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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
27,678
shares
|
$3.5 Million
0.05% of portfolio
|
Q2 2025
Added 570.66%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
26,476
shares
|
$3.35 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
26,306
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Added 85.62%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
26,031
shares
|
$3.29 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Colony Family Offices, LLC
|
Jul 23, 2025 Q2 2025 |
25,681
shares
|
$3.25 Million
0.88% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
25,311
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 92.33%
|
|
|
Somerset Group LLC
Wayzata, MN |
Aug 11, 2025 Q2 2025 |
24,754
shares
|
$3.13 Million
2.6% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
24,713
shares
|
$3.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,900
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
23,443
shares
|
$2.96 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
23,099
shares
|
$2.92 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
21,915
shares
|
$2.77 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.46%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Jul 29, 2025 Q2 2025 |
21,678
shares
|
$2.74 Million
0.55% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
21,045
shares
|
$2.66 Million
0.2% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
20,702
shares
|
$2.62 Million
0.03% of portfolio
|
Q2 2025
Added 34.63%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
20,314
shares
|
$2.57 Million
0.95% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
19,722
shares
|
$2.49 Million
0.24% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,438
shares
|
$2.46 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
19,435
shares
|
$2.46 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.94%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
19,380
shares
|
$2.45 Million
0.02% of portfolio
|
Q2 2025
Added 33.07%
|
|
|
Apeiron Ria LLC
|
Aug 07, 2025 Q2 2025 |
18,107
shares
|
$2.29 Million
0.63% of portfolio
|
Q2 2025
Added 10.93%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
17,405
shares
|
$2.2 Million
0.08% of portfolio
|
Q2 2025
Added 4.1%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
17,346
shares
|
$2.19 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.02%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
17,200
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.46%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,064
shares
|
$2.16 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.74%
|