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 $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
3,048
shares
|
$351,861
0.0% of portfolio
|
Q4 2024
Added 36.38%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
3,036
shares
|
$350,475
0.0% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
3,024
shares
|
$349,090
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
3,000
shares
|
$346,320
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
2,976
shares
|
$343,549
0.17% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
2,969
shares
|
$342,741
0.16% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
2,967
shares
|
$342,510
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
2,960
shares
|
$341,702
0.09% of portfolio
|
Q3 2021
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
2,939
shares
|
$339,278
0.0% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
2,934
shares
|
$338,700
0.0% of portfolio
|
Q4 2024
Reduced 2.94%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
2,928
shares
|
$338,008
0.05% of portfolio
|
Q4 2024
Reduced 62.21%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,877
shares
|
$332,120
0.01% of portfolio
|
Q4 2024
Added 122.33%
|
|
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
Feb 04, 2025 Q4 2024 |
2,848
shares
|
$328,773
0.28% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
2,823
shares
|
$325,887
0.05% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
2,799
shares
|
$323,116
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,793
shares
|
$322,423
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Wulff, Hansen & Co.
|
Feb 10, 2025 Q4 2024 |
2,775
shares
|
$320,346
0.31% of portfolio
|
Q2 2024
Reduced 98.94%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,764
shares
|
$319,076
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
2,735
shares
|
$315,728
0.1% of portfolio
|
Q4 2024
Reduced 2.81%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
2,714
shares
|
$313,304
0.01% of portfolio
|
Q4 2023
Reduced 8.43%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
2,706
shares
|
$312,380
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
2,676
shares
|
$308,917
0.07% of portfolio
|
Q4 2024
Added 28.1%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
2,656
shares
|
$306,608
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
2,654
shares
|
$306,377
0.0% of portfolio
|
Q2 2024
Added 32.7%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
2,640
shares
|
$304,761
0.02% of portfolio
|
Q1 2024
Reduced 4.35%
|