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 |
|---|---|---|---|---|---|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
12,532
shares
|
$1.58 Million
0.61% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
12,193
shares
|
$1.54 Million
0.55% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
12,162
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,067
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2022
Reduced 5.63%
|
|
|
Genesee Capital Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
12,020
shares
|
$1.52 Million
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
11,837
shares
|
$1.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,608
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Aug 13, 2025 Q2 2025 |
11,343
shares
|
$1.43 Million
1.18% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
11,003
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,824
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.88%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
10,808
shares
|
$1.37 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
10,763
shares
|
$1.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Nikulski Financial, Inc.
|
Aug 14, 2025 Q2 2025 |
10,633
shares
|
$1.34 Million
0.36% of portfolio
|
Q2 2025
Reduced 27.82%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
10,570
shares
|
$1.34 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,485
shares
|
$1.33 Million
0.0% of portfolio
|
Q2 2025
Added 7.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
10,415
shares
|
$1.32 Million
0.04% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
10,368
shares
|
$1.31 Million
0.02% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
10,312
shares
|
$1.3 Million
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,230
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 10.89%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
10,000
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,857
shares
|
$1.25 Million
0.03% of portfolio
|
Q2 2025
Added 94.34%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
9,695
shares
|
$1.23 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
9,515
shares
|
$1.2 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
9,511
shares
|
$1.2 Million
0.62% of portfolio
|
Q2 2025
Added 46.08%
|
|
|
Chesapeake Wealth Management
|
Jul 28, 2025 Q2 2025 |
9,301
shares
|
$1.18 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.33%
|