ISHARES TR

Ticker: IYJ CUSIP: 464287754 Class: US INDUSTRIALS

Holders for Q4 2025 Position Changes for Q4 2025

Note: Option positions (PUT/CALL) are excluded.

New Positions (28)

KM Capital Management Ltd.
Value ($000) $510 Shares 3,444
BCS Wealth Management
Value ($000) $1,511 Shares 10,200
HFG Advisors, Inc.
Value ($000) $201 Shares 1,358
MANAGED ASSET PORTFOLIOS, LLC
Value ($000) $347 Shares 2,343
Royal Fund Management, LLC
Value ($000) $395 Shares 2,667
Cornerstone Wealth Management, LLC
Value ($000) $656 Shares 4,425
Berkshire Money Management, Inc.
Value ($000) $370 Shares 2,500
Greenspring Advisors, LLC
Value ($000) $284 Shares 1,918
Commonwealth Retirement Investments LLC
Value ($000) $77 Shares 518
Legacy Wealth Managment, LLC/ID
Value ($000) $44 Shares 300
Allen Investment Management LLC
Value ($000) $836 Shares 5,639
True Link Financial Advisors, LLC
Value ($000) $201 Shares 1,355
FLOW TRADERS U.S. LLC
Value ($000) $1 Shares 6,220
INTEGRITY ALLIANCE, LLC.
Value ($000) $235 Shares 1,585
JOHNSON INVESTMENT COUNSEL INC
Value ($000) $769 Shares 5,187
Lido Advisors, LLC
Value ($000) $716 Shares 4,850
Triumph Capital Management
Value ($000) $33 Shares 221
Dynasty Wealth Management, LLC
Value ($000) $262 Shares 1,769
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC
Value ($000) $63 Shares 428
Rossby Financial, LCC
Value ($000) $21 Shares 145

Increased Positions (69)

Kozak & Associates, Inc.
Value ($000) $33,220 (+16.7%) Shares 214,805 (+6.4%)
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC
Value ($000) $31,173 (+229.8%) Shares 210,385 (+224.7%)
MinichMacGregor Wealth Management, LLC
Value ($000) $11,086 (+4.6%) Shares 74,821 (+2.9%)
SOUTHERN CAPITAL ADVISORS, LLC
Value ($000) $4,768 (+3.6%) Shares 32,182 (+1.9%)
Merkkuri Wealth Advisors LLC
Value ($000) $2,090 (+10.4%) Shares 14,105 (+8.7%)
Well Done, LLC
Value ($000) $7,382 (+15.8%) Shares 49,821 (+14.0%)
Tudor Financial Inc.
Value ($000) $2,869 (+6.1%) Shares 19,364 (+4.4%)
Cadent Capital Advisors, LLC
Value ($000) $5,432 (+5.9%) Shares 36,663 (+4.3%)
MUIRFIELD WEALTH ADVISORS LLC
Value ($000) $857 (+34.0%) Shares 5,784 (+31.9%)
Smartleaf Asset Management LLC
Value ($000) $2,909 (+77.0%) Shares 19,447 (+71.8%)
Castle Rock Wealth Management, LLC
Value ($000) $2,968 (+10.6%) Shares 19,106 (+4.1%)
Sanctuary Advisors, LLC
Value ($000) $7,541 (+85.3%) Shares 50,891 (+62.8%)
MML INVESTORS SERVICES, LLC
Value ($000) $38,115 (+11.7%) Shares 257,237 (+10.0%)
Prospera Financial Services Inc
Value ($000) $14,338 (+5.4%) Shares 96,769 (+3.7%)
BARTLETT & CO. WEALTH MANAGEMENT LLC
Value ($000) $1,828 (+70.0%) Shares 12,335 (+67.4%)
BNP PARIBAS ARBITRAGE, SA
Value ($000) $14,817 (+101.7%) Shares 100,000 (+98.6%)
PRINCIPAL SECURITIES, INC.
Value ($000) $3,875 (+15.5%) Shares 26,151 (+13.7%)
Private Advisor Group, LLC
Value ($000) $6,589 (+22.6%) Shares 44,471 (+20.7%)
Laurel Wealth Advisors LLC
Value ($000) $1,945 (+3.9%) Shares 13,130 (+2.3%)
KINGSWOOD WEALTH ADVISORS, LLC
Value ($000) $3,709 (+3.9%) Shares 25,035 (+2.3%)

Decreased Positions (76)

MAGNOLIA CAPITAL MANAGEMENT LTD
Value ($000) $3 (-7.3%) Shares 20,076 (-8.8%)
HARMONY ASSET MANAGEMENT LLC
Value ($000) $244 (-86.9%) Shares 1,650 (-87.1%)
Modus Advisors, LLC
Value ($000) $5,931 (-7.4%) Shares 40,026 (-8.9%)
McClarren Financial Advisors, Inc.
Value ($000) $243 (+1.8%) Shares 148 (-91.0%)
First Citizens Financial Corp
Value ($000) $4,905 (+0.3%) Shares 33,103 (-1.2%)
Nikulski Financial, Inc.
Value ($000) $763 (-42.3%) Shares 5,150 (-43.2%)
Rollins Financial Advisors, LLC
Value ($000) $1,068 (-45.4%) Shares 7,207 (-46.3%)
JBR Co Financial Management Inc
Value ($000) $1,755 (-3.0%) Shares 11,847 (-4.5%)
Apeiron RIA LLC
Value ($000) $806 (-16.3%) Shares 5,161 (-22.8%)
PLANNING DIRECTIONS INC
Value ($000) $1,028 (-2.8%) Shares 6,940 (-4.3%)
Empirical Asset Management, LLC
Value ($000) $1,313 (-2.9%) Shares 8,862 (-4.4%)
GPS Wealth Strategies Group, LLC
Value ($000) $7 (-94.9%) Shares 50 (-95.0%)
D L CARLSON INVESTMENT GROUP INC
Value ($000) $808 (-11.7%) Shares 5,454 (-13.0%)
INSPIRION WEALTH ADVISORS, LLC
Value ($000) $208 (-40.6%) Shares 1,407 (-46.4%)
ADELL HARRIMAN & CARPENTER INC
Value ($000) $443 (-41.5%) Shares 2,993 (-42.4%)
Rockefeller Capital Management L.P.
Value ($000) $2,741 (-61.6%) Shares 18,497 (-62.2%)
Sunbelt Securities, Inc.
Value ($000) $914 (-15.3%) Shares 6,170 (-16.6%)
WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC
Value ($000) $289 (-40.3%) Shares 1,949 (-41.2%)
Swisher Financial Concepts, Inc.
Value ($000) $560 (-0.7%) Shares 3,780 (-2.2%)
Lakeshore Capital Group, Inc.
Value ($000) $576 (+0.4%) Shares 3,887 (-1.1%)

Exited Positions (22)

Risk Paradigm Group, LLC
Value ($000) $561,161 Shares 4,366
LGT Financial Advisors LLC
Value ($000) $350 Shares 2,400
JIM SAULNIER & ASSOCIATES, LLC
Value ($000) $298 Shares 2,042
Kesler, Norman & Wride, LLC
Value ($000) $763 Shares 5,712
OBSIDIAN CIO, LLC
Value ($000) $547 Shares 3,753
BURKE & HERBERT BANK & TRUST CO
Value ($000) $467 Shares 3,200
NAVELLIER & ASSOCIATES INC
Value ($000) $824 Shares 5,646
Matthew Goff Investment Advisor, LLC
Value ($000) $236 Shares 1,620
PERRITT CAPITAL MANAGEMENT INC
Value ($000) $50 Shares 343
Accredited Investors Inc.
Value ($000) $310 Shares 2,124
Finley Financial, LLC
Value ($000) $37 Shares 255
PFG Advisors
Value ($000) $221 Shares 1,512
CITADEL ADVISORS LLC
Value ($000) $6,141 Shares 42,100
United Financial Planning Group LLC
Value ($000) $16 Shares 84
Carnegie Capital Asset Management, LLC
Value ($000) $205 Shares 1,407
Kovitz Investment Group Partners, LLC
Value ($000) $407 Shares 2,789
AQR CAPITAL MANAGEMENT LLC
Value ($000) $253 Shares 1,737
Caldwell Trust Co
Value ($000) $25 Shares 170
New Millennium Group LLC
Value ($000) $2 Shares 16
Larson Financial Group LLC
Value ($000) $1 Shares 8