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 |
|---|---|---|---|---|---|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
646
shares
|
$81,673
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
641
shares
|
$81,041
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
636
shares
|
$80,409
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Aug 12, 2025 Q2 2025 |
615
shares
|
$77,754
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
600
shares
|
$75,858
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
600
shares
|
$75,858
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
567
shares
|
$71,685
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Jul 21, 2025 Q2 2025 |
552
shares
|
$69,789
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
547
shares
|
$69,157
0.0% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
534
shares
|
$67,513
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
518
shares
|
$65,490
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
507
shares
|
$64,100
0.03% of portfolio
|
Q2 2025
Reduced 14.5%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
480
shares
|
$60,686
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
465
shares
|
$58,789
0.01% of portfolio
|
Q2 2025
Added 39.22%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
458
shares
|
$57,904
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
438
shares
|
$55,376
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
435
shares
|
$54,997
0.01% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
420
shares
|
$53,100
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
416
shares
|
$52,594
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
406
shares
|
$51,330
0.02% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
404
shares
|
$51,077
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
380
shares
|
$48,043
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
364
shares
|
$46,020
0.02% of portfolio
|
Q2 2025
Added 60.35%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
332
shares
|
$41,974
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
332
shares
|
$41,974
0.0% of portfolio
|
Q3 2024
Added 9.93%
|