Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 465 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 $2.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,926
shares
|
$571,662
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,847
shares
|
$562,494
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,837
shares
|
$561,333
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
4,699
shares
|
$545,318
0.45% of portfolio
|
Q1 2025
Added 51.95%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,696
shares
|
$544,970
0.04% of portfolio
|
Q1 2025
Added 90.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,688
shares
|
$544,042
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
|
$540,909
0.06% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,649
shares
|
$539,516
0.05% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,642
shares
|
$538,704
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,617
shares
|
$535,802
0.01% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,611
shares
|
$535,106
0.07% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,563
shares
|
$529,536
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,551
shares
|
$528,143
0.08% of portfolio
|
Q1 2025
Reduced 94.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
4,451
shares
|
$516,538
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,434
shares
|
$514,565
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,424
shares
|
$513,405
0.01% of portfolio
|
Q1 2025
Added 34.26%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
4,421
shares
|
$513,057
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
4,400
shares
|
$510,620
0.19% of portfolio
|
Q1 2025
Reduced 30.97%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
4,366
shares
|
$506,674
0.16% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,343
shares
|
$504,005
0.05% of portfolio
|
Q3 2024
Added 283.66%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
4,317
shares
|
$500,987
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
4,315
shares
|
$500,755
0.23% of portfolio
|
Q1 2025
Reduced 3.85%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
4,282
shares
|
$496,926
0.01% of portfolio
|
Q1 2025
Added 45.7%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,281
shares
|
$496,810
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
4,274
shares
|
$495,997
0.04% of portfolio
|
Q1 2025
New holding
|