Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 412 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,092
shares
|
$126,453
0.0% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
1,062
shares
|
$122,979
0.0% of portfolio
|
Q4 2022
Reduced 23.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,018
shares
|
$117,884
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Oct 16, 2024 Q3 2024 |
1,000
shares
|
$115,800
0.02% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
960
shares
|
$111,168
0.05% of portfolio
|
Q1 2024
Reduced 62.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$109,662
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
930
shares
|
$107,694
0.01% of portfolio
|
Q3 2024
Added 257.69%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
908
shares
|
$105,146
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
879
shares
|
$101,788
0.01% of portfolio
|
Q3 2024
Added 26.47%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
851
shares
|
$98,545
0.0% of portfolio
|
Q3 2024
Added 50.62%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
832
shares
|
$96,345
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
825
shares
|
$95,535
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$93,334
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$88,008
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
729
shares
|
$84,418
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
693
shares
|
$80,249
0.01% of portfolio
|
Q3 2024
Added 320.0%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 13, 2024 Q3 2024 |
688
shares
|
$79,670
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$75,270
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
646
shares
|
$74,806
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
641
shares
|
$74,227
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
633
shares
|
$73,301
0.0% of portfolio
|
Q2 2024
Added 89.52%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
630
shares
|
$72,954
0.0% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
600
shares
|
$69,480
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
600
shares
|
$69,480
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
600
shares
|
$69,480
0.01% of portfolio
|
Q2 2024
New holding
|