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 |
|---|---|---|---|---|---|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
6,221
shares
|
$762,632
0.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,161
shares
|
$755,276
0.04% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,041
shares
|
$740,566
0.17% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
May 14, 2025 Q1 2025 |
5,965
shares
|
$731,249
0.1% of portfolio
|
Q1 2025
Added 7.38%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
5,963
shares
|
$731,004
0.02% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,925
shares
|
$726,345
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,801
shares
|
$711,144
0.03% of portfolio
|
Q1 2025
Added 77.94%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,790
shares
|
$709,796
0.01% of portfolio
|
Q1 2025
Reduced 88.55%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,737
shares
|
$703,298
0.31% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,716
shares
|
$700,724
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,669
shares
|
$694,962
0.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,662
shares
|
$694,104
0.15% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,640
shares
|
$691,407
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,516
shares
|
$676,206
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
5,513
shares
|
$675,838
0.18% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,472
shares
|
$670,812
0.01% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,410
shares
|
$663,211
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,410
shares
|
$663,211
0.04% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
5,391
shares
|
$660,882
0.05% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,373
shares
|
$658,676
0.02% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,338
shares
|
$654,385
0.03% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,320
shares
|
$652,178
0.02% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,312
shares
|
$651,198
0.34% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,305
shares
|
$650,339
0.04% of portfolio
|
Q1 2025
Added 65.63%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$644,945
0.27% of portfolio
|
Q1 2024
Added 3.52%
|