Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 408 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 $2.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
190
shares
|
$21,910
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
184
shares
|
$21,218
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
180
shares
|
$20,757
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
176
shares
|
$20,296
0.01% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
172
shares
|
$19,835
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
165
shares
|
$19,027
0.0% of portfolio
|
Q3 2024
Reduced 58.23%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
165
shares
|
$19,027
0.0% of portfolio
|
Q2 2024
Reduced 30.38%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
156
shares
|
$17,989
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
120
shares
|
$13,838
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$13,261
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
113
shares
|
$13,031
0.0% of portfolio
|
Q2 2024
Reduced 30.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
108
shares
|
$12,454
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
105
shares
|
$12,108
0.01% of portfolio
|
Q3 2024
Reduced 37.87%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
100
shares
|
$11,532
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
92
shares
|
$10,609
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
87
shares
|
$10,032
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
86
shares
|
$9,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$6,919
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
50
shares
|
$5,766
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
47
shares
|
$5,420
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
45
shares
|
$5,189
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
38
shares
|
$4,382
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$3,690
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$3,459
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$2,883
0.0% of portfolio
|
Q4 2023
New holding
|