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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,219
shares
|
$150,168
0.0% of portfolio
|
Q2 2025
Reduced 10.76%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
1,200
shares
|
$147,828
0.05% of portfolio
|
Q2 2024
Reduced 55.51%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Jul 09, 2025 Q2 2025 |
1,178
shares
|
$145,117
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
1,175
shares
|
$144,748
0.03% of portfolio
|
Q1 2025
Added 213.33%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,148
shares
|
$141,422
0.04% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,127
shares
|
$138,835
0.01% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,108
shares
|
$136,494
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,100
shares
|
$135,509
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,095
shares
|
$134,893
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,095
shares
|
$134,893
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,093
shares
|
$134,646
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,019
shares
|
$125,530
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,004
shares
|
$123,682
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$116,660
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
946
shares
|
$116,537
0.0% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
877
shares
|
$108,037
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
858
shares
|
$105,697
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
836
shares
|
$102,986
0.04% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
832
shares
|
$102,494
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
825
shares
|
$101,631
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$99,291
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
800
shares
|
$98,552
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
768
shares
|
$94,609
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$93,624
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
729
shares
|
$89,805
0.0% of portfolio
|
Q2 2024
New holding
|