# ISHARES TR (IYF)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYF/

- Reporting holders: 20
- Reported value: $16.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $6.8M | 54,091 | 2.9% | 27 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $1.6M | 12,939 | 0.5% | 3 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $1.6M | 12,657 | 0.3% | 6 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $1.1M | 8,770 | 0.0% | 32 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.0M | 7,971 | 0.3% | 16 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $782.4K | 6,226 | 0.3% | 12 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $603.2K | 4,800 | 0.1% | 2 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $409.4K | 3,258 | 0.1% | 14 |
| [TrueWealth Advisors, LLC](https://holderbook.com/funds/1817714-truewealth-advisors-llc/) | $396.5K | 3,155 | 0.1% | 24 |
| [Decker Wealth Management LLC](https://holderbook.com/funds/2129751-decker-wealth-management-llc/) | $386.5K | 3,076 | 0.1% | 4 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $377.9K | 3,007 | 0.0% | 16 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $322.3K | 2,565 | 0.0% | 15 |
| [YHB Investment Advisors, Inc.](https://holderbook.com/funds/1469219-yhb-investment-advisors-inc/) | $320.9K | 2,554 | 0.0% | 9 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $262.6K | 2,090 | 0.0% | 9 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $35.2K | 280 | 0.0% | 13 |
| [Bank of New Hampshire](https://holderbook.com/funds/1870761-bank-of-new-hampshire/) | $32.5K | 259 | 0.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $32.0K | 255 | 0.0% | 1 |
| [ARMSTRONG ADVISORY GROUP, INC](https://holderbook.com/funds/1932952-armstrong-advisory-group-inc/) | $22.0K | 175 | 0.0% | 6 |
| [Investors Research Corp](https://holderbook.com/funds/1730630-investors-research-corp/) | $6.3K | 50 | 0.0% | 2 |
| [GILPIN WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/2058144-gilpin-wealth-management-llc/) | $5.5K | 44 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $2.5K | 20,255 | 0.1% | 19 |
| [MAGNOLIA CAPITAL MANAGEMENT LTD](https://holderbook.com/funds/1802361-magnolia-capital-management-ltd/) | $1.1K | 8,845 | 0.8% | 28 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 20 | $16.1M |
| Q2 2026 | 463 | $2.4B |
| Q1 2026 | 467 | $2.1B |
| Q4 2025 | 477 | $3.1B |
| Q3 2025 | 456 | $2.8B |
| Q2 2025 | 464 | $2.5B |
| Q1 2025 | 427 | $2.3B |
| Q4 2024 | 440 | $2.2B |
| Q3 2024 | 387 | $1.9B |
| Q2 2024 | 369 | $1.5B |
| Q1 2024 | 355 | $1.8B |
| Q4 2023 | 341 | $1.2B |