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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,860
shares
|
$963,557
0.01% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
7,687
shares
|
$942,349
0.03% of portfolio
|
Q1 2025
Added 23.62%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
7,662
shares
|
$939,284
0.04% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
7,631
shares
|
$935,484
0.77% of portfolio
|
Q3 2023
Reduced 7.74%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,552
shares
|
$925,799
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
7,453
shares
|
$913,663
0.0% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Jul 15, 2025 Q2 2025 |
7,335
shares
|
$899,197
1.15% of portfolio
|
Q2 2025
Reduced 76.6%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,041
shares
|
$863,156
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
|
$843,051
0.0% of portfolio
|
Q1 2025
Reduced 89.8%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
6,869
shares
|
$842,070
0.03% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,820
shares
|
$836,063
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
6,770
shares
|
$829,934
0.32% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
May 28, 2025 Q1 2025 |
6,755
shares
|
$828,095
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
|
$824,785
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
6,716
shares
|
$823,314
0.37% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,651
shares
|
$815,346
0.01% of portfolio
|
Q1 2025
Added 3.18%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,633
shares
|
$813,139
0.02% of portfolio
|
Q2 2020
Added 28.27%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
May 15, 2025 Q1 2025 |
6,589
shares
|
$807,745
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
6,585
shares
|
$807,255
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
6,511
shares
|
$798,183
0.42% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
6,461
shares
|
$792,053
0.25% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,404
shares
|
$785,066
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 13, 2025 Q1 2025 |
6,342
shares
|
$777,465
0.14% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
6,315
shares
|
$774,155
0.02% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,236
shares
|
$764,471
0.0% of portfolio
|
Q1 2025
Added 6.65%
|