IYJ — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IYJ? 22 Institutions Hold $38.4M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IYJ)? 22 institutions reported holding $38.43M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($9.3M), First Citizens Financial Corp ($4.9M), CX Institutional ($4.5M).

Rank	Institution	Value	Shares	Change
1	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$9.3M	60,560	Trimmed
2	First Citizens Financial Corp	$4.9M	32,069	Trimmed
3	CX Institutional	$4.5M	29,313	Added
4	Adirondack Capital Advisors, LLC	$3.9M	25,435	Added
5	Cadent Capital Advisors, LLC	$3.7M	24,183	Trimmed
6	MAGNOLIA CAPITAL MANAGEMENT LTD	$3.1M	19,966	Trimmed
7	Shulman DeMeo Asset Management LLC	$3.0M	18,979	Trimmed
8	Westwind Capital	$2.4M	15,700	Added
9	Castle Rock Wealth Management, LLC	$1.6M	9,829	Trimmed
10	Gerald Baker Financial Group LLC	$325,504	2,122	Added
11	CoreCap Advisors, LLC	$302,123	1,969	Added
12	Farther Finance Advisors, LLC	$267,107	1,742	Added
13	Atlas Brown,Inc.	$262,578	1,712	Added
14	Venture Visionary Partners LLC	$260,729	1,700	Hold
15	Dale Q Rice Investment Management Ltd	$253,214	1,651	Trimmed
16	INSPIRION WEALTH ADVISORS, LLC	$215,792	1,407	Hold
17	Davis Capital Management	$125,917	821	Hold
18	Aventus Investment Advisors, Inc.	$76,685	500	Hold
19	Wealth Enhancement Trust Services, Inc.	$30,981	202	Hold
20	ARMSTRONG ADVISORY GROUP, INC	$1,534	10	Hold
21	Kaizen Financial Strategies	$0	0	Exited
22	PROFESSIONAL ADVISORY SERVICES INC	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30