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 |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
301
shares
|
$37,242
0.01% of portfolio
|
Q4 2024
Reduced 12.75%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
300
shares
|
$37,119
0.01% of portfolio
|
Q4 2022
Reduced 23.08%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
295
shares
|
$36,500
0.01% of portfolio
|
Q1 2024
Reduced 46.36%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
280
shares
|
$34,644
0.02% of portfolio
|
Q1 2024
Reduced 7.59%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
280
shares
|
$34,644
0.0% of portfolio
|
Q2 2023
Added 40.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
260
shares
|
$32,169
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
236
shares
|
$29,200
0.01% of portfolio
|
Q1 2023
Reduced 59.73%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
228
shares
|
$28,210
0.01% of portfolio
|
Q4 2024
Reduced 28.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
218
shares
|
$26,973
0.0% of portfolio
|
Q3 2025
Reduced 23.51%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
215
shares
|
$26,601
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
214
shares
|
$26,478
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
211
shares
|
$26,107
0.0% of portfolio
|
Q3 2025
Reduced 17.25%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
210
shares
|
$25,983
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
206
shares
|
$25,488
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
200
shares
|
$24,746
0.01% of portfolio
|
Q1 2023
Reduced 74.23%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
198
shares
|
$24,498
0.0% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
184
shares
|
$22,766
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 12, 2025 Q3 2025 |
176
shares
|
$21,776
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
159
shares
|
$19,673
0.0% of portfolio
|
Q3 2025
Reduced 98.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
156
shares
|
$19,301
0.0% of portfolio
|
Q4 2022
Reduced 61.1%
|
|
|
Abound Wealth Management
Franklin, TN |
Oct 10, 2025 Q3 2025 |
130
shares
|
$16,084
0.0% of portfolio
|
Q3 2025
Added 47.73%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
124
shares
|
$15,342
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
120
shares
|
$14,847
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Triumph Capital Management
|
Nov 14, 2025 Q3 2025 |
119
shares
|
$14,723
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
118
shares
|
$14,600
0.0% of portfolio
|
Q2 2025
Reduced 23.38%
|
|