Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 507 institutions that hold shares in the stock, with a total of 19.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Jul 30, 2025 Q2 2025 |
5,933
shares
|
$750,109
0.4% of portfolio
|
Q2 2025
New holding
|
|
|
Game Plan Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
5,925
shares
|
$749,097
0.38% of portfolio
|
Q2 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
5,920
shares
|
$748,465
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
5,813
shares
|
$734,937
0.04% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,742
shares
|
$725,961
0.03% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Bigelow Investment Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
5,737
shares
|
$725,328
0.31% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,662
shares
|
$715,846
0.15% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,516
shares
|
$697,387
0.02% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
5,513
shares
|
$697,008
0.18% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,410
shares
|
$683,986
0.04% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
5,337
shares
|
$674,756
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
5,323
shares
|
$672,986
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,312
shares
|
$671,596
0.34% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2025 Q2 2025 |
5,310
shares
|
$671,343
0.0% of portfolio
|
Q2 2025
Reduced 22.79%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
5,275
shares
|
$666,918
0.05% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$665,148
0.27% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
5,235
shares
|
$661,861
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
5,231
shares
|
$661,355
0.44% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Sep 19, 2025 Q2 2025 |
5,150
shares
|
$651,114
0.11% of portfolio
|
Q2 2025
Reduced 18.8%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
5,131
shares
|
$648,712
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
5,130
shares
|
$648,585
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,112
shares
|
$646,310
0.0% of portfolio
|
Q2 2025
Added 15.55%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,079
shares
|
$642,137
0.11% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
5,064
shares
|
$640,241
0.01% of portfolio
|
Q2 2025
Added 86.59%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$638,471
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|