Vault-13

ISHARES TR IYJ

US INDUSTRIALS · ETP · CUSIP 464287754

322 institutional holders +19 vs Q3 2025
6,638,7626.6m shares reported held*
$986.8mreported value*
27 new 91 added 96 reduced 22 sold out net bought ≈ $16.6m (+110.5k 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 ($90.4k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $148.65. Options: 1 managers hold calls ($296.3k notional), 0 hold puts (—).

Trends to Q4 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: 303Q4 25: 322322Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025322

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 126 bought or addedQ3 25: 109 cut or sold outQ4 25: 118 bought or addedQ4 25: 118 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024134102
Q2 2024125113
Q3 2024118115
Q4 202412494
Q1 2025110126
Q2 2025136111
Q3 2025126109
Q4 2025118118

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5m$2mQ1 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 0.00Q4 25 calls: $296.3kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$1.3m$2.0m1.47
Q2 2025$1.3m$398.5k0.30
Q3 2025$583.5k$00.00
Q4 2025$296.3k$00.00

Biggest buyers

FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Added +145,585+145.6k
BNP PARIBAS FINANCIAL MARKETS Added +49,643+49.6k
MML INVESTORS SERVICES, LLC Added +23,393+23.4k
WELLS FARGO & COMPANY/MN Added +20,115+20.1k
ROYAL BANK OF CANADA Added +19,950+19.9k
RAYMOND JAMES FINANCIAL INC Added +14,672+14.7k
CITIGROUP INC Added +14,072+14.1k
Kozak & Associates, Inc. Added +12,926+12.9k
BCS Wealth Management New +10,200+10.2k
JONES FINANCIAL COMPANIES LLLP Added +8,455+8.5k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -42,434-42.4k
CITADEL ADVISORS LLC Sold out -42,100-42.1k
Rockefeller Capital Management L.P. Reduced -30,468-30.5k
MORGAN STANLEY Reduced -27,739-27.7k
Sanctuary Advisors, LLC Reduced -25,391-25.4k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -20,796-20.8k
HARMONY ASSET MANAGEMENT LLC Reduced -11,186-11.2k
JPMORGAN CHASE & CO Reduced -10,809-10.8k
GOLDMAN SACHS GROUP INC Reduced -10,617-10.6k
BlackRock, Inc. Reduced -8,812-8.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $296.3k2.0k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 799,436799.4k $118.5m $118.5m 0.01% Reduced -27.7k -27,739
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 572,104572.1k $84.8m $84.8m 0.01% Reduced -42.4k -42,434
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 462,319462.3k $68.5m $68.5m 0.01% Added +20.1k +20,115
4 PGIM Custom Harvest LLC 0.73% of their portfolio NEWARK, NJ 332,013332.0k $49.2m $49.2m 0.73% Reduced -2.1k -2,132
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 311,785311.8k $46.2m $46.2m 0.01% Reduced -1.4k -1,387
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 272,970273.0k $40.4m $40.4m 0.01% Reduced -4.0k -3,971
7 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 257,237257.2k $38.1m $38.1m 0.09% Added +23.4k +23,393
8 Kozak & Associates, Inc. 6.42% of their portfolio HIGHLANDS RANCH, CO 214,805214.8k $33.2m $33.2m 6.42% Added +12.9k +12,926
9 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 212,150212.2k $31.4m $31.4m 0.01% Added +19.9k +19,950
10 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.50% of their portfolio PORTLAND, OR 210,385210.4k $31.2m $31.2m 0.50% Added +145.6k +145,585
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 187,725187.7k $27.8m $27.8m 0.01% Added +14.7k +14,672
12 Legacy Edge Advisors, LLC 1.69% of their portfolio SYOSSET, NY 104,036104.0k $15.4m $15.4m 1.69% Added +6.0k +6,001
13 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 100,000100.0k $14.8m $14.8m 0.01% Added +49.6k +49,643
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 98,46598.5k $14.6m $14.6m 0.02% Reduced -238 -238
15 Prospera Financial Services Inc 0.24% of their portfolio Dallas, TX 96,76996.8k $14.3m $14.3m 0.24% Added +3.5k +3,479
16 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 95,56695.6k $14.2m $14.2m 0.00% Added +1.1k +1,136
17 MinichMacGregor Wealth Management, LLC 2.01% of their portfolio Saratoga Springs, NY 74,82174.8k $11.1m $11.1m 2.01% Added +2.1k +2,132
18 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 58,88158.9k $8.7m $8.7m 0.01% Added +459 +459
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 56,46756.5k $8.4m $8.4m 0.00% Reduced -10.6k -10,617
20 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 55,76355.8k $8.3m $8.3m 0.01% Added +2.3k +2,279
21 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 51,32551.3k $7.6m $7.6m 0.00% Added +8.5k +8,455
22 Sanctuary Advisors, LLC 0.04% of their portfolio INDIANAPOLIS, IN 50,89150.9k $7.5m $7.5m 0.04% Reduced -25.4k -25,391
23 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 50,12550.1k $7.4m $7.4m 0.02% Reduced -376 -376
24 Well Done, LLC 1.10% of their portfolio HOLLAND, MI 49,82149.8k $7.4m $7.4m 1.10% Added +6.1k +6,132
25 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 44,69944.7k $6.6m $6.6m 0.01% Reduced -529 -529
26 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 44,47144.5k $6.6m $6.6m 0.03% Added +7.6k +7,631
27 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 42,26242.3k $6.3m $6.3m 0.02% Reduced -322 -322
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 40,65640.7k $6.0m $6.0m 0.00% Added +784 +784
29 Modus Advisors, LLC 1.56% of their portfolio EXCELSIOR, MN 40,02640.0k $5.9m $5.9m 1.56% Reduced -3.9k -3,889
30 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 38,99539.0k $5.8m $5.8m 0.00% Reduced -10.8k -10,809
31 Cadent Capital Advisors, LLC 1.44% of their portfolio TULSA, OK 36,66336.7k $5.4m $5.4m 1.44% Added +1.5k +1,510
32 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 34,89934.9k $5.2m $5.2m 0.01% Reduced -5.5k -5,481
33 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 33,88733.9k $5.0m $5.0m 0.01% Reduced -2.5k -2,451
34 First Citizens Financial Corp 2.42% of their portfolio MASON CITY, IA 33,10333.1k $4.9m $4.9m 2.42% Reduced -411 -411
35 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 33,01633.0k $4.9m $4.9m 0.03% Added +249 +249
36 Odyssey Capital Advisors, Inc. 4.32% of their portfolio BALA CYNWYD, PA 32,84932.8k $4.9m $4.9m 4.32% First filing
37 SOUTHERN CAPITAL ADVISORS, LLC 2.20% of their portfolio Jackson, TN 32,18232.2k $4.8m $4.8m 2.20% Added +615 +615
38 BlackRock, Inc. 0.00% of their portfolio New York, NY 31,82631.8k $4.7m $4.7m 0.00% Reduced -8.8k -8,812
39 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 26,15126.2k $3.9m $3.9m 0.06% Added +3.2k +3,151
40 KINGSWOOD WEALTH ADVISORS, LLC 0.18% of their portfolio SAN DIEGO, CA 25,03525.0k $3.7m $3.7m 0.18% Added +555 +555
41 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 24,84124.8k $3.7m $3.7m 0.00% Added +14.1k +14,072
42 Frank, Rimerman Advisors LLC 0.23% of their portfolio Palo Alto, CA 24,46824.5k $3.6m $3.6m 0.23% Unchanged
43 CX Institutional 0.11% of their portfolio AUBURN, IN 24,03424.0k $3.6m $3.6m 0.11% Added +1.7k +1,722
44 Mariner, LLC 0.00% of their portfolio Overland Park, KS 23,38923.4k $3.5m $3.5m 0.00% Reduced -1.2k -1,223
45 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 23,34623.3k $3.5m $3.5m 0.00% Reduced -20.8k -20,796
46 FMR LLC 0.00% of their portfolio BOSTON, MA 22,51722.5k $3.3m $3.3m 0.00% Reduced -3.5k -3,504
47 MAGNOLIA CAPITAL MANAGEMENT LTD 2.21% of their portfolio COLD SPRING, NY 20,07620.1k $3.0m $3.0m 2.21% Reduced -1.9k -1,934
48 Atria Investments, Inc 0.03% of their portfolio Charlotte, NC 19,83419.8k $2.9m $2.9m 0.03% Reduced -2.4k -2,412
49 Smartleaf Asset Management LLC 0.11% of their portfolio BOSTON, MA 19,44719.4k $2.9m $2.9m 0.11% Added +8.1k +8,126
50 Tudor Financial Inc. 1.47% of their portfolio DAYTON, OH 19,36419.4k $2.9m $2.9m 1.47% Added +821 +821
51 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,15619.2k $2.8m $2.8m 0.00% Added +136 +136
52 Shulman DeMeo Asset Management LLC 0.64% of their portfolio LAKE SUCCESS, NY 19,11219.1k $2.8m $2.8m 0.64% Added +35 +35
53 Castle Rock Wealth Management, LLC 0.64% of their portfolio WALNUT CREEK, CA 19,10619.1k $3.0m $3.0m 0.64% Added +758 +758
54 Adirondack Capital Advisors, LLC 1.88% of their portfolio SYRACUSE, NY 18,83218.8k $2.8m $2.8m 1.88% First filing
55 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 18,68318.7k $2.8m $2.8m 0.03% Reduced -1.3k -1,317
56 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,49718.5k $2.7m $2.7m 0.00% Reduced -30.5k -30,468
57 Zurich Insurance Group Ltd/FI 0.02% of their portfolio ZURICH, V8 17,36017.4k $2.6m $2.6m 0.02% Unchanged
58 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 16,82116.8k $2.5m $2.5m 0.04% Added +100 +100
59 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 16,59716.6k $2.5m $2.5m 0.02% Added +16 +16
60 Westwind Capital 0.49% of their portfolio LAS CRUCES, NM 16,29516.3k $2.4m $2.4m 0.49% Added +306 +306
61 Equitable Holdings, Inc. 0.02% of their portfolio NEW YORK, NY 15,95116.0k $2.4m $2.4m 0.02% Added +2.0k +1,952
62 MMBG INVESTMENT ADVISORS CO. 0.19% of their portfolio MIAMI, FL 15,60015.6k $2.3m $2.3m 0.19% Unchanged
63 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 14,65514.7k $2.2m $2.2m 0.00% Added +1.7k +1,708
64 Merkkuri Wealth Advisors LLC 1.42% of their portfolio HICKSVILLE, NY 14,10514.1k $2.1m $2.1m 1.42% Added +1.1k +1,124
65 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 13,88213.9k $2.1m $2.1m 0.05% Reduced -37 -37
66 KKM Financial LLC 0.36% of their portfolio CHICAGO, IL 13,72613.7k $2.0m $2.0m 0.36% Added +56 +56
67 Laurel Wealth Advisors LLC 0.26% of their portfolio CHARLOTTE, NC 13,13013.1k $1.9m $1.9m 0.26% Added +300 +300
68 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 12,87412.9k $1.9m $1.9m 0.00% Added +3.7k +3,686
69 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 12,85312.9k $1.9m $1.9m 0.01% Reduced -1.0k -1,046
70 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.02% of their portfolio CINCINNATI, OH 12,33512.3k $1.8m $1.8m 0.02% Added +5.0k +4,967
71 Stillwater Capital Advisors, LLC 0.19% of their portfolio DEVON, PA 12,04712.0k $1.8m $1.8m 0.19% Added +228 +228
72 Waterloo Capital, L.P. 0.13% of their portfolio AUSTIN, TX 12,02512.0k $1.8m $1.8m 0.13% Added +22 +22
73 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 12,02112.0k $1.8m $1.8m 0.01% Added +435 +435
74 JBR Co Financial Management Inc 0.73% of their portfolio ARDMORE, OK 11,84711.8k $1.8m $1.8m 0.73% Reduced -560 -560
75 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 11,51411.5k $1.7m $1.7m 0.04% Added +9 +9
76 Essex LLC 0.30% of their portfolio DEER PARK, IL 11,24211.2k $1.7m $1.7m 0.30% Reduced -30 -30
77 Keating Financial Advisory Services, Inc. 0.21% of their portfolio MANHATTAN, KS 10,66310.7k $1.6m $1.6m 0.21% First filing
78 NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio TOKYO, M0 10,37010.4k $1.5m $1.5m 0.00% Unchanged
79 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 10,34610.3k $1.5m $1.5m 0.00% Added +1.3k +1,274
80 BCS Wealth Management 0.15% of their portfolio JOHNSON CITY, TN 10,20010.2k $1.5m $1.5m 0.15% New
81 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,13510.1k $1.5m $1.5m 0.00% Added +924 +924
82 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,9139.9k $1.5m $1.5m 0.00% Reduced -1.4k -1,358
83 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 9,0939.1k $1.3m $1.3m 0.09% Reduced -475 -475
84 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 9,0629.1k $1.3m $1.3m 0.05% Added +202 +202
85 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,9899.0k $1.3m $1.3m 0.00% Added +549 +549
86 Ignite Planners, LLC 0.21% of their portfolio SAN CLEMENTE, CA 8,8898.9k $1.4m $1.4m 0.21% Reduced -15 -15
87 Ridge Creek Global, Inc 1.11% of their portfolio STRONGSVILLE, OH 8,8898.9k $1.3m $1.3m 1.11% First filing
88 Empirical Asset Management, LLC 0.37% of their portfolio WELLESLEY, MA 8,8628.9k $1.3m $1.3m 0.37% Reduced -404 -404
89 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 8,8168.8k $1.3m $1.3m 0.01% Unchanged
90 RIK SAYLOR FINANCIAL, INC. 0.96% of their portfolio FAIRFIELD, OH 8,8048.8k $1.3m $1.3m 0.96% Reduced -20 -20
91 KENNICOTT CAPITAL MANAGEMENT LLC 0.58% of their portfolio LARKSPUR, CA 8,0558.1k $1.2m $1.2m 0.58% Unchanged
92 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6817.7k $1.1m $1.1m 0.00% Reduced -31 -31
93 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 7,6187.6k $1.1m $1.1m 0.01% Added +1.2k +1,192
94 TRITONPOINT WEALTH, LLC 0.11% of their portfolio CHEVY CHASE, MD 7,6057.6k $1.1m $1.1m 0.11% Added +120 +120
95 Capital Asset Advisory Services LLC 0.05% of their portfolio Williamston, MI 7,3997.4k $1.1m $1.1m 0.05% Added +138 +138
96 AXXCESS WEALTH MANAGEMENT, LLC 0.02% of their portfolio CARLSBAD, CA 7,3997.4k $1.1m $1.1m 0.02% Reduced -66 -66
97 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 7,3637.4k $1.1m $1.1m 0.00% Unchanged
98 Simmons Bank 0.07% of their portfolio Pine Bluff, AR 7,2657.3k $1.1m $1.1m 0.07% Added +41 +41
99 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 7,2567.3k $1.1m $1.1m 0.00% Reduced -1.1k -1,057
100 Rollins Financial Advisors, LLC 0.16% of their portfolio ATLANTA, GA 7,2077.2k $1.1m $1.1m 0.16% Reduced -6.2k -6,206