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 |
|---|---|---|---|---|---|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
87
shares
|
$9,431
0.01% of portfolio
|
Q2 2024
Added 6.1%
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
87
shares
|
$9,431
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
86
shares
|
$9,323
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Simplex Trading, LLC
|
Jul 25, 2024 Q2 2024 |
63
shares
|
$6,829
0.0% of portfolio
|
Q2 2024
Reduced 63.58%
|
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
60
shares
|
$6,504
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 23, 2024 Q2 2024 |
50
shares
|
$5,420
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
47
shares
|
$5,095
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
45
shares
|
$4,878
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
38
shares
|
$4,119
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
32
shares
|
$3,469
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
30
shares
|
$3,252
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
25
shares
|
$2,710
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 18, 2024 Q3 2024 |
23
shares
|
$2,493
0.0% of portfolio
|
Q3 2022
Reduced 58.93%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
19
shares
|
$2,059
0.0% of portfolio
|
Q1 2023
Added 11.76%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
8
shares
|
$867
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Kessler Investment Group, LLC
|
Oct 21, 2024 Q3 2024 |
3
shares
|
$325
0.0% of portfolio
|
Q1 2024
New holding
|