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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,045
shares
|
$353,372
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,024
shares
|
$350,935
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,978
shares
|
$345,596
0.17% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
2,978
shares
|
$345,596
0.19% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,967
shares
|
$344,320
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,960
shares
|
$343,508
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,895
shares
|
$335,964
0.02% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
2,860
shares
|
$331,903
0.11% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,823
shares
|
$327,609
0.06% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
2,782
shares
|
$322,851
0.01% of portfolio
|
Q1 2025
Reduced 22.2%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,775
shares
|
$322,038
0.01% of portfolio
|
Q1 2025
Reduced 24.53%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
2,775
shares
|
$322,038
0.31% of portfolio
|
Q2 2024
Reduced 98.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
2,746
shares
|
$318,673
0.0% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
2,714
shares
|
$314,959
0.01% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,696
shares
|
$312,870
0.02% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,676
shares
|
$310,549
0.07% of portfolio
|
Q4 2024
Added 28.1%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,672
shares
|
$310,085
0.05% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
2,656
shares
|
$308,228
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
2,640
shares
|
$306,372
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,628
shares
|
$304,979
0.01% of portfolio
|
Q1 2025
Reduced 93.16%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
2,625
shares
|
$304,631
0.01% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Apr 14, 2025 Q1 2025 |
2,615
shares
|
$303,470
0.25% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
2,560
shares
|
$297,088
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
2,555
shares
|
$296,507
0.01% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
2,500
shares
|
$290,125
0.08% of portfolio
|
Q4 2023
New holding
|