Skip to main content
Institutional Ownership · SEC Form 13F

Who owns iShares U.S. Industrials ETF (IYJ)


Which tracked institutional funds hold IYJ, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See IYJ company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-19). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

327
Institutional holders
6M
Shares held (tracked funds)

How the tape is positioned

67 tracked funds added or opened IYJ while 31 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

IYJ’s largest tracked holder by dollar value, MORGAN STANLEY, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes IYJ more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in IYJ divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 327 tracked filers holding IYJ, 139 increased or opened the position and 142 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in IYJ between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 6

  • DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main$6M
  • TritonPoint Partners, LLC$1M
  • Schuylkill Financial LLC$968K
  • IFG Advisory, LLC$739K
  • FIL Ltd$670K
  • INDEPENDENT FINANCIAL GROUP, LLC$531K

Full exits 22

  • Cambridge Investment Research Advisors, Inc.$14M
  • Janney Montgomery Scott LLC$8M
  • HighTower Advisors, LLC$8M
  • Summit Financial Consulting LLC$7M
  • Three Seasons Wealth, LLC$5M
  • CX Institutional$4M

Largest adds

  • BANK OF AMERICA CORP /DE/$20M
  • MML INVESTORS SERVICES, LLC$17M
  • MORGAN STANLEY$13M
  • ROYAL BANK OF CANADA$11M
  • BNP PARIBAS FINANCIAL MARKETS$9M
  • LPL Financial LLC$9M

Largest trims

  • Kozak & Associates, Inc.$11M
  • UBS Group AG$8M
  • AE Wealth Management LLC$6M
  • Private Advisor Group, LLC$4M
  • Legacy Edge Advisors, LLC$3M
  • Mariner, LLC$2M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
MORGAN STANLEY trimmed767,063$128M13.3%2026-Q2
BANK OF AMERICA CORP /DE/ added443,260$74M7.7%2026-Q2
WELLS FARGO & COMPANY/MN trimmed440,201$73M7.6%2026-Q2
PGIM Custom Harvest LLC added389,701$65M6.8%2026-Q2
LPL Financial LLC added328,994$55M5.7%2026-Q2
MML INVESTORS SERVICES, LLC added289,334$48M5.0%2026-Q2
ROYAL BANK OF CANADA added263,826$44M4.6%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed201,167$34M3.5%2026-Q2
UBS Group AG trimmed178,454$30M3.1%2026-Q2
Kozak & Associates, Inc. trimmed144,050$24M2.5%2026-Q2
BNP PARIBAS FINANCIAL MARKETS added100,000$17M1.7%2026-Q2
OSAIC HOLDINGS, INC. trimmed99,762$17M1.7%2026-Q2
Prospera Financial Services Inc trimmed93,578$16M1.6%2026-Q2
Legacy Edge Advisors, LLC trimmed91,832$13M1.4%2026-Q2
MinichMacGregor Wealth Management, LLC added86,882$14M1.5%2026-Q2
AMERIPRISE FINANCIAL INC trimmed74,753$12M1.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added71,458$12M1.2%2026-Q2
GOLDMAN SACHS GROUP INC added68,758$11M1.2%2026-Q2
Sanctuary Advisors, LLC added67,201$11M1.2%2026-Q2
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC trimmed61,910$10M1.1%2026-Q2
Well Done, LLC added54,248$9M0.9%2026-Q2
Focus Partners Wealth added52,542$9M0.9%2026-Q2
STIFEL FINANCIAL CORP added46,193$8M0.8%2026-Q2
ENVESTNET ASSET MANAGEMENT INC added44,268$7M0.8%2026-Q2
SOUTHERN CAPITAL ADVISORS, LLC added44,082$7M0.8%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added41,332$7M0.7%2026-Q2
Steward Partners Investment Advisory, LLC added41,037$7M0.7%2026-Q2
Cadent Capital Advisors, LLC added40,472$7M0.7%2026-Q2
JPMORGAN CHASE & CO trimmed39,204$6M0.7%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main new38,711$6M0.7%2026-Q2
TRUIST FINANCIAL CORP added35,942$6M0.6%2026-Q2
COMMONWEALTH EQUITY SERVICES, LLC trimmed35,100$6M0.6%2026-Q2
Odyssey Capital Advisors, Inc. added34,721$6M0.6%2026-Q2
Modus Advisors, LLC added34,126$6M0.6%2026-Q2
First Citizens Financial Corp trimmed32,355$5M0.6%2026-Q2
KINGSWOOD WEALTH ADVISORS, LLC added32,128$5M0.6%2026-Q2
Zurich Insurance Group Ltd/FI added30,960$5M0.5%2026-Q2
PRINCIPAL SECURITIES, INC. added29,354$5M0.5%2026-Q2
BlackRock, Inc. trimmed27,766$5M0.5%2026-Q2
Cetera Investment Advisers trimmed27,670$5M0.5%2026-Q2
FMR LLC added26,540$4M0.5%2026-Q2
Atria Investments, Inc added26,474$4M0.5%2026-Q2
OpenArc Corporate Advisory, LLC added26,381$4M0.5%2026-Q2
Tudor Financial Inc. added26,331$3M0.3%2026-Q2
Adirondack Capital Advisors, LLC added24,735$4M0.4%2026-Q2
Frank, Rimerman Advisors LLC24,468$4M0.4%2026-Q2
Bank of New York Mellon Corp added21,660$4M0.4%2026-Q2
Smartleaf Asset Management LLC19,332$3M0.3%2026-Q2
Creative Planning trimmed19,287$3M0.3%2026-Q2
Rockefeller Capital Management L.P. added19,211$3M0.3%2026-Q2
Shulman DeMeo Asset Management LLC trimmed19,003$3M0.3%2026-Q2
CAPTRUST FINANCIAL ADVISORS added18,914$3M0.3%2026-Q2
Merkkuri Wealth Advisors LLC added18,462$3M0.3%2026-Q2
SCS Capital Management LLC trimmed16,868$3M0.3%2026-Q2
Waverly Advisors, LLC added16,594$3M0.3%2026-Q2
Perigon Wealth Management, LLC trimmed15,561$3M0.3%2026-Q2
MMBG INVESTMENT ADVISORS CO.14,330$2M0.2%2026-Q2
Private Advisor Group, LLC trimmed13,754$2M0.2%2026-Q2
Laurel Wealth Advisors LLC13,685$2M0.2%2026-Q2
Castle Rock Wealth Management, LLC trimmed13,543$2M0.2%2026-Q2
IHT Wealth Management, LLC trimmed13,399$2M0.2%2026-Q2
Equitable Holdings, Inc. trimmed12,678$2M0.2%2026-Q2
BARTLETT & CO. WEALTH MANAGEMENT LLC added12,647$2M0.2%2026-Q2
Waterloo Capital, L.P. added12,063$2M0.2%2026-Q2
SCOTIA CAPITAL INC. trimmed11,796$2M0.2%2026-Q2
Mariner, LLC trimmed11,511$2M0.2%2026-Q2
JBR Co Financial Management Inc trimmed11,423$2M0.2%2026-Q2
Snowden Capital Advisors LLC trimmed11,347$2M0.2%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added11,087$2M0.2%2026-Q2
Stillwater Capital Advisors, LLC trimmed10,928$2M0.2%2026-Q2
Essex LLC trimmed10,850$2M0.2%2026-Q2
DAVENPORT & Co LLC trimmed10,723$2M0.2%2026-Q2
CITIGROUP INC trimmed10,277$2M0.2%2026-Q2
Baird Financial Group, Inc.9,930$2M0.2%2026-Q2
BANK OF MONTREAL /CAN/ added9,622$2M0.2%2026-Q2
Keating Financial Advisory Services, Inc. added9,491$2M0.2%2026-Q2
Ameritas Advisory Services, LLC added9,202$2M0.2%2026-Q2
Fifth Third Securities, Inc. added9,141$2M0.2%2026-Q2
AQR CAPITAL MANAGEMENT LLC added9,028$2M0.2%2026-Q2
JANE STREET GROUP, LLC added8,996$1M0.2%2026-Q2
Ignite Planners, LLC added8,898$1M0.2%2026-Q2
Ridge Creek Global, Inc8,889$1M0.2%2026-Q2
KENNICOTT CAPITAL MANAGEMENT LLC added8,805$1M0.2%2026-Q2
Quantinno Capital Management LP trimmed8,712$1M0.2%2026-Q2
Empirical Asset Management, LLC trimmed8,653$1M0.2%2026-Q2
KKM Financial LLC trimmed8,640$1M0.1%2026-Q2
RIK SAYLOR FINANCIAL, INC. trimmed8,558$1M0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed8,200$1M0.1%2026-Q2
Beacon Pointe Advisors, LLC added7,939$1M0.1%2026-Q2
Arkadios Wealth Advisors added7,675$1M0.1%2026-Q2
BROWN ADVISORY INC7,363$1M0.1%2026-Q2
TritonPoint Partners, LLC new7,330$1M0.1%2026-Q2
TRITONPOINT WEALTH, LLC7,330$1M0.1%2026-Q2
Clearstead Advisors, LLC added7,245$1M0.1%2026-Q2
FIFTH THIRD BANCORP trimmed6,968$1M0.1%2026-Q2
MUIRFIELD WEALTH ADVISORS LLC added6,813$1M0.1%2026-Q2
Advisory Services Network, LLC trimmed6,794$1M0.1%2026-Q2
Arax Advisory Partners added6,764$1M0.1%2026-Q2
Simmons Bank trimmed6,662$1M0.1%2026-Q2
PLANNING DIRECTIONS INC trimmed6,548$1M0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership