Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 408 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $2.12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
5,499
shares
|
$647,397
0.0% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
5,488
shares
|
$646,102
0.03% of portfolio
|
Q3 2024
Reduced 36.22%
|
|
|
Adell Harriman & Carpenter Inc
|
Oct 25, 2024 Q3 2024 |
5,452
shares
|
$641,863
0.04% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
5,450
shares
|
$641,628
0.4% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
5,442
shares
|
$640,686
0.3% of portfolio
|
Q3 2024
Added 9.39%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
5,400
shares
|
$635,742
0.04% of portfolio
|
Q2 2023
Reduced 0.92%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
5,376
shares
|
$632,916
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
5,349
shares
|
$629,737
0.19% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Oct 17, 2024 Q3 2024 |
5,269
shares
|
$620,319
0.04% of portfolio
|
Q3 2024
Added 67.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
5,263
shares
|
$619,612
0.02% of portfolio
|
Q3 2024
Added 98.38%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$619,377
0.27% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
5,260
shares
|
$619,259
0.05% of portfolio
|
Q3 2024
Added 6.8%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
5,236
shares
|
$616,434
0.21% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,210
shares
|
$613,373
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Oct 31, 2024 Q3 2024 |
5,065
shares
|
$596,302
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$594,536
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
5,049
shares
|
$594,418
0.1% of portfolio
|
Q3 2024
Added 100.36%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
4,934
shares
|
$580,879
0.02% of portfolio
|
Q2 2024
Added 14.19%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Nov 12, 2024 Q3 2024 |
4,925
shares
|
$579,820
0.07% of portfolio
|
Q3 2024
Added 0.41%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
4,867
shares
|
$572,991
0.01% of portfolio
|
Q3 2024
Reduced 12.15%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
4,862
shares
|
$572,403
0.3% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
4,840
shares
|
$569,813
0.3% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
4,722
shares
|
$555,921
0.0% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,572
shares
|
$538,261
0.0% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
4,491
shares
|
$528,725
0.04% of portfolio
|
Q3 2024
Added 6.37%
|