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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
480
shares
|
$53,020
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
458
shares
|
$50,590
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
436
shares
|
$48,160
0.01% of portfolio
|
Q3 2024
Added 62.69%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
416
shares
|
$45,951
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Dec 17, 2024 Q3 2024 |
404
shares
|
$44,625
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
390
shares
|
$43,079
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Oct 08, 2024 Q3 2024 |
380
shares
|
$41,974
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
375
shares
|
$41,422
0.01% of portfolio
|
Q1 2024
Reduced 19.53%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
370
shares
|
$40,870
0.01% of portfolio
|
Q2 2024
Added 10.45%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
345
shares
|
$38,108
0.01% of portfolio
|
Q3 2023
Reduced 13.32%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
332
shares
|
$36,672
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
318
shares
|
$35,126
0.01% of portfolio
|
Q3 2024
Added 249.45%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Oct 15, 2024 Q3 2024 |
310
shares
|
$34,242
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
308
shares
|
$34,021
0.02% of portfolio
|
Q3 2024
Reduced 23.38%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
300
shares
|
$33,138
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
300
shares
|
$33,138
0.0% of portfolio
|
Q3 2024
Reduced 59.68%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
295
shares
|
$32,585
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$30,928
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
280
shares
|
$30,928
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
270
shares
|
$29,824
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$28,719
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
255
shares
|
$28,167
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
236
shares
|
$26,068
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
220
shares
|
$24,301
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
200
shares
|
$22,092
0.0% of portfolio
|
Q3 2023
Added 2757.14%
|