Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 511 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
3,210
shares
|
$397,173
0.01% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Dagco, Inc.
|
Jan 08, 2026 Q4 2025 |
3,200
shares
|
$395,936
0.09% of portfolio
|
Q4 2025
Reduced 7.25%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 18, 2025 Q3 2025 |
3,200
shares
|
$395,936
0.08% of portfolio
|
Q1 2023
Added 1.59%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
3,198
shares
|
$395,688
0.03% of portfolio
|
Q3 2025
Added 19.6%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
3,192
shares
|
$394,946
0.0% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
3,165
shares
|
$391,605
0.03% of portfolio
|
Q4 2025
Reduced 1.16%
|
|
|
True Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
3,155
shares
|
$390,368
0.13% of portfolio
|
Q4 2025
Added 32.95%
|
|
|
Pur Efi Wealth, LLC
Boston, MA |
Jan 12, 2026 Q4 2025 |
3,139
shares
|
$388,388
0.31% of portfolio
|
Q4 2025
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,134
shares
|
$387,769
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 13, 2025 Q3 2025 |
3,118
shares
|
$385,790
0.02% of portfolio
|
Q2 2024
Added 0.32%
|
|
|
Cahaba Wealth Management, Inc.
|
Jan 07, 2026 Q4 2025 |
3,117
shares
|
$385,666
0.03% of portfolio
|
Q4 2025
Reduced 1.7%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,116
shares
|
$385,542
0.01% of portfolio
|
Q3 2024
Reduced 12.62%
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
3,113
shares
|
$385,171
0.1% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2025 Q3 2025 |
3,107
shares
|
$384,429
0.01% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
3,082
shares
|
$381,335
0.01% of portfolio
|
Q3 2025
Reduced 25.82%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,065
shares
|
$379,232
0.01% of portfolio
|
Q3 2025
Added 36.04%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
3,057
shares
|
$378,242
0.0% of portfolio
|
Q3 2025
Added 19.55%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
3,049
shares
|
$377,252
0.0% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
3,006
shares
|
$371,932
0.01% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
2,997
shares
|
$370,818
0.16% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
2,980
shares
|
$368,715
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 12, 2025 Q3 2025 |
2,977
shares
|
$368,344
0.05% of portfolio
|
Q3 2025
Added 5.94%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
2,967
shares
|
$367,106
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
2,940
shares
|
$363,766
0.03% of portfolio
|
Q3 2025
Added 11.36%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 17, 2025 Q3 2025 |
2,785
shares
|
$344,588
0.05% of portfolio
|
Q3 2025
Added 0.58%
|
|