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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
2,491
shares
|
$289,080
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
2,452
shares
|
$284,554
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,406
shares
|
$279,216
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
2,398
shares
|
$278,287
0.03% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,378
shares
|
$275,966
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,376
shares
|
$275,734
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
True Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,373
shares
|
$275,386
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,367
shares
|
$274,690
0.18% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,229
shares
|
$258,675
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,220
shares
|
$257,631
0.03% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 23, 2025 Q1 2025 |
2,207
shares
|
$256,122
0.16% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,188
shares
|
$253,917
0.01% of portfolio
|
Q1 2025
Added 1925.93%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,186
shares
|
$253,685
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,176
shares
|
$252,524
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
2,150
shares
|
$249,507
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
2,077
shares
|
$241,035
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Darrow Company, Inc.
|
May 12, 2025 Q1 2025 |
2,054
shares
|
$238,366
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,054
shares
|
$238,366
0.0% of portfolio
|
Q1 2025
Added 24.18%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
2,032
shares
|
$235,813
0.01% of portfolio
|
Q1 2025
Added 10.31%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,027
shares
|
$235,233
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Apr 23, 2025 Q1 2025 |
2,015
shares
|
$233,840
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
May 14, 2025 Q1 2025 |
2,000
shares
|
$232,100
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
2,000
shares
|
$232,100
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
May 12, 2025 Q1 2025 |
1,992
shares
|
$231,171
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,991
shares
|
$231,055
0.02% of portfolio
|
Q1 2025
Added 4.46%
|