IYJ — ISHARES TR
Reported value held$427.27M
Funds holding (latest)20
Sector—
Funds holding (Q2 2026)15
Institutional value$344.43M · 2.07M sh
New / Add / Cut / Exit2 / 6 / 7 / 0
Top-5 / Top-10 concentration91.8% / 98.5%
Institutional holdings change
Reducing -0.4%
(-7.40K sh)
Institutional value change
Up +12.5%
As of Q2 2026, 15 SEC-registered investment managers reported holding IYJ (ISHARES TR) in their latest 13F filings, with a combined reported value of $344.43M across 2.07M shares. That is -0.4% by share count (-7.40K shares) versus the previous quarter, while reported value moved +12.5%. Ownership is concentrated: the five largest holders account for 91.8% of reported value and the top ten for 98.5%.
Compared with the prior quarter, 2 opened new positions, 6 added to existing stakes, 7 trimmed. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 15 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 767.06K | $127.83M | 0.01% | Reduce |
| Bank of America Corp history | 443.26K | $73.87M | 0.01% | Add |
| Wells Fargo & Co history | 440.20K | $73.36M | 0.01% | Reduce |
| UBS Group AG history | 178.45K | $29.74M | 0.01% | Reduce |
| Goldman Sachs Group history | 68.76K | $11.46M | 0.00% | Add |
| JPMorgan Chase & Co history | 39.20K | $6.44M | 0.00% | New |
| BlackRock Inc history | 27.77K | $4.63M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 26.54K | $4.42M | 0.00% | Add |
| Citadel Advisors history | 24.20K | $4.03M | 0.01% | Reduce |
| BNY Mellon history | 21.66K | $3.61M | 0.00% | Add |
| Citigroup Inc history | 10.28K | $1.71M | 0.00% | Reduce |
| AQR Capital Management history | 9.03K | $1.50M | 0.00% | Add |
| PNC Financial Services history | 4.12K | $685.76K | 0.00% | Add |
| Fidelity International (FIL) history | 4.02K | $669.60K | 0.00% | New |
| Northern Trust Corp history | 2.77K | $462.12K | 0.00% | Reduce |
Q1 2026 — 13 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 780.29K | $115.12M | 0.01% | Reduce |
| Wells Fargo & Co history | 450.33K | $66.44M | 0.01% | Reduce |
| Bank of America Corp history | 362.63K | $53.50M | 0.00% | Reduce |
| UBS Group AG history | 256.02K | $37.77M | 0.01% | Reduce |
| Goldman Sachs Group history | 62.85K | $9.27M | 0.00% | Add |
| Citadel Advisors history | 61.64K | $9.09M | 0.00% | New |
| BlackRock Inc history | 31.90K | $4.71M | 0.00% | Hold |
| Fidelity Management & Research (FMR) history | 25.65K | $3.78M | 0.00% | Add |
| BNY Mellon history | 17.26K | $2.55M | 0.00% | Add |
| Citigroup Inc history | 11.04K | $1.63M | 0.00% | Reduce |
| AQR Capital Management history | 7.79K | $1.15M | 0.00% | New |
| PNC Financial Services history | 4.09K | $603.14K | 0.00% | Reduce |
| Northern Trust Corp history | 3.24K | $478.62K | 0.00% | Reduce |
Q4 2025 — 12 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 799.44K | $118.45M | 0.01% | Reduce |
| Bank of America Corp history | 572.10K | $84.77M | 0.01% | Reduce |
| Wells Fargo & Co history | 462.32K | $68.50M | 0.01% | Add |
| UBS Group AG history | 272.97K | $40.45M | 0.01% | Reduce |
| Goldman Sachs Group history | 56.47K | $8.37M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 38.99K | $5.78M | 0.00% | Add |
| BlackRock Inc history | 31.83K | $4.72M | 0.00% | Reduce |
| Citigroup Inc history | 24.84K | $3.68M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 22.52K | $3.34M | 0.00% | Reduce |
| BNY Mellon history | 14.65K | $2.17M | 0.00% | Add |
| PNC Financial Services history | 4.56K | $675.99K | 0.00% | Reduce |
| Northern Trust Corp history | 3.32K | $492.52K | 0.00% | Add |
Q3 2025 — 14 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 827.17K | $120.66M | 0.01% | Reduce |
| Bank of America Corp history | 614.54K | $89.65M | 0.01% | Hold |
| Wells Fargo & Co history | 442.20K | $64.51M | 0.01% | Add |
| UBS Group AG history | 276.94K | $40.40M | 0.01% | Add |
| Goldman Sachs Group history | 67.08K | $9.79M | 0.00% | Add |
| Citadel Advisors history | 42.10K | $6.14M | 0.00% | Add |
| BlackRock Inc history | 40.64K | $5.93M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 26.02K | $3.80M | 0.00% | Add |
| JPMorgan Chase & Co history | 24.90K | $3.63M | 0.00% | Add |
| BNY Mellon history | 12.95K | $1.89M | 0.00% | Add |
| Citigroup Inc history | 10.77K | $1.57M | 0.00% | Reduce |
| PNC Financial Services history | 4.61K | $672.65K | 0.00% | Reduce |
| Northern Trust Corp history | 3.24K | $473.22K | 0.00% | Reduce |
| AQR Capital Management history | 1.74K | $253.37K | 0.00% | New |
Q2 2025 — 19 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 837.45K | $119.18M | 0.01% | Hold |
| Morgan Stanley history | 837.45K | $119.18M | 0.01% | Hold |
| Bank of America Corp history | 616.49K | $87.73M | 0.01% | Reduce |
| Wells Fargo & Co history | 437.40K | $62.25M | 0.01% | Reduce |
| UBS Group AG history | 271.23K | $38.60M | 0.01% | Reduce |
| Goldman Sachs Group history | 60.08K | $8.55M | 0.00% | Add |
| Goldman Sachs Group history | 60.08K | $8.55M | 0.00% | Add |
| BlackRock Inc history | 38.44K | $5.47M | 0.00% | Add |
| BlackRock Inc history | 38.44K | $5.47M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 25.60K | $3.64M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 25.60K | $3.64M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 20.00K | $2.85M | 0.00% | Add |
| JPMorgan Chase & Co history | 20.00K | $2.85M | 0.00% | Add |
| BNY Mellon history | 12.00K | $1.71M | 0.00% | Add |
| Citigroup Inc history | 11.11K | $1.58M | 0.00% | Add |
| Citadel Advisors history | 5.35K | $761.36K | 0.00% | Reduce |
| Citadel Advisors history | 5.35K | $761.36K | 0.00% | Reduce |
| PNC Financial Services history | 4.78K | $679.74K | 0.00% | Reduce |
| Northern Trust Corp history | 3.42K | $486.42K | 0.00% | Hold |
Q1 2025 — 20 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Morgan Stanley history | 836.49K | $108.89M | 0.01% | Reduce |
| Morgan Stanley history | 836.49K | $108.89M | 0.01% | Reduce |
| Bank of America Corp history | 694.32K | $90.39M | 0.01% | Reduce |
| Manulife Financial history | 622.99K | $81.10M | 0.08% | New |
| Wells Fargo & Co history | 455.37K | $59.28M | 0.01% | Hold |
| UBS Group AG history | 274.43K | $35.73M | 0.01% | Add |
| Citadel Advisors history | 67.05K | $8.73M | 0.00% | Add |
| Citadel Advisors history | 67.05K | $8.73M | 0.00% | Add |
| Goldman Sachs Group history | 59.10K | $7.69M | 0.00% | Reduce |
| Goldman Sachs Group history | 59.10K | $7.69M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 26.48K | $3.45M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 26.48K | $3.45M | 0.00% | Add |
| BlackRock Inc history | 21.47K | $2.79M | 0.00% | Add |
| BlackRock Inc history | 21.47K | $2.79M | 0.00% | Add |
| JPMorgan Chase & Co history | 14.48K | $1.88M | 0.00% | Add |
| JPMorgan Chase & Co history | 14.48K | $1.88M | 0.00% | Add |
| BNY Mellon history | 10.92K | $1.42M | 0.00% | Add |
| PNC Financial Services history | 5.66K | $736.75K | 0.00% | Reduce |
| Northern Trust Corp history | 3.42K | $444.95K | 0.00% | Reduce |
| Citigroup Inc history | 1.00K | $130.24K | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 39.20K sh · $6.44M
- Fidelity International (FIL) 4.02K sh · $669.60K
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Morgan Stanley | 767.06K | 780.29K | 799.44K | 827.17K | 837.45K | 836.49K | 915.74K | 858.57K | 875.02K | 810.53K | 703.34K | 733.17K | 705.15K | 741.69K | 746.52K | 785.21K | 803.31K | 851.62K | 1.11M | 1.09M |
| Bank of America Corp | 443.26K | 362.63K | 572.10K | 614.54K | 616.49K | 694.32K | 699.68K | 696.01K | 736.13K | 744.25K | 671.94K | 623.64K | 647.40K | 629.97K | 669.18K | 693.93K | 1.08M | 1.19M | 1.28M | 1.38M |
| Wells Fargo & Co | 440.20K | 450.33K | 462.32K | 442.20K | 437.40K | 455.37K | 453.75K | 444.91K | 438.13K | 427.96K | 339.24K | 336.66K | 329.85K | 328.56K | 344.12K | 339.21K | 348.66K | 469.20K | 583.45K | 586.07K |
| UBS Group AG | 178.45K | 256.02K | 272.97K | 276.94K | 271.23K | 274.43K | 272.08K | 269.59K | 271.18K | 255.06K | 244.05K | 229.13K | 236.91K | 238.83K | 243.28K | 228.62K | 257.58K | 248.93K | 338.20K | 323.43K |
| Goldman Sachs Group | 68.76K | 62.85K | 56.47K | 67.08K | 60.08K | 59.10K | 76.35K | 64.18K | 55.99K | 71.08K | 98.38K | 135.79K | 62.52K | 113.19K | 130.33K | 120.83K | 105.08K | 106.46K | 48.91K | 60.40K |
| JPMorgan Chase & Co | 39.20K | — | 38.99K | 24.90K | 20.00K | 14.48K | 9.43K | 7.43K | 6.06K | 7.44K | 5.20K | 2.35K | 4.75K | 1.25K | 1.13K | 716 | 895 | 945 | 9.93K | 8.95K |
| BlackRock Inc | 27.77K | 31.90K | 31.83K | 40.64K | 38.44K | 21.47K | 11.11K | 35.25K | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 26.54K | 25.65K | 22.52K | 26.02K | 25.60K | 26.48K | 26.03K | 25.64K | 24.16K | 23.64K | 21.88K | 14.24K | 15.14K | 13.07K | 13.02K | 13.12K | 13.19K | 12.80K | 12.18K | 7.89K |
| Citadel Advisors | 24.20K | 61.64K | — | 42.10K | 5.35K | 67.05K | 30.98K | 7.39K | 3.66K | 5.18K | 7.51K | 7.50K | 26.11K | 38.36K | 11.86K | 23.27K | 30.51K | 32.59K | — | 19.51K |
| BNY Mellon | 21.66K | 17.26K | 14.65K | 12.95K | 12.00K | 10.92K | 5.92K | 5.40K | 4.47K | 1.80K | 1.82K | 6.33K | 5.55K | 5.98K | 5.26K | 5.41K | — | — | — | — |
| Citigroup Inc | 10.28K | 11.04K | 24.84K | 10.77K | 11.11K | 1.00K | 724 | 705 | 683 | 749 | 2.20K | 5.74K | 6.22K | 7.50K | 8.52K | 9.06K | 9.29K | 8.04K | 7.35K | 7.12K |
| AQR Capital Management | 9.03K | 7.79K | — | 1.74K | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
| PNC Financial Services | 4.12K | 4.09K | 4.56K | 4.61K | 4.78K | 5.66K | 5.77K | 5.77K | 5.81K | 6.14K | 6.80K | 6.57K | 6.52K | 6.55K | 6.62K | 7.85K | 8.55K | 8.60K | 8.60K | 8.92K |
| Fidelity International (FIL) | 4.02K | — | — | — | — | — | — | — | — | — | — | 389.24K | — | — | — | — | — | — | — | — |
| Northern Trust Corp | 2.77K | 3.24K | 3.32K | 3.24K | 3.42K | 3.42K | 3.50K | 3.58K | 3.58K | 3.50K | 3.50K | 3.82K | 3.50K | 3.00K | 3.00K | 3.00K | 3.00K | 3.80K | 3.00K | 3.05K |
| Renaissance Technologies | — | — | — | — | — | — | — | 2.70K | — | — | — | 3.20K | — | — | — | — | — | — | — | — |
| Two Sigma Investments | — | — | — | — | — | — | — | — | — | — | — | — | — | 5.40K | — | — | 4.70K | — | — | — |
| D. E. Shaw & Co | — | — | — | — | — | — | — | 3.36K | 2.19K | — | — | — | — | — | — | — | — | — | — | — |
| Prudential Financial | — | — | — | — | — | — | — | 2.93K | 2.78K | 2.63K | 2.72K | 2.74K | 2.79K | 2.84K | 2.60K | 82.83K | 39.93K | 11.18K | 1.01M | 4.40K |
| Manulife Financial | — | — | — | — | — | 622.99K | — | — | — | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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