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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
11,264
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.64%
|
|
|
Chesapeake Wealth Management
|
Jan 16, 2025 Q4 2024 |
10,778
shares
|
$1.23 Million
0.41% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,650
shares
|
$1.21 Million
0.0% of portfolio
|
Q4 2024
Added 40.89%
|
|
|
Wespac Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
10,621
shares
|
$1.21 Million
0.9% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
10,570
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,559
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Added 92.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
10,534
shares
|
$1.2 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Kesler, Norman & Wride, LLC
|
Feb 12, 2025 Q4 2024 |
10,129
shares
|
$1.16 Million
0.25% of portfolio
|
Q4 2024
Added 15.95%
|
|
|
Wealth Care Investment Partners, LLC
|
Feb 03, 2025 Q4 2024 |
10,037
shares
|
$1.14 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
9,914
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,852
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2024
Added 0.95%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
9,810
shares
|
$1.12 Million
0.01% of portfolio
|
Q4 2024
Added 34.6%
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
9,792
shares
|
$1.12 Million
0.38% of portfolio
|
Q4 2024
Added 2.51%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jan 21, 2025 Q4 2024 |
9,695
shares
|
$1.11 Million
0.2% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
9,611
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 8.67%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,545
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Added 128.57%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
9,152
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Wealth Management Partners, LLC
|
Jan 16, 2025 Q4 2024 |
8,877
shares
|
$1.01 Million
0.43% of portfolio
|
Q4 2024
Added 17.81%
|
|
|
Magnolia Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
8,845
shares
|
$1.01 Million
0.78% of portfolio
|
Q4 2021
Added 2.02%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
8,593
shares
|
$979,859
0.03% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,576
shares
|
$977,921
0.0% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,546
shares
|
$974,500
0.03% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
8,499
shares
|
$969,140
0.03% of portfolio
|
Q3 2024
Added 61.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
8,243
shares
|
$939,949
0.0% of portfolio
|
Q4 2024
Reduced 7.34%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,195
shares
|
$934,475
0.0% of portfolio
|
Q3 2023
Reduced 39.86%
|