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 |
|---|---|---|---|---|---|
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
Feb 14, 2025 Q4 2024 |
54,753
shares
|
$6.24 Million
2.95% of portfolio
|
Q4 2024
New holding
|
|
|
Stillwater Capital Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
54,509
shares
|
$6.22 Million
0.76% of portfolio
|
Q4 2024
Added 6.55%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
53,268
shares
|
$6.07 Million
0.02% of portfolio
|
Q4 2024
Added 16.24%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
50,588
shares
|
$5.77 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
49,815
shares
|
$5.68 Million
4.18% of portfolio
|
Q4 2024
Added 2.32%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
47,371
shares
|
$5.4 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
46,645
shares
|
$5.32 Million
0.14% of portfolio
|
Q4 2024
Reduced 11.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
40,925
shares
|
$4.67 Million
0.01% of portfolio
|
Q4 2024
Added 113.94%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,985
shares
|
$4.45 Million
0.03% of portfolio
|
Q4 2024
Added 41.9%
|
|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
38,563
shares
|
$4.4 Million
3.59% of portfolio
|
Q4 2024
Reduced 4.94%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
38,403
shares
|
$4.38 Million
0.2% of portfolio
|
Q4 2024
Added 17.0%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
36,520
shares
|
$4.16 Million
0.74% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
36,258
shares
|
$4.13 Million
0.86% of portfolio
|
Q4 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
36,005
shares
|
$4.11 Million
0.0% of portfolio
|
Q4 2024
Added 70.83%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
35,977
shares
|
$4.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
35,222
shares
|
$4.02 Million
1.68% of portfolio
|
Q4 2024
Added 60.27%
|
|
|
Financial Management Professionals, Inc.
|
Jan 15, 2025 Q4 2024 |
34,745
shares
|
$3.96 Million
0.5% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
34,689
shares
|
$3.96 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
34,379
shares
|
$3.92 Million
2.37% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
32,857
shares
|
$3.75 Million
0.01% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
31,204
shares
|
$3.56 Million
0.36% of portfolio
|
Q4 2024
Added 8.92%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
29,628
shares
|
$3.38 Million
0.0% of portfolio
|
Q4 2024
Added 136.38%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
29,060
shares
|
$3.31 Million
0.02% of portfolio
|
Q4 2024
Reduced 22.24%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
28,722
shares
|
$3.28 Million
0.14% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Colony Family Offices, LLC
|
Feb 11, 2025 Q4 2024 |
27,611
shares
|
$3.15 Million
1.04% of portfolio
|
Q3 2024
Reduced 15.28%
|