Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 465 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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
3,715
shares
|
$431,125
0.1% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
3,701
shares
|
$429,501
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
3,673
shares
|
$426,251
0.01% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
3,672
shares
|
$426,135
0.01% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
3,636
shares
|
$421,957
0.05% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$417,780
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$417,780
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$416,039
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Apr 25, 2025 Q1 2025 |
3,417
shares
|
$396,542
0.29% of portfolio
|
Q1 2025
Reduced 42.33%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
3,393
shares
|
$393,757
0.02% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Capital Wealth Alliance, LLC
|
May 14, 2025 Q1 2025 |
3,388
shares
|
$393,177
0.24% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$392,016
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$388,187
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,340
shares
|
$387,607
0.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Atlas Brown,Inc.
|
Apr 08, 2025 Q1 2025 |
3,305
shares
|
$383,545
0.13% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
3,260
shares
|
$378,323
0.14% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
3,239
shares
|
$375,885
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|
|
Mandatum Life Insurance CO LTD
|
May 05, 2025 Q1 2025 |
3,215
shares
|
$373,100
0.11% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
3,202
shares
|
$371,592
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,200
shares
|
$371,360
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
3,138
shares
|
$364,164
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,118
shares
|
$361,843
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$361,611
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,102
shares
|
$359,987
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
3,084
shares
|
$357,898
0.03% of portfolio
|
Q1 2025
Added 0.33%
|