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 |
---|---|---|---|---|---|
Zimmermann Investment Management & Planning LLC
|
Jul 26, 2024 Q2 2024 |
4,975
shares
|
$514,912
0.17% of portfolio
|
Q2 2024
Added 44.96%
|
|
Financial Freedom, LLC
Cincinnati, OH |
Jul 22, 2024 Q2 2024 |
4,975
shares
|
$514,912
0.27% of portfolio
|
Q2 2024
Added 3.93%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
4,934
shares
|
$510,669
0.02% of portfolio
|
Q2 2024
Added 14.19%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
4,925
shares
|
$509,737
0.04% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Aug 13, 2024 Q2 2024 |
4,905
shares
|
$507,667
0.07% of portfolio
|
Q2 2024
Reduced 2.78%
|
|
Pacific Sun Financial Corp
|
Jul 19, 2024 Q2 2024 |
4,847
shares
|
$501,664
0.29% of portfolio
|
Q2 2024
Reduced 7.97%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
4,753
shares
|
$491,935
0.0% of portfolio
|
Q2 2024
Reduced 87.22%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
4,666
shares
|
$482,931
0.01% of portfolio
|
Q2 2024
Added 8.66%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,581
shares
|
$474,133
0.0% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
4,564
shares
|
$472,374
0.01% of portfolio
|
Q2 2024
Added 37.14%
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
4,539
shares
|
$469,786
0.06% of portfolio
|
Q2 2023
Reduced 12.05%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
4,445
shares
|
$460,057
0.09% of portfolio
|
Q2 2024
Reduced 4.35%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
4,440
shares
|
$459,540
0.22% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
4,409
shares
|
$456,331
0.11% of portfolio
|
Q2 2024
Added 0.07%
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
4,285
shares
|
$443,497
0.07% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,281
shares
|
$443,083
0.1% of portfolio
|
Q1 2024
New holding
|
|
M&T Bank Corp
|
Jul 31, 2024 Q2 2024 |
4,268
shares
|
$441,738
0.0% of portfolio
|
Q2 2024
New holding
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 17, 2024 Q2 2024 |
4,238
shares
|
$438,633
0.12% of portfolio
|
Q2 2024
Added 12.32%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
4,222
shares
|
$436,977
0.04% of portfolio
|
Q2 2024
Reduced 11.67%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
4,175
shares
|
$432,112
0.0% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Kesler, Norman & Wride, LLC
|
Jul 23, 2024 Q2 2024 |
4,166
shares
|
$431,181
0.08% of portfolio
|
Q2 2024
Reduced 1.68%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
4,129
shares
|
$427,351
0.08% of portfolio
|
Q2 2024
Added 0.34%
|
|
Cfm Wealth Partners LLC
|
Jul 18, 2024 Q2 2024 |
4,122
shares
|
$426,627
0.07% of portfolio
|
Q1 2023
New holding
|
|
Prio Wealth Limited Partnership
Boston, MA |
Sep 10, 2024 Q2 2024 |
4,110
shares
|
$425,385
0.01% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
4,014
shares
|
$415,449
0.04% of portfolio
|
Q1 2024
Reduced 1.23%
|