Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 475 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 |
|---|---|---|---|---|---|
|
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
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
206
shares
|
$25,253
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$24,518
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
194
shares
|
$23,782
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
184
shares
|
$22,556
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
156
shares
|
$19,124
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
154
shares
|
$18,878
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$14,710
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$14,097
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
109
shares
|
$13,362
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
101
shares
|
$12,381
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$12,259
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
94
shares
|
$11,523
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
90
shares
|
$11,033
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
88
shares
|
$10,787
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
87
shares
|
$10,665
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
81
shares
|
$9,929
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
71
shares
|
$8,703
0.01% of portfolio
|
Q1 2025
Reduced 29.7%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$7,355
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
50
shares
|
$6,129
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
50
shares
|
$6,129
0.0% of portfolio
|
Q1 2025
New holding
|