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 |
|---|---|---|---|---|---|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
9,143
shares
|
$1.16 Million
0.44% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,111
shares
|
$1.15 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
9,008
shares
|
$1.14 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2025 Q2 2025 |
8,952
shares
|
$1.13 Million
0.21% of portfolio
|
Q2 2025
Added 35.86%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
8,912
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
8,852
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
Added 15.16%
|
|
|
Magnolia Capital Management LTD
|
Jul 23, 2025 Q2 2025 |
8,845
shares
|
$1.12 Million
0.85% of portfolio
|
Q4 2021
Added 2.02%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
8,829
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 32.75%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Aug 04, 2025 Q2 2025 |
8,620
shares
|
$1.09 Million
0.17% of portfolio
|
Q2 2025
Added 52.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,606
shares
|
$1.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,595
shares
|
$1.09 Million
0.05% of portfolio
|
Q2 2025
Added 61.02%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,492
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
8,424
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.76%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
8,395
shares
|
$1.06 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
|
$1.05 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.0%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
8,236
shares
|
$1.04 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
|
$1.04 Million
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
8,114
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 112.63%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
8,056
shares
|
$1.02 Million
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
|
$1 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,860
shares
|
$993,739
0.01% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,830
shares
|
$989,946
0.0% of portfolio
|
Q2 2025
Added 14.81%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
7,810
shares
|
$987,418
0.0% of portfolio
|
Q2 2025
Reduced 59.32%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
7,662
shares
|
$968,706
0.04% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
7,631
shares
|
$964,787
0.76% of portfolio
|
Q3 2023
Reduced 7.74%
|