Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 387 institutions that hold shares in the stock, with a total of 15.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.59 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 12, 2024 Q2 2024 |
6,382
shares
|
$660,537
0.11% of portfolio
|
Q2 2024
Reduced 7.87%
|
|
Empirical Asset Management, LLC
|
Aug 09, 2024 Q2 2024 |
6,047
shares
|
$625,864
0.07% of portfolio
|
Q2 2024
Added 22.96%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,041
shares
|
$625,243
0.17% of portfolio
|
Q2 2022
Added 0.65%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
6,008
shares
|
$621,828
0.04% of portfolio
|
Q2 2024
Reduced 11.84%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
5,995
shares
|
$620,482
0.33% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
5,936
shares
|
$614,376
0.13% of portfolio
|
Q2 2024
Added 4.93%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
5,878
shares
|
$608,373
0.01% of portfolio
|
Q2 2024
Reduced 11.42%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
5,824
shares
|
$602,784
0.02% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
5,788
shares
|
$599,058
0.07% of portfolio
|
Q4 2023
New holding
|
|
Acropolis Investment Management, LLC
|
Jul 16, 2024 Q2 2024 |
5,740
shares
|
$594,090
0.03% of portfolio
|
Q1 2023
Reduced 2.65%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
5,593
shares
|
$578,875
0.04% of portfolio
|
Q2 2024
Added 58.17%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
5,540
shares
|
$573,390
0.01% of portfolio
|
Q2 2024
Reduced 22.39%
|
|
Stephens Inc
|
Aug 06, 2024 Q2 2024 |
5,533
shares
|
$572,665
0.01% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
5,525
shares
|
$571,837
0.27% of portfolio
|
Q2 2024
Added 8.97%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
5,496
shares
|
$568,836
0.0% of portfolio
|
Q2 2024
Added 2.29%
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
5,452
shares
|
$564,282
0.04% of portfolio
|
Q1 2024
Reduced 1.8%
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
5,400
shares
|
$558,900
0.04% of portfolio
|
Q2 2023
Reduced 0.92%
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 09, 2024 Q2 2024 |
5,265
shares
|
$544,927
0.02% of portfolio
|
Q2 2024
Added 0.88%
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$544,513
0.27% of portfolio
|
Q1 2024
Added 3.52%
|
|
Gill Capital Partners, LLC
Denver, CO |
Jul 10, 2024 Q2 2024 |
5,236
shares
|
$541,926
0.2% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
5,210
shares
|
$539,235
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
5,196
shares
|
$537,786
0.0% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
5,072
shares
|
$524,952
0.01% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$522,675
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
4,985
shares
|
$515,947
0.28% of portfolio
|
Q2 2024
Reduced 41.74%
|