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 |
|---|---|---|---|---|---|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
2,961
shares
|
$321,002
0.02% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
2,960
shares
|
$320,893
0.08% of portfolio
|
Q3 2021
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,956
shares
|
$320,459
0.15% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,814
shares
|
$305,065
0.1% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
2,781
shares
|
$301,488
0.02% of portfolio
|
Q2 2024
Added 32.18%
|
|
|
Wulff, Hansen & Co.
|
Aug 14, 2024 Q2 2024 |
2,775
shares
|
$300,837
0.28% of portfolio
|
Q2 2024
Reduced 98.94%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Oct 21, 2024 Q3 2024 |
2,728
shares
|
$295,742
0.27% of portfolio
|
Q3 2024
Reduced 27.91%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
2,714
shares
|
$294,224
0.01% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,660
shares
|
$288,370
0.01% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
2,654
shares
|
$287,720
0.0% of portfolio
|
Q2 2024
Added 32.7%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
2,653
shares
|
$287,611
0.01% of portfolio
|
Q2 2024
Reduced 38.87%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
2,640
shares
|
$286,202
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|
|
|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
2,623
shares
|
$284,359
0.02% of portfolio
|
Q2 2024
Added 4.96%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,588
shares
|
$280,565
0.01% of portfolio
|
Q3 2024
Reduced 19.13%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,577
shares
|
$279,372
0.0% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
2,560
shares
|
$277,529
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
2,551
shares
|
$276,553
0.01% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
2,529
shares
|
$274,168
0.0% of portfolio
|
Q2 2024
Reduced 97.86%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
2,520
shares
|
$273,193
0.1% of portfolio
|
Q2 2024
Reduced 10.48%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
2,500
shares
|
$271,025
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
2,500
shares
|
$271,025
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
2,420
shares
|
$262,352
0.03% of portfolio
|
Q2 2024
Reduced 21.15%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Aug 07, 2024 Q2 2024 |
2,406
shares
|
$260,834
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
True Wealth Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
2,388
shares
|
$258,883
0.09% of portfolio
|
Q4 2023
Reduced 21.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
2,363
shares
|
$256,172
0.0% of portfolio
|
Q2 2024
New holding
|