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 |
---|---|---|---|---|---|
Chesapeake Wealth Management
|
May 07, 2024 Q1 2024 |
11,978
shares
|
$1.13 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
Advisory Services Network, LLC
|
May 06, 2024 Q1 2024 |
11,566
shares
|
$1.09 Million
0.03% of portfolio
|
Q1 2024
Reduced 75.32%
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Apr 29, 2024 Q1 2024 |
11,147
shares
|
$1.05 Million
1.29% of portfolio
|
Q1 2024
Added 0.32%
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2024 Q1 2024 |
10,973
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2024
New holding
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 14, 2024 Q1 2024 |
10,853
shares
|
$1.03 Million
0.06% of portfolio
|
Q1 2024
Added 297.69%
|
|
Commerce Bank
Kansas City, MO |
May 03, 2024 Q1 2024 |
10,520
shares
|
$994,876
0.01% of portfolio
|
Q2 2023
Reduced 10.24%
|
|
One Charles Private Wealth Services, LLC
|
May 14, 2024 Q1 2024 |
10,356
shares
|
$979,366
0.44% of portfolio
|
Q1 2024
Reduced 1.81%
|
|
Matthew Goff Investment Advisor, LLC
|
Apr 11, 2024 Q1 2024 |
9,845
shares
|
$931,041
0.19% of portfolio
|
Q1 2024
Added 4.22%
|
|
Wespac Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
9,545
shares
|
$902,670
0.54% of portfolio
|
Q1 2024
Added 89.87%
|
|
Comerica Bank
|
May 15, 2024 Q1 2024 |
9,485
shares
|
$896,996
0.0% of portfolio
|
Q1 2024
Added 7.38%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
9,454
shares
|
$894,064
0.0% of portfolio
|
Q1 2024
Reduced 4.64%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
9,434
shares
|
$892,173
0.0% of portfolio
|
Q1 2024
Reduced 2.06%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
9,323
shares
|
$881,676
0.02% of portfolio
|
Q1 2024
Added 12.84%
|
|
Magnolia Capital Management LTD
|
Apr 16, 2024 Q1 2024 |
8,845
shares
|
$836,471
0.72% of portfolio
|
Q4 2021
Added 2.02%
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
8,797
shares
|
$831,932
0.03% of portfolio
|
Q1 2024
Reduced 0.96%
|
|
Capital Wealth Alliance, LLC
|
May 10, 2024 Q1 2024 |
8,556
shares
|
$809,140
0.5% of portfolio
|
Q1 2024
New holding
|
|
Apeiron Ria LLC
|
Apr 15, 2024 Q1 2024 |
8,485
shares
|
$802,426
0.24% of portfolio
|
Q1 2024
Added 152.0%
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Apr 26, 2024 Q1 2024 |
8,383
shares
|
$792,780
0.55% of portfolio
|
Q1 2024
Added 6.29%
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Apr 15, 2024 Q1 2024 |
8,280
shares
|
$783,039
0.64% of portfolio
|
Q1 2024
New holding
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$775,001
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
7,834
shares
|
$740,861
0.01% of portfolio
|
Q1 2024
Reduced 15.44%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
7,798
shares
|
$737,456
0.02% of portfolio
|
Q1 2024
Added 5.18%
|
|
Hfg Advisors, Inc.
|
Apr 18, 2024 Q1 2024 |
7,631
shares
|
$721,663
0.67% of portfolio
|
Q3 2023
Reduced 7.74%
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2024 Q1 2024 |
7,517
shares
|
$710,882
0.02% of portfolio
|
Q1 2024
Added 0.11%
|
|
Wealth Management Partners, LLC
|
Apr 12, 2024 Q1 2024 |
7,495
shares
|
$708,802
0.37% of portfolio
|
Q1 2024
Reduced 0.5%
|