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 |
|---|---|---|---|---|---|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
3,290
shares
|
$415,954
0.02% of portfolio
|
Q2 2025
Added 25.19%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,260
shares
|
$412,161
0.14% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,245
shares
|
$410,265
0.01% of portfolio
|
Q2 2025
Reduced 19.22%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,245
shares
|
$410,265
0.03% of portfolio
|
Q2 2025
Added 256.2%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,245
shares
|
$410,265
0.0% of portfolio
|
Q2 2025
Reduced 24.22%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
3,239
shares
|
$409,506
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
3,202
shares
|
$404,828
0.03% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
3,200
shares
|
$404,576
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Advisory Alpha, LLC
|
Aug 01, 2025 Q2 2025 |
3,181
shares
|
$402,173
0.01% of portfolio
|
Q2 2025
Added 2.55%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
3,162
shares
|
$399,771
0.03% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,134
shares
|
$396,231
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
3,118
shares
|
$394,208
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$393,955
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
3,113
shares
|
$393,576
0.1% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
3,079
shares
|
$389,277
0.02% of portfolio
|
Q2 2025
Added 6.36%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Aug 20, 2025 Q2 2025 |
3,058
shares
|
$386,622
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
3,005
shares
|
$379,922
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
Jul 24, 2025 Q2 2025 |
3,000
shares
|
$379,290
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
2,988
shares
|
$377,772
0.17% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
2,979
shares
|
$376,634
0.18% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
2,967
shares
|
$375,117
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
2,960
shares
|
$374,232
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
2,960
shares
|
$374,232
0.03% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
2,909
shares
|
$367,784
0.02% of portfolio
|
Q2 2025
Reduced 45.16%
|
|
|
Y Intercept (Hong Kong) LTD
|
Aug 01, 2025 Q2 2025 |
2,906
shares
|
$367,405
0.01% of portfolio
|
Q2 2025
New holding
|