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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
6,218
shares
|
$709,038
0.04% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
6,130
shares
|
$699,003
0.32% of portfolio
|
Q3 2024
Reduced 8.92%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,093
shares
|
$694,784
0.02% of portfolio
|
Q4 2024
Reduced 6.93%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,041
shares
|
$688,855
0.17% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,993
shares
|
$683,381
0.02% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Trademark Financial Management, LLC
Bloomington, MN |
Jan 30, 2025 Q4 2024 |
5,925
shares
|
$675,627
0.52% of portfolio
|
Q4 2024
Added 16.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
5,862
shares
|
$668,443
0.02% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
5,847
shares
|
$666,733
0.0% of portfolio
|
Q4 2024
Added 27.89%
|
|
|
Navellier & Associates Inc
Reno, NV |
Feb 03, 2025 Q4 2024 |
5,788
shares
|
$660,005
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
5,784
shares
|
$659,549
0.04% of portfolio
|
Q4 2024
Added 76.77%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,740
shares
|
$654,532
0.04% of portfolio
|
Q1 2023
Reduced 2.65%
|
|
|
Biondo Investment Advisors, LLC
Milford, PA |
Feb 12, 2025 Q4 2024 |
5,555
shares
|
$633,436
0.09% of portfolio
|
Q4 2024
Added 12.79%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
5,534
shares
|
$631,042
0.23% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
5,516
shares
|
$628,989
0.04% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
5,503
shares
|
$627,507
0.0% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
5,400
shares
|
$615,762
0.04% of portfolio
|
Q2 2023
Reduced 0.92%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
5,392
shares
|
$614,849
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
5,352
shares
|
$610,288
0.04% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
5,339
shares
|
$608,806
0.0% of portfolio
|
Q4 2024
Reduced 8.48%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$599,911
0.27% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
5,210
shares
|
$594,096
0.01% of portfolio
|
Q2 2024
Reduced 3.7%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
5,131
shares
|
$585,087
0.03% of portfolio
|
Q4 2024
Reduced 17.4%
|
|
|
Sargent Investment Group, LLC
|
Jan 27, 2025 Q4 2024 |
5,130
shares
|
$584,973
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
5,061
shares
|
$577,105
0.1% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
5,058
shares
|
$576,763
0.05% of portfolio
|
Q4 2024
Reduced 3.84%
|