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 |
|---|---|---|---|---|---|
|
Gimbal Financial
Carmel, IN |
Apr 23, 2025 Q1 2025 |
40,359
shares
|
$4.46 Million
4.11% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,985
shares
|
$4.31 Million
0.03% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
38,563
shares
|
$4.26 Million
3.59% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
36,005
shares
|
$3.98 Million
0.0% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
35,977
shares
|
$3.98 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
35,222
shares
|
$3.89 Million
1.68% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
34,955
shares
|
$3.86 Million
0.76% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
32,544
shares
|
$3.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 52.7%
|
|
|
Tepp Ria, LLC
Westfield, NJ |
Apr 24, 2025 Q1 2025 |
31,351
shares
|
$3.47 Million
4.8% of portfolio
|
Q1 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
30,918
shares
|
$3.42 Million
0.4% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
29,628
shares
|
$3.28 Million
0.0% of portfolio
|
Q4 2024
Added 136.38%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
29,300
shares
|
$3.24 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.83%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
28,722
shares
|
$3.17 Million
0.14% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Financial Management Professionals, Inc.
|
Apr 10, 2025 Q1 2025 |
27,367
shares
|
$3.03 Million
0.4% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Ewg Elevate Inc.
|
Apr 09, 2025 Q1 2025 |
27,069
shares
|
$2.99 Million
1.27% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
26,632
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
26,476
shares
|
$2.93 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Colony Family Offices, LLC
|
Apr 21, 2025 Q1 2025 |
25,681
shares
|
$2.84 Million
1.01% of portfolio
|
Q1 2025
Reduced 6.99%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
25,589
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
24,067
shares
|
$2.66 Million
0.47% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
23,452
shares
|
$2.59 Million
0.07% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
B Long Financial, LLC
Memphis, TN |
Jan 30, 2025 Q4 2024 |
23,386
shares
|
$2.59 Million
2.13% of portfolio
|
Q4 2024
New holding
|
|
|
Somerset Group LLC
Wayzata, MN |
Feb 11, 2025 Q4 2024 |
22,848
shares
|
$2.53 Million
2.35% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Syon Capital LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
22,466
shares
|
$2.48 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
21,045
shares
|
$2.33 Million
0.2% of portfolio
|
Q2 2022
Reduced 0.09%
|