iShares Trust - iShares U.S. Industrials ETF
CL ˙ SNSE ˙ US4642877546
SecurityCL:IYJ / iShares Trust - iShares U.S. Industrials ETF
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership2,103 shares
Latest Disclosed Value $ 310,267
Sowell Financial Services LLC reports 0.05% increase in ownership of IYJ / iShares Trust - iShares U.S. Industrials ETF

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 2,103 shares of iShares Trust - iShares U.S. Industrials ETF (CL:IYJ) valued at $310,267 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 2,102 shares of iShares Trust - iShares U.S. Industrials ETF. This represents a change in shares of 0.05% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-20 2026-03-31 13F ISHARES TR US INDUSTRIALS 464287754 2,103 1 0.05 310 -0.32 0.0115
2026-01-21 2025-12-31 13F ISHARES TR US INDUSTRIALS 464287754 2,102 1 0.05 311 1.63 0.0114
2025-10-17 2025-09-30 13F ISHARES TR US INDUSTRIALS 464287754 2,101 -798 -27.53 306 -25.73 0.0118
2025-07-14 2025-06-30 13F ISHARES TR US INDUSTRIALS 464287754 2,899 -13 -0.45 413 8.71 0.0168
2025-04-17 2025-03-31 13F ISHARES TR US INDUSTRIALS 464287754 2,912 2,912 379 0.0173
2023-08-14 2023-06-30 13F ISHARES TR ETF 464287754 0 -2,934 -100.00 0 0.0000
2023-05-12 2023-03-31 13F ISHARES TR ETF 464287754 2,934 2,934 0 0.0227
2021-08-05 2021-06-30 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 0 -7,803 -100.00 0 -100.00
2021-05-07 2021-03-31 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 7,803 233 3.08 873 18.78 0.0304
2021-01-13 2020-12-31 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 7,570 5,101 206.60 735 77.97 0.0314
2020-11-12 2020-09-30 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 2,469 1 0.04 413 11.02 0.0206
2020-08-13 2020-06-30 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 2,468 -125 -4.82 372 15.53 0.0204
2020-05-12 2020-03-31 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 2,593 -863 -24.97 322 -44.39 0.0238
2020-02-07 2019-12-31 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 3,456 -349 -9.17 579 -4.14 0.0441
2019-11-14 2019-09-30 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 3,805 -298 -7.26 604 -3.05 0.0499
2019-05-15 2019-03-31 13F ISHARES U.S. INDUSTRIALS ETF ETF 464287754 4,103 -100 -2.38 623 15.37 0.0696
2019-03-05 2018-12-31 13F ISHARES TR US INDUSTRIALS 464287754 4,203 4,203 540 0.0765
2018-11-13 2018-09-30 13F ISHARES TR US INDUSTRIALS 464287754 0 -4,741 -100.00 0 -100.00
2018-08-14 2018-06-30 13F ISHARES TR US INDUSTRIALS 464287754 4,741 -224 -4.51 708 1.72 0.1503
2018-05-10 2018-03-31 13F ISHARES TR US INDUSTRIALS 464287754 4,965 0 0.00 696 -9.49 0.1739
2018-01-29 2017-12-31 13F ISHARES TR US INDUSTRIALS 464287754 4,965 150 3.12 769 13.09 0.1880
2017-11-07 2017-09-30 13F ISHARES TR US INDUSTRIALS 464287754 4,815 1 0.02 680 5.92 0.1773
2017-08-14 2017-06-30 13F ISHARES TR U.S. INDS ETF 464287754 4,814 100 2.12 642 5.25 0.1822
2017-05-31 2017-03-31 13F ISHARES TR U.S. INDS ETF 464287754 4,714 2,764 141.74 610 146.96 0.1801
2017-02-27 2016-12-31 13F iShares Dow Jones U S Indl Sector Index Fd U.S. INDS ETF 464287754 1,950 1,950 247 0.0827
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.