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 |
|---|---|---|---|---|---|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
310
shares
|
$39,193
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
301
shares
|
$38,055
0.01% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$37,929
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
300
shares
|
$37,929
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
295
shares
|
$37,296
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
285
shares
|
$36,032
0.0% of portfolio
|
Q2 2025
Reduced 22.13%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$35,400
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
280
shares
|
$35,400
0.03% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
265
shares
|
$33,503
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$32,871
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
255
shares
|
$32,239
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 15, 2025 Q2 2025 |
236
shares
|
$29,837
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
228
shares
|
$28,826
0.01% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
215
shares
|
$27,182
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
210
shares
|
$26,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
206
shares
|
$26,044
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$25,286
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
197
shares
|
$24,906
0.0% of portfolio
|
Q2 2025
Reduced 36.66%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
194
shares
|
$24,527
0.01% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
184
shares
|
$23,263
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
156
shares
|
$19,723
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
150
shares
|
$18,964
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$15,171
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
118
shares
|
$14,918
0.0% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$14,539
0.0% of portfolio
|
Q3 2024
Added 0.88%
|