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 19.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
Nov 21, 2025 Q3 2025 |
5,152
shares
|
$637,456
0.1% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
5,079
shares
|
$628,424
0.11% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,070
shares
|
$627,311
0.03% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Redwood Financial Network Corp
|
Nov 12, 2025 Q3 2025 |
5,064
shares
|
$626,568
0.42% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,050
shares
|
$624,836
0.02% of portfolio
|
Q1 2022
Reduced 2.88%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
5,041
shares
|
$623,722
0.22% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
5,031
shares
|
$622,485
0.03% of portfolio
|
Q4 2024
Reduced 16.26%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
4,995
shares
|
$618,031
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,994
shares
|
$617,907
0.0% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
4,985
shares
|
$616,794
0.07% of portfolio
|
Q1 2025
Reduced 22.83%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
4,934
shares
|
$610,483
0.02% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,925
shares
|
$609,370
0.0% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
4,908
shares
|
$607,266
0.3% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Lpwm LLC
Minneapolis, MN |
Oct 17, 2025 Q3 2025 |
4,785
shares
|
$592,048
0.16% of portfolio
|
Q3 2025
Added 9.6%
|
|
|
Gds Wealth Management
|
Oct 31, 2025 Q3 2025 |
4,648
shares
|
$575,097
0.04% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
4,602
shares
|
$569,405
0.03% of portfolio
|
Q3 2025
Added 58.2%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
4,467
shares
|
$552,701
0.29% of portfolio
|
Q2 2025
Reduced 7.84%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
4,454
shares
|
$551,093
0.1% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
4,434
shares
|
$548,618
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
4,360
shares
|
$539,462
0.17% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
4,343
shares
|
$537,359
0.05% of portfolio
|
Q3 2024
Added 283.66%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
4,332
shares
|
$535,998
0.0% of portfolio
|
Q2 2025
Added 110.91%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Nov 04, 2025 Q3 2025 |
4,320
shares
|
$534,513
0.4% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
4,268
shares
|
$528,079
0.0% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
4,227
shares
|
$523,006
0.02% of portfolio
|
Q3 2025
Added 9.54%
|
|