Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 456 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Apr 14, 2025 Q1 2025 |
295
shares
|
$32,609
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
280
shares
|
$30,951
0.03% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$30,951
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
265
shares
|
$29,293
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$28,740
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
255
shares
|
$28,187
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
236
shares
|
$26,087
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
228
shares
|
$25,203
0.01% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Atticus Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
220
shares
|
$24,318
0.01% of portfolio
|
Q1 2025
Reduced 18.52%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
215
shares
|
$23,766
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
210
shares
|
$23,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
206
shares
|
$22,771
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
206
shares
|
$22,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
205
shares
|
$22,660
0.01% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$22,108
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
184
shares
|
$20,339
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
176
shares
|
$19,455
0.01% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
157
shares
|
$17,354
0.0% of portfolio
|
Q4 2024
Reduced 98.6%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
156
shares
|
$17,244
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
154
shares
|
$17,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$13,264
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$12,712
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
115
shares
|
$12,712
0.0% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
113
shares
|
$12,491
0.0% of portfolio
|
Q2 2024
Reduced 30.25%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
101
shares
|
$11,164
0.0% of portfolio
|
Q1 2025
Added 1.0%
|