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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
2,860
shares
|
$361,589
0.11% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
2,834
shares
|
$358,302
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
2,810
shares
|
$355,268
0.05% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
2,775
shares
|
$350,843
0.31% of portfolio
|
Q2 2024
Reduced 98.94%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,769
shares
|
$350,084
0.05% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
2,674
shares
|
$338,073
0.03% of portfolio
|
Q2 2025
Reduced 30.24%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
2,656
shares
|
$335,798
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
2,640
shares
|
$333,775
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
2,560
shares
|
$323,660
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
2,557
shares
|
$323,281
0.0% of portfolio
|
Q2 2025
Added 33.73%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
2,554
shares
|
$322,902
0.0% of portfolio
|
Q2 2025
Reduced 55.32%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
2,551
shares
|
$322,522
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
|
$316,075
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
2,467
shares
|
$311,902
0.01% of portfolio
|
Q2 2025
Reduced 49.0%
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Aug 13, 2025 Q2 2025 |
2,452
shares
|
$310,006
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 05, 2025 Q2 2025 |
2,406
shares
|
$304,190
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
2,378
shares
|
$300,650
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
2,376
shares
|
$300,397
0.0% of portfolio
|
Q1 2025
Reduced 7.76%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
2,373
shares
|
$300,018
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,367
shares
|
$299,259
0.2% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,337
shares
|
$295,466
0.06% of portfolio
|
Q2 2025
Reduced 12.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
2,329
shares
|
$294,455
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,309
shares
|
$291,926
0.03% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
2,300
shares
|
$290,789
0.02% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,280
shares
|
$288,260
0.1% of portfolio
|
Q2 2025
New holding
|