Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 465 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
156
shares
|
$18,939
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
154
shares
|
$18,697
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$14,569
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$13,962
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
115
shares
|
$13,962
0.0% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
101
shares
|
$12,262
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
100
shares
|
$12,141
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
94
shares
|
$11,412
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
90
shares
|
$10,926
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
88
shares
|
$10,684
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
87
shares
|
$10,562
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
May 13, 2025 Q1 2025 |
81
shares
|
$9,834
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
71
shares
|
$8,620
0.01% of portfolio
|
Q1 2025
Reduced 29.7%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$7,284
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
50
shares
|
$6,070
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
50
shares
|
$6,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
50
shares
|
$6,070
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
49
shares
|
$5,949
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
45
shares
|
$5,463
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
45
shares
|
$5,463
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
43
shares
|
$5,220
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
38
shares
|
$4,613
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$3,885
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
30
shares
|
$3,642
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$3,035
0.0% of portfolio
|
Q4 2023
New holding
|