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 |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Feb 07, 2025 Q4 2024 |
600
shares
|
$68,418
0.01% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
600
shares
|
$68,418
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
593
shares
|
$67,619
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
567
shares
|
$64,655
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
547
shares
|
$62,374
0.0% of portfolio
|
Q4 2024
Added 82.33%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
534
shares
|
$60,892
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
500
shares
|
$57,015
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
480
shares
|
$54,734
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
465
shares
|
$53,023
0.0% of portfolio
|
Q4 2024
Reduced 97.41%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
458
shares
|
$52,225
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
437
shares
|
$49,831
0.01% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
416
shares
|
$47,436
0.0% of portfolio
|
Q4 2024
Added 141.86%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
416
shares
|
$47,436
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
406
shares
|
$46,296
0.02% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
404
shares
|
$46,068
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
383
shares
|
$43,673
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
380
shares
|
$43,331
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
375
shares
|
$42,761
0.01% of portfolio
|
Q1 2024
Reduced 19.53%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
375
shares
|
$42,761
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
360
shares
|
$41,050
0.02% of portfolio
|
Q4 2024
Reduced 2.7%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
355
shares
|
$40,480
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
337
shares
|
$38,428
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
334
shares
|
$38,086
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
332
shares
|
$37,857
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jan 30, 2025 Q4 2024 |
310
shares
|
$35,349
0.0% of portfolio
|
Q4 2020
Added 100.0%
|