Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 508 institutions that hold shares in the stock, with a total of 20 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2025 Q3 2025 |
1,783,857
shares
|
$221 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,586,519
shares
|
$196 Million
0.01% of portfolio
|
Q3 2025
Added 5.75%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,550,778
shares
|
$192 Million
0.01% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
1,196,572
shares
|
$148 Million
1.91% of portfolio
|
Q2 2024
Reduced 4.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
709,622
shares
|
$87.8 Million
0.03% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
699,898
shares
|
$86.6 Million
0.04% of portfolio
|
Q3 2025
Added 1275.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
665,112
shares
|
$82.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 5.25%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
652,343
shares
|
$80.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.99%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
602,034
shares
|
$74.5 Million
1.17% of portfolio
|
Q3 2025
Added 1.08%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
530,126
shares
|
$65.6 Million
0.01% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
399,756
shares
|
$49.5 Million
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
370,798
shares
|
$45.9 Million
0.0% of portfolio
|
Q3 2025
Added 319.11%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
360,700
shares
|
$44.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
317,026
shares
|
$39.2 Million
0.24% of portfolio
|
Q3 2025
Added 1105.15%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
299,584
shares
|
$37.1 Million
4.11% of portfolio
|
Q3 2025
Added 5.85%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
293,250
shares
|
$36.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Oct 29, 2025 Q3 2025 |
273,176
shares
|
$33.8 Million
0.46% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
243,854
shares
|
$30.2 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Oct 31, 2025 Q3 2025 |
238,160
shares
|
$29.5 Million
0.59% of portfolio
|
Q3 2025
Added 7.65%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
232,802
shares
|
$28.8 Million
0.02% of portfolio
|
Q3 2025
Added 19.67%
|
|
|
Sherman Porfolios, LLC
Coeur D'alene, ID |
Dec 22, 2025 Q3 2025 |
202,895
shares
|
$25.1 Million
9.17% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
199,812
shares
|
$24.7 Million
2.21% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
198,492
shares
|
$24.6 Million
0.04% of portfolio
|
Q3 2025
Added 4.11%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
195,134
shares
|
$24.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
184,094
shares
|
$22.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.39%
|
|