ISHARES TR (IYF)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
20
Reporting holders
$16.1M
Reported value
0.0%
Calls
0.0%
Puts
-443
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| First Citizens Financial Corp | $6.8M | 54,091 | 2.86% | 27q | HELD |
| Gerald Baker Financial Group LLC | $1.6M | 12,939 | 0.46% | 3q | +0.6%+$9.3K |
| Castle Rock Wealth Management, LLC | $1.6M | 12,657 | 0.30% | 6q | -21.6%-$444.7K |
| Acropolis Investment Management, LLC | $1.1M | 8,770 | 0.04% | 32q | -50.0%-$1.1M |
| HF Advisory Group, LLC | $1.0M | 7,971 | 0.30% | 16q | +4.1%+$39.7K |
| Councilor Wealth, LLC | $782.4K | 6,226 | 0.32% | 12q | HELD |
| Cadent Capital Advisors, LLC | $603.2K | 4,800 | 0.13% | 2q | HELD |
| Atlas Brown,Inc. | $409.4K | 3,258 | 0.11% | 14q | HELD |
| TrueWealth Advisors, LLC | $396.5K | 3,155 | 0.09% | 24q | HELD |
| Decker Wealth Management LLC | $386.5K | 3,076 | 0.08% | 4q | HELD |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $377.9K | 3,007 | 0.00% | 16q | +17.9%+$57.3K |
| Farther Finance Advisors, LLC | $322.3K | 2,565 | 0.00% | 15q | -5.1%-$17.2K |
| YHB Investment Advisors, Inc. | $320.9K | 2,554 | 0.02% | 9q | -7.3%-$25.1K |
| CoreCap Advisors, LLC | $262.6K | 2,090 | 0.01% | 9q | +13.9%+$32.0K |
| Davis Capital Management | $35.2K | 280 | 0.02% | 13q | HELD |
| Bank of New Hampshire | $32.5K | 259 | 0.01% | new | NEW |
| GAMMA Investing LLC | $32.0K | 255 | 0.00% | new | NEW |
| ARMSTRONG ADVISORY GROUP, INC | $22.0K | 175 | 0.00% | 6q | +2.3% |
| Investors Research Corp | $6.3K | 50 | 0.00% | 2q | +100.0%+$3.1K |
| GILPIN WEALTH MANAGEMENT, LLC | $5.5K | 44 | 0.00% | 4q | -53.2%-$6.3K |
| CX Institutional | $2.5K | 20,255 | 0.07% | 19q | HELD |
| MAGNOLIA CAPITAL MANAGEMENT LTD | $1.1K | 8,845 | 0.79% | 28q | HELD |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 20 | $16.1M | 128,222 | 2 | 6 | 5 | 0.0% |
| Q2 2026 | 463 | $2.4B | 18,884,512 | 41 | 105 | 143 | 0.1% |
| Q1 2026 | 467 | $2.1B | 17,740,424 | 44 | 102 | 149 | 0.1% |
| Q4 2025 | 477 | $3.1B | 23,836,723 | 42 | 120 | 119 | 0.1% |
| Q3 2025 | 456 | $2.8B | 22,027,167 | 32 | 149 | 105 | 0.3% |
| Q2 2025 | 464 | $2.5B | 20,389,967 | 64 | 113 | 125 | 0.4% |
| Q1 2025 | 427 | $2.3B | 20,642,587 | 46 | 131 | 99 | 0.4% |
| Q4 2024 | 440 | $2.2B | 20,040,444 | 60 | 135 | 94 | 0.3% |
| Q3 2024 | 387 | $1.9B | 18,168,326 | 35 | 114 | 83 | 0.1% |
| Q2 2024 | 369 | $1.5B | 15,610,336 | 28 | 89 | 101 | 0.1% |
| Q1 2024 | 355 | $1.8B | 18,512,903 | 39 | 85 | 99 | 0.1% |
| Q4 2023 | 341 | $1.2B | 14,156,986 | 42 | 68 | 105 | 0.3% |
| Q3 2023 | 304 | $1.1B | 14,472,852 | 27 | 44 | 105 | 0.3% |
| Q2 2023 | 300 | $908.3M | 12,141,542 | 29 | 52 | 111 | 0.3% |
| Q1 2023 | 291 | $928.6M | 13,018,697 | 18 | 64 | 103 | 0.4% |
| Q4 2022 | 320 | $1.0B | 13,301,084 | 43 | 75 | 92 | 0.4% |
| 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% |