Institutional Ownership Ishares Tr (IYF)
This table provides information about the institutional ownership of Ishares Tr (IYF). We have compiled data on the 507 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 |
|---|---|---|---|---|---|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
59,958
shares
|
$7.42 Million
0.88% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
59,755
shares
|
$7.39 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.86%
|
|
|
Summit Financial Consulting LLC
Sterling Heights, MI |
Oct 14, 2025 Q3 2025 |
54,506
shares
|
$6.74 Million
5.51% of portfolio
|
Q3 2025
Added 2.02%
|
|
|
First Citizens Financial Corp
|
Jan 06, 2026 Q4 2025 |
54,423
shares
|
$6.73 Million
3.39% of portfolio
|
Q4 2025
Reduced 2.81%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
52,859
shares
|
$6.54 Million
0.05% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
51,273
shares
|
$6.34 Million
0.05% of portfolio
|
Q3 2025
Added 22.45%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
50,250
shares
|
$6.22 Million
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Unique Wealth, LLC
Tampa, FL |
Jan 06, 2026 Q4 2025 |
50,166
shares
|
$6.21 Million
0.9% of portfolio
|
Q4 2025
Added 92.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
50,043
shares
|
$6.19 Million
0.03% of portfolio
|
Q3 2025
Added 5.2%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
44,928
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2025
Reduced 14.64%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
44,566
shares
|
$5.51 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.62%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
42,689
shares
|
$5.28 Million
0.07% of portfolio
|
Q3 2025
Added 54.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 21, 2025 Q3 2025 |
40,200
shares
|
$4.97 Million
0.69% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
37,428
shares
|
$4.63 Million
0.43% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
36,482
shares
|
$4.51 Million
0.05% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
36,032
shares
|
$4.46 Million
3.39% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
35,518
shares
|
$4.39 Million
0.17% of portfolio
|
Q3 2025
Added 979.57%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
34,510
shares
|
$4.27 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
34,097
shares
|
$4.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 27.78%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 12, 2025 Q3 2025 |
33,860
shares
|
$4.19 Million
0.15% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
33,735
shares
|
$4.17 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
32,040
shares
|
$3.96 Million
1.28% of portfolio
|
Q3 2025
Reduced 0.29%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
31,777
shares
|
$3.93 Million
0.36% of portfolio
|
Q3 2025
Reduced 1.33%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
31,737
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Syon Capital LLC
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
31,225
shares
|
$3.86 Million
0.21% of portfolio
|
Q3 2025
Added 19.95%
|
|