capital Management L.P. Reduced -9,436-9.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.3m10.2k shares

Biggest puts

CITADEL ADVISORS LLC Added $2.0m15.0k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 836,493836.5k $108.9m $108.9m 0.01% Reduced -79.2k -79,244
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 694,323694.3k $90.4m $90.4m 0.01% Reduced -5.4k -5,358
3 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio Toronto, A6 622,991623.0k $81.1m $81.1m 0.08% New
4 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 455,374455.4k $59.3m $59.3m 0.01% Added +1.6k +1,622
5 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 296,893296.9k $38.6m $38.6m 0.02% Added +2.5k +2,484
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 274,431274.4k $35.7m $35.7m 0.01% Added +2.3k +2,347
7 PGIM Custom Harvest LLC 0.76% of their portfolio NEWARK, NJ 242,877242.9k $31.6m $31.6m 0.76% Added +8.3k +8,295
8 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 223,905223.9k $29.1m $29.1m 0.01% Reduced -2.1k -2,118
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 171,454171.5k $22.3m $22.3m 0.01% Added +33.7k +33,685
10 Prospera Financial Services Inc 0.50% of their portfolio Dallas, TX 165,731165.7k $21.6m $21.6m 0.50% Added +9.2k +9,195
11 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 151,217151.2k $19.7m $19.7m 0.07% Reduced -37.8k -37,847
12 Kozak & Associates, Inc. 3.39% of their portfolio HIGHLANDS RANCH, CO 108,834108.8k $13.6m $13.6m 3.39% Added +6.8k +6,820
13 Legacy Edge Advisors, LLC 2.04% of their portfolio SYOSSET, NY 100,550100.5k $13.1m $13.1m 2.04% Added +1.5k +1,532
14 Royal Fund Management, LLC 1.50% of their portfolio Lady Lake, FL 96,83896.8k $12.6m $12.6m 1.50% Added +32.6k +32,627
15 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 92,24692.2k $12.0m $12.0m 0.03% Added +47 +47
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 68,10068.1k $8.9m $8.9m 0.00% Added +2.9k +2,894
17 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.17% of their portfolio PORTLAND, OR 66,10066.1k $8.6m $8.6m 0.17% Reduced -745 -745
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 59,09759.1k $7.7m $7.7m 0.00% Reduced -17.3k -17,254
19 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 56,99357.0k $7.4m $7.4m 0.02% Reduced -1.1k -1,136
20 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 56,75856.8k $7.4m $7.4m 0.01% Added +28.3k +28,267
21 MinichMacGregor Wealth Management, LLC 1.64% of their portfolio Saratoga Springs, NY 56,14056.1k $7.3m $7.3m 1.64% Reduced -9.2k -9,214
22 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 55,85055.9k $7.3m $7.3m 0.02% Reduced -9.4k -9,436
23 Allianz SE 0.19% of their portfolio Munich, 2M 53,86053.9k $7.0m $7.0m 0.19% Unchanged
24 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 52,04752.0k $6.8m $6.8m 0.01% Added +33.5k +33,470
25 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 46,91346.9k $6.1m $6.1m 0.01% Added +6.5k +6,509
26 Modus Advisors, LLC 1.86% of their portfolio EXCELSIOR, MN 43,58943.6k $5.7m $5.7m 1.86% Reduced -674 -674
27 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 43,08843.1k $5.6m $5.6m 0.01% Reduced -349 -349
28 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 39,87739.9k $5.2m $5.2m 0.02% Added +455 +455
29 First Citizens Financial Corp 2.86% of their portfolio MASON CITY, IA 38,81538.8k $5.1m $5.1m 2.86% Reduced -469 -469
30 Well Done, LLC 0.89% of their portfolio HOLLAND, MI 36,76336.8k $4.9m $4.9m 0.89% Added +1.2k +1,199
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 36,07436.1k $4.7m $4.7m 0.00% Added +10.2k +10,211
32 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 35,09935.1k $4.6m $4.6m 0.00% Reduced -8.7k -8,712
33 Cadent Capital Advisors, LLC 1.69% of their portfolio TULSA, OK 34,18634.2k $4.5m $4.5m 1.69% Reduced -7.0k -7,027
34 Mariner, LLC 0.01% of their portfolio Overland Park, KS 34,04634.0k $4.4m $4.4m 0.01% Reduced -6.4k -6,443
35 Lindbrook Capital, LLC 0.41% of their portfolio CALABASAS, CA 33,87733.9k $4.4m $4.4m 0.41% Reduced -140 -140
36 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 32,92432.9k $4.3m $4.3m 0.03% Added +172 +172
37 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 31,26231.3k $4.1m $4.1m 0.03% Added +7.3k +7,338
38 SOUTHERN CAPITAL ADVISORS, LLC 2.22% of their portfolio Jackson, TN 30,72230.7k $4.0m $4.0m 2.22% Added +673 +673
39 Advisory Services Network, LLC 0.07% of their portfolio ATLANTA, GA 29,87629.9k $3.9m $3.9m 0.07% Added +729 +729
40 FMR LLC 0.00% of their portfolio BOSTON, MA 26,48026.5k $3.4m $3.4m 0.00% Added +447 +447
41 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 26,26926.3k $3.4m $3.4m 0.00% Reduced -136 -136
42 Frank, Rimerman Advisors LLC 0.25% of their portfolio Palo Alto, CA 24,46824.5k $3.2m $3.2m 0.25% Unchanged
43 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 24,44324.4k $3.2m $3.2m 0.00% Added +13.6k +13,582
44 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 23,03523.0k $3.0m $3.0m 0.01% Reduced -1.7k -1,651
45 MAGNOLIA CAPITAL MANAGEMENT LTD 2.46% of their portfolio COLD SPRING, NY 22,01022.0k $2.9m $2.9m 2.46% Unchanged
46 BlackRock, Inc. 0.00% of their portfolio New York, NY 21,46821.5k $2.8m $2.8m 0.00% Added +10.4k +10,363
47 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 20,00020.0k $2.6m $2.6m 0.03% New
48 CX Institutional 0.10% of their portfolio AUBURN, IN 19,78419.8k $2.6m $2.6m 0.10% Added +1.3k +1,252
49 Shulman DeMeo Asset Management LLC 0.71% of their portfolio LAKE SUCCESS, NY 19,33419.3k $2.5m $2.5m 0.71% Added +3 +3
50 KKM Financial LLC 1.06% of their portfolio CHICAGO, IL 19,31219.3k $2.5m $2.5m 1.06% Reduced -766 -766
51 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 19,25019.2k $2.5m $2.5m 0.00% Added +11.2k +11,154
52 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,01819.0k $2.5m $2.5m 0.00% Reduced -64 -64
53 Tudor Financial Inc. 1.47% of their portfolio DAYTON, OH 18,76718.8k $2.4m $2.4m 1.47% Added +206 +206
54 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 17,95017.9k $2.3m $2.3m 0.03% Added +4.5k +4,528
55 Perigon Wealth Management, LLC 0.06% of their portfolio SAN FRANCISCO, CA 16,96517.0k $2.2m $2.2m 0.06% Reduced -25 -25
56 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 16,17916.2k $2.1m $2.1m 0.03% Reduced -245 -245
57 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 15,62615.6k $2.0m $2.0m 0.06% Added +848 +848
58 MMBG INVESTMENT ADVISORS CO. 0.23% of their portfolio MIAMI, FL 15,60015.6k $2.0m $2.0m 0.23% Unchanged
59 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 14,47614.5k $1.9m $1.9m 0.00% Added +5.0k +5,049
60 Transform Wealth, LLC 0.11% of their portfolio GREENWOOD VILLAGE, CO 13,46113.5k $1.8m $1.8m 0.11% New
61 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 13,17913.2k $1.7m $1.7m 0.05% Added +169 +169
62 JBR Co Financial Management Inc 0.97% of their portfolio ARDMORE, OK 12,77712.8k $1.7m $1.7m 0.97% Unchanged
63 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 12,53912.5k $1.6m $1.6m 0.01% Reduced -1.0k -1,045
64 Nikulski Financial, Inc. 0.48% of their portfolio BETTENDORF, IA 12,31212.3k $1.6m $1.6m 0.48% Added +17 +17
65 Merkkuri Wealth Advisors LLC 1.35% of their portfolio HICKSVILLE, NY 12,11812.1k $1.6m $1.6m 1.35% Reduced -464 -464
66 Stillwater Capital Advisors, LLC 0.22% of their portfolio DEVON, PA 12,10012.1k $1.6m $1.6m 0.22% Reduced -1.8k -1,783
67 Laurel Wealth Advisors LLC 0.25% of their portfolio CHARLOTTE, NC 12,04012.0k $1.6m $1.6m 0.25% Reduced -305 -305
68 Waterloo Capital, L.P. 0.14% of their portfolio AUSTIN, TX 11,94611.9k $1.6m $1.6m 0.14% Added +25 +25
69 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 11,91811.9k $1.6m $1.6m 0.01% Reduced -629 -629
70 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 10,92210.9k $1.4m $1.4m 0.00% Added +5.0k +5,006
71 HARMONY ASSET MANAGEMENT LLC 0.59% of their portfolio SCOTTSDALE, AZ 10,77910.8k $1.4m $1.4m 0.59% Reduced -324 -324
72 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 10,68010.7k $1.4m $1.4m 0.01% Added +1.2k +1,239
73 PRINCIPAL SECURITIES, INC. 0.03% of their portfolio DES MOINES, IA 10,49910.5k $1.4m $1.4m 0.03% Unchanged
74 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 10,37010.4k $1.3m $1.3m 0.00% Unchanged
75 COMERICA BANK 0.01% of their portfolio DALLAS, TX 10,29410.3k $1.3m $1.3m 0.01% Added +390 +390
76 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 9,99210.0k $1.3m $1.3m 0.01% Added +1.6k +1,597
77 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 9,6949.7k $1.3m $1.3m 0.00% Reduced -2.1k -2,101
78 Essex LLC 0.27% of their portfolio DEER PARK, IL 9,6609.7k $1.3m $1.3m 0.27% Reduced -525 -525
79 TRITONPOINT WEALTH, LLC 0.12% of their portfolio CHEVY CHASE, MD 9,4959.5k $1.2m $1.2m 0.12% Added +86 +86
80 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 9,4199.4k $1.2m $1.2m 0.01% Reduced -25 -25
81 Empirical Asset Management, LLC 0.41% of their portfolio WELLESLEY, MA 9,1629.2k $1.2m $1.2m 0.41% Reduced -213 -213
82 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,0649.1k $1.2m $1.2m 0.00% Added +3.5k +3,546
83 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 9,0409.0k $1.2m $1.2m 0.10% Reduced -536 -536
84 RIK SAYLOR FINANCIAL, INC. 1.03% of their portfolio FAIRFIELD, OH 8,9979.0k $1.2m $1.2m 1.03% Added +3 +3
85 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 8,8748.9k $1.2m $1.2m 0.00% Reduced -135.2k -135,212
86 Ignite Planners, LLC 0.22% of their portfolio SAN CLEMENTE, CA 8,7138.7k $1.1m $1.1m 0.22% Added +194 +194
87 PLANNING DIRECTIONS INC 0.46% of their portfolio GLEN MILLS, PA 8,3058.3k $1.1m $1.1m 0.46% Reduced -723 -723
88 Smartleaf Asset Management LLC 0.10% of their portfolio BOSTON, MA 8,2428.2k $1.1m $1.1m 0.10% Reduced -1.1k -1,051
89 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 8,0808.1k $1.1m $1.1m 0.00% Added +1 +1
90 Tower Research Capital LLC (TRC) 0.03% of their portfolio NEW YORK, NY 7,9257.9k $1.0m $1.0m 0.03% Added +6.8k +6,784
91 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 7,8567.9k $1.0m $1.0m 0.01% Added +1.1k +1,128
92 STEPHENS INC /AR/ 0.01% of their portfolio LITTLE ROCK, AR 7,7697.8k $1.0m $1.0m 0.01% Reduced -94 -94
93 FLOW TRADERS U.S. LLC 0.04% of their portfolio NEW YORK, NY 7,6637.7k $998.0k $998.0k 0.04% Added +2.3k +2,313
94 D L CARLSON INVESTMENT GROUP INC 0.19% of their portfolio CONCORD, NH 7,5697.6k $985.3k $985.3k 0.19% Reduced -912 -912
95 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 7,3687.4k $959.2k $959.2k 0.01% Added +1.2k +1,236
96 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 7,3087.3k $951.4k $951.4k 0.00% New
97 Simmons Bank 0.07% of their portfolio Pine Bluff, AR 7,2767.3k $947.2k $947.2k 0.07% Reduced -10 -10
98 NewEdge Advisors, LLC 0.01% of their portfolio NEW ORLEANS, LA 7,2397.2k $942.4k $942.4k 0.01% Added +104 +104
99 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 7,2277.2k $940.8k $940.8k 0.01% Reduced -237 -237
100 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,0967.1k $923.8k $923.8k 0.00% Reduced -10.0k -9,984