Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 427 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$395,077
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,311
shares
|
$391,062
0.13% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
3,304
shares
|
$390,235
0.03% of portfolio
|
Q2 2023
Reduced 12.34%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
3,260
shares
|
$385,038
0.14% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
3,244
shares
|
$383,148
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
3,239
shares
|
$382,558
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
3,215
shares
|
$379,723
0.11% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
3,200
shares
|
$377,952
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,179
shares
|
$375,471
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
3,118
shares
|
$368,266
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$368,030
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
3,072
shares
|
$362,833
0.0% of portfolio
|
Q2 2024
Added 0.82%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
3,069
shares
|
$362,479
0.03% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
3,061
shares
|
$361,534
0.03% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,048
shares
|
$359,999
0.0% of portfolio
|
Q4 2024
Added 36.38%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
3,023
shares
|
$357,046
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$354,330
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
2,974
shares
|
$351,259
0.16% of portfolio
|
Q1 2024
Reduced 14.93%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,969
shares
|
$350,668
0.16% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
2,967
shares
|
$350,432
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,961
shares
|
$349,723
0.02% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,960
shares
|
$349,605
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
2,928
shares
|
$345,826
0.0% of portfolio
|
Q3 2024
Added 53.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,916
shares
|
$344,408
0.0% of portfolio
|
Q3 2024
Reduced 7.19%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,823
shares
|
$333,424
0.05% of portfolio
|
Q3 2024
Reduced 6.18%
|