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 |
|---|---|---|---|---|---|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
16,333
shares
|
$1.86 Million
0.21% of portfolio
|
Q4 2024
Added 18.11%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Feb 03, 2025 Q4 2024 |
15,824
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
15,701
shares
|
$1.79 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
15,309
shares
|
$1.75 Million
0.0% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
15,259
shares
|
$1.74 Million
0.05% of portfolio
|
Q4 2024
Added 1693.07%
|
|
|
Nikulski Financial, Inc.
|
Jan 21, 2025 Q4 2024 |
15,099
shares
|
$1.72 Million
0.5% of portfolio
|
Q4 2024
Added 5.57%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
14,835
shares
|
$1.69 Million
0.23% of portfolio
|
Q2 2022
Added 0.07%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
14,300
shares
|
$1.63 Million
0.0% of portfolio
|
Q4 2024
Added 76.54%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
14,110
shares
|
$1.61 Million
0.01% of portfolio
|
Q4 2024
Added 8.0%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
14,095
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Reduced 24.07%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
13,991
shares
|
$1.6 Million
0.61% of portfolio
|
Q4 2024
Reduced 28.86%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
13,708
shares
|
$1.56 Million
0.43% of portfolio
|
Q4 2024
Added 38.9%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
13,704
shares
|
$1.56 Million
0.06% of portfolio
|
Q4 2024
Added 13.12%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
12,802
shares
|
$1.46 Million
0.01% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
12,532
shares
|
$1.43 Million
0.61% of portfolio
|
Q1 2023
Reduced 5.25%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
12,260
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2024
Added 41.93%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
12,238
shares
|
$1.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 20.1%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
12,191
shares
|
$1.39 Million
0.01% of portfolio
|
Q4 2024
Added 16.37%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
12,067
shares
|
$1.38 Million
0.04% of portfolio
|
Q3 2022
Reduced 5.63%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,023
shares
|
$1.37 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
12,015
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
11,601
shares
|
$1.32 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
11,524
shares
|
$1.31 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
11,415
shares
|
$1.3 Million
0.03% of portfolio
|
Q4 2024
Added 399.13%
|
|
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
Jan 21, 2025 Q4 2024 |
11,270
shares
|
$1.29 Million
1.39% of portfolio
|
Q4 2024
Added 0.42%
|