Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 516 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
2,337
shares
|
$287,895
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
|
$286,909
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
2,309
shares
|
$284,445
0.03% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
2,280
shares
|
$280,873
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
2,229
shares
|
$274,590
0.0% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
2,221
shares
|
$273,604
0.11% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
2,206
shares
|
$271,757
0.0% of portfolio
|
Q3 2025
Added 22.01%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,176
shares
|
$268,061
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
2,170
shares
|
$267,322
0.03% of portfolio
|
Q2 2025
Reduced 2.25%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 08, 2025 Q2 2025 |
2,150
shares
|
$264,858
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
2,129
shares
|
$262,271
0.1% of portfolio
|
Q2 2025
Reduced 89.43%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Aug 08, 2025 Q2 2025 |
2,085
shares
|
$256,851
0.0% of portfolio
|
Q2 2025
Added 16.42%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,067
shares
|
$254,633
0.01% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
2,054
shares
|
$253,032
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
2,019
shares
|
$248,720
0.01% of portfolio
|
Q3 2025
Reduced 30.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,003
shares
|
$246,749
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,000
shares
|
$246,380
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$246,380
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
1,992
shares
|
$245,394
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
1,977
shares
|
$243,546
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
1,974
shares
|
$243,177
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
1,950
shares
|
$240,220
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,926
shares
|
$237,263
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,893
shares
|
$233,198
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Aug 13, 2025 Q2 2025 |
1,885
shares
|
$232,213
0.13% of portfolio
|
Q2 2025
New holding
|