Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 408 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
3,776
shares
|
$433,560
0.01% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,721
shares
|
$427,245
0.01% of portfolio
|
Q3 2024
Added 31.62%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
3,719
shares
|
$427,015
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,714
shares
|
$426,441
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
3,644
shares
|
$418,404
0.01% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
3,618
shares
|
$415,418
0.01% of portfolio
|
Q2 2024
Added 15.44%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$413,352
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$413,352
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$411,629
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
3,551
shares
|
$407,725
0.03% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
3,475
shares
|
$398,999
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
3,401
shares
|
$390,502
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$387,861
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
3,350
shares
|
$384,647
0.0% of portfolio
|
Q3 2024
Added 12.19%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$384,072
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
First Merchants Corp
|
Oct 24, 2024 Q3 2024 |
3,304
shares
|
$379,365
0.02% of portfolio
|
Q2 2023
Reduced 12.34%
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
3,298
shares
|
$378,676
0.12% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
3,298
shares
|
$378,676
0.01% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
3,272
shares
|
$375,691
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
3,260
shares
|
$374,313
0.14% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,239
shares
|
$371,901
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|
|
Mandatum Life Insurance CO LTD
|
Oct 21, 2024 Q3 2024 |
3,215
shares
|
$369,146
0.1% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
3,209
shares
|
$368,457
0.01% of portfolio
|
Q3 2024
Reduced 29.69%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$367,424
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Oct 31, 2024 Q3 2024 |
3,187
shares
|
$365,931
0.1% of portfolio
|
Q3 2024
Reduced 5.99%
|