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 |
|---|---|---|---|---|---|
|
Stonebridge Financial Planning Group, LLC
|
Aug 05, 2025 Q2 2025 |
3,790
shares
|
$479,169
0.2% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
3,752
shares
|
$474,365
0.03% of portfolio
|
Q1 2025
Reduced 29.9%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
3,737
shares
|
$472,468
0.07% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,715
shares
|
$469,687
0.09% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,701
shares
|
$467,917
0.01% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Triton Wealth Management, Pllc
|
Jul 28, 2025 Q2 2025 |
3,638
shares
|
$459,952
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jul 17, 2025 Q2 2025 |
3,631
shares
|
$459,067
0.05% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
3,628
shares
|
$458,688
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$455,148
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$455,148
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Cathy Pareto & Associates, Inc
Coral Gables, FL |
Jul 14, 2025 Q2 2025 |
3,586
shares
|
$453,377
0.36% of portfolio
|
Q2 2025
Reduced 12.49%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$453,251
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
3,535
shares
|
$446,930
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
3,527
shares
|
$445,918
0.24% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
3,462
shares
|
$437,700
0.04% of portfolio
|
Q2 2025
Added 14.48%
|
|
|
Dagco, Inc.
|
Aug 14, 2025 Q2 2025 |
3,450
shares
|
$436,183
0.12% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
3,393
shares
|
$428,976
0.02% of portfolio
|
Q1 2025
Reduced 6.01%
|
|
|
Capital Wealth Alliance, LLC
|
Jul 30, 2025 Q2 2025 |
3,388
shares
|
$428,344
0.23% of portfolio
|
Q1 2025
Reduced 29.08%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$427,080
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
3,361
shares
|
$424,931
0.03% of portfolio
|
Q2 2025
Reduced 10.25%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$422,908
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
3,340
shares
|
$422,276
0.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
3,323
shares
|
$420,126
0.38% of portfolio
|
Q2 2025
Added 15723.81%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,315
shares
|
$419,115
0.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,310
shares
|
$418,483
0.01% of portfolio
|
Q2 2025
Added 19.28%
|