Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
97,511
shares
|
$9.22 Million
0.04% of portfolio
|
Q1 2024
Added 8.95%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
96,202
shares
|
$9.1 Million
0.0% of portfolio
|
Q1 2023
Reduced 52.85%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
92,612
shares
|
$8.76 Million
0.01% of portfolio
|
Q1 2024
Added 17.12%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
90,373
shares
|
$8.55 Million
0.01% of portfolio
|
Q1 2024
Added 12.65%
|
|
Etfidea, LLC
Syracuse, NY |
May 03, 2024 Q1 2024 |
89,473
shares
|
$8.46 Million
2.92% of portfolio
|
Q1 2024
Reduced 0.19%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
86,705
shares
|
$8.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 12.54%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
86,074
shares
|
$8.14 Million
0.07% of portfolio
|
Q1 2024
Reduced 3.39%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
May 10, 2024 Q1 2024 |
84,022
shares
|
$7.95 Million
0.13% of portfolio
|
Q1 2024
Reduced 14.77%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
82,415
shares
|
$7.79 Million
0.0% of portfolio
|
Q1 2024
Added 2.2%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
81,847
shares
|
$7.74 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
77,406
shares
|
$7.32 Million
0.0% of portfolio
|
Q1 2024
Added 33.03%
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 09, 2024 Q1 2024 |
73,014
shares
|
$6.9 Million
1.12% of portfolio
|
Q1 2024
Added 26.92%
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
71,028
shares
|
$6.72 Million
0.08% of portfolio
|
Q1 2024
Reduced 9.74%
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
70,749
shares
|
$6.69 Million
0.1% of portfolio
|
Q1 2024
Added 55.78%
|
|
First Citizens Financial Corp
|
May 31, 2024 Q1 2024 |
67,099
shares
|
$6.35 Million
3.83% of portfolio
|
Q1 2024
Reduced 0.7%
|
|
Brookstone Capital Management
|
Apr 15, 2024 Q1 2024 |
58,953
shares
|
$5.58 Million
0.11% of portfolio
|
Q1 2024
Added 812.16%
|
|
Stillwater Capital Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
56,283
shares
|
$5.32 Million
0.8% of portfolio
|
Q1 2024
Reduced 10.6%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
May 07, 2024 Q1 2024 |
54,788
shares
|
$5.18 Million
0.21% of portfolio
|
Q1 2024
Added 1.33%
|
|
Moloney Securities Asset Management, LLC
|
May 01, 2024 Q1 2024 |
43,073
shares
|
$4.07 Million
0.64% of portfolio
|
Q1 2024
New holding
|
|
Ewg Elevate Inc.
|
Apr 09, 2024 Q1 2024 |
40,183
shares
|
$3.8 Million
1.49% of portfolio
|
Q1 2024
New holding
|
|
Kkm Financial LLC
Chicago, IL |
May 14, 2024 Q1 2024 |
40,035
shares
|
$3.79 Million
1.87% of portfolio
|
Q1 2024
Added 102.44%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
39,112
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2024
Added 2.9%
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2024 Q1 2024 |
37,417
shares
|
$3.54 Million
0.71% of portfolio
|
Q1 2024
Reduced 1.84%
|
|
Hc Advisors, LLC
|
May 13, 2024 Q1 2024 |
37,306
shares
|
$3.53 Million
1.73% of portfolio
|
Q1 2024
Added 3.01%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
37,189
shares
|
$3.52 Million
0.0% of portfolio
|
Q1 2024
Added 35.02%
|