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 |
|---|---|---|---|---|---|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,176
shares
|
$269,236
0.0% of portfolio
|
Q4 2024
Reduced 15.59%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
2,150
shares
|
$266,019
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
2,128
shares
|
$263,297
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,067
shares
|
$255,749
0.01% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
2,054
shares
|
$254,141
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Y Intercept (Hong Kong) LTD
|
Oct 31, 2025 Q3 2025 |
2,019
shares
|
$249,810
0.01% of portfolio
|
Q3 2025
Reduced 30.52%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,003
shares
|
$247,831
0.02% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
2,000
shares
|
$247,460
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
2,000
shares
|
$247,460
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,000
shares
|
$247,460
0.0% of portfolio
|
Q1 2025
Reduced 24.64%
|
|
|
Kane Investment Management, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
1,999
shares
|
$247,336
0.12% of portfolio
|
Q3 2025
Added 18.85%
|
|
|
Banque Cantonale Vaudoise
|
Nov 13, 2025 Q3 2025 |
1,998
shares
|
$247,212
0.01% of portfolio
|
Q3 2025
Added 28.49%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,995
shares
|
$246,841
0.03% of portfolio
|
Q3 2025
Reduced 8.06%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
1,992
shares
|
$246,470
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
1,979
shares
|
$244,861
0.0% of portfolio
|
Q3 2025
Added 80.73%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Oct 23, 2025 Q3 2025 |
1,974
shares
|
$244,243
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
1,950
shares
|
$241,273
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Nov 14, 2025 Q3 2025 |
1,945
shares
|
$240,654
0.13% of portfolio
|
Q3 2025
Added 3.18%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
1,926
shares
|
$238,303
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Chilton Investment CO Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
1,903
shares
|
$235,458
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
1,893
shares
|
$234,220
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
1,827
shares
|
$226,054
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
1,819
shares
|
$225,064
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
1,791
shares
|
$221,600
0.0% of portfolio
|
Q2 2025
Added 21.01%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
1,790
shares
|
$221,476
0.21% of portfolio
|
Q1 2025
New holding
|
|