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 |
|---|---|---|---|---|---|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
2,696
shares
|
$330,502
0.02% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
2,676
shares
|
$328,050
0.07% of portfolio
|
Q4 2024
Added 28.1%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
2,672
shares
|
$327,560
0.05% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,656
shares
|
$325,599
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
2,640
shares
|
$323,637
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
2,628
shares
|
$322,166
0.01% of portfolio
|
Q1 2025
Reduced 93.16%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,560
shares
|
$313,830
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,551
shares
|
$312,727
0.01% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
2,500
shares
|
$306,475
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,467
shares
|
$302,429
0.0% of portfolio
|
Q2 2025
Reduced 49.0%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 06, 2025 Q1 2025 |
2,452
shares
|
$300,590
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 02, 2025 Q1 2025 |
2,406
shares
|
$294,951
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
2,378
shares
|
$291,519
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
2,376
shares
|
$291,273
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,373
shares
|
$290,906
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
2,367
shares
|
$290,170
0.18% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,309
shares
|
$283,060
0.03% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,274
shares
|
$278,769
0.01% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,229
shares
|
$273,253
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
2,226
shares
|
$272,885
0.05% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
2,220
shares
|
$272,149
0.03% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,215
shares
|
$271,536
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
2,186
shares
|
$267,981
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
2,176
shares
|
$266,755
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Apr 30, 2025 Q1 2025 |
2,150
shares
|
$263,568
0.12% of portfolio
|
Q2 2024
New holding
|