Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 409 institutions that hold shares in the stock, with a total of 18 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
9,731
shares
|
$1.07 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
9,695
shares
|
$1.07 Million
0.19% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
9,552
shares
|
$1.06 Million
0.39% of portfolio
|
Q3 2024
Reduced 7.34%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,544
shares
|
$1.05 Million
0.03% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
9,349
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2024
Added 68.97%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
8,896
shares
|
$982,563
0.0% of portfolio
|
Q3 2024
Added 87.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
8,858
shares
|
$978,366
0.03% of portfolio
|
Q3 2024
Reduced 38.52%
|
|
|
Magnolia Capital Management LTD
|
Oct 21, 2024 Q3 2024 |
8,845
shares
|
$976,930
0.73% of portfolio
|
Q4 2021
Added 2.02%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,844
shares
|
$976,819
0.0% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
8,736
shares
|
$964,891
0.18% of portfolio
|
Q3 2024
Added 109.7%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
8,638
shares
|
$954,067
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,604
shares
|
$950,311
0.03% of portfolio
|
Q3 2024
Added 12.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
8,576
shares
|
$947,219
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
8,499
shares
|
$938,714
0.03% of portfolio
|
Q3 2024
Added 61.42%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$905,137
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
8,100
shares
|
$894,645
0.0% of portfolio
|
Q3 2024
Added 224.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
7,991
shares
|
$882,605
0.01% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
7,749
shares
|
$855,877
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
7,631
shares
|
$842,843
0.73% of portfolio
|
Q3 2023
Reduced 7.74%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
7,559
shares
|
$834,891
0.0% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Wealth Management Partners, LLC
|
Oct 21, 2024 Q3 2024 |
7,535
shares
|
$832,240
0.37% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
7,534
shares
|
$832,130
0.02% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
7,440
shares
|
$821,748
0.04% of portfolio
|
Q4 2023
Reduced 16.4%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
7,381
shares
|
$815,231
0.48% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
7,367
shares
|
$813,685
0.43% of portfolio
|
Q3 2024
Added 15.43%
|