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 |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
406
shares
|
$49,771
0.02% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
404
shares
|
$49,526
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
395
shares
|
$48,423
0.01% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
380
shares
|
$46,584
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
366
shares
|
$44,867
0.0% of portfolio
|
Q1 2025
Reduced 12.02%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
364
shares
|
$44,622
0.02% of portfolio
|
Q2 2025
Added 60.35%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
341
shares
|
$41,803
0.0% of portfolio
|
Q1 2025
Added 13.29%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
334
shares
|
$40,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
332
shares
|
$40,699
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
332
shares
|
$40,699
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
311
shares
|
$38,125
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
310
shares
|
$38,002
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 18, 2025 Q1 2025 |
301
shares
|
$36,899
0.01% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
300
shares
|
$36,777
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
300
shares
|
$36,777
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
295
shares
|
$36,164
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
280
shares
|
$34,325
0.03% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$34,325
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
265
shares
|
$32,486
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$31,873
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
255
shares
|
$31,260
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 15, 2025 Q1 2025 |
236
shares
|
$28,931
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
228
shares
|
$27,950
0.01% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
215
shares
|
$26,356
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
210
shares
|
$25,743
0.0% of portfolio
|
Q4 2024
New holding
|