Vault-13

ISHARES TR IYJ

US INDUSTRIALS · ETP · CUSIP 464287754

321 institutional holders +12 vs Q1 2025
6,410,4546.4m shares reported held*
$913.9mreported value*
35 new 101 added 89 reduced 22 sold out net sold ≈ $54.1m (-379.8k 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 ≈ $142.57. Options: 1 managers hold calls ($1.3m notional), 1 hold puts ($398.5k).

Trends to Q2 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: 309Q2 25: 321321Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025321

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 68 bought or addedQ3 23: 111 cut or sold outQ4 23: 111 bought or addedQ4 23: 105 cut or sold outQ4 23Q1 24: 134 bought or addedQ1 24: 102 cut or sold outQ2 24: 125 bought or addedQ2 24: 113 cut or sold outQ2 24Q3 24: 118 bought or addedQ3 24: 115 cut or sold outQ4 24: 124 bought or addedQ4 24: 94 cut or sold outQ4 24Q1 25: 110 bought or addedQ1 25: 126 cut or sold outQ2 25: 136 bought or addedQ2 25: 111 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 202368111
Q4 2023111105
Q1 2024134102
Q2 2024125113
Q3 2024118115
Q4 202412494
Q1 2025110126
Q2 2025136111

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 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 1.47Q2 25 calls: $1.3mQ2 25 puts: $398.5kQ2 25P/C 0.30
Numbers
QuarterCallsPutsP/C
Q3 2024$3.9m$00.00
Q4 2024$4.8m$1.6m0.33
Q1 2025$1.3m$2.0m1.47
Q2 2025$1.3m$398.5k0.30

Biggest buyers

ROYAL BANK OF CANADA Added +163,837+163.8k
PGIM Custom Harvest LLC Added +98,409+98.4k
MML INVESTORS SERVICES, LLC Added +69,196+69.2k
Rockefeller Capital Management L.P. Added +59,552+59.6k
BNP PARIBAS FINANCIAL MARKETS New +50,357+50.4k
Steward Partners Investment Advisory, LLC Added +25,121+25.1k
TRUIST FINANCIAL CORP Added +24,510+24.5k
Kozak & Associates, Inc. Added +23,803+23.8k
GTS SECURITIES LLC New +20,058+20.1k
BlackRock, Inc. Added +16,972+17.0k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Sold out -622,991-623.0k
Royal Fund Management, LLC Reduced -93,963-94.0k
Prospera Financial Services Inc Reduced -87,827-87.8k
BANK OF AMERICA CORP /DE/ Reduced -77,830-77.8k
Allianz SE Sold out -53,860-53.9k
CITADEL ADVISORS LLC Reduced -49,497-49.5k
Advisory Services Network, LLC Reduced -23,614-23.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -21,385-21.4k
WELLS FARGO & COMPANY/MN Reduced -17,972-18.0k
Private Advisor Group, LLC Reduced -8,830-8.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.3m9.2k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $398.5k2.8k 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, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 837,454837.5k $119.2m $119.2m 0.01% Added +961 +961
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 616,493616.5k $87.7m $87.7m 0.01% Reduced -77.8k -77,830
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 437,402437.4k $62.2m $62.2m 0.01% Reduced -18.0k -17,972
4 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 387,742387.7k $55.2m $55.2m 0.01% Added +163.8k +163,837
5 PGIM Custom Harvest LLC 1.00% of their portfolio NEWARK, NJ 341,286341.3k $48.6m $48.6m 1.00% Added +98.4k +98,409
6 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 313,437313.4k $44.6m $44.6m 0.01% Added +16.5k +16,544
7 UBS Group AG 0.01% of their portfolio ZURICH, V8 271,226271.2k $38.6m $38.6m 0.01% Reduced -3.2k -3,205
8 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 220,413220.4k $31.4m $31.4m 0.09% Added +69.2k +69,196
9 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 173,581173.6k $24.7m $24.7m 0.01% Added +2.1k +2,127
10 Kozak & Associates, Inc. 3.91% of their portfolio HIGHLANDS RANCH, CO 132,637132.6k $19.2m $19.2m 3.91% Added +23.8k +23,803
11 Rockefeller Capital Management L.P. 0.02% of their portfolio NEW YORK, NY 115,402115.4k $16.4m $16.4m 0.02% Added +59.6k +59,552
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 97,88397.9k $13.9m $13.9m 0.02% Added +5.6k +5,637
13 Legacy Edge Advisors, LLC 1.75% of their portfolio SYOSSET, NY 91,83291.8k $13.1m $13.1m 1.75% Reduced -8.7k -8,718
14 Prospera Financial Services Inc 0.21% of their portfolio Dallas, TX 77,90477.9k $11.1m $11.1m 0.21% Reduced -87.8k -87,827
15 MinichMacGregor Wealth Management, LLC 2.16% of their portfolio Saratoga Springs, NY 70,92470.9k $10.1m $10.1m 2.16% Added +14.8k +14,784
16 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.17% of their portfolio PORTLAND, OR 65,99566.0k $9.4m $9.4m 0.17% Reduced -105 -105
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 65,00665.0k $9.3m $9.3m 0.00% Reduced -3.1k -3,094
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 60,08460.1k $8.6m $8.6m 0.00% Added +987 +987
19 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 53,25453.3k $7.6m $7.6m 0.02% Reduced -3.7k -3,739
20 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 50,35750.4k $7.2m $7.2m 0.01% New
21 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 47,87147.9k $6.8m $6.8m 0.01% Added +958 +958
22 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 45,14845.1k $6.4m $6.4m 0.01% Added +10.0k +10,049
23 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 43,76043.8k $6.2m $6.2m 0.01% Added +24.5k +24,510
24 Modus Advisors, LLC 1.85% of their portfolio EXCELSIOR, MN 43,74343.7k $6.2m $6.2m 1.85% Added +154 +154
25 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 42,30242.3k $6.0m $6.0m 0.02% Added +2.4k +2,425
26 Well Done, LLC 1.10% of their portfolio HOLLAND, MI 41,15941.2k $5.9m $5.9m 1.10% Added +4.4k +4,396
27 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 40,20040.2k $5.7m $5.7m 0.04% Added +8.9k +8,938
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,50139.5k $5.6m $5.6m 0.00% Added +15.1k +15,058
29 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 39,17839.2k $5.6m $5.6m 0.01% Reduced -3.9k -3,910
30 BlackRock, Inc. 0.00% of their portfolio New York, NY 38,44038.4k $5.5m $5.5m 0.00% Added +17.0k +16,972
31 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 37,58337.6k $5.3m $5.3m 0.00% Added +1.5k +1,509
32 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 35,37335.4k $5.0m $5.0m 0.01% Reduced -21.4k -21,385
33 Cadent Capital Advisors, LLC 1.61% of their portfolio TULSA, OK 34,51734.5k $4.9m $4.9m 1.61% Added +331 +331
34 First Citizens Financial Corp 2.64% of their portfolio MASON CITY, IA 33,76933.8k $4.8m $4.8m 2.64% Reduced -5.0k -5,046
35 SOUTHERN CAPITAL ADVISORS, LLC 2.26% of their portfolio Jackson, TN 30,98231.0k $4.4m $4.4m 2.26% Added +260 +260
36 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 30,85430.9k $4.4m $4.4m 0.03% Added +25.1k +25,121
37 Mariner, LLC 0.01% of their portfolio Overland Park, KS 30,56430.6k $4.3m $4.3m 0.01% Reduced -3.5k -3,482
38 FMR LLC 0.00% of their portfolio BOSTON, MA 25,59625.6k $3.6m $3.6m 0.00% Reduced -884 -884
39 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 25,15525.2k $3.6m $3.6m 0.00% Reduced -1.1k -1,114
40 Frank, Rimerman Advisors LLC 0.23% of their portfolio Palo Alto, CA 24,46824.5k $3.5m $3.5m 0.23% Unchanged
41 CX Institutional 0.12% of their portfolio AUBURN, IN 24,20824.2k $3.4m $3.4m 0.12% Added +4.4k +4,424
42 Private Advisor Group, LLC 0.02% of their portfolio MORRISTOWN, NJ 24,09424.1k $3.4m $3.4m 0.02% Reduced -8.8k -8,830
43 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 22,17422.2k $3.2m $3.2m 0.06% Added +11.7k +11,675
44 MAGNOLIA CAPITAL MANAGEMENT LTD 2.50% of their portfolio COLD SPRING, NY 22,01022.0k $3.1m $3.1m 2.50% Unchanged
45 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 20,47920.5k $2.9m $2.9m 0.03% Added +2.5k +2,529
46 GTS SECURITIES LLC 0.13% of their portfolio NEW YORK, NY 20,05820.1k $2.9m $2.9m 0.13% New
47 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 20,00020.0k $2.8m $2.8m 0.00% Added +5.5k +5,524
48 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 20,00020.0k $2.8m $2.8m 0.03% Unchanged
49 Shulman DeMeo Asset Management LLC 0.68% of their portfolio LAKE SUCCESS, NY 19,26119.3k $2.7m $2.7m 0.68% Reduced -73 -73
50 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,01919.0k $2.7m $2.7m 0.00% Added +1 +1
51 Tudor Financial Inc. 1.48% of their portfolio DAYTON, OH 18,35118.4k $2.6m $2.6m 1.48% Reduced -416 -416
52 Castle Rock Wealth Management, LLC 0.61% of their portfolio WALNUT CREEK, CA 18,05918.1k $2.6m $2.6m 0.61% Added +14.2k +14,234
53 KKM Financial LLC 0.87% of their portfolio CHICAGO, IL 17,49317.5k $2.5m $2.5m 0.87% Reduced -1.8k -1,819
54 Waverly Advisors, LLC 0.03% of their portfolio BIRMINGHAM, AL 17,11317.1k $2.4m $2.4m 0.03% Added +934 +934
55 Perigon Wealth Management, LLC 0.06% of their portfolio SAN FRANCISCO, CA 16,87516.9k $2.4m $2.4m 0.06% Reduced -90 -90
56 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 16,67316.7k $2.4m $2.4m 0.00% Reduced -6.4k -6,362
57 MMBG INVESTMENT ADVISORS CO. 0.22% of their portfolio MIAMI, FL 15,60015.6k $2.2m $2.2m 0.22% Unchanged
58 IHT Wealth Management, LLC 0.06% of their portfolio Chicago, IL 15,51515.5k $2.2m $2.2m 0.06% Reduced -111 -111
59 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 13,77613.8k $2.0m $2.0m 0.01% Added +1.2k +1,237
60 EWG Elevate Inc. 0.58% of their portfolio ROSEVILLE, CA 13,11813.1k $1.9m $1.9m 0.58% New
61 JBR Co Financial Management Inc 0.90% of their portfolio ARDMORE, OK 12,77712.8k $1.8m $1.8m 0.90% Unchanged
62 Laurel Wealth Advisors LLC 0.26% of their portfolio CHARLOTTE, NC 12,40012.4k $1.8m $1.8m 0.26% Added +360 +360
63 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,00112.0k $1.7m $1.7m 0.00% Added +1.1k +1,079
64 Stillwater Capital Advisors, LLC 0.22% of their portfolio DEVON, PA 11,97412.0k $1.7m $1.7m 0.22% Reduced -126 -126
65 Waterloo Capital, L.P. 0.14% of their portfolio AUSTIN, TX 11,96912.0k $1.7m $1.7m 0.14% Added +23 +23
66 Tradewinds, LLC. 1.29% of their portfolio RALEIGH, NC 11,92611.9k $1.7m $1.7m 1.29% New
67 Merkkuri Wealth Advisors LLC 1.29% of their portfolio HICKSVILLE, NY 11,92611.9k $1.7m $1.7m 1.29% Reduced -192 -192
68 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 11,78011.8k $1.7m $1.7m 0.05% Reduced -1.4k -1,399
69 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 11,72911.7k $1.7m $1.7m 0.01% Reduced -189 -189
70 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 11,71611.7k $1.7m $1.7m 0.01% Added +1.0k +1,036
71 Essex LLC 0.32% of their portfolio DEER PARK, IL 11,58211.6k $1.6m $1.6m 0.32% Added +1.9k +1,922
72 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,26211.3k $1.6m $1.6m 0.00% Added +2.4k +2,388
73 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,11311.1k $1.6m $1.6m 0.00% Added +10.1k +10,113
74 Rollins Financial Advisors, LLC 0.24% of their portfolio ATLANTA, GA 10,53410.5k $1.5m $1.5m 0.24% Added +4.0k +4,038
75 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 10,37010.4k $1.5m $1.5m 0.00% Unchanged
76 HARMONY ASSET MANAGEMENT LLC 0.54% of their portfolio SCOTTSDALE, AZ 10,19110.2k $1.5m $1.5m 0.54% Reduced -588 -588
77 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 9,7979.8k $1.4m $1.4m 0.01% Reduced -195 -195
78 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 9,7509.8k $1.4m $1.4m 0.10% Added +710 +710
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,5919.6k $1.4m $1.4m 0.00% Added +527 +527
80 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 9,2669.3k $1.3m $1.3m 0.00% Added +5.9k +5,865
81 Empirical Asset Management, LLC 0.41% of their portfolio WELLESLEY, MA 9,2189.2k $1.3m $1.3m 0.41% Added +56 +56
82 Quantinno Capital Management LP 0.01% of their portfolio NEW YORK, NY 9,2119.2k $1.3m $1.3m 0.01% Added +1.4k +1,355
83 Nikulski Financial, Inc. 0.36% of their portfolio BETTENDORF, IA 9,1539.2k $1.3m $1.3m 0.36% Reduced -3.2k -3,159
84 Ignite Planners, LLC 0.23% of their portfolio SAN CLEMENTE, CA 9,0669.1k $1.3m $1.3m 0.23% Added +353 +353
85 TRITONPOINT WEALTH, LLC 0.12% of their portfolio CHEVY CHASE, MD 8,8538.9k $1.3m $1.3m 0.12% Reduced -642 -642
86 RIK SAYLOR FINANCIAL, INC. 0.97% of their portfolio FAIRFIELD, OH 8,8238.8k $1.3m $1.3m 0.97% Reduced -174 -174
87 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 8,8168.8k $1.3m $1.3m 0.01% Reduced -603 -603
88 COMERICA BANK 0.00% of their portfolio DALLAS, TX 8,7508.8k $1.2m $1.2m 0.00% Reduced -1.5k -1,544
89 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 8,6018.6k $1.2m $1.2m 0.00% Added +1.5k +1,505
90 Westwind Capital 0.24% of their portfolio LAS CRUCES, NM 8,2128.2k $1.2m $1.2m 0.24% New
91 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,5807.6k $1.1m $1.1m 0.00% Reduced -500 -500
92 KENNICOTT CAPITAL MANAGEMENT LLC 0.61% of their portfolio LARKSPUR, CA 7,4847.5k $1.1m $1.1m 0.61% New
93 PLANNING DIRECTIONS INC 0.59% of their portfolio GLEN MILLS, PA 7,3957.4k $1.1m $1.1m 0.59% Reduced -910 -910
94 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 7,3687.4k $1.0m $1.0m 0.01% Unchanged
95 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 7,3637.4k $1.0m $1.0m 0.00% Added +55 +55
96 Simmons Bank 0.07% of their portfolio Pine Bluff, AR 7,2767.3k $1.0m $1.0m 0.07% Unchanged
97 Clearstead Advisors, LLC 0.01% of their portfolio CLEVELAND, OH 7,2327.2k $1.0m $1.0m 0.01% Added +5 +5
98 D L CARLSON INVESTMENT GROUP INC 0.18% of their portfolio CONCORD, NH 7,0557.1k $1.0m $1.0m 0.18% Reduced -514 -514
99 CWM, LLC 0.00% of their portfolio OMAHA, NE 6,7136.7k $955.0k $955.0k 0.00% Unchanged
100 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 6,6056.6k $939.9k $939.9k 0.00% Reduced -634 -634