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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,210
shares
|
$638,693
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,131
shares
|
$629,009
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
5,130
shares
|
$628,886
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
5,127
shares
|
$628,518
0.45% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,072
shares
|
$621,776
0.02% of portfolio
|
Q1 2025
Added 76.29%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,070
shares
|
$621,531
0.11% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$619,079
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,040
shares
|
$617,853
0.22% of portfolio
|
Q1 2025
Added 250.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,031
shares
|
$616,750
0.04% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,003
shares
|
$613,317
0.06% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,985
shares
|
$611,111
0.07% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
4,854
shares
|
$595,051
0.31% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,847
shares
|
$594,193
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,696
shares
|
$575,682
0.04% of portfolio
|
Q1 2025
Added 90.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,688
shares
|
$574,701
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,661
shares
|
$571,391
0.06% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,649
shares
|
$569,920
0.05% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,642
shares
|
$569,062
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,617
shares
|
$565,998
0.01% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,611
shares
|
$565,262
0.07% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,563
shares
|
$559,378
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,551
shares
|
$557,907
0.08% of portfolio
|
Q1 2025
Reduced 94.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
4,453
shares
|
$545,893
0.1% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
4,434
shares
|
$543,564
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,424
shares
|
$542,338
0.01% of portfolio
|
Q1 2025
Added 34.26%
|