Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 393 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
295
shares
|
$31,980
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 01, 2024 Q3 2024 |
280
shares
|
$30,354
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$30,354
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
270
shares
|
$29,270
0.01% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Aug 12, 2024 Q2 2024 |
260
shares
|
$28,186
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
255
shares
|
$27,644
0.0% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
236
shares
|
$25,584
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
200
shares
|
$21,682
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
200
shares
|
$21,682
0.0% of portfolio
|
Q3 2023
Added 2757.14%
|
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
197
shares
|
$21,356
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
187
shares
|
$20,272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Jul 24, 2024 Q2 2024 |
184
shares
|
$19,947
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Oct 18, 2024 Q3 2024 |
180
shares
|
$19,513
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
177
shares
|
$19,188
0.0% of portfolio
|
Q1 2024
Added 6850.28%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
169
shares
|
$18,321
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
165
shares
|
$17,887
0.0% of portfolio
|
Q2 2024
Reduced 30.38%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
165
shares
|
$17,887
0.0% of portfolio
|
Q3 2024
Reduced 58.23%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
156
shares
|
$16,911
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Aug 13, 2024 Q2 2024 |
120
shares
|
$13,009
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
115
shares
|
$12,467
0.0% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
113
shares
|
$12,250
0.0% of portfolio
|
Q2 2024
Reduced 30.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 13, 2024 Q2 2024 |
113
shares
|
$12,250
0.0% of portfolio
|
Q2 2024
Reduced 90.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
108
shares
|
$11,708
0.0% of portfolio
|
Q2 2024
Reduced 66.56%
|
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
100
shares
|
$10,841
0.0% of portfolio
|
Q4 2020
New holding
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
92
shares
|
$9,973
0.0% of portfolio
|
Q3 2024
New holding
|