Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 465 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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
40,359
shares
|
$4.68 Million
4.11% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
39,816
shares
|
$4.62 Million
0.0% of portfolio
|
Q1 2025
Added 109.8%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,918
shares
|
$4.4 Million
3.39% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
37,700
shares
|
$4.38 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
35,893
shares
|
$4.17 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
34,955
shares
|
$4.06 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
34,162
shares
|
$3.96 Million
1.63% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
32,544
shares
|
$3.78 Million
0.04% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
31,351
shares
|
$3.64 Million
4.8% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
30,918
shares
|
$3.59 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
30,765
shares
|
$3.57 Million
0.03% of portfolio
|
Q1 2025
Added 63.09%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
29,833
shares
|
$3.46 Million
0.15% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
29,300
shares
|
$3.4 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
29,051
shares
|
$3.37 Million
0.0% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Prostatis Group LLC
Hanover, MD |
May 16, 2025 Q1 2025 |
28,445
shares
|
$3.3 Million
1.01% of portfolio
|
Q1 2025
Reduced 60.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
28,015
shares
|
$3.25 Million
0.01% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
27,367
shares
|
$3.18 Million
0.4% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
27,069
shares
|
$3.14 Million
1.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
26,476
shares
|
$3.07 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
26,151
shares
|
$3.03 Million
0.24% of portfolio
|
Q1 2025
Added 16.4%
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
25,681
shares
|
$2.98 Million
1.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25,589
shares
|
$2.97 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
24,067
shares
|
$2.79 Million
0.47% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Somerset Group LLC
Wayzata, MN |
May 13, 2025 Q1 2025 |
23,959
shares
|
$2.78 Million
2.51% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
23,452
shares
|
$2.72 Million
0.09% of portfolio
|
Q1 2025
Reduced 3.74%
|