Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 458 institutions that hold shares in the stock, with a total of 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
4,149
shares
|
$473,110
0.09% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,143
shares
|
$472,426
0.01% of portfolio
|
Q4 2024
Added 11.34%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
4,128
shares
|
$470,715
0.04% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
4,122
shares
|
$470,031
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
4,110
shares
|
$468,663
0.01% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
4,090
shares
|
$466,382
0.0% of portfolio
|
Q4 2024
Reduced 42.89%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
3,988
shares
|
$454,751
0.01% of portfolio
|
Q3 2024
Added 20.85%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
3,981
shares
|
$453,953
0.0% of portfolio
|
Q1 2024
Added 5.85%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Jan 15, 2025 Q4 2024 |
3,959
shares
|
$451,444
0.12% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
3,937
shares
|
$448,936
0.07% of portfolio
|
Q4 2024
Reduced 8.16%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
3,910
shares
|
$445,857
0.02% of portfolio
|
Q4 2024
Reduced 91.65%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,895
shares
|
$444,146
0.06% of portfolio
|
Q4 2020
New holding
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
3,895
shares
|
$444,146
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
3,888
shares
|
$443,348
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Dagco, Inc.
|
Feb 13, 2025 Q4 2024 |
3,856
shares
|
$439,699
0.15% of portfolio
|
Q2 2024
Added 2.83%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
3,851
shares
|
$439,129
0.05% of portfolio
|
Q4 2024
Reduced 6.62%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
3,790
shares
|
$432,173
0.21% of portfolio
|
Q1 2022
Reduced 2.94%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
3,701
shares
|
$422,025
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
3,677
shares
|
$419,288
0.02% of portfolio
|
Q4 2024
Added 38.23%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
3,640
shares
|
$415,069
0.01% of portfolio
|
Q4 2024
Reduced 0.11%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
3,628
shares
|
$413,700
0.01% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
3,610
shares
|
$411,648
0.02% of portfolio
|
Q4 2024
Added 9.46%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$410,508
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$410,508
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$408,797
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|