Institutional Ownership Ishares Tr (ICF)
This table provides information about the institutional ownership of Ishares Tr (ICF). We have compiled data on the 390 institutions that hold shares in the stock, with a total of 22.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
16,677
shares
|
$998,785
0.08% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
16,452
shares
|
$985,310
0.02% of portfolio
|
Q1 2025
Added 375.22%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
16,398
shares
|
$982,076
0.01% of portfolio
|
Q1 2025
Reduced 5.54%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
16,267
shares
|
$974,230
0.02% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
15,557
shares
|
$931,708
0.05% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Fortress Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
15,556
shares
|
$931,648
0.54% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Wealthstream Advisors, Inc.
|
Jul 29, 2025 Q2 2025 |
15,531
shares
|
$930,151
0.17% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
15,503
shares
|
$928,474
0.01% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
15,454
shares
|
$925,540
0.01% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
15,172
shares
|
$908,651
0.77% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
15,120
shares
|
$905,536
0.01% of portfolio
|
Q2 2025
Added 24.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
14,711
shares
|
$881,041
0.64% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
14,354
shares
|
$859,661
0.06% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
14,293
shares
|
$856,007
0.05% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
14,255
shares
|
$853,731
0.16% of portfolio
|
Q2 2025
Added 17.54%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
14,125
shares
|
$845,946
0.1% of portfolio
|
Q3 2022
Added 19.17%
|
|
|
Family Office Research LLC
Bethesda, MD |
May 15, 2025 Q1 2025 |
13,999
shares
|
$838,400
0.42% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
13,751
shares
|
$823,547
0.02% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Btc Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
13,519
shares
|
$809,652
0.07% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
May 14, 2025 Q1 2025 |
13,441
shares
|
$804,981
0.81% of portfolio
|
Q1 2025
Reduced 50.83%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
13,415
shares
|
$803,424
0.28% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Verity Wealth Advisors
|
Aug 07, 2025 Q2 2025 |
13,133
shares
|
$786,535
0.54% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
May 12, 2025 Q1 2025 |
13,123
shares
|
$785,936
0.13% of portfolio
|
Q4 2024
Reduced 29.53%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
12,952
shares
|
$775,695
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Intergy Private Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
12,596
shares
|
$754,374
0.27% of portfolio
|
Q2 2025
Reduced 3.22%
|