Vault-13

ISHARES TR IYJ

US INDUSTRIALS · ETP · CUSIP 464287754

303 institutional holders -18 vs Q2 2025
6,447,6846.4m shares reported held*
$940.2mreported value*
15 new 111 added 81 reduced 28 sold out net bought ≈ $7.7m (+52.7k 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 ≈ $145.82. Options: 1 managers hold calls ($583.5k notional), 0 hold puts (—).

Trends to Q3 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: 321Q3 25: 303303Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025303

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q4 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 25Q2 25: 136 bought or addedQ2 25: 111 cut or sold outQ3 25: 126 bought or addedQ3 25: 109 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023111105
Q1 2024134102
Q2 2024125113
Q3 2024118115
Q4 202412494
Q1 2025110126
Q2 2025136111
Q3 2025126109

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ4 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 0.30Q3 25 calls: $583.5kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$4.8m$1.6m0.33
Q1 2025$1.3m$2.0m1.47
Q2 2025$1.3m$398.5k0.30
Q3 2025$583.5k$00.00

Biggest buyers

Kozak & Associates, Inc. Added +69,242+69.2k
CITADEL ADVISORS LLC Added +39,550+39.5k
Sanctuary Advisors, LLC Added +36,082+36.1k
HighTower Advisors, LLC Added +33,267+33.3k
JPMORGAN CHASE & CO Added +29,804+29.8k
AMERIPRISE FINANCIAL INC Added +29,424+29.4k
KINGSWOOD WEALTH ADVISORS, LLC Added +21,550+21.6k
Zurich Insurance Group Ltd/FI New +17,360+17.4k
Prospera Financial Services Inc Added +15,386+15.4k
MML INVESTORS SERVICES, LLC Added +13,431+13.4k

Biggest sellers

ROYAL BANK OF CANADA Reduced -195,542-195.5k
Rockefeller Capital Management L.P. Reduced -66,437-66.4k
GTS SECURITIES LLC Sold out -20,058-20.1k
EWG Elevate Inc. Sold out -13,118-13.1k
Tradewinds, LLC. Sold out -11,926-11.9k
MORGAN STANLEY Reduced -10,279-10.3k
TRUIST FINANCIAL CORP Reduced -7,422-7.4k
PGIM Custom Harvest LLC Reduced -7,141-7.1k
Mariner, LLC Reduced -5,952-6.0k
Baird Financial Group, Inc. Reduced -5,402-5.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $583.5k4.0k shares

Biggest puts

None

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 827,175827.2k $120.7m $120.7m 0.01% Reduced -10.3k -10,279
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 614,538614.5k $89.6m $89.6m 0.01% Reduced -2.0k -1,955
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 442,204442.2k $64.5m $64.5m 0.01% Added +4.8k +4,802
4 PGIM Custom Harvest LLC 0.73% of their portfolio NEWARK, NJ 334,145334.1k $48.7m $48.7m 0.73% Reduced -7.1k -7,141
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 313,172313.2k $45.7m $45.7m 0.01% Reduced -265 -265
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 276,941276.9k $40.4m $40.4m 0.01% Added +5.7k +5,715
7 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 233,844233.8k $34.1m $34.1m 0.09% Added +13.4k +13,431
8 Kozak & Associates, Inc. 5.61% of their portfolio HIGHLANDS RANCH, CO 201,879201.9k $28.5m $28.5m 5.61% Added +69.2k +69,242
9 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 192,200192.2k $28.0m $28.0m 0.00% Reduced -195.5k -195,542
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 173,053173.1k $25.2m $25.2m 0.01% Reduced -528 -528
11 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 98,70398.7k $14.4m $14.4m 0.02% Added +820 +820
12 Legacy Edge Advisors, LLC 1.68% of their portfolio SYOSSET, NY 98,03598.0k $14.3m $14.3m 1.68% Added +6.2k +6,203
13 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 94,43094.4k $13.8m $13.8m 0.00% Added +29.4k +29,424
14 Prospera Financial Services Inc 0.23% of their portfolio Dallas, TX 93,29093.3k $13.6m $13.6m 0.23% Added +15.4k +15,386
15 Sanctuary Advisors, LLC 0.03% of their portfolio INDIANAPOLIS, IN 76,28276.3k $10.6m $10.6m 0.03% Added +36.1k +36,082
16 MinichMacGregor Wealth Management, LLC 2.07% of their portfolio Saratoga Springs, NY 72,68972.7k $10.6m $10.6m 2.07% Added +1.8k +1,765
17 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 67,08467.1k $9.8m $9.8m 0.00% Added +7.0k +7,000
18 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.15% of their portfolio PORTLAND, OR 64,80064.8k $9.5m $9.5m 0.15% Reduced -1.2k -1,195
19 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 58,42258.4k $8.5m $8.5m 0.01% Added +33.3k +33,267
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 53,48453.5k $7.8m $7.8m 0.01% Added +5.6k +5,613
21 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 50,50150.5k $7.4m $7.4m 0.02% Reduced -2.8k -2,753
22 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 50,35750.4k $7.3m $7.3m 0.01% Unchanged
23 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 49,80449.8k $7.3m $7.3m 0.00% Added +29.8k +29,804
24 Rockefeller Capital Management L.P. 0.01% of their portfolio NEW YORK, NY 48,96549.0k $7.1m $7.1m 0.01% Reduced -66.4k -66,437
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 45,22845.2k $6.6m $6.6m 0.01% Added +80 +80
26 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 44,14244.1k $6.4m $6.4m 0.01% Added +8.8k +8,769
27 Modus Advisors, LLC 1.74% of their portfolio EXCELSIOR, MN 43,91543.9k $6.4m $6.4m 1.74% Added +172 +172
28 Well Done, LLC 1.09% of their portfolio HOLLAND, MI 43,68943.7k $6.4m $6.4m 1.09% Added +2.5k +2,530
29 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 42,87042.9k $6.2m $6.2m 0.00% Added +5.3k +5,287
30 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 42,58442.6k $6.2m $6.2m 0.02% Added +282 +282
31 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 42,10042.1k $6.1m $6.1m 0.00% Added +39.5k +39,550
32 BlackRock, Inc. 0.00% of their portfolio New York, NY 40,63840.6k $5.9m $5.9m 0.00% Added +2.2k +2,198
33 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 40,38040.4k $5.9m $5.9m 0.01% Added +1.2k +1,202
34 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 39,87239.9k $5.8m $5.8m 0.00% Added +371 +371
35 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 36,84036.8k $5.4m $5.4m 0.03% Added +12.7k +12,746
36 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 36,33836.3k $5.3m $5.3m 0.01% Reduced -7.4k -7,422
37 Cadent Capital Advisors, LLC 1.36% of their portfolio TULSA, OK 35,15335.2k $5.1m $5.1m 1.36% Added +636 +636
38 First Citizens Financial Corp 2.42% of their portfolio MASON CITY, IA 33,51433.5k $4.9m $4.9m 2.42% Reduced -255 -255
39 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 32,76732.8k $4.8m $4.8m 0.03% Added +1.9k +1,913
40 SOUTHERN CAPITAL ADVISORS, LLC 2.16% of their portfolio Jackson, TN 31,56731.6k $4.6m $4.6m 2.16% Added +585 +585
41 FMR LLC 0.00% of their portfolio BOSTON, MA 26,02126.0k $3.8m $3.8m 0.00% Added +425 +425
42 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,61224.6k $3.6m $3.6m 0.00% Reduced -6.0k -5,952
43 KINGSWOOD WEALTH ADVISORS, LLC 0.22% of their portfolio SAN DIEGO, CA 24,48024.5k $3.6m $3.6m 0.22% Added +21.6k +21,550
44 Frank, Rimerman Advisors LLC 0.23% of their portfolio Palo Alto, CA 24,46824.5k $3.6m $3.6m 0.23% Unchanged
45 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 23,00023.0k $3.4m $3.4m 0.06% Added +826 +826
46 CX Institutional 0.10% of their portfolio AUBURN, IN 22,31222.3k $3.3m $3.3m 0.10% Reduced -1.9k -1,896
47 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 22,24622.2k $3.2m $3.2m 0.04% Added +1.8k +1,767
48 MAGNOLIA CAPITAL MANAGEMENT LTD 2.46% of their portfolio COLD SPRING, NY 22,01022.0k $3.2m $3.2m 2.46% Unchanged
49 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 20,00020.0k $2.9m $2.9m 0.03% Unchanged
50 Shulman DeMeo Asset Management LLC 0.64% of their portfolio LAKE SUCCESS, NY 19,07719.1k $2.8m $2.8m 0.64% Reduced -184 -184
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,02019.0k $2.8m $2.8m 0.00% Added +1 +1
52 Tudor Financial Inc. 1.44% of their portfolio DAYTON, OH 18,54318.5k $2.7m $2.7m 1.44% Added +192 +192
53 Castle Rock Wealth Management, LLC 0.59% of their portfolio WALNUT CREEK, CA 18,34818.3k $2.7m $2.7m 0.59% Added +289 +289
54 Zurich Insurance Group Ltd/FI 0.02% of their portfolio ZURICH, V8 17,36017.4k $2.5m $2.5m 0.02% New
55 Perigon Wealth Management, LLC 0.05% of their portfolio SAN FRANCISCO, CA 16,72116.7k $2.4m $2.4m 0.05% Reduced -154 -154
56 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 16,58116.6k $2.4m $2.4m 0.02% Reduced -532 -532
57 Westwind Capital 0.49% of their portfolio LAS CRUCES, NM 15,98916.0k $2.3m $2.3m 0.49% Added +7.8k +7,777
58 MMBG INVESTMENT ADVISORS CO. 0.20% of their portfolio MIAMI, FL 15,60015.6k $2.3m $2.3m 0.20% Unchanged
59 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 13,99914.0k $2.0m $2.0m 0.02% Added +2.3k +2,283
60 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 13,91913.9k $2.0m $2.0m 0.05% Reduced -1.6k -1,596
61 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 13,89913.9k $2.0m $2.0m 0.01% Added +123 +123
62 KKM Financial LLC 0.63% of their portfolio CHICAGO, IL 13,67013.7k $2.0m $2.0m 0.63% Reduced -3.8k -3,823
63 Rollins Financial Advisors, LLC 0.30% of their portfolio ATLANTA, GA 13,41313.4k $2.0m $2.0m 0.30% Added +2.9k +2,879
64 Merkkuri Wealth Advisors LLC 1.37% of their portfolio HICKSVILLE, NY 12,98113.0k $1.9m $1.9m 1.37% Added +1.1k +1,055
65 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 12,94712.9k $1.9m $1.9m 0.00% Added +946 +946
66 HARMONY ASSET MANAGEMENT LLC 0.64% of their portfolio SCOTTSDALE, AZ 12,83612.8k $1.9m $1.9m 0.64% Added +2.6k +2,645
67 Laurel Wealth Advisors LLC 0.26% of their portfolio CHARLOTTE, NC 12,83012.8k $1.9m $1.9m 0.26% Added +430 +430
68 JBR Co Financial Management Inc 0.77% of their portfolio ARDMORE, OK 12,40712.4k $1.8m $1.8m 0.77% Reduced -370 -370
69 Waterloo Capital, L.P. 0.13% of their portfolio AUSTIN, TX 12,00312.0k $1.8m $1.8m 0.13% Added +34 +34
70 Stillwater Capital Advisors, LLC 0.19% of their portfolio DEVON, PA 11,81911.8k $1.7m $1.7m 0.19% Reduced -155 -155
71 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 11,58611.6k $1.7m $1.7m 0.01% Reduced -143 -143
72 Snowden Capital Advisors LLC 0.05% of their portfolio New York, NY 11,50511.5k $1.7m $1.7m 0.05% Reduced -275 -275
73 Smartleaf Asset Management LLC 0.10% of their portfolio BOSTON, MA 11,32111.3k $1.6m $1.6m 0.10% New
74 Essex LLC 0.30% of their portfolio DEER PARK, IL 11,27211.3k $1.6m $1.6m 0.30% Reduced -310 -310
75 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 11,27111.3k $1.6m $1.6m 0.00% Reduced -5.4k -5,402
76 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,76910.8k $1.6m $1.6m 0.00% Reduced -344 -344
77 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 10,37010.4k $1.5m $1.5m 0.00% Unchanged
78 Fifth Third Securities, Inc. 0.10% of their portfolio Cincinnati, OH 9,5689.6k $1.4m $1.4m 0.10% Reduced -182 -182
79 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 9,4689.5k $1.4m $1.4m 0.01% Reduced -329 -329
80 Empirical Asset Management, LLC 0.38% of their portfolio WELLESLEY, MA 9,2669.3k $1.4m $1.4m 0.38% Added +48 +48
81 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 9,2119.2k $1.3m $1.3m 0.00% Unchanged
82 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 9,1889.2k $1.3m $1.3m 0.00% Added +587 +587
83 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 9,0729.1k $1.3m $1.3m 0.00% Reduced -2.2k -2,190
84 Nikulski Financial, Inc. 0.33% of their portfolio BETTENDORF, IA 9,0669.1k $1.3m $1.3m 0.33% Reduced -87 -87
85 Ignite Planners, LLC 0.21% of their portfolio SAN CLEMENTE, CA 8,9048.9k $1.3m $1.3m 0.21% Reduced -162 -162
86 Ameritas Advisory Services, LLC 0.08% of their portfolio Lincoln, NE 8,8608.9k $1.3m $1.3m 0.08% Added +4.8k +4,848
87 RIK SAYLOR FINANCIAL, INC. 0.94% of their portfolio FAIRFIELD, OH 8,8248.8k $1.3m $1.3m 0.94% Added +1 +1
88 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 8,8168.8k $1.3m $1.3m 0.01% Unchanged
89 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,4408.4k $1.2m $1.2m 0.00% Reduced -1.2k -1,151
90 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 8,3138.3k $1.2m $1.2m 0.00% Reduced -953 -953
91 KENNICOTT CAPITAL MANAGEMENT LLC 0.57% of their portfolio LARKSPUR, CA 8,0558.1k $1.2m $1.2m 0.57% Added +571 +571
92 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,7127.7k $1.1m $1.1m 0.00% Added +132 +132
93 TRITONPOINT WEALTH, LLC 0.09% of their portfolio CHEVY CHASE, MD 7,4857.5k $1.1m $1.1m 0.09% Reduced -1.4k -1,368
94 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 7,4657.5k $1.1m $1.1m 0.02% Added +2.1k +2,137
95 Sunbelt Securities, Inc. 0.07% of their portfolio HOUSTON, TX 7,3977.4k $1.1m $1.1m 0.07% Added +1.4k +1,355
96 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.01% of their portfolio CINCINNATI, OH 7,3687.4k $1.1m $1.1m 0.01% Unchanged
97 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 7,3637.4k $1.1m $1.1m 0.00% Unchanged
98 Capital Asset Advisory Services LLC 0.05% of their portfolio Williamston, MI 7,2617.3k $1.1m $1.1m 0.05% Added +1.9k +1,933
99 PLANNING DIRECTIONS INC 0.55% of their portfolio GLEN MILLS, PA 7,2527.3k $1.1m $1.1m 0.55% Reduced -143 -143
100 Clearstead Advisors, LLC 0.02% of their portfolio CLEVELAND, OH 7,2407.2k $1.1m $1.1m 0.02% Added +8 +8