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 |
|---|---|---|---|---|---|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
14,564
shares
|
$1.79 Million
0.01% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Lee Johnson Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
14,279
shares
|
$1.75 Million
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
14,172
shares
|
$1.74 Million
0.01% of portfolio
|
Q1 2025
Added 48.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
14,149
shares
|
$1.73 Million
0.08% of portfolio
|
Q1 2025
Added 34.0%
|
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
13,403
shares
|
$1.64 Million
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
13,136
shares
|
$1.61 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
13,012
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 14.12%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
12,919
shares
|
$1.58 Million
0.61% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
12,649
shares
|
$1.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
12,532
shares
|
$1.54 Million
0.61% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
12,148
shares
|
$1.49 Million
0.05% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
12,133
shares
|
$1.49 Million
0.01% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,067
shares
|
$1.48 Million
0.04% of portfolio
|
Q3 2022
Reduced 5.63%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,020
shares
|
$1.47 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
11,875
shares
|
$1.46 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,837
shares
|
$1.45 Million
1.12% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
11,618
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,608
shares
|
$1.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 23, 2025 Q1 2025 |
11,307
shares
|
$1.39 Million
1.28% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
11,288
shares
|
$1.38 Million
0.05% of portfolio
|
Q1 2025
Added 32.82%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,026
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Added 6922.93%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,824
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,808
shares
|
$1.32 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
10,722
shares
|
$1.31 Million
0.27% of portfolio
|
Q1 2025
Reduced 7.58%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
10,661
shares
|
$1.31 Million
0.24% of portfolio
|
Q1 2025
Added 5.25%
|