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 |
---|---|---|---|---|---|
Mmbg Investment Advisors Co.
|
May 10, 2024 Q1 2024 |
17,600
shares
|
$1.66 Million
0.18% of portfolio
|
Q1 2022
Added 220.88%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
17,138
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2024
Added 7.84%
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 14, 2024 Q1 2024 |
17,082
shares
|
$1.62 Million
0.67% of portfolio
|
Q1 2024
Added 42.12%
|
|
Aft, Forsyth & Company, Inc.
|
Apr 30, 2024 Q1 2024 |
17,030
shares
|
$1.61 Million
0.94% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Nikulski Financial, Inc.
|
Apr 18, 2024 Q1 2024 |
16,054
shares
|
$1.52 Million
0.51% of portfolio
|
Q1 2024
Added 28.51%
|
|
Callan Capital, LLC
La Jolla, CA |
May 03, 2024 Q1 2024 |
15,872
shares
|
$1.5 Million
0.13% of portfolio
|
Q1 2024
Reduced 0.29%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
15,697
shares
|
$1.48 Million
0.01% of portfolio
|
Q1 2024
Added 7.25%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
May 15, 2024 Q1 2024 |
15,014
shares
|
$1.42 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
15,002
shares
|
$1.42 Million
0.0% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
14,958
shares
|
$1.41 Million
0.01% of portfolio
|
Q1 2024
Added 6.94%
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,835
shares
|
$1.4 Million
0.23% of portfolio
|
Q2 2022
Added 0.07%
|
|
Koshinski Asset Management, Inc.
|
May 08, 2024 Q1 2024 |
14,776
shares
|
$1.4 Million
0.15% of portfolio
|
Q1 2024
Added 229.23%
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2024 Q1 2024 |
14,634
shares
|
$1.38 Million
0.04% of portfolio
|
Q1 2024
Added 50.28%
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
14,596
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2024
Reduced 7.82%
|
|
Flow Traders U.S. LLC
New York, NY |
May 15, 2024 Q1 2024 |
14,092
shares
|
$1.33 Million
0.07% of portfolio
|
Q1 2024
New holding
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
13,863
shares
|
$1.31 Million
0.07% of portfolio
|
Q1 2024
Added 8.02%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 30, 2024 Q1 2024 |
12,837
shares
|
$1.21 Million
0.06% of portfolio
|
Q1 2024
New holding
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
12,668
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2024
Reduced 5.75%
|
|
Essex LLC
|
May 03, 2024 Q1 2024 |
12,624
shares
|
$1.19 Million
0.29% of portfolio
|
Q1 2024
Reduced 4.75%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
12,532
shares
|
$1.19 Million
0.61% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 02, 2024 Q1 2024 |
12,302
shares
|
$1.16 Million
0.25% of portfolio
|
Q1 2024
Reduced 26.33%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
May 14, 2024 Q1 2024 |
12,103
shares
|
$1.14 Million
0.05% of portfolio
|
Q1 2024
Reduced 3.62%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,067
shares
|
$1.14 Million
0.04% of portfolio
|
Q3 2022
Reduced 5.63%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 07, 2024 Q1 2024 |
12,050
shares
|
$1.14 Million
0.04% of portfolio
|
Q1 2024
Added 0.12%
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
12,037
shares
|
$1.14 Million
0.15% of portfolio
|
Q1 2024
Added 14.31%
|