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 |
|---|---|---|---|---|---|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
124
shares
|
$15,342
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$14,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
118
shares
|
$14,600
0.0% of portfolio
|
Q2 2025
Reduced 23.38%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$14,228
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
112
shares
|
$13,857
0.0% of portfolio
|
Q2 2025
Reduced 81.4%
|
|
|
Creative Capital Management Investments LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
109
shares
|
$13,486
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
102
shares
|
$12,620
0.03% of portfolio
|
Q3 2025
Reduced 61.51%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
101
shares
|
$12,496
0.0% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
100
shares
|
$12,373
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
94
shares
|
$11,630
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Founders Capital Management
|
Nov 13, 2025 Q3 2025 |
87
shares
|
$10,764
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Sittner & Nelson, LLC
Eugene, OR |
Nov 14, 2025 Q3 2025 |
81
shares
|
$10,022
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
60
shares
|
$7,423
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
50
shares
|
$6,186
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
50
shares
|
$6,186
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
46
shares
|
$5,691
0.0% of portfolio
|
Q3 2025
Added 2.22%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
45
shares
|
$5,567
0.0% of portfolio
|
Q2 2025
Reduced 60.87%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
45
shares
|
$5,567
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
38
shares
|
$4,701
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$3,959
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
30
shares
|
$3,711
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$3,093
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
23
shares
|
$2,845
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
21
shares
|
$2,598
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
21
shares
|
$2,598
0.0% of portfolio
|
Q2 2025
Reduced 70.42%
|
|