Vault-13

ISHARES TR IYJ

US INDUSTRIALS · ETP · CUSIP 464287754

333 institutional holders +11 vs Q4 2025
6,543,9456.5m shares reported held*
$968.9mreported value*
39 new 103 added 90 reduced 23 sold out net sold ≈ $12.6m (-86.1k 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 ($277.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $148.05. Options: 2 managers hold calls ($4.1m notional), 2 hold puts ($4.1m).

Trends to Q1 2026

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: 322Q1 26: 333333Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026333

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 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 25Q4 25: 118 bought or addedQ4 25: 118 cut or sold outQ1 26: 142 bought or addedQ1 26: 113 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024125113
Q3 2024118115
Q4 202412494
Q1 2025110126
Q2 2025136111
Q3 2025126109
Q4 2025118118
Q1 2026142113

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ2 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 0.00Q1 26 calls: $4.1mQ1 26 puts: $4.1mQ1 26P/C 1.00
Numbers
QuarterCallsPutsP/C
Q2 2025$1.3m$398.5k0.30
Q3 2025$583.5k$00.00
Q4 2025$296.3k$00.00
Q1 2026$4.1m$4.1m1.00

Biggest buyers

PGIM Custom Harvest LLC Added +53,630+53.6k
Cambridge Investment Research Advisors, Inc. Added +52,718+52.7k
Summit Financial Consulting LLC New +47,186+47.2k
AE Wealth Management LLC Added +40,594+40.6k
Focus Partners Wealth Added +38,498+38.5k
Three Seasons Wealth, LLC New +31,293+31.3k
CITADEL ADVISORS LLC New +16,337+16.3k
RAYMOND JAMES FINANCIAL INC Added +16,279+16.3k
ROYAL BANK OF CANADA Added +14,144+14.1k
HRT FINANCIAL LP New +14,067+14.1k

Biggest sellers

BANK OF AMERICA CORP /DE/ Reduced -209,476-209.5k
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC Reduced -145,400-145.4k
BNP PARIBAS FINANCIAL MARKETS Reduced -50,000-50.0k
MML INVESTORS SERVICES, LLC Reduced -43,071-43.1k
Cetera Investment Advisers Reduced -27,454-27.5k
MORGAN STANLEY Reduced -19,148-19.1k
UBS Group AG Reduced -16,952-17.0k
CITIGROUP INC Reduced -13,805-13.8k
WELLS FARGO & COMPANY/MN Reduced -11,985-12.0k
NOMURA ASSET MANAGEMENT CO LTD Sold out -10,370-10.4k

Biggest calls

CITADEL ADVISORS LLC New $3.2m21.7k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $855.7k5.8k shares

Biggest puts

CITADEL ADVISORS LLC New $3.5m23.6k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $575.4k3.9k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 780,288780.3k $115.1m $115.1m 0.01% Reduced -19.1k -19,148
2 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 450,334450.3k $66.4m $66.4m 0.01% Reduced -12.0k -11,985
3 PGIM Custom Harvest LLC 0.89% of their portfolio NEWARK, NJ 385,643385.6k $56.9m $56.9m 0.89% Added +53.6k +53,630
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 362,628362.6k $53.5m $53.5m 0.00% Reduced -209.5k -209,476
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 312,509312.5k $46.1m $46.1m 0.01% Added +724 +724
6 UBS Group AG 0.01% of their portfolio ZURICH, V8 256,018256.0k $37.8m $37.8m 0.01% Reduced -17.0k -16,952
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 226,294226.3k $33.4m $33.4m 0.01% Added +14.1k +14,144
8 Kozak & Associates, Inc. 6.72% of their portfolio HIGHLANDS RANCH, CO 219,197219.2k $34.4m $34.4m 6.72% Added +4.4k +4,392
9 MML INVESTORS SERVICES, LLC 0.09% of their portfolio SPRINGFIELD, MA 214,166214.2k $31.6m $31.6m 0.09% Reduced -43.1k -43,071
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 204,004204.0k $30.1m $30.1m 0.01% Added +16.3k +16,279
11 Legacy Edge Advisors, LLC 1.71% of their portfolio SYOSSET, NY 110,306110.3k $16.3m $16.3m 1.71% Added +6.3k +6,270
12 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 101,942101.9k $15.0m $15.0m 0.02% Added +3.5k +3,477
13 Prospera Financial Services Inc 0.23% of their portfolio Dallas, TX 96,39296.4k $14.2m $14.2m 0.23% Reduced -377 -377
14 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 95,53295.5k $14.1m $14.1m 0.00% Reduced -34 -34
15 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 94,98095.0k $14.0m $14.0m 0.04% Added +52.7k +52,718
16 MinichMacGregor Wealth Management, LLC 2.17% of their portfolio Saratoga Springs, NY 83,45183.5k $12.3m $12.3m 2.17% Added +8.6k +8,630
17 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.13% of their portfolio PORTLAND, OR 64,98565.0k $9.6m $9.6m 0.13% Reduced -145.4k -145,400
18 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 62,84862.8k $9.3m $9.3m 0.00% Added +6.4k +6,381
19 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 59,99660.0k $8.9m $8.9m 0.05% Added +9.1k +9,105
20 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 59,79059.8k $8.6m $8.6m 0.00% Added +8.5k +8,465
21 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 54,01054.0k $8.0m $8.0m 0.02% Added +3.9k +3,885
22 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 53,14153.1k $7.8m $7.8m 0.01% Reduced -5.7k -5,740
23 Well Done, LLC 1.14% of their portfolio HOLLAND, MI 52,69052.7k $7.8m $7.8m 1.14% Added +2.9k +2,869
24 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 51,37251.4k $7.6m $7.6m 0.01% Added +38.5k +38,498
25 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 50,00050.0k $7.4m $7.4m 0.00% Reduced -50.0k -50,000
26 Summit Financial Consulting LLC 4.98% of their portfolio STERLING HEIGHTS, MI 47,18647.2k $7.0m $7.0m 4.98% New
27 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 45,32545.3k $6.7m $6.7m 0.01% Added +626 +626
28 SOUTHERN CAPITAL ADVISORS, LLC 3.02% of their portfolio Jackson, TN 43,78543.8k $6.5m $6.5m 3.02% Added +11.6k +11,603
29 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 43,05043.0k $6.4m $6.4m 0.03% Reduced -1.4k -1,421
30 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 42,95443.0k $6.3m $6.3m 0.00% Added +2.3k +2,298
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 42,70542.7k $6.1m $6.1m 0.00% Added +3.7k +3,710
32 AE Wealth Management LLC 0.03% of their portfolio TOPEKA, KS 41,63541.6k $6.1m $6.1m 0.03% Added +40.6k +40,594
33 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 38,91538.9k $5.7m $5.7m 0.03% Added +5.9k +5,899
34 Cadent Capital Advisors, LLC 1.50% of their portfolio TULSA, OK 38,38838.4k $5.7m $5.7m 1.50% Added +1.7k +1,725
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 36,94136.9k $5.5m $5.5m 0.01% Added +2.0k +2,042
36 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 35,57635.6k $5.2m $5.2m 0.01% Added +1.7k +1,689
37 Modus Advisors, LLC 1.38% of their portfolio EXCELSIOR, MN 34,05334.1k $5.0m $5.0m 1.38% Reduced -6.0k -5,973
38 Odyssey Capital Advisors, Inc. 4.43% of their portfolio BALA CYNWYD, PA 33,49733.5k $4.9m $4.9m 4.43% Added +648 +648
39 First Citizens Financial Corp 2.28% of their portfolio MASON CITY, IA 32,79032.8k $4.8m $4.8m 2.28% Reduced -313 -313
40 BlackRock, Inc. 0.00% of their portfolio New York, NY 31,90131.9k $4.7m $4.7m 0.00% Added +75 +75
41 KINGSWOOD WEALTH ADVISORS, LLC 0.22% of their portfolio SAN DIEGO, CA 31,56931.6k $4.7m $4.7m 0.22% Added +6.5k +6,534
42 Three Seasons Wealth, LLC 1.76% of their portfolio SALT LAKE CITY, UT 31,29331.3k $4.6m $4.6m 1.76% New
43 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 28,30928.3k $4.2m $4.2m 0.00% Reduced -27.5k -27,454
44 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 28,06728.1k $4.1m $4.1m 0.06% Added +1.9k +1,916
45 CX Institutional 0.12% of their portfolio AUBURN, IN 27,01627.0k $4.0m $4.0m 0.12% Added +3.0k +2,982
46 FMR LLC 0.00% of their portfolio BOSTON, MA 25,65125.7k $3.8m $3.8m 0.00% Added +3.1k +3,134
47 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 25,46825.5k $3.8m $3.8m 0.00% Added +2.1k +2,122
48 Frank, Rimerman Advisors LLC 0.24% of their portfolio Palo Alto, CA 24,46824.5k $3.6m $3.6m 0.24% Unchanged
49 Mariner, LLC 0.00% of their portfolio Overland Park, KS 24,30224.3k $3.6m $3.6m 0.00% Added +913 +913
50 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 24,02024.0k $3.5m $3.5m 0.04% Added +4.2k +4,186
51 Adirondack Capital Advisors, LLC 2.11% of their portfolio SYRACUSE, NY 22,31022.3k $3.3m $3.3m 2.11% Added +3.5k +3,478
52 MAGNOLIA CAPITAL MANAGEMENT LTD 2.00% of their portfolio COLD SPRING, NY 20,07620.1k $3.0m $3.0m 2.00% Unchanged
53 OpenArc Corporate Advisory, LLC 0.04% of their portfolio ATLANTA, GA 19,55119.6k $2.9m $2.9m 0.04% Added +13.2k +13,229
54 Smartleaf Asset Management LLC 0.10% of their portfolio BOSTON, MA 19,33219.3k $2.8m $2.8m 0.10% Reduced -115 -115
55 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,29019.3k $2.8m $2.8m 0.00% Added +134 +134
56 Tudor Financial Inc. 1.45% of their portfolio DAYTON, OH 19,21019.2k $2.8m $2.8m 1.45% Reduced -154 -154
57 Shulman DeMeo Asset Management LLC 0.60% of their portfolio LAKE SUCCESS, NY 19,03619.0k $2.8m $2.8m 0.60% Reduced -76 -76
58 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 18,52118.5k $2.7m $2.7m 0.00% Added +24 +24
59 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 18,05618.1k $2.7m $2.7m 0.03% Reduced -627 -627
60 Zurich Insurance Group Ltd/FI 0.02% of their portfolio ZURICH, V8 17,36017.4k $2.6m $2.6m 0.02% Unchanged
61 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 17,25717.3k $2.5m $2.5m 0.00% Added +2.6k +2,602
62 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 16,76116.8k $2.5m $2.5m 0.04% Reduced -60 -60
63 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 16,58816.6k $2.4m $2.4m 0.02% Reduced -9 -9
64 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 16,33716.3k $2.4m $2.4m 0.00% New
65 Westwind Capital 0.54% of their portfolio LAS CRUCES, NM 15,08815.1k $2.2m $2.2m 0.54% Reduced -1.2k -1,207
66 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 14,62614.6k $2.2m $2.2m 0.01% Reduced -1.3k -1,325
67 Merkkuri Wealth Advisors LLC 1.41% of their portfolio HICKSVILLE, NY 14,44614.4k $2.1m $2.1m 1.41% Added +341 +341
68 MMBG INVESTMENT ADVISORS CO. 0.19% of their portfolio MIAMI, FL 14,33014.3k $2.1m $2.1m 0.19% Reduced -1.3k -1,270
69 Castle Rock Wealth Management, LLC 0.46% of their portfolio WALNUT CREEK, CA 14,20914.2k $2.1m $2.1m 0.46% Reduced -4.9k -4,897
70 HRT FINANCIAL LP 0.01% of their portfolio NEW YORK, NY 14,06714.1k $2.1m $2.1m 0.01% New
71 KKM Financial LLC 0.36% of their portfolio CHICAGO, IL 13,72613.7k $2.0m $2.0m 0.36% Unchanged
72 Laurel Wealth Advisors LLC 0.21% of their portfolio CHARLOTTE, NC 13,68513.7k $2.2m $2.2m 0.21% Added +555 +555
73 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 13,47713.5k $2.0m $2.0m 0.05% Reduced -405 -405
74 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.02% of their portfolio CINCINNATI, OH 12,33512.3k $1.9m $1.9m 0.02% Unchanged
75 Virtue Capital Management, LLC 0.27% of their portfolio BRENTWOOD, TN 12,18412.2k $1.7m $1.7m 0.27% New
76 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 12,07312.1k $1.8m $1.8m 0.01% Added +52 +52
77 Waterloo Capital, L.P. 0.12% of their portfolio AUSTIN, TX 12,04712.0k $1.8m $1.8m 0.12% Added +22 +22
78 JBR Co Financial Management Inc 0.73% of their portfolio ARDMORE, OK 11,84711.8k $1.8m $1.8m 0.73% Unchanged
79 Essex LLC 0.30% of their portfolio DEER PARK, IL 11,44011.4k $1.7m $1.7m 0.30% Added +198 +198
80 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 11,43111.4k $1.7m $1.7m 0.04% Reduced -83 -83
81 Stillwater Capital Advisors, LLC 0.19% of their portfolio DEVON, PA 11,10911.1k $1.6m $1.6m 0.19% Reduced -938 -938
82 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 11,03611.0k $1.6m $1.6m 0.00% Reduced -13.8k -13,805
83 Tower Research Capital LLC (TRC) 0.04% of their portfolio NEW YORK, NY 10,93010.9k $1.6m $1.6m 0.04% New
84 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 10,72510.7k $1.6m $1.6m 0.01% Reduced -2.1k -2,128
85 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 10,08710.1k $1.5m $1.5m 0.00% Reduced -48 -48
86 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,9309.9k $1.5m $1.5m 0.00% Added +17 +17
87 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 9,5719.6k $1.4m $1.4m 0.01% Added +755 +755
88 Keating Financial Advisory Services, Inc. 0.23% of their portfolio MANHATTAN, KS 9,4889.5k $1.4m $1.4m 0.23% Reduced -1.2k -1,175
89 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 9,4579.5k $1.4m $1.4m 0.00% Reduced -889 -889
90 Ameritas Advisory Services, LLC 0.05% of their portfolio Lincoln, NE 8,8988.9k $1.3m $1.3m 0.05% Reduced -164 -164
91 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 8,8948.9k $1.3m $1.3m 0.20% Added +5 +5
92 Ridge Creek Global, Inc 1.11% of their portfolio STRONGSVILLE, OH 8,8898.9k $1.3m $1.3m 1.11% Unchanged
93 Rollins Financial Advisors, LLC 0.21% of their portfolio ATLANTA, GA 8,8488.8k $1.3m $1.3m 0.21% Added +1.6k +1,641
94 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,7728.8k $1.3m $1.3m 0.00% Reduced -217 -217
95 Empirical Asset Management, LLC 0.34% of their portfolio WELLESLEY, MA 8,7268.7k $1.3m $1.3m 0.34% Reduced -136 -136
96 RIK SAYLOR FINANCIAL, INC. 0.97% of their portfolio FAIRFIELD, OH 8,6758.7k $1.3m $1.3m 0.97% Reduced -129 -129
97 Fifth Third Securities, Inc. 0.08% of their portfolio Cincinnati, OH 8,6258.6k $1.3m $1.3m 0.08% Reduced -468 -468
98 KENNICOTT CAPITAL MANAGEMENT LLC 0.65% of their portfolio LARKSPUR, CA 8,0558.1k $1.2m $1.2m 0.65% Unchanged
99 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 7,7897.8k $1.1m $1.1m 0.00% New
100 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 7,6827.7k $1.1m $1.1m 0.00% Added +1 +1