Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 409 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 $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
2,654
shares
|
$293,160
0.0% of portfolio
|
Q2 2024
Added 32.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
2,640
shares
|
$291,614
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
2,625
shares
|
$289,957
0.01% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,588
shares
|
$285,870
0.01% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,578
shares
|
$284,765
0.0% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,560
shares
|
$282,777
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,500
shares
|
$276,150
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
2,406
shares
|
$265,766
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,388
shares
|
$263,778
0.09% of portfolio
|
Q4 2023
Reduced 21.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
2,376
shares
|
$262,452
0.0% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,360
shares
|
$260,685
0.03% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
2,287
shares
|
$252,622
0.01% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,264
shares
|
$250,081
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
2,235
shares
|
$246,878
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 04, 2024 Q3 2024 |
2,191
shares
|
$242,017
0.15% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
2,182
shares
|
$241,023
0.03% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
2,150
shares
|
$237,489
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
2,146
shares
|
$237,047
0.01% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
2,094
shares
|
$231,303
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
2,089
shares
|
$230,750
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Darrow Company, Inc.
|
Oct 10, 2024 Q3 2024 |
2,054
shares
|
$226,884
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
2,014
shares
|
$222,466
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$220,920
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
1,992
shares
|
$220,036
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,986
shares
|
$219,373
0.0% of portfolio
|
Q3 2024
New holding
|