Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 408 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
123,379
shares
|
$14.5 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
111,605
shares
|
$13.1 Million
1.08% of portfolio
|
Q3 2024
Added 4.02%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
110,808
shares
|
$13 Million
0.02% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
109,691
shares
|
$12.9 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
103,092
shares
|
$12.1 Million
0.13% of portfolio
|
Q3 2024
Added 15.59%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
100,584
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Added 10290.91%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,471
shares
|
$11.8 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Minich Mac Gregor Wealth Management, LLC
|
Oct 30, 2024 Q3 2024 |
93,757
shares
|
$11 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
93,520
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
93,023
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
91,446
shares
|
$10.8 Million
1.39% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
89,954
shares
|
$10.6 Million
2.96% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
87,729
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 6.36%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
84,146
shares
|
$9.91 Million
0.11% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
83,331
shares
|
$9.81 Million
1.02% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
83,207
shares
|
$9.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
82,273
shares
|
$9.69 Million
1.2% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
81,847
shares
|
$9.64 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
70,287
shares
|
$8.27 Million
0.07% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,095
shares
|
$8.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2024 Q3 2024 |
64,869
shares
|
$7.64 Million
3.57% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
53,499
shares
|
$6.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
52,525
shares
|
$6.18 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.14%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
51,157
shares
|
$6.02 Million
0.69% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
48,685
shares
|
$5.73 Million
3.9% of portfolio
|
Q3 2024
Added 5.23%
|