Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 370 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bond & Devick Financial Network, Inc.
|
Apr 26, 2024 Q1 2024 |
3,790
shares
|
$358,420
0.2% of portfolio
|
Q1 2022
Reduced 2.94%
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Apr 16, 2024 Q1 2024 |
3,773
shares
|
$356,812
0.12% of portfolio
|
Q1 2024
Added 13.51%
|
|
Dagco, Inc.
|
May 15, 2024 Q1 2024 |
3,750
shares
|
$354,637
0.16% of portfolio
|
Q1 2024
New holding
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
3,644
shares
|
$344,613
0.01% of portfolio
|
Q1 2024
Reduced 0.46%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$340,452
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$340,452
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$339,033
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
3,566
shares
|
$337,236
0.01% of portfolio
|
Q1 2024
Reduced 2.09%
|
|
Meridian Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
3,555
shares
|
$336,196
0.06% of portfolio
|
Q1 2024
Reduced 6.08%
|
|
North Rock Partners, LLC
|
May 07, 2024 Q1 2024 |
3,551
shares
|
$335,818
0.03% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
Arkadios Wealth Advisors
|
Apr 30, 2024 Q1 2024 |
3,536
shares
|
$334,399
0.03% of portfolio
|
Q1 2024
Reduced 6.92%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 14, 2024 Q1 2024 |
3,475
shares
|
$328,630
0.04% of portfolio
|
Q1 2024
Reduced 0.86%
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
May 16, 2024 Q1 2024 |
3,463
shares
|
$327,495
0.12% of portfolio
|
Q1 2024
Added 19.09%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
3,457
shares
|
$326,928
0.01% of portfolio
|
Q1 2024
Reduced 11.74%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 18, 2024 Q1 2024 |
3,435
shares
|
$324,847
0.16% of portfolio
|
Q1 2024
Reduced 15.39%
|
|
Zimmermann Investment Management & Planning LLC
|
Apr 22, 2024 Q1 2024 |
3,432
shares
|
$324,564
0.12% of portfolio
|
Q1 2024
Reduced 30.41%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
3,381
shares
|
$319,741
0.0% of portfolio
|
Q1 2024
Reduced 0.76%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$319,457
0.01% of portfolio
|
Q4 2023
New holding
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 24, 2024 Q1 2024 |
3,372
shares
|
$318,890
0.01% of portfolio
|
Q1 2024
New holding
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$316,336
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
3,342
shares
|
$316,052
0.0% of portfolio
|
Q4 2023
New holding
|
|
Dynamic Advisor Solutions LLC
|
Apr 12, 2024 Q1 2024 |
3,328
shares
|
$314,728
0.01% of portfolio
|
Q1 2024
Reduced 48.65%
|
|
Mandatum Life Insurance CO LTD
|
May 08, 2024 Q1 2024 |
3,317
shares
|
$313,688
0.11% of portfolio
|
Q4 2023
Reduced 24.63%
|
|
First Merchants Corp
|
Apr 25, 2024 Q1 2024 |
3,304
shares
|
$312,459
0.02% of portfolio
|
Q2 2023
Reduced 12.34%
|
|
Spider Rock Advisors, LLC
|
Apr 30, 2024 Q1 2024 |
3,300
shares
|
$312,081
0.01% of portfolio
|
Q1 2024
New holding
|