Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 516 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lighthouse Financial LLC
Largo, FL |
Oct 27, 2025 Q3 2025 |
3,900
shares
|
$480,441
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,895
shares
|
$479,825
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,895
shares
|
$479,825
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
3,859
shares
|
$475,390
0.01% of portfolio
|
Q2 2025
Reduced 35.28%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,790
shares
|
$466,890
0.2% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
3,770
shares
|
$464,426
0.04% of portfolio
|
Q3 2025
Reduced 9.59%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Oct 23, 2025 Q3 2025 |
3,747
shares
|
$461,592
0.36% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
3,737
shares
|
$460,361
0.07% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
3,719
shares
|
$458,143
0.25% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,715
shares
|
$457,650
0.08% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,701
shares
|
$455,926
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
3,638
shares
|
$448,165
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,628
shares
|
$446,933
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$443,484
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$443,484
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$441,636
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
3,572
shares
|
$440,034
0.05% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,559
shares
|
$438,433
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,556
shares
|
$438,063
0.02% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
3,527
shares
|
$434,491
0.24% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,462
shares
|
$426,483
0.04% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
3,450
shares
|
$425,005
0.11% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
3,400
shares
|
$418,846
0.03% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$416,135
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$412,070
0.04% of portfolio
|
Q2 2022
Added 20.76%
|