Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 515 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 $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
700
shares
|
$86,842
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
699
shares
|
$86,717
0.01% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
688
shares
|
$85,353
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$80,639
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
649
shares
|
$80,514
0.04% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
646
shares
|
$80,142
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
641
shares
|
$79,522
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
638
shares
|
$79,150
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
615
shares
|
$76,296
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$74,436
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
600
shares
|
$74,436
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
567
shares
|
$70,342
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
553
shares
|
$68,605
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
547
shares
|
$67,860
0.0% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
543
shares
|
$67,364
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
534
shares
|
$66,248
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
527
shares
|
$65,379
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
500
shares
|
$62,030
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
480
shares
|
$59,548
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
465
shares
|
$57,687
0.01% of portfolio
|
Q2 2025
Added 39.22%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
458
shares
|
$56,819
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
438
shares
|
$54,338
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
435
shares
|
$53,966
0.01% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
420
shares
|
$52,105
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
416
shares
|
$51,608
0.0% of portfolio
|
Q3 2024
Added 34.19%
|