Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 516 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
5,231
shares
|
$644,406
0.44% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
5,150
shares
|
$634,428
0.11% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,131
shares
|
$632,087
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,130
shares
|
$631,964
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,112
shares
|
$629,747
0.0% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,079
shares
|
$625,682
0.11% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$622,109
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
5,041
shares
|
$621,000
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,031
shares
|
$619,768
0.03% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,995
shares
|
$615,334
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,985
shares
|
$614,102
0.07% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
4,934
shares
|
$607,819
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,925
shares
|
$606,710
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,908
shares
|
$604,616
0.3% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
4,785
shares
|
$589,464
0.16% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,751
shares
|
$585,275
0.05% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
4,715
shares
|
$580,840
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,688
shares
|
$577,514
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,648
shares
|
$572,587
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,602
shares
|
$566,920
0.03% of portfolio
|
Q3 2025
Added 58.2%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
4,467
shares
|
$550,289
0.3% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
4,454
shares
|
$548,688
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,434
shares
|
$546,224
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
4,360
shares
|
$537,108
0.17% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
4,343
shares
|
$535,014
0.05% of portfolio
|
Q3 2024
Added 283.66%
|