Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 507 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative Capital Management Investments LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
109
shares
|
$13,236
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
101
shares
|
$12,265
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
100
shares
|
$12,144
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
94
shares
|
$11,415
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
88
shares
|
$10,686
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
87
shares
|
$10,565
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Aug 08, 2025 Q2 2025 |
81
shares
|
$9,836
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$7,286
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
50
shares
|
$6,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
50
shares
|
$6,072
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
50
shares
|
$6,072
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
45
shares
|
$5,464
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
45
shares
|
$5,464
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
45
shares
|
$5,464
0.0% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Jul 14, 2025 Q2 2025 |
43
shares
|
$5,221
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
38
shares
|
$4,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$3,886
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
30
shares
|
$3,643
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$3,036
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
23
shares
|
$2,793
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
21
shares
|
$2,550
0.0% of portfolio
|
Q2 2025
Reduced 70.42%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19
shares
|
$2,307
0.0% of portfolio
|
Q1 2023
Added 11.76%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
10
shares
|
$1,214
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8
shares
|
$971
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Jul 22, 2025 Q2 2025 |
3
shares
|
$364
0.0% of portfolio
|
Q1 2024
New holding
|