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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,274
shares
|
$287,501
0.01% of portfolio
|
Q2 2025
Reduced 8.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
2,253
shares
|
$284,846
0.01% of portfolio
|
Q2 2025
Added 54.32%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,229
shares
|
$281,812
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Jul 23, 2025 Q2 2025 |
2,226
shares
|
$281,433
0.05% of portfolio
|
Q2 2025
Added 10.47%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jul 25, 2025 Q2 2025 |
2,215
shares
|
$280,042
0.13% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,176
shares
|
$275,111
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,170
shares
|
$274,353
0.03% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,150
shares
|
$271,824
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,129
shares
|
$269,169
0.1% of portfolio
|
Q2 2025
Reduced 89.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,085
shares
|
$263,606
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
2,054
shares
|
$259,687
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$252,860
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$252,860
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,997
shares
|
$252,480
0.02% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
1,992
shares
|
$251,848
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
1,977
shares
|
$249,952
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
1,974
shares
|
$249,572
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
1,950
shares
|
$246,538
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
1,920
shares
|
$242,745
0.06% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,893
shares
|
$239,331
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$238,320
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
1,827
shares
|
$230,987
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
1,820
shares
|
$230,102
0.0% of portfolio
|
Q1 2025
Reduced 37.97%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
1,819
shares
|
$229,976
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
1,808
shares
|
$228,585
0.0% of portfolio
|
Q2 2025
Added 5.98%
|