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 |
|---|---|---|---|---|---|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$575,851
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
5,031
shares
|
$573,684
0.03% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Feb 11, 2025 Q4 2024 |
4,934
shares
|
$562,624
0.02% of portfolio
|
Q2 2024
Added 14.19%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
4,842
shares
|
$552,133
0.31% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
4,826
shares
|
$550,308
0.21% of portfolio
|
Q4 2024
Reduced 7.83%
|
|
|
Capital Wealth Alliance, LLC
|
Jan 29, 2025 Q4 2024 |
4,777
shares
|
$544,721
0.32% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,729
shares
|
$539,247
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
4,699
shares
|
$535,826
0.01% of portfolio
|
Q4 2024
Added 26.52%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,629
shares
|
$527,844
0.0% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
4,611
shares
|
$525,792
0.07% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,554
shares
|
$519,292
0.0% of portfolio
|
Q4 2024
Added 15.2%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Feb 18, 2025 Q4 2024 |
4,488
shares
|
$511,766
0.23% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
4,449
shares
|
$507,319
0.1% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
4,437
shares
|
$505,951
0.02% of portfolio
|
Q4 2024
Reduced 66.21%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
4,434
shares
|
$505,609
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
4,417
shares
|
$503,670
0.11% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Lpwm LLC
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
4,366
shares
|
$497,854
0.15% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
4,356
shares
|
$496,714
0.06% of portfolio
|
Q4 2024
Added 2.11%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
4,343
shares
|
$495,232
0.05% of portfolio
|
Q3 2024
Added 283.66%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
4,340
shares
|
$494,890
0.28% of portfolio
|
Q4 2024
Added 27.61%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jan 27, 2025 Q4 2024 |
4,315
shares
|
$492,039
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
4,300
shares
|
$490,329
0.0% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
4,281
shares
|
$488,162
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
4,262
shares
|
$485,995
0.04% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
4,210
shares
|
$480,066
0.32% of portfolio
|
Q4 2024
Reduced 22.75%
|