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 |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
3,576
shares
|
$407,771
0.03% of portfolio
|
Q4 2024
Reduced 33.48%
|
|
|
North Rock Partners, LLC
|
Feb 14, 2025 Q4 2024 |
3,551
shares
|
$404,920
0.01% of portfolio
|
Q4 2023
Reduced 0.53%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
3,501
shares
|
$399,219
0.08% of portfolio
|
Q4 2024
Reduced 41.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$385,193
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
3,365
shares
|
$383,710
0.01% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$381,430
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
Western Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
3,323
shares
|
$378,921
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Jan 10, 2025 Q4 2024 |
3,311
shares
|
$377,553
0.13% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
3,304
shares
|
$376,755
0.03% of portfolio
|
Q2 2023
Reduced 12.34%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,295
shares
|
$375,728
0.0% of portfolio
|
Q4 2024
Added 45.54%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
3,260
shares
|
$371,737
0.13% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
3,260
shares
|
$371,737
0.02% of portfolio
|
Q4 2024
Reduced 6.19%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jan 24, 2025 Q4 2024 |
3,244
shares
|
$369,913
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
3,239
shares
|
$369,343
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
3,215
shares
|
$366,606
0.11% of portfolio
|
Q2 2024
Reduced 3.08%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
3,203
shares
|
$365,238
0.02% of portfolio
|
Q4 2024
Added 8.17%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
3,200
shares
|
$364,896
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
3,179
shares
|
$362,501
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Feb 13, 2025 Q4 2024 |
3,118
shares
|
$355,545
0.03% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$355,317
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
3,090
shares
|
$352,352
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
3,081
shares
|
$351,326
0.01% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
3,074
shares
|
$350,528
0.03% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Feb 13, 2025 Q4 2024 |
3,069
shares
|
$349,958
0.04% of portfolio
|
Q3 2024
Added 26.82%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,048
shares
|
$347,563
0.0% of portfolio
|
Q4 2024
Added 36.38%
|