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 |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
6,261
shares
|
$774,673
0.14% of portfolio
|
Q3 2025
Added 62.45%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
6,234
shares
|
$771,332
0.12% of portfolio
|
Q3 2025
Added 5.3%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
6,223
shares
|
$769,971
0.37% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,166
shares
|
$762,919
0.06% of portfolio
|
Q3 2025
Added 49.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
6,085
shares
|
$752,897
0.0% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,041
shares
|
$747,452
0.17% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
6,000
shares
|
$742,380
0.02% of portfolio
|
Q3 2025
Reduced 24.23%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
5,982
shares
|
$740,152
0.01% of portfolio
|
Q3 2025
Added 47.38%
|
|
|
Gallagher Capital Advisors, LLC
Argyle, TX |
Nov 06, 2025 Q3 2025 |
5,965
shares
|
$738,049
0.3% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
5,838
shares
|
$722,335
0.18% of portfolio
|
Q3 2025
Added 5.9%
|
|
|
Game Plan Financial Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,800
shares
|
$717,634
0.36% of portfolio
|
Q3 2025
Reduced 2.11%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
5,782
shares
|
$715,406
0.02% of portfolio
|
Q3 2025
Reduced 8.44%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
5,769
shares
|
$713,798
0.0% of portfolio
|
Q3 2025
Reduced 7.92%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,747
shares
|
$711,076
0.03% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
5,712
shares
|
$706,745
0.3% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,662
shares
|
$700,559
0.15% of portfolio
|
Q1 2025
Added 5.01%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,622
shares
|
$695,610
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,478
shares
|
$677,792
0.02% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
5,337
shares
|
$660,347
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
5,323
shares
|
$658,614
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
5,312
shares
|
$657,253
0.34% of portfolio
|
Q1 2025
Added 22.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
5,307
shares
|
$656,635
0.06% of portfolio
|
Q3 2025
Added 20.89%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
5,275
shares
|
$652,675
0.04% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Eudaimonia Advisors LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
5,261
shares
|
$650,943
0.27% of portfolio
|
Q1 2024
Added 3.52%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
5,235
shares
|
$647,726
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|