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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
4,176
shares
|
$527,971
0.06% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,170
shares
|
$527,213
0.05% of portfolio
|
Q2 2025
Reduced 17.43%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
4,155
shares
|
$525,316
0.02% of portfolio
|
Q2 2025
Reduced 63.19%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
4,153
shares
|
$525,063
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
4,139
shares
|
$523,293
0.01% of portfolio
|
Q2 2025
Reduced 28.51%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
4,128
shares
|
$521,903
0.05% of portfolio
|
Q2 2025
Reduced 17.49%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
4,127
shares
|
$521,776
0.03% of portfolio
|
Q2 2025
Reduced 12.12%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
4,122
shares
|
$521,144
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Fountainhead Am, LLC
Warren, NJ |
Aug 07, 2025 Q2 2025 |
4,111
shares
|
$519,753
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,110
shares
|
$519,627
0.01% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
4,090
shares
|
$517,098
0.0% of portfolio
|
Q4 2024
Reduced 42.89%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
4,090
shares
|
$517,098
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
4,062
shares
|
$513,558
0.07% of portfolio
|
Q2 2025
Reduced 10.74%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
4,059
shares
|
$513,179
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
3,998
shares
|
$505,467
0.05% of portfolio
|
Q2 2025
Reduced 6.46%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,988
shares
|
$504,202
0.01% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,981
shares
|
$503,317
0.0% of portfolio
|
Q1 2024
Added 5.85%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
3,961
shares
|
$500,789
0.17% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
3,943
shares
|
$498,513
0.03% of portfolio
|
Q2 2025
Added 94.52%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
3,900
shares
|
$493,077
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,895
shares
|
$492,444
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,895
shares
|
$492,444
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
3,880
shares
|
$490,548
0.0% of portfolio
|
Q2 2025
Reduced 14.97%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,859
shares
|
$487,893
0.01% of portfolio
|
Q2 2025
Reduced 35.28%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
3,854
shares
|
$487,261
0.1% of portfolio
|
Q1 2025
Added 10.08%
|