Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 475 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 $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
3,340
shares
|
$409,450
0.01% of portfolio
|
Q1 2025
Reduced 8.24%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,315
shares
|
$406,385
0.13% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
3,310
shares
|
$405,772
0.01% of portfolio
|
Q2 2025
Added 19.28%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,260
shares
|
$399,643
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
|
$397,069
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
3,202
shares
|
$392,533
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
3,200
shares
|
$392,288
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$387,629
0.03% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Apr 24, 2025 Q1 2025 |
3,118
shares
|
$382,235
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$381,990
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
3,113
shares
|
$381,622
0.1% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
3,102
shares
|
$380,274
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
3,045
shares
|
$373,286
0.01% of portfolio
|
Q4 2024
Added 1.18%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,024
shares
|
$370,712
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$367,770
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,988
shares
|
$366,298
0.17% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,979
shares
|
$365,195
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
2,967
shares
|
$363,724
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
2,960
shares
|
$362,866
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,895
shares
|
$354,898
0.02% of portfolio
|
Q1 2025
Added 3.65%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,860
shares
|
$350,607
0.11% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
2,823
shares
|
$346,071
0.06% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Wulff, Hansen & Co.
|
May 14, 2025 Q1 2025 |
2,775
shares
|
$340,187
0.31% of portfolio
|
Q2 2024
Reduced 98.94%
|
|
|
Sequoia Financial Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
2,746
shares
|
$336,632
0.0% of portfolio
|
Q1 2025
Added 18.93%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
2,714
shares
|
$332,709
0.01% of portfolio
|
Q4 2023
Reduced 8.43%
|