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 $1.49 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
334
shares
|
$31,586
0.0% of portfolio
|
Q4 2023
Added 854.29%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
323
shares
|
$30,546
0.0% of portfolio
|
Q1 2024
Added 498.15%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 25, 2024 Q1 2024 |
310
shares
|
$29,316
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
Bogart Wealth, LLC
|
Apr 25, 2024 Q1 2024 |
310
shares
|
$29,316
0.0% of portfolio
|
Q4 2022
New holding
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
302
shares
|
$28,560
0.0% of portfolio
|
Q1 2023
Added 45.7%
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Apr 25, 2024 Q1 2024 |
300
shares
|
$28,370
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 15, 2024 Q1 2024 |
295
shares
|
$27,898
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
280
shares
|
$26,479
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
Davis Capital Management
Jacksonville, FL |
Apr 05, 2024 Q1 2024 |
280
shares
|
$26,479
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
269
shares
|
$25,439
0.01% of portfolio
|
Q4 2023
Added 1.13%
|
|
Aspire Wealth Management Corp
Waltham, MA |
Apr 29, 2024 Q1 2024 |
260
shares
|
$24,588
0.02% of portfolio
|
Q4 2021
New holding
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 30, 2024 Q1 2024 |
254
shares
|
$24,020
0.0% of portfolio
|
Q1 2023
Added 0.4%
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 15, 2024 Q1 2024 |
237
shares
|
$22,413
0.0% of portfolio
|
Q1 2022
Added 197.47%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
236
shares
|
$22,318
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
200
shares
|
$18,914
0.0% of portfolio
|
Q3 2023
Added 2757.14%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
200
shares
|
$18,914
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
197
shares
|
$18,630
0.01% of portfolio
|
Q4 2023
New holding
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
May 10, 2024 Q1 2024 |
184
shares
|
$17,400
0.01% of portfolio
|
Q4 2022
New holding
|
|
Simplex Trading, LLC
|
Apr 25, 2024 Q1 2024 |
173
shares
|
$16,360
0.0% of portfolio
|
Q1 2024
New holding
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2024 Q4 2023 |
162
shares
|
$15,320
0.0% of portfolio
|
Q4 2023
New holding
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2024 Q1 2024 |
156
shares
|
$14,752
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
New Square Capital LLC
|
May 08, 2024 Q1 2024 |
144
shares
|
$13,618
0.0% of portfolio
|
Q4 2023
Reduced 51.35%
|
|
Global Retirement Partners, LLC
|
Apr 23, 2024 Q1 2024 |
137
shares
|
$12,956
0.0% of portfolio
|
Q3 2023
Reduced 38.29%
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
May 14, 2024 Q1 2024 |
120
shares
|
$11,348
0.01% of portfolio
|
Q4 2023
New holding
|
|
Addison Advisors LLC
|
May 06, 2024 Q1 2024 |
100
shares
|
$9,457
0.0% of portfolio
|
Q4 2020
New holding
|