Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 471 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,460
shares
|
$178,981
0.0% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,439
shares
|
$176,407
0.01% of portfolio
|
Q1 2025
Added 95.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,438
shares
|
$176,284
0.01% of portfolio
|
Q1 2025
Added 143700.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,366
shares
|
$167,457
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,308
shares
|
$160,347
0.06% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,243
shares
|
$152,379
0.0% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
1,235
shares
|
$151,398
0.06% of portfolio
|
Q1 2023
Added 1303.41%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,225
shares
|
$150,172
0.0% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$147,108
0.05% of portfolio
|
Q2 2024
Reduced 55.51%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,178
shares
|
$144,411
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,175
shares
|
$144,043
0.03% of portfolio
|
Q1 2025
Added 213.33%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
1,124
shares
|
$137,791
0.01% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,108
shares
|
$135,829
0.02% of portfolio
|
Q3 2021
Added 100.0%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,093
shares
|
$133,990
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,062
shares
|
$130,190
0.0% of portfolio
|
Q4 2022
Reduced 23.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,034
shares
|
$126,758
0.0% of portfolio
|
Q2 2025
Reduced 52.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,019
shares
|
$124,919
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
1,000
shares
|
$122,590
0.0% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
1,000
shares
|
$122,590
0.03% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$116,092
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
911
shares
|
$111,679
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
877
shares
|
$107,511
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
832
shares
|
$101,994
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
825
shares
|
$101,136
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
819
shares
|
$100,401
0.01% of portfolio
|
Q1 2025
Added 36.5%
|