IYJ Institutional Ownership & Shareholders
ISHARES U.S. INDUSTRIALS ETF (IYJ) is currently held by 328 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.01B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Morgan Stanley is currently the largest disclosed institutional shareholder of IYJ tracked by InsiderSet, reporting ownership valued at approximately $127.83M in its June 30, 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 $121.64M, representing an estimated loss of -4.84% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 56% of the total disclosed IYJ value among the investors covered in this analysis. Major shareholders include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, 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
328
Total Reported Value
$1.01B
Largest Holder
Morgan Stanley
Largest Position
$127.83M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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% | 767,063 | $127,831,437 | $121,640,851 | -$6,190,586 | -4.84% | |
| Bank Of America Corp | 0.00% | 443,260 | $73,869,303 | $70,292,171 | -$3,577,132 | -4.84% | |
| Wells Fargo & Company/Mn | 0.01% | 440,201 | $73,359,538 | $69,807,075 | -$3,552,463 | -4.84% | |
| Pgim Custom Harvest Llc | 0.81% | 389,701 | $64,943,572 | $61,798,785 | -$3,144,787 | -4.84% | |
| Lpl Financial Llc | 0.01% | 328,994 | $54,826,893 | $52,171,869 | -$2,655,024 | -4.84% | |
| Mml Investors Services, Llc | 0.10% | 289,334 | $48,217,544 | $45,882,586 | -$2,334,958 | -4.84% | |
| Royal Bank Of Canada | 0.01% | 263,826 | $43,966,000 | $41,837,527 | -$2,128,473 | -4.84% | |
| Raymond James Financial Inc | 0.01% | 201,167 | $33,524,492 | $31,901,063 | -$1,623,429 | -4.84% | |
| Ubs Group Ag | 0.00% | 178,454 | $29,739,359 | $28,299,235 | -$1,440,124 | -4.84% | |
| Kozak & Associates, Inc. | 3.39% | 118,611 | $18,719,257 | $18,809,332 | +$90,075 | +0.48% | |
| Bnp Paribas Financial Markets | 0.01% | 100,000 | $16,665,000 | $15,858,000 | -$807,000 | -4.84% | |
| Osaic Holdings, Inc. | 0.02% | 99,762 | $16,627,136 | $15,820,258 | -$806,878 | -4.85% | |
| Prospera Financial Services Inc | 0.23% | 93,578 | $15,594,959 | $14,839,599 | -$755,360 | -4.84% | |
| Legacy Edge Advisors, Llc | 1.68% | 98,035 | $14,300,858 | $15,546,390 | +$1,245,532 | +8.71% | |
| Ameriprise Financial Inc | 0.00% | 74,753 | $12,457,448 | $11,854,331 | -$603,117 | -4.84% | |
| Jones Financial Companies Lllp | 0.00% | 71,458 | $11,658,438 | $11,331,810 | -$326,628 | -2.80% | |
| Goldman Sachs Group Inc | 0.00% | 68,758 | $11,458,521 | $10,903,644 | -$554,877 | -4.84% | |
| Sanctuary Advisors, Llc | 0.05% | 67,201 | $11,199,090 | $10,656,735 | -$542,355 | -4.84% | |
| Janney Montgomery Scott Llc | 0.02% | 56,832 | $9,471,000 | $9,012,419 | -$458,581 | -4.84% | |
| Ferguson Wellman Capital Management, Inc | 0.11% | 60,560 | $9,288,087 | $9,603,605 | +$315,518 | +3.40% | |
| Focus Partners Wealth | 0.01% | 52,542 | $8,756,178 | $8,332,110 | -$424,068 | -4.84% | |
| Well Done, Llc | 1.12% | 53,330 | $8,179,209 | $8,457,071 | +$277,862 | +3.40% | |
| Stifel Financial Corp | 0.01% | 46,193 | $7,697,932 | $7,325,286 | -$372,646 | -4.84% | |
| Envestnet Asset Management Inc | 0.00% | 44,268 | $7,377,290 | $7,020,019 | -$357,271 | -4.84% | |
| Southern Capital Advisors, Llc | 2.76% | 44,944 | $6,893,124 | $7,127,220 | +$234,096 | +3.40% | |
| Susquehanna International Group, Llp | 0.01% | 41,332 | $6,887,977 | $6,554,429 | -$333,548 | -4.84% | |
| Steward Partners Investment Advisory, Llc | 0.03% | 41,037 | $6,838,882 | $6,507,647 | -$331,235 | -4.84% | |
| Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main | 0.01% | 38,711 | $6,451,188 | $6,138,790 | -$312,398 | -4.84% | |
| Jpmorgan Chase & Co | 0.00% | 39,204 | $6,439,658 | $6,216,970 | -$222,688 | -3.46% | |
| Commonwealth Equity Services, Llc | 0.01% | 35,100 | $5,849,343 | $5,566,158 | -$283,185 | -4.84% | |
| Truist Financial Corp | 0.01% | 37,223 | $5,708,936 | $5,902,823 | +$193,887 | +3.40% | |
| Modus Advisors, Llc | 1.40% | 34,126 | $5,687,044 | $5,411,701 | -$275,343 | -4.84% | |
| Odyssey Capital Advisors, Inc. | 3.92% | 35,869 | $5,501,206 | $5,688,106 | +$186,900 | +3.40% | |
| Zurich Insurance Group Ltd/Fi | 0.04% | 30,960 | $5,159,484 | $4,909,637 | -$249,847 | -4.84% | |
| Openarc Corporate Advisory, Llc | 0.06% | 33,572 | $5,148,936 | $5,323,848 | +$174,912 | +3.40% | |
| First Citizens Financial Corp | 2.07% | 32,069 | $4,918,423 | $5,085,502 | +$167,079 | +3.40% | |
| Principal Securities, Inc. | 0.06% | 29,354 | $4,891,810 | $4,654,957 | -$236,853 | -4.84% | |
| Blackrock, Inc. | 0.00% | 27,766 | $4,627,204 | $4,403,132 | -$224,072 | -4.84% | |
| Cetera Investment Advisers | 0.00% | 27,670 | $4,611,311 | $4,387,909 | -$223,402 | -4.84% | |
| Fmr Llc | 0.00% | 26,540 | $4,422,847 | $4,208,713 | -$214,134 | -4.84% | |
| Atria Investments, Inc | 0.04% | 26,166 | $4,013,104 | $4,149,404 | +$136,300 | +3.40% | |
| Adirondack Capital Advisors, Llc | 2.01% | 25,435 | $3,900,966 | $4,033,482 | +$132,516 | +3.40% | |
| Frank, Rimerman Advisors Llc | 0.21% | 24,468 | $3,752,657 | $3,880,135 | +$127,478 | +3.40% | |
| Cadent Capital Advisors, Llc | 0.80% | 24,183 | $3,708,884 | $3,834,940 | +$126,056 | +3.40% | |
| Bank Of New York Mellon Corp | 0.00% | 21,660 | $3,609,797 | $3,434,843 | -$174,954 | -4.85% | |
| Tudor Financial Inc. | 1.45% | 19,421 | $3,236,433 | $3,079,782 | -$156,651 | -4.84% | |
| Rockefeller Capital Management L.P. | 0.00% | 19,211 | $3,201,677 | $3,046,480 | -$155,197 | -4.85% | |
| Smartleaf Asset Management Llc | 0.10% | 19,332 | $3,175,474 | $3,065,669 | -$109,805 | -3.46% | |
| Fifth Third Securities, Inc. | 0.16% | 20,608 | $3,160,731 | $3,268,017 | +$107,286 | +3.39% | |
| Captrust Financial Advisors | 0.00% | 18,914 | $3,152,082 | $2,999,382 | -$152,700 | -4.84% |
Frequently asked questions about IYJ
Who are the largest institutional holders of IYJ?
The largest institutional holders of IYJ reported in the latest SEC Form 13F filings include Morgan Stanley, Bank Of America Corp, Wells Fargo & Company/Mn, Pgim Custom Harvest Llc, and Lpl Financial Llc. InsiderSet ranks institutional holders by their latest reported IYJ position.
What is IYJ institutional ownership?
This page tracks IYJ positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. INDUSTRIALS ETF (IYJ) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYJ?
InsiderSet currently tracks 328 institutional managers reporting IYJ holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYJ shareholders.
How much IYJ stock do institutions own?
Institutional investment managers disclosed approximately $1.01B in IYJ holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYJ institutional ownership last updated?
The latest IYJ institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYJ holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYJ position after the reporting date.
Are institutions buying or selling IYJ?
Institutional buying and selling can be analyzed by comparing IYJ positions across consecutive 13F reporting periods. InsiderSet's IYJ Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYJ ownership changes.
How has IYJ institutional ownership changed over time?
InsiderSet tracks IYJ institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.