Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 387 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
972
shares
|
$100,602
0.01% of portfolio
|
Q2 2024
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
968
shares
|
$100,188
0.01% of portfolio
|
Q2 2024
New holding
|
|
Gables Capital Management Inc.
|
Aug 07, 2024 Q2 2024 |
960
shares
|
$99,360
0.05% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$98,014
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
933
shares
|
$96,565
0.02% of portfolio
|
Q2 2024
Added 19.16%
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
908
shares
|
$93,978
0.0% of portfolio
|
Q1 2024
New holding
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
832
shares
|
$86,112
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jul 26, 2024 Q2 2024 |
825
shares
|
$85,387
0.03% of portfolio
|
Q4 2023
New holding
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$83,421
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$78,660
0.03% of portfolio
|
Q4 2020
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
744
shares
|
$77,004
0.01% of portfolio
|
Q2 2024
Added 0.13%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
729
shares
|
$75,451
0.0% of portfolio
|
Q2 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
695
shares
|
$71,932
0.0% of portfolio
|
Q2 2024
Added 9.45%
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 14, 2024 Q2 2024 |
688
shares
|
$71,208
0.04% of portfolio
|
Q4 2023
New holding
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$67,275
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
646
shares
|
$66,861
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
641
shares
|
$66,343
0.03% of portfolio
|
Q4 2022
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
633
shares
|
$65,515
0.0% of portfolio
|
Q2 2024
Added 89.52%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
627
shares
|
$64,894
0.0% of portfolio
|
Q2 2024
Added 0.32%
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
600
shares
|
$62,100
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
600
shares
|
$62,100
0.02% of portfolio
|
Q2 2023
New holding
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
600
shares
|
$62,100
0.02% of portfolio
|
Q2 2024
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 11, 2024 Q2 2024 |
593
shares
|
$61,375
0.03% of portfolio
|
Q3 2023
New holding
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
567
shares
|
$58,684
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
565
shares
|
$58,477
0.0% of portfolio
|
Q2 2024
Added 3.48%
|