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 |
|---|---|---|---|---|---|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$78,916
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
649
shares
|
$78,795
0.03% of portfolio
|
Q1 2025
Reduced 4.14%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
646
shares
|
$78,430
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
641
shares
|
$77,823
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
634
shares
|
$76,973
0.0% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
615
shares
|
$74,667
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
602
shares
|
$73,088
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
600
shares
|
$72,846
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
600
shares
|
$72,846
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
600
shares
|
$72,846
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
593
shares
|
$71,996
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
567
shares
|
$68,839
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
547
shares
|
$66,411
0.0% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
May 14, 2025 Q1 2025 |
534
shares
|
$64,832
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
508
shares
|
$61,676
0.01% of portfolio
|
Q1 2025
Added 50.74%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
480
shares
|
$58,276
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
May 09, 2025 Q1 2025 |
458
shares
|
$55,605
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
438
shares
|
$53,177
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
435
shares
|
$52,813
0.01% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
416
shares
|
$50,506
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
406
shares
|
$49,292
0.02% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
May 07, 2025 Q1 2025 |
404
shares
|
$49,049
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
395
shares
|
$47,956
0.01% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
380
shares
|
$46,135
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
366
shares
|
$44,436
0.0% of portfolio
|
Q1 2025
Reduced 12.02%
|