Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 465 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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
9,612
shares
|
$1.12 Million
0.38% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Chesapeake Wealth Management
|
May 08, 2025 Q1 2025 |
9,523
shares
|
$1.11 Million
0.39% of portfolio
|
Q1 2025
Reduced 11.64%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
9,225
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
9,200
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
9,152
shares
|
$1.06 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,133
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.3%
|
|
|
Wealth Management Partners, LLC
|
Apr 10, 2025 Q1 2025 |
9,100
shares
|
$1.06 Million
0.48% of portfolio
|
Q1 2025
Added 2.51%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
8,873
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
Added 23.54%
|
|
|
Magnolia Capital Management LTD
|
Apr 03, 2025 Q1 2025 |
8,845
shares
|
$1.03 Million
0.86% of portfolio
|
Q4 2021
Added 2.02%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,790
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,748
shares
|
$1.02 Million
0.03% of portfolio
|
Q1 2025
Added 2.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
8,434
shares
|
$978,765
0.0% of portfolio
|
Q1 2025
Reduced 53.06%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
8,202
shares
|
$951,842
0.03% of portfolio
|
Q1 2025
Added 8.05%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$951,029
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
8,179
shares
|
$949,172
0.01% of portfolio
|
Q1 2025
Added 72.95%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
8,150
shares
|
$945,807
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,687
shares
|
$892,076
0.03% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
7,662
shares
|
$889,175
0.04% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
7,631
shares
|
$885,577
0.77% of portfolio
|
Q3 2023
Reduced 7.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,552
shares
|
$876,409
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
7,453
shares
|
$864,920
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,041
shares
|
$817,108
0.01% of portfolio
|
Q3 2023
Reduced 9.21%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
May 15, 2025 Q1 2025 |
6,877
shares
|
$798,075
0.0% of portfolio
|
Q1 2025
Reduced 89.8%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,869
shares
|
$797,147
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,853
shares
|
$795,290
0.01% of portfolio
|
Q1 2025
Added 65.41%
|