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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
6,853
shares
|
$757,530
0.01% of portfolio
|
Q1 2025
Added 65.41%
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
6,820
shares
|
$753,882
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
6,763
shares
|
$747,582
0.03% of portfolio
|
Q1 2025
Reduced 11.78%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
6,633
shares
|
$733,211
0.02% of portfolio
|
Q2 2020
Added 28.27%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
6,533
shares
|
$722,157
0.32% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
6,511
shares
|
$719,725
0.42% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,460
shares
|
$714,088
0.09% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
6,446
shares
|
$712,540
0.01% of portfolio
|
Q4 2024
Added 32.44%
|
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Jan 08, 2025 Q4 2024 |
6,426
shares
|
$710,330
0.15% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,404
shares
|
$707,898
0.02% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
6,236
shares
|
$689,327
0.0% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
6,221
shares
|
$687,669
0.35% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,161
shares
|
$681,036
0.04% of portfolio
|
Q1 2025
Added 6.52%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,093
shares
|
$673,520
0.02% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,041
shares
|
$667,772
0.17% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
6,030
shares
|
$666,556
0.32% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,862
shares
|
$647,985
0.02% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
5,790
shares
|
$640,026
0.01% of portfolio
|
Q1 2025
Reduced 88.55%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,669
shares
|
$626,651
0.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,662
shares
|
$625,877
0.15% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,640
shares
|
$623,445
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
5,555
shares
|
$614,049
0.09% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
5,534
shares
|
$611,728
0.23% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,503
shares
|
$608,301
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,466
shares
|
$604,211
0.02% of portfolio
|
Q1 2025
Reduced 8.79%
|