Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
156
shares
|
$18,303
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$14,079
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
115
shares
|
$13,492
0.0% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$13,492
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
113
shares
|
$13,258
0.0% of portfolio
|
Q2 2024
Reduced 30.25%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
108
shares
|
$12,671
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jan 23, 2025 Q4 2024 |
101
shares
|
$11,850
0.01% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
100
shares
|
$11,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
100
shares
|
$11,733
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
100
shares
|
$11,733
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
89
shares
|
$10,442
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
87
shares
|
$10,207
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Feb 14, 2025 Q4 2024 |
75
shares
|
$8,799
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$7,039
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
50
shares
|
$5,866
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
49
shares
|
$5,749
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
45
shares
|
$5,279
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
45
shares
|
$5,279
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
38
shares
|
$4,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$3,754
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
30
shares
|
$3,519
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$2,933
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
23
shares
|
$2,698
0.0% of portfolio
|
Q3 2022
Reduced 58.93%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
23
shares
|
$2,698
0.0% of portfolio
|
Q4 2024
Reduced 51.06%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19
shares
|
$2,229
0.0% of portfolio
|
Q1 2023
Added 11.76%
|