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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
5,031
shares
|
$610,813
0.04% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
5,003
shares
|
$607,414
0.06% of portfolio
|
Q1 2025
Added 21.2%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,985
shares
|
$605,228
0.07% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
4,926
shares
|
$598,065
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
4,847
shares
|
$588,474
0.33% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,837
shares
|
$587,260
0.01% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,696
shares
|
$570,141
0.04% of portfolio
|
Q1 2025
Added 90.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
4,688
shares
|
$569,170
0.0% of portfolio
|
Q1 2025
Reduced 14.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,661
shares
|
$565,892
0.06% of portfolio
|
Q1 2025
Added 7.0%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
4,649
shares
|
$564,435
0.05% of portfolio
|
Q1 2025
Reduced 96.61%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,642
shares
|
$563,585
0.0% of portfolio
|
Q1 2025
Added 1.93%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
4,617
shares
|
$560,549
0.01% of portfolio
|
Q1 2025
Reduced 74.5%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,611
shares
|
$559,821
0.07% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,563
shares
|
$553,993
0.0% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
4,551
shares
|
$552,536
0.08% of portfolio
|
Q1 2025
Reduced 94.67%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
4,451
shares
|
$540,395
0.1% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
4,434
shares
|
$538,331
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
4,424
shares
|
$537,117
0.01% of portfolio
|
Q1 2025
Added 34.26%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
4,421
shares
|
$536,753
0.1% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
4,390
shares
|
$532,989
0.05% of portfolio
|
Q2 2025
Added 39.9%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jul 08, 2025 Q2 2025 |
4,366
shares
|
$530,076
0.15% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
4,360
shares
|
$529,347
0.18% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
4,343
shares
|
$527,283
0.05% of portfolio
|
Q3 2024
Added 283.66%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Apr 30, 2025 Q1 2025 |
4,317
shares
|
$524,126
0.43% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Stonebridge Financial Planning Group, LLC
|
May 08, 2025 Q1 2025 |
4,315
shares
|
$523,884
0.23% of portfolio
|
Q1 2025
Reduced 3.85%
|