Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 473 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$98,807
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$93,168
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
729
shares
|
$89,368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
700
shares
|
$85,813
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
697
shares
|
$85,445
0.01% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Bare Financial Services, Inc
Gap, PA |
May 12, 2025 Q1 2025 |
688
shares
|
$84,341
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$79,683
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
649
shares
|
$79,560
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
646
shares
|
$79,193
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
641
shares
|
$78,580
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
636
shares
|
$77,967
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
615
shares
|
$75,392
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
602
shares
|
$73,799
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
600
shares
|
$73,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
600
shares
|
$73,554
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
600
shares
|
$73,554
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
567
shares
|
$69,508
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
552
shares
|
$67,669
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
547
shares
|
$67,056
0.0% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
534
shares
|
$65,463
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
507
shares
|
$62,153
0.03% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
480
shares
|
$58,843
0.0% of portfolio
|
Q4 2022
New holding
|