Vault-13

ISHARES TR IYJ

US INDUSTRIALS · ETP · CUSIP 464287754

342 institutional holders +9 vs Q1 2026
6,533,9086.5m shares reported held*
$1.1bnreported value*
38 new 99 added 95 reduced 30 sold out net sold ≈ $252.1k (-887 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 ($171.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $166.79. Options: 2 managers hold calls ($7.8m notional), 3 hold puts ($6.1m).

Trends to Q2 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: 333Q2 26: 342342Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026342

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 142 bought or addedQ1 26: 113 cut or sold outQ2 26: 137 bought or addedQ2 26: 125 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024118115
Q4 202412494
Q1 2025110126
Q2 2025136111
Q3 2025126109
Q4 2025118118
Q1 2026142113
Q2 2026137125

Calls vs puts

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

CallsPuts
$0$2m$4m$6m$8mQ3 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 1.00Q2 26 calls: $7.8mQ2 26 puts: $6.1mQ2 26P/C 0.78
Numbers
QuarterCallsPutsP/C
Q3 2025$583.5k$00.00
Q4 2025$296.3k$00.00
Q1 2026$4.1m$4.1m1.00
Q2 2026$7.8m$6.1m0.78

Biggest buyers

BANK OF AMERICA CORP /DE/ Added +80,632+80.6k
MML INVESTORS SERVICES, LLC Added +75,168+75.2k
BNP PARIBAS FINANCIAL MARKETS Added +50,000+50.0k
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main New +38,711+38.7k
ROYAL BANK OF CANADA Added +37,532+37.5k
LPL Financial LLC Added +16,485+16.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +15,864+15.9k
Cambridge Investment Research Advisors, Inc. Added +13,928+13.9k
Zurich Insurance Group Ltd/FI Added +13,600+13.6k
JONES FINANCIAL COMPANIES LLLP Added +11,668+11.7k

Biggest sellers

UBS Group AG Reduced -77,564-77.6k
Kozak & Associates, Inc. Reduced -75,147-75.1k
Summit Financial Consulting LLC Sold out -47,186-47.2k
AE Wealth Management LLC Reduced -40,281-40.3k
Three Seasons Wealth, LLC Sold out -31,293-31.3k
Private Advisor Group, LLC Reduced -29,296-29.3k
AMERIPRISE FINANCIAL INC Reduced -20,779-20.8k
CITADEL ADVISORS LLC Sold out -16,337-16.3k
MORGAN STANLEY Reduced -13,225-13.2k
Mariner, LLC Reduced -12,791-12.8k

Biggest calls

CITADEL ADVISORS LLC Added $6.4m38.3k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.4m8.4k shares

Biggest puts

CITADEL ADVISORS LLC Added $4.0m24.2k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.2m7.2k shares
JANE STREET GROUP, LLC New $849.9k5.1k 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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 767,063767.1k $127.8m $127.8m 0.01% Reduced -13.2k -13,225
2 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 443,260443.3k $73.9m $73.9m 0.00% Added +80.6k +80,632
3 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 440,201440.2k $73.4m $73.4m 0.01% Reduced -10.1k -10,133
4 PGIM Custom Harvest LLC 0.81% of their portfolio NEWARK, NJ 389,701389.7k $64.9m $64.9m 0.81% Added +4.1k +4,058
5 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 328,994329.0k $54.8m $54.8m 0.01% Added +16.5k +16,485
6 MML INVESTORS SERVICES, LLC 0.10% of their portfolio SPRINGFIELD, MA 289,334289.3k $48.2m $48.2m 0.10% Added +75.2k +75,168
7 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 263,826263.8k $44.0m $44.0m 0.01% Added +37.5k +37,532
8 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 201,167201.2k $33.5m $33.5m 0.01% Reduced -2.8k -2,837
9 UBS Group AG 0.00% of their portfolio ZURICH, V8 178,454178.5k $29.7m $29.7m 0.00% Reduced -77.6k -77,564
10 Kozak & Associates, Inc. 4.14% of their portfolio HIGHLANDS RANCH, CO 144,050144.1k $23.9m $23.9m 4.14% Reduced -75.1k -75,147
11 Legacy Edge Advisors, LLC 1.74% of their portfolio SYOSSET, NY 113,634113.6k $18.9m $18.9m 1.74% Added +3.3k +3,328
12 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 108,908108.9k $18.1m $18.1m 0.02% Added +13.9k +13,928
13 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 100,000100.0k $16.7m $16.7m 0.01% Added +50.0k +50,000
14 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 99,76299.8k $16.6m $16.6m 0.02% Reduced -2.2k -2,180
15 Prospera Financial Services Inc 0.23% of their portfolio Dallas, TX 93,57893.6k $15.6m $15.6m 0.23% Reduced -2.8k -2,814
16 MinichMacGregor Wealth Management, LLC 2.20% of their portfolio Saratoga Springs, NY 86,88286.9k $14.5m $14.5m 2.20% Added +3.4k +3,431
17 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 74,75374.8k $12.5m $12.5m 0.00% Reduced -20.8k -20,779
18 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 71,45871.5k $11.7m $11.7m 0.00% Added +11.7k +11,668
19 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 68,75868.8k $11.5m $11.5m 0.00% Added +5.9k +5,910
20 Sanctuary Advisors, LLC 0.05% of their portfolio INDIANAPOLIS, IN 67,20167.2k $11.2m $11.2m 0.05% Added +7.2k +7,205
21 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.13% of their portfolio PORTLAND, OR 61,91061.9k $10.3m $10.3m 0.13% Reduced -3.1k -3,075
22 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 56,83256.8k $9.5m $9.5m 0.02% Added +2.8k +2,822
23 Well Done, LLC 1.22% of their portfolio HOLLAND, MI 54,24854.2k $9.0m $9.0m 1.22% Added +1.6k +1,558
24 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 53,60253.6k $8.9m $8.9m 0.01% Added +461 +461
25 Focus Partners Wealth 0.01% of their portfolio ST LOUIS, MO 52,54252.5k $8.8m $8.8m 0.01% Added +1.2k +1,170
26 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 46,19346.2k $7.7m $7.7m 0.01% Added +868 +868
27 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 44,26844.3k $7.4m $7.4m 0.00% Added +1.3k +1,314
28 SOUTHERN CAPITAL ADVISORS, LLC 3.07% of their portfolio Jackson, TN 44,08244.1k $7.3m $7.3m 3.07% Added +297 +297
29 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 41,33241.3k $6.9m $6.9m 0.01% Added +15.9k +15,864
30 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 41,03741.0k $6.8m $6.8m 0.03% Added +2.1k +2,122
31 Cadent Capital Advisors, LLC 1.40% of their portfolio TULSA, OK 40,47240.5k $6.7m $6.7m 1.40% Added +2.1k +2,084
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 39,20439.2k $6.4m $6.4m 0.00% Reduced -3.5k -3,501
33 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% of their portfolio FRANKFURT AM MAIN, 2M 38,71138.7k $6.5m $6.5m 0.01% New
34 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 35,94235.9k $6.0m $6.0m 0.01% Added +366 +366
35 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 35,10035.1k $5.8m $5.8m 0.01% Reduced -1.8k -1,841
36 Odyssey Capital Advisors, Inc. 4.14% of their portfolio BALA CYNWYD, PA 34,72134.7k $5.8m $5.8m 4.14% Added +1.2k +1,224
37 Modus Advisors, LLC 1.40% of their portfolio EXCELSIOR, MN 34,12634.1k $5.7m $5.7m 1.40% Added +73 +73
38 First Citizens Financial Corp 2.25% of their portfolio MASON CITY, IA 32,35532.4k $5.4m $5.4m 2.25% Reduced -435 -435
39 KINGSWOOD WEALTH ADVISORS, LLC 0.22% of their portfolio SAN DIEGO, CA 32,12832.1k $5.4m $5.4m 0.22% Added +559 +559
40 Zurich Insurance Group Ltd/FI 0.04% of their portfolio ZURICH, V8 30,96031.0k $5.2m $5.2m 0.04% Added +13.6k +13,600
41 PRINCIPAL SECURITIES, INC. 0.06% of their portfolio DES MOINES, IA 29,35429.4k $4.9m $4.9m 0.06% Added +1.3k +1,287
42 CX Institutional 0.14% of their portfolio AUBURN, IN 28,67228.7k $4.8m $4.8m 0.14% Added +1.7k +1,656
43 BlackRock, Inc. 0.00% of their portfolio New York, NY 27,76627.8k $4.6m $4.6m 0.00% Reduced -4.1k -4,135
44 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 27,67027.7k $4.6m $4.6m 0.00% Reduced -639 -639
45 FMR LLC 0.00% of their portfolio BOSTON, MA 26,54026.5k $4.4m $4.4m 0.00% Added +889 +889
46 Atria Investments, Inc 0.04% of their portfolio Charlotte, NC 26,47426.5k $4.4m $4.4m 0.04% Added +2.5k +2,454
47 OpenArc Corporate Advisory, LLC 0.05% of their portfolio ATLANTA, GA 26,38126.4k $4.4m $4.4m 0.05% Added +6.8k +6,830
48 Adirondack Capital Advisors, LLC 2.21% of their portfolio SYRACUSE, NY 24,73524.7k $4.1m $4.1m 2.21% Added +2.4k +2,425
49 Frank, Rimerman Advisors LLC 0.23% of their portfolio Palo Alto, CA 24,46824.5k $4.1m $4.1m 0.23% Unchanged
50 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 21,66021.7k $3.6m $3.6m 0.00% Added +4.4k +4,403
51 MAGNOLIA CAPITAL MANAGEMENT LTD 2.31% of their portfolio COLD SPRING, NY 20,07620.1k $3.3m $3.3m 2.31% Unchanged
52 Tudor Financial Inc. 1.45% of their portfolio DAYTON, OH 19,42119.4k $3.2m $3.2m 1.45% Added +211 +211
53 Smartleaf Asset Management LLC 0.10% of their portfolio BOSTON, MA 19,33219.3k $3.2m $3.2m 0.10% Unchanged
54 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 19,28719.3k $3.2m $3.2m 0.00% Reduced -3 -3
55 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 19,21119.2k $3.2m $3.2m 0.00% Added +690 +690
56 Shulman DeMeo Asset Management LLC 0.59% of their portfolio LAKE SUCCESS, NY 19,00319.0k $3.2m $3.2m 0.59% Reduced -33 -33
57 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 18,91418.9k $3.2m $3.2m 0.00% Added +11.2k +11,232
58 Merkkuri Wealth Advisors LLC 1.91% of their portfolio HICKSVILLE, NY 18,46218.5k $3.1m $3.1m 1.91% Added +4.0k +4,016
59 SCS Capital Management LLC 0.03% of their portfolio BOSTON, MA 16,86816.9k $2.8m $2.8m 0.03% Reduced -1.2k -1,188
60 Waverly Advisors, LLC 0.02% of their portfolio BIRMINGHAM, AL 16,59416.6k $2.8m $2.8m 0.02% Added +6 +6
61 Perigon Wealth Management, LLC 0.04% of their portfolio SAN FRANCISCO, CA 15,56115.6k $2.6m $2.6m 0.04% Reduced -1.2k -1,200
62 Westwind Capital 0.61% of their portfolio LAS CRUCES, NM 15,55115.6k $2.6m $2.6m 0.61% Added +463 +463
63 MMBG INVESTMENT ADVISORS CO. 0.19% of their portfolio MIAMI, FL 14,33014.3k $2.4m $2.4m 0.19% Unchanged
64 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 13,75413.8k $2.3m $2.3m 0.01% Reduced -29.3k -29,296
65 Laurel Wealth Advisors LLC 0.22% of their portfolio CHARLOTTE, NC 13,68513.7k $2.3m $2.3m 0.22% Unchanged
66 Castle Rock Wealth Management, LLC 0.44% of their portfolio WALNUT CREEK, CA 13,54313.5k $2.2m $2.2m 0.44% Reduced -666 -666
67 IHT Wealth Management, LLC 0.05% of their portfolio Chicago, IL 13,39913.4k $2.2m $2.2m 0.05% Reduced -78 -78
68 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 12,67812.7k $2.1m $2.1m 0.01% Reduced -1.9k -1,948
69 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.03% of their portfolio CINCINNATI, OH 12,64712.6k $2.1m $2.1m 0.03% Added +312 +312
70 Waterloo Capital, L.P. 0.11% of their portfolio AUSTIN, TX 12,06312.1k $2.0m $2.0m 0.11% Added +16 +16
71 SCOTIA CAPITAL INC. 0.01% of their portfolio TORONTO, A6 11,79611.8k $2.0m $2.0m 0.01% Reduced -277 -277
72 Mariner, LLC 0.00% of their portfolio Overland Park, KS 11,51111.5k $1.9m $1.9m 0.00% Reduced -12.8k -12,791
73 JBR Co Financial Management Inc 0.69% of their portfolio ARDMORE, OK 11,42311.4k $1.9m $1.9m 0.69% Reduced -424 -424
74 Snowden Capital Advisors LLC 0.04% of their portfolio New York, NY 11,34711.3k $1.9m $1.9m 0.04% Reduced -84 -84
75 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,08711.1k $1.8m $1.8m 0.00% Added +4.3k +4,326
76 Stillwater Capital Advisors, LLC 0.19% of their portfolio DEVON, PA 10,92810.9k $1.8m $1.8m 0.19% Reduced -181 -181
77 Essex LLC 0.27% of their portfolio DEER PARK, IL 10,85010.8k $1.8m $1.8m 0.27% Reduced -590 -590
78 DAVENPORT & Co LLC 0.01% of their portfolio RICHMOND, VA 10,72310.7k $1.8m $1.8m 0.01% Reduced -2 -2
79 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 10,27710.3k $1.7m $1.7m 0.00% Reduced -759 -759
80 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,9309.9k $1.7m $1.7m 0.00% Unchanged
81 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 9,6229.6k $1.6m $1.6m 0.00% Added +165 +165
82 Keating Financial Advisory Services, Inc. 0.21% of their portfolio MANHATTAN, KS 9,4919.5k $1.6m $1.6m 0.21% Added +3 +3
83 Ameritas Advisory Services, LLC 0.03% of their portfolio Lincoln, NE 9,2029.2k $1.5m $1.5m 0.03% Added +304 +304
84 Fifth Third Securities, Inc. 0.09% of their portfolio Cincinnati, OH 9,1419.1k $1.5m $1.5m 0.09% Added +516 +516
85 AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio Greenwich, CT 9,0289.0k $1.5m $1.5m 0.00% Added +1.2k +1,239
86 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 8,9969.0k $1.5m $1.5m 0.00% Added +1.4k +1,409
87 Ignite Planners, LLC 0.20% of their portfolio SAN CLEMENTE, CA 8,8988.9k $1.5m $1.5m 0.20% Added +4 +4
88 Ridge Creek Global, Inc 1.15% of their portfolio STRONGSVILLE, OH 8,8898.9k $1.5m $1.5m 1.15% Unchanged
89 KENNICOTT CAPITAL MANAGEMENT LLC 0.68% of their portfolio LARKSPUR, CA 8,8058.8k $1.5m $1.5m 0.68% Added +750 +750
90 HUNTINGTON NATIONAL BANK 0.01% of their portfolio COLUMBUS, OH 8,7438.7k $1.5m $1.5m 0.01% Reduced -828 -828
91 Quantinno Capital Management LP 0.00% of their portfolio NEW YORK, NY 8,7128.7k $1.5m $1.5m 0.00% Reduced -1.4k -1,375
92 Empirical Asset Management, LLC 0.32% of their portfolio WELLESLEY, MA 8,6538.7k $1.4m $1.4m 0.32% Reduced -73 -73
93 KKM Financial LLC 0.20% of their portfolio CHICAGO, IL 8,6408.6k $1.4m $1.4m 0.20% Reduced -5.1k -5,086
94 RIK SAYLOR FINANCIAL, INC. 0.95% of their portfolio FAIRFIELD, OH 8,5588.6k $1.4m $1.4m 0.95% Reduced -117 -117
95 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 8,2008.2k $1.4m $1.4m 0.00% Reduced -572 -572
96 Beacon Pointe Advisors, LLC 0.01% of their portfolio NEWPORT BEACH, CA 7,9397.9k $1.3m $1.3m 0.01% Added +1.1k +1,118
97 Arkadios Wealth Advisors 0.02% of their portfolio ATLANTA, GA 7,6757.7k $1.3m $1.3m 0.02% Added +1.6k +1,552
98 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 7,3637.4k $1.2m $1.2m 0.00% Unchanged
99 TRITONPOINT WEALTH, LLC 0.12% of their portfolio CHEVY CHASE, MD 7,3307.3k $1.2m $1.2m 0.12% Unchanged
100 TritonPoint Partners, LLC 0.10% of their portfolio CHEVY CHASE, MD 7,3307.3k $1.2m $1.2m 0.10% New