Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 473 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
3,856
shares
|
$472,707
0.14% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,854
shares
|
$472,461
0.1% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,833
shares
|
$469,887
0.04% of portfolio
|
Q1 2025
Added 24.89%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,816
shares
|
$467,803
0.0% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,778
shares
|
$463,145
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
3,760
shares
|
$460,938
0.28% of portfolio
|
Q1 2025
Reduced 10.69%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
3,752
shares
|
$459,957
0.03% of portfolio
|
Q1 2025
Reduced 29.9%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
May 30, 2025 Q4 2024 |
3,733
shares
|
$457,628
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
3,715
shares
|
$455,421
0.1% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,701
shares
|
$453,705
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,672
shares
|
$450,150
0.01% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,631
shares
|
$445,124
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$441,324
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$441,324
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
3,586
shares
|
$439,607
0.36% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$439,485
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,535
shares
|
$433,355
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,417
shares
|
$418,890
0.29% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,393
shares
|
$415,947
0.02% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
3,388
shares
|
$415,334
0.24% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$414,109
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,361
shares
|
$412,024
0.03% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$410,063
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,340
shares
|
$409,450
0.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,315
shares
|
$406,385
0.13% of portfolio
|
Q2 2025
Added 0.3%
|