Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 517 institutions that hold shares in the stock, with a total of 20.2 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 |
|---|---|---|---|---|---|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
10,129
shares
|
$1.25 Million
0.24% of portfolio
|
Q3 2025
Added 122.42%
|
|
|
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
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
9,984
shares
|
$1.23 Million
0.03% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,857
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 94.34%
|
|
|
Yeomans Consulting Group, Inc.
Marietta, GA |
Oct 15, 2025 Q3 2025 |
9,687
shares
|
$1.19 Million
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
9,669
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
One Charles Private Wealth Services, LLC
|
Aug 12, 2025 Q2 2025 |
9,515
shares
|
$1.17 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
9,511
shares
|
$1.17 Million
0.62% of portfolio
|
Q2 2025
Added 46.08%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
9,257
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,192
shares
|
$1.13 Million
0.42% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Chesapeake Wealth Management
|
Nov 03, 2025 Q3 2025 |
8,957
shares
|
$1.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.7%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
8,910
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2025
Added 64.7%
|
|
|
Magnolia Capital Management LTD
|
Oct 29, 2025 Q3 2025 |
8,845
shares
|
$1.09 Million
0.86% of portfolio
|
Q4 2021
Added 2.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,829
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Added 32.75%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
8,793
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
8,735
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 11.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,606
shares
|
$1.06 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,595
shares
|
$1.06 Million
0.05% of portfolio
|
Q2 2025
Added 61.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,492
shares
|
$1.05 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,424
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Nov 04, 2025 Q3 2025 |
8,400
shares
|
$1.03 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,282
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
8,179
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 66.54%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
8,082
shares
|
$995,621
0.01% of portfolio
|
Q3 2025
Added 0.32%
|