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 |
|---|---|---|---|---|---|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,820
shares
|
$791,461
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,763
shares
|
$784,846
0.03% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,755
shares
|
$783,917
0.33% of portfolio
|
Q1 2025
Added 7.44%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
6,728
shares
|
$780,784
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,716
shares
|
$779,391
0.37% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,651
shares
|
$771,848
0.01% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,633
shares
|
$769,759
0.02% of portfolio
|
Q2 2020
Added 28.27%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,589
shares
|
$764,653
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
6,533
shares
|
$758,154
0.32% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
6,511
shares
|
$755,601
0.42% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,461
shares
|
$749,799
0.25% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,404
shares
|
$743,184
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
6,342
shares
|
$735,989
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,236
shares
|
$723,687
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
6,221
shares
|
$721,947
0.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,161
shares
|
$714,984
0.04% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,041
shares
|
$701,058
0.17% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,030
shares
|
$699,781
0.32% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
5,965
shares
|
$692,238
0.1% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,963
shares
|
$692,006
0.02% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,801
shares
|
$673,206
0.03% of portfolio
|
Q1 2025
Added 77.94%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,790
shares
|
$671,929
0.01% of portfolio
|
Q1 2025
Reduced 88.55%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,716
shares
|
$663,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,669
shares
|
$657,887
0.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,662
shares
|
$657,075
0.15% of portfolio
|
Q1 2025
Added 5.01%
|