ISHARES TR (IYF)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
442
Reporting holders
$2.2B
Reported value
0.1%
Held as options
-8
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Fisher Asset Management, LLC | $213.7M | 1,675,570 | 0.06% | 25q | -2.4%-$5.4M |
| MORGAN STANLEY | $203.6M | 1,597,090 | 0.01% | 35q | +3.7%+$7.2M |
| Phoenix Financial Ltd. | $152.6M | 1,196,572 | 1.04% | 10q | HELD |
| BANK OF AMERICA CORP /DE/ | $150.2M | 1,177,865 | 0.01% | 31q | -23.8%-$46.9M |
| PGIM Custom Harvest LLC | $136.7M | 1,072,262 | 1.71% | 19q | HELD |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $129.6M | 1,016,228 | 0.10% | new | NEW |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $95.7M | 750,596 | 0.05% | 31q | +5.6%+$5.1M |
| FIL Ltd | $90.3M | 708,174 | 0.06% | new | NEW |
| GOLDMAN SACHS GROUP INC | $81.6M | 640,308 | 0.01% | 31q | -0.8%-$654.6K |
| LPL Financial LLC | $64.7M | 507,194 | 0.01% | 31q | -9.5%-$6.8M |
| WELLS FARGO & COMPANY/MN | $52.4M | 411,187 | 0.01% | 31q | -51.7%-$56.1M |
| UBS Group AG | $48.9M | 383,365 | 0.01% | 31q | -5.9%-$3.1M |
| RAYMOND JAMES FINANCIAL INC | $39.8M | 311,755 | 0.01% | 7q | -1.0%-$385.7K |
| ROYAL BANK OF CANADA | $35.5M | 278,069 | 0.01% | 31q | -6.6%-$2.5M |
| FMR LLC | $35.2M | 275,949 | 0.00% | 31q | -2.6%-$925.8K |
| TWO SIGMA INVESTMENTS, LP | $28.6M | 224,000 | 0.02% | 2q | -59.9%-$42.7M |
| Magnus Financial Group LLC | $27.0M | 211,969 | 1.91% | 25q | +2.6%+$680.6K |
| COMMONWEALTH EQUITY SERVICES, LLC | $25.0M | 196,169 | 0.03% | 31q | -1.7%-$421.5K |
| Kestra Advisory Services, LLC | $23.5M | 184,347 | 0.08% | 24q | -3.8%-$938.7K |
| SCOTIA CAPITAL INC. | $21.9M | 171,941 | 0.08% | 31q | +2.1%+$447.0K |
| Cetera Investment Advisers | $18.4M | 144,136 | 0.02% | 25q | -0.8%-$142.7K |
| Steward Partners Investment Advisory, LLC | $16.5M | 129,455 | 0.08% | 31q | -60.0%-$24.8M |
| JPMORGAN CHASE & CO | $15.3M | 119,870 | 0.00% | 31q | -11.6%-$2.0M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | $15.3M | 119,628 | 0.01% | new | NEW |
| JONES FINANCIAL COMPANIES LLLP | $14.8M | 115,962 | 0.01% | 10q | +12.1%+$1.6M |
| Sanctuary Advisors, LLC | $14.7M | 115,191 | 0.07% | 9q | +4.7%+$655.1K |
| PATTEN & PATTEN INC/TN | $14.6M | 114,833 | 0.77% | 31q | -1.8%-$269.0K |
| XML Financial, LLC | $14.5M | 113,768 | 1.06% | 27q | HELD |
| OSAIC HOLDINGS, INC. | $14.2M | 111,273 | 0.02% | 26q | +6.9%+$914.9K |
| ENVESTNET ASSET MANAGEMENT INC | $13.9M | 109,306 | 0.00% | 31q | -4.5%-$651.7K |
| Zurich Insurance Group Ltd/FI | $10.8M | 84,730 | 0.07% | 5q | +68.6%+$4.4M |
| Prasad Wealth Partners, LLC | $10.3M | 80,854 | 2.48% | 5q | +18.5%+$1.6M |
| BANK OF MONTREAL /CAN/ | $9.7M | 75,864 | 0.00% | 31q | +39.7%+$2.7M |
| AMERIPRISE FINANCIAL INC | $9.6M | 75,109 | 0.00% | 31q | -72.7%-$25.5M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $9.3M | 73,112 | 0.05% | 31q | -1.8%-$168.5K |
| CAPTRUST FINANCIAL ADVISORS | $8.0M | 63,048 | 0.01% | 22q | +360.6%+$6.3M |
| STIFEL FINANCIAL CORP | $7.1M | 55,477 | 0.01% | 31q | -33.5%-$3.6M |
| First Citizens Financial Corp | $6.9M | 54,297 | 2.89% | 26q | HELD |
| WASHINGTON TRUST Co | $6.7M | 52,495 | 0.21% | 26q | -3.8%-$266.6K |
| Stillwater Capital Advisors, LLC | $6.3M | 49,581 | 0.64% | 31q | -1.0%-$61.5K |
| Valor Advisors LLC | $5.4M | 42,296 | 3.98% | 3q | HELD |
| Gerber Kawasaki Wealth & Investment Management | $5.4M | 41,962 | 0.14% | 23q | +10.6%+$510.7K |
| CITIGROUP INC | $5.1M | 39,969 | 0.00% | 31q | +4.1%+$200.8K |
| ADVISORTRUST PARTNERS, LLC | $4.9M | 38,800 | 1.69% | 3q | +12538.4%+$4.9M |
| Finley Financial, LLC | $4.9M | 38,371 | 1.97% | 7q | -5.1%-$262.0K |
| Eagle Strategies LLC | $4.8M | 37,269 | 0.47% | 10q | +3.5%+$160.3K |
| HC Advisors, LLC | $4.7M | 37,120 | 2.87% | 25q | +1.6%+$73.7K |
| Merit Financial Group, LLC | $4.7M | 36,624 | 0.01% | 7q | +94.1%+$2.3M |
| Pinnacle Financial Partners, Inc. | $4.5M | 35,504 | 0.03% | 3q | HELD |
| Ethos Financial Group, LLC | $4.4M | 34,348 | 0.29% | 6q | -2.9%-$129.3K |
| HighTower Advisors, LLC | $4.2M | 33,206 | 0.00% | 31q | +4.4%+$180.3K |
| PETTYJOHN, WOOD & WHITE, INC | $4.2M | 33,115 | 0.61% | 31q | HELD |
| Rockefeller Capital Management L.P. | $4.0M | 31,600 | 0.01% | 31q | +1.6%+$65.3K |
| Corient Private Wealth LP | $3.6M | 28,576 | 0.00% | 15q | +79.2%+$1.6M |
| Safe Harbor Fiduciary, LLC | $3.6M | 28,534 | 2.83% | 5q | +3.1%+$108.6K |
| Equitable Holdings, Inc. | $3.4M | 26,540 | 0.02% | 21q | -23.9%-$1.1M |
| Somerset Group LLC | $3.4M | 25,323 | 2.36% | 31q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $3.3M | 25,967 | 0.00% | 22q | +165.3%+$2.1M |
| Private Advisor Group, LLC | $3.2M | 25,341 | 0.01% | 31q | -55.4%-$4.0M |
| KKM Financial LLC | $3.2M | 25,284 | 0.44% | 11q | -21.4%-$876.6K |
| Colony Family Offices, LLC | $3.2M | 24,982 | 0.70% | 11q | HELD |
| Nvest Financial, LLC | $3.2M | 24,979 | 1.01% | 5q | +8.5%+$248.6K |
| Smartleaf Asset Management LLC | $3.1M | 24,245 | 0.10% | 11q | HELD |
| Geneos Wealth Management Inc. | $3.1M | 24,093 | 0.06% | 42q | HELD |
| PNC Financial Services Group, Inc. | $3.0M | 23,573 | 0.00% | 31q | HELD |
| Mutual Advisors, LLC | $3.0M | 23,484 | 0.06% | 31q | +45.4%+$935.6K |
| SYON CAPITAL LLC | $3.0M | 23,258 | 0.13% | 7q | -28.7%-$1.2M |
| WealthCare Investment Partners, LLC | $2.7M | 21,485 | 0.67% | 7q | -3.2%-$90.0K |
| AlphaCore Capital LLC | $2.7M | 21,434 | 0.05% | 6q | -19.4%-$657.4K |
| Atria Investments, Inc | $2.6M | 20,715 | 0.03% | 9q | -4.2%-$114.4K |
| Kovack Advisors, Inc. | $2.6M | 20,280 | 0.13% | 32q | -4.3%-$117.9K |
| Financial Freedom, LLC | $2.6M | 20,056 | 1.17% | 15q | +20.9%+$441.8K |
| MML INVESTORS SERVICES, LLC | $2.5M | 19,362 | 0.01% | 31q | +27.7%+$534.9K |
| Creative Planning | $2.3M | 18,140 | 0.00% | 31q | -12.8%-$339.9K |
| Avior Wealth Management, LLC | $2.3M | 18,100 | 0.06% | 10q | -1.7%-$40.5K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.3M | 2,091 | 0.00% | 31q | -94.5%-$39.1M |
| KENNICOTT CAPITAL MANAGEMENT LLC | $2.3M | 17,868 | 1.06% | 5q | +8.8%+$183.6K |
| Bank of New York Mellon Corp | $2.3M | 17,675 | 0.00% | 12q | -9.3%-$231.7K |
| J.W. COLE ADVISORS, INC. | $2.2M | 17,555 | 0.04% | new | NEW |
| HUNTINGTON NATIONAL BANK | $2.2M | 17,543 | 0.01% | 31q | -2.9%-$66.2K |
| Acropolis Investment Management, LLC | $2.2M | 17,540 | 0.04% | 31q | +100.0%+$1.1M |
| FOUNDERS FINANCIAL SECURITIES LLC | $2.1M | 16,573 | 0.11% | 17q | HELD |
| OneDigital Investment Advisors LLC | $2.1M | 16,557 | 0.02% | 30q | -11.4%-$271.3K |
| Castle Rock Wealth Management, LLC | $2.1M | 16,154 | 0.41% | 5q | +20.8%+$362.6K |
| DAVENPORT & Co LLC | $2.1M | 16,387 | 0.01% | 31q | HELD |
| OpenArc Corporate Advisory, LLC | $2.1M | 16,090 | 0.02% | 3q | -79.5%-$7.9M |
| Allen Investment Management, LLC | $2.0M | 15,835 | 0.02% | 3q | HELD |
| Koshinski Asset Management, Inc. | $2.0M | 15,549 | 0.11% | 27q | -1.0%-$20.8K |
| AFT, FORSYTH & COMPANY, INC. | $2.0M | 15,389 | 0.94% | 31q | -5.8%-$121.0K |
| Gotham Asset Management, LLC | $1.9M | 15,022 | 0.00% | 6q | HELD |
| TRUIST FINANCIAL CORP | $1.9M | 14,996 | 0.00% | 27q | -21.0%-$507.1K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.9M | 14,156 | 0.00% | 12q | +32.1%+$457.1K |
| MMBG INVESTMENT ADVISORS CO. | $1.8M | 14,501 | 0.15% | 19q | HELD |
| Essex LLC | $1.8M | 13,768 | 0.27% | 20q | -2.4%-$42.5K |
| COMMERCE BANK | $1.7M | 13,683 | 0.01% | 31q | -0.9%-$15.9K |
| HBW ADVISORY SERVICES LLC | $1.7M | 13,562 | 0.16% | 4q | +6.0%+$97.4K |
| NewEdge Advisors, LLC | $1.7M | 13,038 | 0.00% | 25q | +37.1%+$449.6K |
| BLAIR WILLIAM & CO/IL | $1.7M | 12,996 | 0.00% | 31q | HELD |
| Gerald Baker Financial Group LLC | $1.6M | 12,865 | 0.47% | 2q | -3.1%-$52.8K |
| MAI Capital Management | $1.5M | 11,741 | 0.01% | 12q | +2.8%+$41.2K |
Showing the largest 100 of 461 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 442 | $2.2B | 17,338,781 | 41 | 97 | 138 | 0.1% |
| Q1 2026 | 450 | $2.0B | 17,358,767 | 38 | 99 | 147 | 0.1% |
| Q4 2025 | 463 | $3.0B | 23,496,393 | 42 | 115 | 115 | 0.1% |
| Q3 2025 | 438 | $2.7B | 21,366,506 | 29 | 144 | 99 | 0.3% |
| Q2 2025 | 443 | $2.4B | 19,741,876 | 61 | 108 | 119 | 0.4% |
| Q1 2025 | 406 | $2.3B | 19,981,671 | 43 | 121 | 98 | 0.4% |
| Q4 2024 | 421 | $2.2B | 19,455,617 | 55 | 130 | 92 | 0.3% |
| Q3 2024 | 369 | $1.8B | 17,644,264 | 33 | 109 | 80 | 0.1% |
| Q2 2024 | 348 | $1.4B | 15,109,911 | 27 | 85 | 93 | 0.1% |
| Q1 2024 | 332 | $1.7B | 18,017,379 | 34 | 77 | 98 | 0.1% |
| Q4 2023 | 321 | $1.2B | 13,786,745 | 42 | 62 | 99 | 0.3% |
| Q3 2023 | 279 | $980.6M | 13,040,505 | 23 | 40 | 98 | 0.3% |
| Q2 2023 | 275 | $877.1M | 11,723,093 | 26 | 50 | 100 | 0.3% |
| Q1 2023 | 259 | $879.6M | 12,332,558 | 14 | 55 | 93 | 0.4% |
| Q4 2022 | 263 | $813.8M | 10,751,188 | 36 | 61 | 77 | 0.5% |
| Q3 2022 | 295 | $866.2M | 12,727,932 | 13 | 60 | 94 | 0.6% |
| Q2 2022 | 315 | $882.1M | 12,562,396 | 23 | 64 | 110 | 0.3% |
| Q1 2022 | 341 | $1.1B | 13,164,886 | 29 | 103 | 86 | 0.3% |
| Q4 2021 | 349 | $1.3B | 14,703,609 | 30 | 101 | 81 | 0.5% |
| Q3 2021 | 306 | $1.0B | 12,228,815 | 25 | 90 | 78 | 0.5% |
| Q2 2021 | 296 | $1.1B | 14,117,313 | 35 | 94 | 66 | 0.5% |
| Q1 2021 | 274 | $1.0B | 13,410,806 | 44 | 77 | 62 | 0.2% |
| Q4 2020 | 250 | $744.0M | 11,117,236 | 30 | 189 | 9 | 0.2% |
| Q3 2020 | 223 | $639.4M | 5,620,166 | 16 | 46 | 73 | 0.2% |
| Q2 2020 | 233 | $713.8M | 6,444,066 | 40 | 59 | 73 | 0.4% |
| Q1 2020 | 215 | $572.1M | 5,853,051 | 14 | 45 | 87 | 0.7% |
| Q4 2019 | 280 | $986.2M | 7,147,591 | 40 | 52 | 69 | 0.2% |
| Q3 2019 | 225 | $688.0M | 5,320,716 | 24 | 37 | 86 | 0.4% |
| Q2 2019 | 230 | $753.5M | 5,913,402 | 29 | 48 | 76 | 1.2% |
| Q1 2019 | 231 | $709.1M | 5,910,806 | 30 | 27 | 96 | 1.3% |
| Q4 2018 | 230 | $708.4M | 6,541,160 | 4 | 3 | 8 | 1.8% |