Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 423 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
23,139
shares
|
$2.73 Million
0.44% of portfolio
|
Q3 2024
Reduced 4.08%
|
|
|
Somerset Group LLC
Wayzata, MN |
Nov 12, 2024 Q3 2024 |
22,980
shares
|
$2.71 Million
2.24% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
21,976
shares
|
$2.59 Million
1.13% of portfolio
|
Q3 2024
Reduced 46.15%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
21,873
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
21,563
shares
|
$2.54 Million
0.07% of portfolio
|
Q4 2024
Added 125.93%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
21,076
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 171.81%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
21,045
shares
|
$2.48 Million
0.2% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
20,282
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 4.57%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
19,667
shares
|
$2.32 Million
0.75% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
19,515
shares
|
$2.3 Million
0.98% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
19,129
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
18,931
shares
|
$2.23 Million
0.21% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
18,799
shares
|
$2.21 Million
0.04% of portfolio
|
Q2 2024
Added 62.54%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 26, 2024 Q3 2024 |
18,563
shares
|
$2.19 Million
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
18,195
shares
|
$2.14 Million
0.18% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
17,937
shares
|
$2.11 Million
0.05% of portfolio
|
Q3 2024
Added 15773.45%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
17,664
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
17,042
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Added 9.07%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,866
shares
|
$1.99 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.17%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
16,643
shares
|
$1.96 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
16,551
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
16,513
shares
|
$1.95 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,333
shares
|
$1.92 Million
0.21% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,901
shares
|
$1.87 Million
0.01% of portfolio
|
Q3 2024
Added 6.08%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
15,848
shares
|
$1.87 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.25%
|