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 |
|---|---|---|---|---|---|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
3,737
shares
|
$462,379
0.07% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Capital Wealth Alliance, LLC
|
Nov 03, 2025 Q3 2025 |
3,719
shares
|
$460,151
0.25% of portfolio
|
Q3 2025
Added 9.77%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,715
shares
|
$459,656
0.08% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
3,628
shares
|
$448,892
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
3,600
shares
|
$445,428
0.02% of portfolio
|
Q3 2022
Reduced 50.17%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
3,600
shares
|
$445,428
0.06% of portfolio
|
Q4 2022
Reduced 3.74%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 17, 2025 Q3 2025 |
3,590
shares
|
$444,190
0.18% of portfolio
|
Q3 2025
Reduced 5.28%
|
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,585
shares
|
$443,572
1.25% of portfolio
|
Q4 2023
Reduced 37.49%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 03, 2025 Q3 2025 |
3,572
shares
|
$441,963
0.05% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,559
shares
|
$440,355
0.01% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
3,556
shares
|
$439,983
0.02% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
3,527
shares
|
$436,395
0.22% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
3,507
shares
|
$433,921
0.0% of portfolio
|
Q3 2025
Added 50.58%
|
|
|
Dagco, Inc.
|
Oct 27, 2025 Q3 2025 |
3,450
shares
|
$426,868
0.11% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
3,400
shares
|
$420,682
0.03% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
3,388
shares
|
$419,197
0.02% of portfolio
|
Q3 2025
Added 10.04%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,378
shares
|
$417,959
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
3,345
shares
|
$413,876
0.04% of portfolio
|
Q2 2022
Added 20.76%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
3,330
shares
|
$412,020
0.01% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
3,325
shares
|
$411,402
0.13% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
Aug 12, 2025 Q2 2025 |
3,323
shares
|
$411,154
0.38% of portfolio
|
Q2 2025
Added 15723.81%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
3,296
shares
|
$407,814
0.03% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,263
shares
|
$403,730
0.0% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
3,260
shares
|
$403,359
0.13% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2025 Q3 2025 |
3,239
shares
|
$400,761
0.01% of portfolio
|
Q1 2023
Reduced 50.01%
|
|