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 $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
4,453
shares
|
$511,293
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
4,447
shares
|
$510,604
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
4,442
shares
|
$510,030
0.23% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
4,413
shares
|
$506,700
0.11% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
4,343
shares
|
$498,663
0.05% of portfolio
|
Q3 2024
Added 283.66%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
4,287
shares
|
$492,233
0.07% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,281
shares
|
$491,544
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,268
shares
|
$490,051
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,266
shares
|
$489,822
0.06% of portfolio
|
Q3 2024
Added 22.76%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,259
shares
|
$489,018
0.06% of portfolio
|
Q3 2024
Reduced 6.17%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
4,176
shares
|
$479,488
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
4,124
shares
|
$473,517
0.06% of portfolio
|
Q3 2024
Added 4.96%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
4,122
shares
|
$473,288
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
4,110
shares
|
$471,910
0.08% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,110
shares
|
$471,910
0.01% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,053
shares
|
$465,365
0.05% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,988
shares
|
$457,902
0.01% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,981
shares
|
$457,098
0.0% of portfolio
|
Q1 2024
Added 5.85%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
3,953
shares
|
$453,883
0.0% of portfolio
|
Q3 2024
Added 8.15%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 07, 2024 Q3 2024 |
3,940
shares
|
$452,390
0.13% of portfolio
|
Q4 2023
Added 7.5%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,895
shares
|
$447,223
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
3,895
shares
|
$447,223
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Dagco, Inc.
|
Nov 14, 2024 Q3 2024 |
3,856
shares
|
$442,745
0.16% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 29, 2024 Q3 2024 |
3,795
shares
|
$435,741
0.11% of portfolio
|
Q3 2024
Reduced 10.45%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
3,790
shares
|
$435,167
0.17% of portfolio
|
Q1 2022
Reduced 2.94%
|