Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 475 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 $2.54 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Unique Wealth, LLC
Tampa, FL |
Jul 22, 2025 Q2 2025 |
23,099
shares
|
$2.83 Million
0.45% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
21,915
shares
|
$2.69 Million
0.09% of portfolio
|
Q2 2025
Reduced 53.46%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
21,045
shares
|
$2.58 Million
0.2% of portfolio
|
Q2 2022
Reduced 0.09%
|
|
|
Wealth Care Investment Partners, LLC
|
Jul 08, 2025 Q2 2025 |
20,314
shares
|
$2.49 Million
0.95% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
20,232
shares
|
$2.48 Million
0.07% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
19,682
shares
|
$2.41 Million
0.24% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Cadent Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
19,438
shares
|
$2.38 Million
0.78% of portfolio
|
Q2 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
19,426
shares
|
$2.38 Million
0.01% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
19,200
shares
|
$2.35 Million
0.0% of portfolio
|
Q1 2025
Added 132.92%
|
|
|
Founders Financial Securities LLC
|
May 12, 2025 Q1 2025 |
18,072
shares
|
$2.22 Million
0.18% of portfolio
|
Q1 2025
Added 2.37%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
17,064
shares
|
$2.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
16,915
shares
|
$2.07 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
16,776
shares
|
$2.06 Million
0.07% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
16,720
shares
|
$2.05 Million
0.06% of portfolio
|
Q1 2025
Added 9.57%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
16,516
shares
|
$2.02 Million
1.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
16,428
shares
|
$2.01 Million
1.16% of portfolio
|
Q2 2025
New holding
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
16,323
shares
|
$2 Million
0.6% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Ewg Elevate Inc.
|
Jul 15, 2025 Q2 2025 |
16,066
shares
|
$1.97 Million
0.66% of portfolio
|
Q2 2025
Reduced 40.65%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
15,701
shares
|
$1.92 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Apr 29, 2025 Q1 2025 |
15,627
shares
|
$1.92 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
15,377
shares
|
$1.89 Million
0.02% of portfolio
|
Q1 2025
Added 56.75%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
15,342
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
15,017
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Added 385.99%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,835
shares
|
$1.82 Million
0.23% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Nikulski Financial, Inc.
|
May 01, 2025 Q1 2025 |
14,731
shares
|
$1.81 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.44%
|