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 |
|---|---|---|---|---|---|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
310
shares
|
$35,349
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
301
shares
|
$34,323
0.0% of portfolio
|
Q4 2024
Added 50.5%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
301
shares
|
$34,323
0.01% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
300
shares
|
$34,209
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
295
shares
|
$33,638
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
280
shares
|
$31,928
0.03% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$31,928
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Atticus Wealth Management, LLC
|
Jan 22, 2025 Q4 2024 |
270
shares
|
$30,788
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Feb 14, 2025 Q4 2024 |
265
shares
|
$30,217
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$29,647
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
255
shares
|
$29,077
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
236
shares
|
$26,911
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
228
shares
|
$25,998
0.01% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
215
shares
|
$24,516
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
212
shares
|
$24,174
0.02% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
210
shares
|
$23,946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
206
shares
|
$23,490
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
206
shares
|
$23,490
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
205
shares
|
$23,376
0.01% of portfolio
|
Q4 2024
Reduced 33.44%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$22,806
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
188
shares
|
$21,437
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
184
shares
|
$20,981
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
184
shares
|
$20,981
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
176
shares
|
$20,069
0.01% of portfolio
|
Q3 2024
Reduced 10.66%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
157
shares
|
$17,902
0.0% of portfolio
|
Q4 2024
Reduced 98.6%
|