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 |
|---|---|---|---|---|---|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
184
shares
|
$22,666
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
159
shares
|
$19,587
0.0% of portfolio
|
Q3 2025
Reduced 98.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
156
shares
|
$19,217
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Dunhill Financial, LLC
London, X0 |
Aug 05, 2025 Q2 2025 |
150
shares
|
$18,478
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
130
shares
|
$16,014
0.0% of portfolio
|
Q3 2025
Added 47.73%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
124
shares
|
$15,275
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$14,782
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
118
shares
|
$14,536
0.0% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$14,166
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
112
shares
|
$13,797
0.0% of portfolio
|
Q2 2025
Reduced 81.4%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
109
shares
|
$13,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
101
shares
|
$12,442
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$12,319
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
94
shares
|
$11,579
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
87
shares
|
$10,717
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
81
shares
|
$9,978
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$7,391
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
50
shares
|
$6,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
50
shares
|
$6,159
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
50
shares
|
$6,159
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
46
shares
|
$5,666
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
45
shares
|
$5,543
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
45
shares
|
$5,543
0.0% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Oct 08, 2025 Q3 2025 |
43
shares
|
$5,297
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
38
shares
|
$4,681
0.0% of portfolio
|
Q3 2024
New holding
|