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 |
|---|---|---|---|---|---|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
121,739
shares
|
$13.9 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
119,610
shares
|
$13.6 Million
0.93% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Xml Financial, LLC
|
Jan 17, 2025 Q4 2024 |
112,867
shares
|
$12.9 Million
1.16% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
111,843
shares
|
$12.8 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
110,340
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Feb 14, 2025 Q4 2024 |
104,857
shares
|
$12 Million
1.68% of portfolio
|
Q4 2024
Added 14.67%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
102,141
shares
|
$11.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 86.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
100,471
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
97,072
shares
|
$11.1 Million
0.01% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
91,813
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
91,487
shares
|
$10.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
91,448
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Added 101.64%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
89,954
shares
|
$10.3 Million
2.96% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
85,350
shares
|
$9.73 Million
1.34% of portfolio
|
Q4 2024
Added 3.74%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
84,761
shares
|
$9.67 Million
0.11% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
83,859
shares
|
$9.56 Million
1.05% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
82,621
shares
|
$9.42 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
81,847
shares
|
$9.33 Million
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
74,280
shares
|
$8.47 Million
4.4% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
68,798
shares
|
$7.85 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.12%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
68,095
shares
|
$7.76 Million
0.01% of portfolio
|
Q3 2024
Reduced 8.69%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Feb 14, 2025 Q4 2024 |
67,722
shares
|
$7.72 Million
5.82% of portfolio
|
Q4 2024
Added 91.05%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
67,404
shares
|
$7.69 Million
0.01% of portfolio
|
Q4 2024
Added 3521.92%
|
|
|
First Citizens Financial Corp
|
Jan 03, 2025 Q4 2024 |
63,870
shares
|
$7.28 Million
3.85% of portfolio
|
Q4 2024
Reduced 1.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
55,100
shares
|
$6.28 Million
0.04% of portfolio
|
Q4 2024
Added 7.41%
|