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 |
|---|---|---|---|---|---|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
2,627
shares
|
$303,260
0.01% of portfolio
|
Q4 2024
Reduced 18.14%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
2,625
shares
|
$303,030
0.01% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
2,576
shares
|
$297,373
0.0% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
2,560
shares
|
$295,526
0.01% of portfolio
|
Q3 2024
Reduced 22.89%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
2,500
shares
|
$288,600
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Prudent Investors Network, Inc.
Lake Forest, CA |
Jan 24, 2025 Q4 2024 |
2,452
shares
|
$283,058
0.08% of portfolio
|
Q4 2024
Reduced 23.06%
|
|
|
Financial Alternatives, Inc
La Jolla, CA |
Feb 13, 2025 Q4 2024 |
2,406
shares
|
$277,748
0.19% of portfolio
|
Q4 2023
New holding
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
2,378
shares
|
$274,516
0.01% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,373
shares
|
$273,939
0.1% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
2,309
shares
|
$266,550
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
2,297
shares
|
$265,165
0.02% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
2,270
shares
|
$262,048
0.03% of portfolio
|
Q4 2024
Reduced 3.81%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
2,228
shares
|
$257,200
0.0% of portfolio
|
Q4 2024
Added 145.37%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
2,200
shares
|
$253,968
0.16% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
2,192
shares
|
$253,044
0.21% of portfolio
|
Q4 2024
Added 11.61%
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
2,181
shares
|
$251,774
0.03% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,176
shares
|
$251,197
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,150
shares
|
$248,196
0.12% of portfolio
|
Q2 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
2,130
shares
|
$245,887
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Darrow Company, Inc.
|
Jan 28, 2025 Q4 2024 |
2,054
shares
|
$237,113
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Alpha, LLC
|
Jan 17, 2025 Q4 2024 |
2,027
shares
|
$233,996
0.01% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Feb 14, 2025 Q4 2024 |
2,000
shares
|
$230,880
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
1,992
shares
|
$229,956
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
1,950
shares
|
$225,108
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
Feb 13, 2025 Q4 2024 |
1,912
shares
|
$220,721
0.0% of portfolio
|
Q4 2024
New holding
|