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 20 Million shares, which have been reported (via 13F filing form) to have a value of $2.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,108
shares
|
$137,092
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,099
shares
|
$135,979
0.0% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
1,095
shares
|
$135,484
0.0% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,093
shares
|
$135,236
0.01% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
1,019
shares
|
$126,080
0.0% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,004
shares
|
$124,224
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
982
shares
|
$121,502
0.0% of portfolio
|
Q3 2025
Reduced 32.46%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
947
shares
|
$117,172
0.01% of portfolio
|
Q1 2023
Reduced 10.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
946
shares
|
$117,048
0.0% of portfolio
|
Q3 2025
Reduced 8.51%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Nov 12, 2025 Q3 2025 |
900
shares
|
$111,357
0.0% of portfolio
|
Q3 2025
Reduced 18.18%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
877
shares
|
$108,511
0.01% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
858
shares
|
$106,160
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
832
shares
|
$102,943
0.05% of portfolio
|
Q3 2023
Reduced 23.46%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
825
shares
|
$102,077
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
806
shares
|
$99,726
0.0% of portfolio
|
Q4 2021
Reduced 40.82%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
800
shares
|
$98,984
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
760
shares
|
$94,034
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
729
shares
|
$90,199
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
701
shares
|
$86,734
0.01% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
700
shares
|
$86,611
0.0% of portfolio
|
Q1 2025
Reduced 36.36%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
690
shares
|
$85,373
0.01% of portfolio
|
Q3 2025
Reduced 10.16%
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
688
shares
|
$85,126
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
650
shares
|
$80,424
0.0% of portfolio
|
Q2 2022
Reduced 48.9%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
646
shares
|
$79,929
0.01% of portfolio
|
Q2 2024
Reduced 18.84%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
641
shares
|
$79,310
0.03% of portfolio
|
Q4 2022
New holding
|
|