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 |
|---|---|---|---|---|---|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
152,659
shares
|
$19.3 Million
1.57% of portfolio
|
Q2 2025
New holding
|
|
|
Schroder Investment Management Group
London, X0 |
Aug 13, 2025 Q2 2025 |
143,300
shares
|
$18.1 Million
0.02% of portfolio
|
Q2 2025
Added 154.54%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
127,302
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
118,170
shares
|
$14.9 Million
0.04% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
117,472
shares
|
$14.9 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
115,018
shares
|
$14.5 Million
3.17% of portfolio
|
Q2 2025
Reduced 38.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
114,788
shares
|
$14.5 Million
0.17% of portfolio
|
Q2 2025
Added 32.0%
|
|
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
Aug 14, 2025 Q2 2025 |
113,138
shares
|
$14.3 Million
6.01% of portfolio
|
Q2 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
112,364
shares
|
$14.2 Million
0.03% of portfolio
|
Q2 2025
Added 2.24%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
111,424
shares
|
$14.1 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
110,892
shares
|
$14 Million
2.55% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,471
shares
|
$12.7 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
95,481
shares
|
$12.1 Million
0.01% of portfolio
|
Q2 2025
Added 35.25%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
91,004
shares
|
$11.5 Million
0.19% of portfolio
|
Q2 2025
Added 1871.06%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
89,954
shares
|
$11.4 Million
2.96% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
88,473
shares
|
$11.2 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
82,080
shares
|
$10.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
73,625
shares
|
$9.31 Million
4.48% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,095
shares
|
$8.61 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
68,017
shares
|
$8.6 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
66,586
shares
|
$8.42 Million
0.01% of portfolio
|
Q2 2025
Added 18.75%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
61,512
shares
|
$7.78 Million
0.27% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
60,376
shares
|
$7.63 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
56,145
shares
|
$7.1 Million
3.76% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,100
shares
|
$6.97 Million
0.04% of portfolio
|
Q4 2024
Added 7.41%
|