Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 507 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
5,031
shares
|
$636,069
0.03% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
4,995
shares
|
$631,517
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,985
shares
|
$630,253
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
|
$623,805
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
4,911
shares
|
$620,897
0.2% of portfolio
|
Q2 2025
Reduced 2.56%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,854
shares
|
$613,691
0.31% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
4,783
shares
|
$604,714
0.0% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,751
shares
|
$600,668
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
|
$596,117
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
4,688
shares
|
$592,703
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,649
shares
|
$587,773
0.05% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
4,554
shares
|
$575,762
0.1% of portfolio
|
Q2 2025
Reduced 57.28%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
4,467
shares
|
$564,762
0.3% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
4,453
shares
|
$562,992
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,434
shares
|
$560,590
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,390
shares
|
$555,027
0.05% of portfolio
|
Q2 2025
Added 39.9%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
4,366
shares
|
$551,993
0.15% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,360
shares
|
$551,234
0.18% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
4,343
shares
|
$549,085
0.04% of portfolio
|
Q3 2024
Added 283.66%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
4,332
shares
|
$547,694
0.0% of portfolio
|
Q2 2025
Added 110.91%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
4,324
shares
|
$546,683
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
4,318
shares
|
$545,924
0.4% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,281
shares
|
$541,246
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,268
shares
|
$539,603
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,215
shares
|
$532,902
0.07% of portfolio
|
Q2 2025
Reduced 8.59%
|