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 |
|---|---|---|---|---|---|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,100
shares
|
$126,984
0.0% of portfolio
|
Q1 2024
Reduced 44.61%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,093
shares
|
$126,175
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
1,062
shares
|
$122,597
0.0% of portfolio
|
Q4 2022
Reduced 23.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$117,517
0.0% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
1,000
shares
|
$115,440
0.03% of portfolio
|
Q2 2023
Reduced 13.04%
|
|
|
Gables Capital Management Inc.
|
Feb 07, 2025 Q4 2024 |
995
shares
|
$114,862
0.05% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$109,321
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
877
shares
|
$101,240
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
832
shares
|
$96,046
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
825
shares
|
$95,238
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$93,044
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$87,734
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
736
shares
|
$84,963
0.0% of portfolio
|
Q4 2024
Added 569.09%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
729
shares
|
$84,155
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
702
shares
|
$81,038
0.01% of portfolio
|
Q4 2024
Reduced 59.47%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
696
shares
|
$80,346
0.01% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Feb 07, 2025 Q4 2024 |
688
shares
|
$79,422
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$75,036
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
646
shares
|
$74,574
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
641
shares
|
$73,997
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
632
shares
|
$72,958
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
602
shares
|
$69,494
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
600
shares
|
$69,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
600
shares
|
$69,264
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jan 17, 2025 Q4 2024 |
600
shares
|
$69,264
0.02% of portfolio
|
Q2 2023
New holding
|