Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 516 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 $2.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
406
shares
|
$50,015
0.02% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
404
shares
|
$49,768
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
380
shares
|
$46,812
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
332
shares
|
$40,899
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
332
shares
|
$40,899
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
310
shares
|
$38,188
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
302
shares
|
$37,203
0.02% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
301
shares
|
$37,080
0.0% of portfolio
|
Q3 2025
Reduced 57.3%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
301
shares
|
$37,080
0.01% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
300
shares
|
$36,957
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$36,957
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
295
shares
|
$36,341
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
285
shares
|
$35,109
0.0% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$34,493
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
280
shares
|
$34,493
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
265
shares
|
$32,645
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$32,029
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
236
shares
|
$29,072
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
228
shares
|
$28,087
0.01% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
215
shares
|
$26,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
211
shares
|
$25,993
0.0% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
210
shares
|
$25,869
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
206
shares
|
$25,377
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$24,638
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
198
shares
|
$24,391
0.0% of portfolio
|
Q3 2025
Added 0.51%
|