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 |
|---|---|---|---|---|---|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
55,996
shares
|
$6.9 Million
3.53% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,100
shares
|
$6.79 Million
0.04% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
54,506
shares
|
$6.71 Million
5.51% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
51,366
shares
|
$6.33 Million
0.05% of portfolio
|
Q2 2025
Added 66.96%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
51,273
shares
|
$6.32 Million
0.05% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
50,872
shares
|
$6.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 92.0%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
50,250
shares
|
$6.19 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
47,569
shares
|
$5.86 Million
0.03% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
47,210
shares
|
$5.82 Million
0.03% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
45,763
shares
|
$5.64 Million
0.01% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,928
shares
|
$5.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
42,689
shares
|
$5.26 Million
0.07% of portfolio
|
Q3 2025
Added 54.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
40,200
shares
|
$4.95 Million
0.69% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
37,428
shares
|
$4.61 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
36,482
shares
|
$4.49 Million
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
36,032
shares
|
$4.44 Million
3.39% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
35,518
shares
|
$4.38 Million
0.17% of portfolio
|
Q3 2025
Added 979.57%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
34,730
shares
|
$4.28 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
33,735
shares
|
$4.16 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
32,845
shares
|
$4.05 Million
0.16% of portfolio
|
Q2 2025
Added 10.1%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
32,205
shares
|
$3.97 Million
0.38% of portfolio
|
Q2 2025
Added 4.16%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
32,134
shares
|
$3.96 Million
1.35% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
31,737
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
31,225
shares
|
$3.85 Million
0.21% of portfolio
|
Q3 2025
Added 19.95%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
30,858
shares
|
$3.8 Million
0.03% of portfolio
|
Q3 2025
Added 10.41%
|