Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 507 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
1,108
shares
|
$140,084
0.02% of portfolio
|
Q3 2021
Added 100.0%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,108
shares
|
$140,084
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,100
shares
|
$139,073
0.0% of portfolio
|
Q2 2025
Added 10.0%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
1,095
shares
|
$138,440
0.0% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
1,094
shares
|
$138,314
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,093
shares
|
$138,187
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,034
shares
|
$130,728
0.0% of portfolio
|
Q2 2025
Reduced 52.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,019
shares
|
$128,832
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$119,729
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
877
shares
|
$110,879
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
858
shares
|
$108,476
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
836
shares
|
$105,695
0.04% of portfolio
|
Q2 2025
Reduced 32.31%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
832
shares
|
$105,189
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
825
shares
|
$104,304
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
819
shares
|
$103,546
0.01% of portfolio
|
Q1 2025
Added 36.5%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$101,902
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
768
shares
|
$97,098
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$96,086
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
729
shares
|
$92,167
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
705
shares
|
$89,133
0.01% of portfolio
|
Q2 2025
Added 106.74%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
700
shares
|
$88,501
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
699
shares
|
$88,374
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
688
shares
|
$86,983
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$82,179
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
649
shares
|
$82,053
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|