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 |
|---|---|---|---|---|---|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
10,570
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
10,342
shares
|
$1.27 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
10,248
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
May 13, 2025 Q1 2025 |
10,000
shares
|
$1.23 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
9,709
shares
|
$1.19 Million
0.0% of portfolio
|
Q1 2025
Added 1.02%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
9,695
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
9,612
shares
|
$1.18 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
9,523
shares
|
$1.17 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,225
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
9,200
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,152
shares
|
$1.12 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
9,143
shares
|
$1.12 Million
0.44% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,133
shares
|
$1.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,912
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
8,845
shares
|
$1.08 Million
0.85% of portfolio
|
Q4 2021
Added 2.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,790
shares
|
$1.08 Million
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,748
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,434
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.06%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,395
shares
|
$1.03 Million
0.75% of portfolio
|
Q2 2025
Added 17.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
8,279
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,236
shares
|
$1.01 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$1 Million
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
8,150
shares
|
$999,108
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,056
shares
|
$987,585
0.01% of portfolio
|
Q2 2025
Added 17.55%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
7,919
shares
|
$970,790
0.03% of portfolio
|
Q2 2025
Reduced 3.45%
|