Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
2,054,989
shares
|
$223 Million
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,641,402
shares
|
$178 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
1,248,660
shares
|
$135 Million
0.01% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Aug 12, 2024 Q2 2024 |
1,196,572
shares
|
$130 Million
1.81% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
675,492
shares
|
$73.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
671,476
shares
|
$72.8 Million
0.06% of portfolio
|
Q2 2024
Added 0.13%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
598,582
shares
|
$64.9 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
475,892
shares
|
$51.6 Million
0.02% of portfolio
|
Q2 2024
Added 21.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
443,866
shares
|
$48.1 Million
0.95% of portfolio
|
Q2 2024
Added 37.0%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
367,239
shares
|
$39.8 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
291,546
shares
|
$31.6 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.72%
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
246,069
shares
|
$26.7 Million
0.9% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
203,936
shares
|
$22.1 Million
0.0% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
188,646
shares
|
$20.5 Million
2.02% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
164,878
shares
|
$17.9 Million
0.04% of portfolio
|
Q2 2024
Reduced 11.73%
|
|
|
Scotia Capital Inc.
|
Aug 14, 2024 Q2 2024 |
149,686
shares
|
$16.2 Million
0.08% of portfolio
|
Q2 2024
Added 9.0%
|
|
|
Gds Wealth Management
|
Aug 09, 2024 Q2 2024 |
147,757
shares
|
$16 Million
1.54% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
125,852
shares
|
$13.6 Million
0.03% of portfolio
|
Q2 2024
Added 1.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
125,179
shares
|
$13.6 Million
0.04% of portfolio
|
Q3 2024
Added 16.2%
|
|
|
Patten & Patten Inc
|
Aug 13, 2024 Q2 2024 |
124,330
shares
|
$13.5 Million
0.83% of portfolio
|
Q2 2024
Reduced 2.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
123,379
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
111,301
shares
|
$12.1 Million
0.06% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
108,016
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2024
Added 1.87%
|
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
107,291
shares
|
$11.6 Million
1.03% of portfolio
|
Q2 2024
Added 3.25%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
100,584
shares
|
$10.9 Million
0.0% of portfolio
|
Q3 2024
Added 10290.91%
|