Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 465 institutions that hold shares in the stock, with a total of 20.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
5,716
shares
|
$693,979
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
5,669
shares
|
$688,273
0.04% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,662
shares
|
$687,423
0.15% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Buck Wealth Strategies, LLC
Denver, CO |
Apr 22, 2025 Q1 2025 |
5,640
shares
|
$684,752
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jul 14, 2025 Q2 2025 |
5,513
shares
|
$669,333
0.18% of portfolio
|
Q2 2025
Added 11.49%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
5,472
shares
|
$664,355
0.01% of portfolio
|
Q1 2025
Reduced 30.94%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,466
shares
|
$663,627
0.02% of portfolio
|
Q1 2025
Reduced 8.79%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
5,410
shares
|
$656,828
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
5,410
shares
|
$656,828
0.04% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
5,391
shares
|
$654,521
0.05% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,373
shares
|
$652,335
0.02% of portfolio
|
Q1 2025
Reduced 56.1%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
5,338
shares
|
$648,086
0.03% of portfolio
|
Q1 2025
Added 36.52%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
5,320
shares
|
$645,901
0.02% of portfolio
|
Q1 2025
Added 7.82%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,312
shares
|
$644,929
0.34% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
5,305
shares
|
$644,080
0.04% of portfolio
|
Q1 2025
Added 65.63%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$638,738
0.27% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
5,210
shares
|
$632,546
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
5,131
shares
|
$622,954
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Sargent Investment Group, LLC
|
May 05, 2025 Q1 2025 |
5,130
shares
|
$622,833
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
5,127
shares
|
$622,469
0.45% of portfolio
|
Q1 2025
Added 38.53%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
5,072
shares
|
$615,791
0.02% of portfolio
|
Q1 2025
Added 76.29%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
5,070
shares
|
$615,548
0.11% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
5,050
shares
|
$613,120
0.05% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$613,120
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
5,040
shares
|
$611,906
0.22% of portfolio
|
Q1 2025
Added 250.0%
|