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 |
|---|---|---|---|---|---|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
637
shares
|
$78,816
0.03% of portfolio
|
Q3 2025
Reduced 23.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
616
shares
|
$76,217
0.01% of portfolio
|
Q3 2025
Added 32.47%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
Nov 13, 2025 Q3 2025 |
615
shares
|
$76,093
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
600
shares
|
$74,238
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
600
shares
|
$74,238
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
567
shares
|
$70,154
0.03% of portfolio
|
Q2 2024
Added 0.35%
|
|
|
Team Financial Group, LLC
Temecula, CA |
Oct 06, 2025 Q3 2025 |
553
shares
|
$68,422
0.03% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
543
shares
|
$67,185
0.0% of portfolio
|
Q3 2025
Added 4.83%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
534
shares
|
$66,071
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
527
shares
|
$65,205
0.03% of portfolio
|
Q3 2025
Added 3.94%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
500
shares
|
$61,865
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
480
shares
|
$59,390
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
458
shares
|
$56,668
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
438
shares
|
$54,193
0.01% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
435
shares
|
$53,822
0.01% of portfolio
|
Q1 2025
Reduced 13.0%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
420
shares
|
$51,966
0.01% of portfolio
|
Q2 2025
Added 6.33%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
416
shares
|
$51,471
0.0% of portfolio
|
Q3 2024
Added 34.19%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
406
shares
|
$50,234
0.02% of portfolio
|
Q4 2024
Reduced 24.81%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Nov 04, 2025 Q3 2025 |
404
shares
|
$49,986
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
380
shares
|
$47,017
0.01% of portfolio
|
Q2 2023
Reduced 9.52%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
332
shares
|
$41,078
0.0% of portfolio
|
Q2 2025
Added 8.85%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
332
shares
|
$41,078
0.0% of portfolio
|
Q3 2024
Added 9.93%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Nov 06, 2025 Q3 2025 |
310
shares
|
$38,356
0.0% of portfolio
|
Q4 2020
Added 100.0%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
302
shares
|
$37,366
0.02% of portfolio
|
Q3 2025
Reduced 17.03%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
301
shares
|
$37,242
0.0% of portfolio
|
Q3 2025
Reduced 57.3%
|
|