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 |
---|---|---|---|---|---|
Summit Financial Consulting LLC
Sterling Heights, MI |
Jul 09, 2025 Q2 2025 |
53,425
shares
|
$6.75 Million
5.81% of portfolio
|
Q2 2025
Added 0.87%
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
52,633
shares
|
$6.65 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
51,366
shares
|
$6.49 Million
0.05% of portfolio
|
Q2 2025
Added 66.96%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
50,872
shares
|
$6.43 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.0%
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
50,250
shares
|
$6.35 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
47,569
shares
|
$6.01 Million
0.03% of portfolio
|
Q2 2025
Added 9.52%
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,210
shares
|
$5.97 Million
0.03% of portfolio
|
Q2 2025
Added 12.23%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
45,763
shares
|
$5.79 Million
0.01% of portfolio
|
Q2 2025
Added 3.53%
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
41,871
shares
|
$5.29 Million
0.04% of portfolio
|
Q2 2025
Added 28.66%
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
39,758
shares
|
$5.03 Million
0.74% of portfolio
|
Q2 2025
Added 65.2%
|
|
Prostatis Group LLC
Hanover, MD |
Jul 25, 2025 Q2 2025 |
38,957
shares
|
$4.93 Million
1.35% of portfolio
|
Q2 2025
Added 36.96%
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
37,566
shares
|
$4.75 Million
0.09% of portfolio
|
Q2 2025
Reduced 63.55%
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
37,487
shares
|
$4.74 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
37,457
shares
|
$4.74 Million
3.4% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
36,139
shares
|
$4.57 Million
0.05% of portfolio
|
Q2 2025
Added 0.69%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
34,730
shares
|
$4.39 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
32,845
shares
|
$4.15 Million
0.16% of portfolio
|
Q2 2025
Added 10.1%
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
32,205
shares
|
$4.07 Million
0.38% of portfolio
|
Q2 2025
Added 4.16%
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,134
shares
|
$4.06 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
29,722
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Added 252.41%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
29,721
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
Added 2.31%
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
29,559
shares
|
$3.74 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
28,380
shares
|
$3.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
27,949
shares
|
$3.53 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
27,937
shares
|
$3.53 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|