Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 466 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vision Capital Management, Inc.
Portland, OR |
Apr 30, 2025 Q1 2025 |
1,974
shares
|
$239,663
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
1,950
shares
|
$236,749
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
1,914
shares
|
$232,378
0.07% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
1,912
shares
|
$232,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,893
shares
|
$229,829
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
1,883
shares
|
$228,615
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
1,877
shares
|
$227,886
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
1,827
shares
|
$221,816
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
1,820
shares
|
$220,966
0.0% of portfolio
|
Q1 2025
Reduced 37.97%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
May 19, 2025 Q1 2025 |
1,817
shares
|
$220,601
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
1,791
shares
|
$217,445
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,790
shares
|
$217,323
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
1,706
shares
|
$207,125
0.0% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
1,662
shares
|
$201,783
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
1,605
shares
|
$194,863
0.09% of portfolio
|
Q1 2025
Added 61.31%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
1,579
shares
|
$191,706
0.19% of portfolio
|
Q1 2025
Reduced 25.87%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
1,500
shares
|
$182,115
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,485
shares
|
$180,293
0.01% of portfolio
|
Q3 2022
Reduced 4.44%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
1,480
shares
|
$179,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,460
shares
|
$177,258
0.0% of portfolio
|
Q4 2024
Added 26.08%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
1,439
shares
|
$174,708
0.01% of portfolio
|
Q1 2025
Added 95.52%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,438
shares
|
$174,587
0.01% of portfolio
|
Q1 2025
Added 143700.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,366
shares
|
$165,846
0.0% of portfolio
|
Q4 2024
Added 12.52%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
1,308
shares
|
$158,804
0.06% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
1,243
shares
|
$150,912
0.0% of portfolio
|
Q1 2025
Reduced 3.49%
|