Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 473 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Minich Mac Gregor Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
115,018
shares
|
$14.1 Million
3.17% of portfolio
|
Q2 2025
Reduced 38.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
111,800
shares
|
$13.7 Million
0.0% of portfolio
|
Q1 2025
Added 21.77%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
111,424
shares
|
$13.7 Million
1.19% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
109,906
shares
|
$13.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
103,056
shares
|
$12.6 Million
0.28% of portfolio
|
Q1 2025
Added 802.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,471
shares
|
$12.3 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
89,954
shares
|
$11 Million
2.96% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
88,473
shares
|
$10.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
86,961
shares
|
$10.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.95%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
82,875
shares
|
$10.2 Million
0.08% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
80,607
shares
|
$9.88 Million
0.36% of portfolio
|
Q1 2025
Reduced 66.38%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
73,625
shares
|
$9.03 Million
4.48% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
70,597
shares
|
$8.65 Million
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,095
shares
|
$8.35 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Jul 23, 2025 Q2 2025 |
68,017
shares
|
$8.34 Million
2.41% of portfolio
|
Q2 2025
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
60,376
shares
|
$7.4 Million
0.95% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Schroder Investment Management Group
London, X0 |
May 13, 2025 Q1 2025 |
56,298
shares
|
$6.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 94.97%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
56,145
shares
|
$6.88 Million
3.76% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
56,072
shares
|
$6.87 Million
0.01% of portfolio
|
Q1 2025
Added 2762.28%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,100
shares
|
$6.75 Million
0.04% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
53,425
shares
|
$6.55 Million
5.81% of portfolio
|
Q2 2025
Added 0.87%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,633
shares
|
$6.45 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
44,203
shares
|
$5.42 Million
0.01% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
43,433
shares
|
$5.32 Million
0.03% of portfolio
|
Q1 2025
Added 11.41%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
42,066
shares
|
$5.16 Million
0.03% of portfolio
|
Q1 2025
Added 44.76%
|