Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prospera Financial Services Inc
|
Feb 14, 2024 Q4 2023 |
2,731
shares
|
$261,247
0.01% of portfolio
|
Q4 2023
Reduced 2.04%
|
|
Carnegie Capital Asset Management, LLC
|
May 03, 2024 Q1 2024 |
2,714
shares
|
$259,621
0.01% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
2,709
shares
|
$259,142
0.0% of portfolio
|
Q1 2024
Reduced 17.98%
|
|
Mgo One Seven LLC
Beachwood, OH |
May 14, 2024 Q1 2024 |
2,700
shares
|
$258,282
0.01% of portfolio
|
Q1 2024
Reduced 4.93%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
2,697
shares
|
$257,995
0.1% of portfolio
|
Q4 2023
New holding
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
2,652
shares
|
$253,690
0.0% of portfolio
|
Q1 2024
New holding
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 15, 2024 Q1 2024 |
2,640
shares
|
$252,542
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 09, 2024 Q1 2024 |
2,625
shares
|
$251,107
0.01% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
Retirement Planning Group
|
Apr 12, 2024 Q1 2024 |
2,581
shares
|
$246,898
0.02% of portfolio
|
Q1 2024
New holding
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 11, 2024 Q1 2024 |
2,500
shares
|
$239,150
0.08% of portfolio
|
Q4 2023
New holding
|
|
Larson Financial Group LLC
|
May 03, 2024 Q1 2024 |
2,499
shares
|
$239,054
0.02% of portfolio
|
Q1 2024
Added 2.88%
|
|
Financial Alternatives, Inc
La Jolla, CA |
May 10, 2024 Q1 2024 |
2,406
shares
|
$230,157
0.18% of portfolio
|
Q4 2023
New holding
|
|
True Wealth Advisors, LLC
|
Apr 23, 2024 Q1 2024 |
2,388
shares
|
$228,436
0.09% of portfolio
|
Q4 2023
Reduced 21.29%
|
|
Park Avenue Securities LLC
|
Apr 10, 2024 Q1 2024 |
2,235
shares
|
$213,800
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 18, 2024 Q1 2024 |
2,181
shares
|
$208,634
0.03% of portfolio
|
Q1 2024
New holding
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Apr 12, 2024 Q1 2024 |
2,176
shares
|
$208,156
0.16% of portfolio
|
Q1 2024
New holding
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
2,104
shares
|
$201,268
0.02% of portfolio
|
Q1 2024
New holding
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 05, 2024 Q1 2024 |
2,098
shares
|
$200,694
0.02% of portfolio
|
Q1 2024
Reduced 20.47%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
2,000
shares
|
$191,320
0.01% of portfolio
|
Q4 2023
New holding
|
|
Yhb Investment Advisors, Inc.
|
Apr 26, 2024 Q1 2024 |
1,950
shares
|
$186,537
0.02% of portfolio
|
Q1 2024
New holding
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
1,778
shares
|
$170,083
0.0% of portfolio
|
Q3 2023
Reduced 9.65%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,572
shares
|
$150,377
0.0% of portfolio
|
Q1 2024
Added 4.52%
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2024 Q1 2024 |
1,500
shares
|
$143,490
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,485
shares
|
$142,055
0.01% of portfolio
|
Q3 2022
Reduced 4.44%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
1,235
shares
|
$118,140
0.04% of portfolio
|
Q1 2023
Added 1303.41%
|