ISHARES U.S. INDUSTRIALS ETF (IYJ) Institutional Shareholders
ISHARES U.S. INDUSTRIALS ETF (IYJ) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $931.33M in IYJ holdings during the latest filing period.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYJ tracked by InsiderSet, reporting ownership valued at approximately $115.12M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $127.90M, representing an estimated gain of +11.10% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed IYJ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Wells Fargo & Company/Mn, Pgim Custom Harvest Llc, and several other long-term asset managers with concentrated positions in ISHARES U.S. INDUSTRIALS ETF (IYJ).
This page ranks the largest institutional IYJ shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
337
Total Reported Value
$931.33M
Largest Holder
Morgan Stanley
Largest Position
$115.12M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
53
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Morgan Stanley | 0.01% | 780,288 | $115,123,972 | $127,904,809 | +$12,780,837 | +11.10% | |
| Wells Fargo & Company/Mn | 0.01% | 450,334 | $66,442,169 | $73,818,749 | +$7,376,580 | +11.10% | |
| Pgim Custom Harvest Llc | 0.89% | 385,643 | $56,897,734 | $63,214,601 | +$6,316,867 | +11.10% | |
| Bank Of America Corp | 0.00% | 362,628 | $53,502,184 | $59,441,982 | +$5,939,798 | +11.10% | |
| Lpl Financial Llc | 0.01% | 312,509 | $46,107,530 | $51,226,475 | +$5,118,945 | +11.10% | |
| Ubs Group Ag | 0.01% | 256,018 | $37,772,896 | $41,966,471 | +$4,193,575 | +11.10% | |
| Royal Bank Of Canada | 0.01% | 226,294 | $33,388,000 | $37,094,112 | +$3,706,112 | +11.10% | |
| Mml Investors Services, Llc | 0.09% | 214,166 | $31,598,101 | $35,106,091 | +$3,507,990 | +11.10% | |
| Raymond James Financial Inc | 0.01% | 204,004 | $30,098,671 | $33,440,336 | +$3,341,665 | +11.10% | |
| Kozak & Associates, Inc. | 4.14% | 144,050 | $23,867,639 | $23,612,676 | -$254,963 | -1.07% | |
| Legacy Edge Advisors, Llc | 1.71% | 110,306 | $16,274,547 | $18,081,360 | +$1,806,813 | +11.10% | |
| Prospera Financial Services Inc | 0.23% | 93,578 | $15,594,959 | $15,339,306 | -$255,653 | -1.64% | |
| Osaic Holdings, Inc. | 0.02% | 101,942 | $15,040,993 | $16,710,333 | +$1,669,340 | +11.10% | |
| Minichmacgregor Wealth Management, Llc | 2.20% | 86,882 | $14,478,965 | $14,241,697 | -$237,268 | -1.64% | |
| Ameriprise Financial Inc | 0.00% | 95,532 | $14,102,839 | $15,659,605 | +$1,556,766 | +11.04% | |
| Ferguson Wellman Capital Management, Inc | 0.13% | 61,910 | $10,317,301 | $10,148,287 | -$169,014 | -1.64% | |
| Goldman Sachs Group Inc | 0.00% | 62,848 | $9,272,594 | $10,302,044 | +$1,029,450 | +11.10% | |
| Well Done, Llc | 1.22% | 54,248 | $9,040,493 | $8,892,332 | -$148,161 | -1.64% | |
| Sanctuary Advisors, Llc | 0.05% | 59,996 | $8,851,781 | $9,834,544 | +$982,763 | +11.10% | |
| Jones Financial Companies Lllp | 0.00% | 59,790 | $8,648,607 | $9,800,777 | +$1,152,170 | +13.32% | |
| Hightower Advisors, Llc | 0.01% | 53,141 | $7,840,395 | $8,710,873 | +$870,478 | +11.10% | |
| Focus Partners Wealth | 0.01% | 51,372 | $7,579,470 | $8,420,898 | +$841,428 | +11.10% | |
| Bnp Paribas Financial Markets | 0.00% | 50,000 | $7,377,000 | $8,196,000 | +$819,000 | +11.10% | |
| Southern Capital Advisors, Llc | 3.07% | 44,082 | $7,346,222 | $7,225,921 | -$120,301 | -1.64% | |
| Summit Financial Consulting Llc | 4.98% | 47,186 | $6,961,822 | $7,734,729 | +$772,907 | +11.10% | |
| Cadent Capital Advisors, Llc | 1.40% | 40,472 | $6,744,627 | $6,634,170 | -$110,457 | -1.64% | |
| Stifel Financial Corp | 0.01% | 45,325 | $6,687,118 | $7,429,674 | +$742,556 | +11.10% | |
| Envestnet Asset Management Inc | 0.00% | 42,954 | $6,337,448 | $7,041,020 | +$703,572 | +11.10% | |
| Ae Wealth Management Llc | 0.03% | 41,635 | $6,142,828 | $6,824,809 | +$681,981 | +11.10% | |
| Truist Financial Corp | 0.01% | 35,942 | $5,989,762 | $5,891,613 | -$98,149 | -1.64% | |
| Commonwealth Equity Services, Llc | 0.01% | 35,100 | $5,849,343 | $5,753,592 | -$95,751 | -1.64% | |
| Odyssey Capital Advisors, Inc. | 4.14% | 34,721 | $5,786,253 | $5,691,466 | -$94,787 | -1.64% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 38,915 | $5,741,491 | $6,378,947 | +$637,456 | +11.10% | |
| First Citizens Financial Corp | 2.25% | 32,355 | $5,391,961 | $5,303,632 | -$88,329 | -1.64% | |
| Kingswood Wealth Advisors, Llc | 0.22% | 32,128 | $5,354,061 | $5,266,422 | -$87,639 | -1.64% | |
| Modus Advisors, Llc | 1.38% | 34,053 | $5,024,112 | $5,581,968 | +$557,856 | +11.10% | |
| Blackrock, Inc. | 0.00% | 31,901 | $4,706,674 | $5,229,212 | +$522,538 | +11.10% | |
| Three Seasons Wealth, Llc | 1.76% | 31,293 | $4,616,969 | $5,129,549 | +$512,580 | +11.10% | |
| Atria Investments, Inc | 0.04% | 26,474 | $4,411,909 | $4,339,618 | -$72,291 | -1.64% | |
| Cetera Investment Advisers | 0.00% | 28,309 | $4,176,639 | $4,640,411 | +$463,772 | +11.10% | |
| Principal Securities, Inc. | 0.06% | 28,067 | $4,141,019 | $4,600,743 | +$459,724 | +11.10% | |
| Adirondack Capital Advisors, Llc | 2.21% | 24,735 | $4,122,088 | $4,054,561 | -$67,527 | -1.64% | |
| Frank, Rimerman Advisors Llc | 0.23% | 24,468 | $4,077,592 | $4,010,795 | -$66,797 | -1.64% | |
| Fmr Llc | 0.00% | 25,651 | $3,784,580 | $4,204,712 | +$420,132 | +11.10% | |
| Susquehanna International Group, Llp | 0.00% | 25,468 | $3,757,549 | $4,174,715 | +$417,166 | +11.10% | |
| Mariner, Llc | 0.00% | 24,302 | $3,580,603 | $3,983,584 | +$402,981 | +11.25% | |
| Shulman Demeo Asset Management Llc | 0.59% | 19,003 | $3,166,869 | $3,114,972 | -$51,897 | -1.64% | |
| Merkkuri Wealth Advisors Llc | 1.91% | 18,462 | $3,076,750 | $3,026,291 | -$50,459 | -1.64% | |
| Openarc Corporate Advisory, Llc | 0.04% | 19,551 | $2,884,555 | $3,204,800 | +$320,245 | +11.10% | |
| Creative Planning | 0.00% | 19,290 | $2,845,994 | $3,162,017 | +$316,023 | +11.10% |
Frequently asked questions about IYJ
Who owns the most IYJ stock?
The largest holders of IYJ are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. INDUSTRIALS ETF (IYJ).
Is IYJ widely held by superinvestors?
Many widely followed stocks like IYJ appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYJ is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.