Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 408 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
13,829
shares
|
$1.59 Million
0.17% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
13,565
shares
|
$1.56 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,131
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Reduced 32.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
13,065
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
12,880
shares
|
$1.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
12,727
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,534
shares
|
$1.44 Million
0.0% of portfolio
|
Q3 2024
Reduced 33.9%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
12,532
shares
|
$1.44 Million
0.61% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
12,115
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,067
shares
|
$1.39 Million
0.04% of portfolio
|
Q3 2022
Reduced 5.63%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
12,045
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Chesapeake Wealth Management
|
Nov 07, 2024 Q3 2024 |
11,919
shares
|
$1.37 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Essex LLC
|
Oct 18, 2024 Q3 2024 |
11,624
shares
|
$1.33 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
11,579
shares
|
$1.33 Million
0.04% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Oct 24, 2024 Q3 2024 |
11,223
shares
|
$1.29 Million
1.28% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
11,176
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
Added 6214.12%
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2024 Q3 2024 |
10,839
shares
|
$1.24 Million
0.49% of portfolio
|
Q3 2024
Reduced 46.43%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,705
shares
|
$1.23 Million
0.02% of portfolio
|
Q3 2024
Added 1.48%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
10,570
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
10,476
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.94%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,465
shares
|
$1.2 Million
0.83% of portfolio
|
Q3 2024
Added 27.42%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,115
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
9,869
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,759
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 10.46%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
9,731
shares
|
$1.12 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.74%
|