Skip to content
Disclosery

IYF ISHARES TR

Follow

SHS (fund)

456 managers (461 13F filers) reported a position in IYF shares at 2026-06-30, 17,595,134 shares in all. 42 filers opened a position and 47 filers sold out during the quarter.

Managers
456
13F filers
461
New
42
Added
129
Reduced
152
Sold out
47
Shares held by filers
17,595,134

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Fisher Asset Management, LLC1,675,570$214M0.06%-42,02513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,597,090$204M0.01%+56,54213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,196,572$153M1.04%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,177,865$150M0.01%-368,04613F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC1,072,262$137M1.71%+2,78713F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,016,228$130M0.1%new13F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…750,596$95.7M0.05%+39,94613F-HRTimelineGroup
FIL Ltdin group FIL Ltd708,174$90.3M0.06%new13F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC640,308$81.6M0.01%-5,13413F-HRTimelineGroup
LPL Financial LLC507,194$64.7M0.01%-53,23913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN411,187$52.4M0.01%-14,30813F-HRTimelineGroup
UBS Group AGgroup of 2 filers holding385,273$49.1M-24,049Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC311,755$39.8M0.01%-3,02513F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA278,069$35.5M0.01%-19,69613F-HRTimelineGroup
FMR LLCin group FMR LLC275,949$35.2M<0.01%-7,26113F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP224,000$28.6M0.02%-335,00013F-HRTimelineGroup
Magnus Financial Group LLC211,969$27M1.91%+5,33813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC196,169$25M0.03%-3,30613F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding193,941$24.7M-7,903Timeline
SCOTIA CAPITAL INC.171,941$21.9M0.08%+3,50513F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…156,036$19.9M0.03%+4,48713F-HRTimelineGroup
Cetera Investment Advisers144,136$18.4M0.02%-1,11913F-HRTimeline
Steward Partners Investment Advisory, L…129,455$16.5M0.08%-194,57813F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO119,870$15.3M<0.01%-15,75213F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…119,628$15.3M0.01%new13F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP115,962$14.8M0.01%+12,49413F-HRTimelineGroup
Sanctuary Advisors, LLC115,191$14.7M0.07%+5,13813F-HRTimeline
PATTEN & PATTEN INC/TN114,833$14.6M0.77%-2,11013F-HRTimeline
XML Financial, LLC113,768$14.5M1.06%+4213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.111,273$14.2M0.02%+7,16913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC109,306$13.9M<0.01%-5,11113F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI84,730$10.8M0.07%+34,48013F-HRTimelineGroup
Prasad Wealth Partners, LLC80,854$10.3M2.48%+12,62113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/75,864$9.67M<0.01%+21,56213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC75,109$9.57M<0.01%-62,66713F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…73,112$9.33M0.05%-1,32113F-HRTimelineGroup
Cambridge Investment Research Advisors,…69,625$8.88M0.02%-22,84013F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS63,048$8.04M0.01%+49,36113F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP55,477$7.08M0.01%-27,89113F-HRTimelineGroup
First Citizens Financial Corp54,297$6.92M2.89%-3213F-HRTimeline
WASHINGTON TRUST Co52,495$6.69M0.21%-2,09113F-HRTimeline
Stillwater Capital Advisors, LLC49,581$6.32M0.64%-48213F-HRTimeline
Janney Montgomery Scott LLC46,769$5.96M0.01%-28713F-HRTimeline
Valor Advisors LLC42,296$5.39M3.98%013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…41,962$5.35M0.14%+4,00513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC39,969$5.1M<0.01%+1,57513F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC38,800$4.95M1.69%+38,49313F-HRTimeline
Finley Financial, LLC38,371$4.89M1.97%-2,05513F-HRTimeline
Eagle Strategies LLC37,269$4.75M0.47%+1,25713F-HRTimeline
HC Advisors, LLC37,120$4.73M2.87%+57813F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …35,504$4.53M0.03%-3513F-HRTimelineGroup
Ethos Financial Group, LLC34,348$4.38M0.29%-1,01413F-HRTimeline
HighTower Advisors, LLC33,206$4.23M<0.01%+1,41413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC33,115$4.22M0.61%-6513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…31,600$4.03M0.01%+51213F-HRTimelineGroup
Safe Harbor Fiduciary, LLC28,534$3.64M2.83%+85213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.26,540$3.38M0.02%-8,32813F-HRTimelineGroup
Somerset Group LLC25,323$3.37M2.36%+8613F-HRTimeline
Private Advisor Group, LLC25,341$3.23M0.01%-31,44513F-HRTimeline
KKM Financial LLC25,284$3.22M0.44%-6,87513F-HRTimeline
Colony Family Offices, LLC24,982$3.19M0.7%013F-HRTimeline
Nvest Financial, LLC24,979$3.19M1.01%+1,95013F-HRTimeline
Smartleaf Asset Management LLC24,245$3.1M0.1%013F-HRTimeline
Geneos Wealth Management Inc.24,093$3.07M0.06%+10313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…23,573$3.01M<0.01%-11113F-HRTimelineGroup
Mutual Advisors, LLC23,484$2.99M0.06%+7,33713F-HRTimeline
SYON CAPITAL LLC23,258$2.97M0.13%-9,36213F-HRTimeline
WealthCare Investment Partners, LLC21,485$2.74M0.67%-70613F-HRTimeline
AlphaCore Capital LLC21,434$2.73M0.05%-5,15613F-HRTimeline
Atria Investments, Inc20,715$2.64M0.03%-89713F-HRTimeline
Kovack Advisors, Inc.20,280$2.64M0.13%-90613F-HRTimeline
CX Institutional20,157$2.57M0.07%+1713F-HRTimeline
Financial Freedom, LLC20,056$2.56M1.17%+3,46513F-HRTimeline
MML INVESTORS SERVICES, LLC19,362$2.47M0.01%+4,19513F-HRTimeline
Merit Financial Group, LLC18,312$2.34M0.01%-55513F-HR/ATimeline
Creative Planningin group Creative Planning18,140$2.31M<0.01%-2,66613F-HRTimelineGroup
Avior Wealth Management, LLC18,100$2.31M0.06%-31813F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC17,868$2.28M1.06%+1,44013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp17,675$2.25M<0.01%-1,81713F-HRTimelineGroup
J.W. COLE ADVISORS, INC.17,555$2.24M0.04%new13F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC16,573$2.11M0.11%-1413F-HRTimeline
OneDigital Investment Advisors LLC16,557$2.11M0.02%-2,12813F-HRTimeline
Castle Rock Wealth Management, LLC16,154$2.1M0.41%+2,78413F-HRTimeline
DAVENPORT & Co LLC16,387$2.09M0.01%-313F-HRTimeline
OpenArc Corporate Advisory, LLC16,090$2.05M0.02%-62,31713F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,835$2.02M0.02%013F-HRTimelineGroup
Koshinski Asset Management, Inc.15,549$1.98M0.11%-16313F-HRTimeline
AFT, FORSYTH & COMPANY, INC.15,389$1.96M0.94%-94913F-HRTimeline
Gotham Asset Management, LLC15,022$1.92M<0.01%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP14,996$1.91M<0.01%-3,97713F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…14,156$1.88M<0.01%+3,43813F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,501$1.85M0.15%013F-HRTimeline
Essex LLC13,768$1.76M0.27%-33313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK13,683$1.74M0.01%-12513F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding13,661$1.74M+1,955Timeline
HBW ADVISORY SERVICES LLC13,562$1.73M0.16%+76413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,056$1.66M<0.01%+3,26713F-HR/ATimeline
NewEdge Advisors, LLC13,038$1.66M<0.01%+1,15613F-HRTimeline
BLAIR WILLIAM & CO/IL12,996$1.66M<0.01%+713F-HRTimeline
Gerald Baker Financial Group LLC12,865$1.64M0.47%-41413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP12,864$1.64M<0.01%-3,08113F-HR/ATimelineGroup
MAI Capital Management11,741$1.5M0.01%+32313F-HRTimeline
Strategic Investment Solutions, Inc. /IL11,582$1.48M0.34%+6,69113F-HRTimeline
Navis Wealth Advisors, LLC11,519$1.47M0.56%+3413F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,231$1.43M0.04%-66113F-HRTimeline
Arax Advisory Partners11,162$1.42M0.01%+10,61513F-HRTimeline
Beacon Pointe Advisors, LLC11,030$1.41M0.01%-32213F-HRTimeline
Cascade Financial Partners, LLC10,984$1.4M0.12%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…10,807$1.38M0.03%+1,87913F-HRTimelineGroup
Quantinno Capital Management LP10,662$1.36M<0.01%-1,98713F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,461$1.33M<0.01%-1,22813F-HRTimelineGroup
Sigma Planning Corp10,459$1.33M0.03%-5413F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP10,310$1.31M0.02%-1,62913F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC9,864$1.26M0.76%+4,05513F-HRTimeline
One Charles Private Wealth Services, LLC9,863$1.26M0.29%-26513F-HRTimeline
Nova Wealth Management, Inc.9,828$1.25M0.69%-1,49413F-HRTimeline
Federation des caisses Desjardins du Qu…9,788$1.25M<0.01%-11313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,658$1.23M<0.01%+79213F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC9,653$1.23M0.01%+1,33413F-HRTimelineGroup
CIBC WORLD MARKET INC.9,487$1.21M<0.01%+1,51913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC9,483$1.21M<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,320$1.19M0.01%-16213F-HRTimelineGroup
Matthew Goff Investment Advisor, LLC9,230$1.18M0.2%013F-HRTimeline
Wealth Management Partners, LLC9,207$1.17M0.28%+4513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,021$1.15M<0.01%+14613F-HRTimelineGroup
Arkadios Wealth Advisors8,945$1.14M0.02%-57113F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,845$1.13M0.78%013F-HRTimeline
Acropolis Investment Management, LLC8,770$1.12M0.04%013F-HR/ATimeline
Tidemark, LLC8,500$1.08M0.24%+30013F-HRTimeline
Prostatis Group LLC8,463$1.08M0.25%-3,02813F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC8,117$1.04M0.04%+1,15513F-HRTimeline
Tepp RIA, LLC8,117$1.04M0.7%-1,17113F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,625$1.01M0.13%013F-HRTimeline
Joel Isaacson & Co., LLC7,915$1.01M0.03%-5513F-HRTimeline
&PARTNERS7,722$985K<0.01%-213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…7,718$984K<0.01%-1,13613F-HRTimelineGroup
HF Advisory Group, LLC7,655$976K0.3%+39213F-HRTimeline
Game Plan Financial Advisors, LLC7,605$970K0.36%+8513F-HRTimeline
Wealth Management Associates, Inc.7,533$961K0.27%+14413F-HRTimeline
HARBOUR INVESTMENTS, INC.7,477$953K0.01%-20013F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding7,454$950K+3,727Timeline
FORTE ASSET MANAGEMENT LLC7,447$950K0.39%+2,26213F-HRTimeline
Chicago Partners Investment Group LLC6,998$930K0.02%+2113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,199$918K0.02%+813F-HRTimelineGroup
Genesee Capital Advisors, LLC7,180$916K0.29%-1,47413F-HRTimeline
Mariner, LLCin group Mariner, LLC7,135$910K<0.01%-22,57413F-HRTimelineGroup
Csenge Advisory Group7,116$907K0.04%+62713F-HRTimeline
Haverford Trust Co7,041$898K0.01%013F-HRTimeline
HFG Advisors, Inc.6,981$890K0.56%013F-HRTimeline
LPWM LLC6,786$865K0.19%013F-HRTimeline
Valmark Advisers, Inc.6,670$850K0.01%+113F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,472$825K0.01%+4213F-HRTimeline
Redwood Financial Network Corp6,306$804K0.45%+92913F-HRTimeline
Councilor Wealth, LLC6,225$794K0.32%+113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV6,214$792K0.04%+6,09613F-HRTimeline
GARRISON POINT ADVISORS, LLC6,202$791K0.32%-17413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/6,180$788K<0.01%-2,00013F-HRTimelineGroup
Oak Barrel Wealth Advisory LLC6,149$784K0.35%13F-HRTimeline
Whitener Capital Management, Inc.6,136$782K0.17%+21113F-HRTimeline
Empirical Asset Management, LLC6,105$778K0.18%-89213F-HRTimeline
Prime Capital Investment Advisors, LLC6,020$768K0.01%-2,11013F-HRTimeline
Integrated Wealth Concepts LLC6,008$766K<0.01%+2,72213F-HRTimeline
Asset One Wealth Management LLC5,677$764K0.08%-26713F-HRTimeline
Robertson Stephens Wealth Management, L…5,797$739K0.02%+313F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,709$728K0.02%+31513F-HRTimelineGroup
Meridian Wealth Management, LLC5,593$713K0.02%+413F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC5,582$712K0.3%+6813F-HRTimeline
IHT Wealth Management, LLC5,547$707K0.02%-36813F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC5,506$702K0.01%-19613F-HRTimeline
Chesapeake Wealth Management5,505$702K0.2%-2,61713F-HRTimeline
Modera Wealth Management, LLC5,460$696K0.01%+30413F-HRTimeline
Americana Partners, LLC5,456$696K0.02%+1,80513F-HRTimeline
Gladstone Institutional Advisory LLC5,414$690K0.02%-28113F-HRTimeline
Bigelow Investment Advisors, LLC5,377$686K0.25%-7513F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC5,272$672K0.17%+113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,201$663K0.01%013F-HRTimelineGroup
GDS Wealth Management5,187$661K0.03%+30813F-HRTimeline
Sargent Investment Group, LLC5,130$654K0.08%013F-HRTimeline
Connecticut Wealth Management, LLC5,038$642K0.02%-20613F-HRTimeline
Visionary Wealth Advisors5,031$642K0.03%013F-HRTimeline
Samara Investment Management, LLC5,007$638K0.59%+47313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,002$638K<0.01%+1,80513F-HRTimelineGroup
LAUREL OAK WEALTH MANAGEMENT, LLC4,997$637K0.09%-86513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,960$632K0.03%-62613F-HRTimeline
MONTAG A & ASSOCIATES INC4,946$631K0.03%-12413F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT4,904$625K0.01%-2513F-HRTimeline
Pacific Sun Financial Corp4,851$619K0.26%+4013F-HRTimeline
Simmons Bankin group Simmons Bank4,845$618K0.04%013F-HRTimelineGroup
Triton Wealth Management, PLLC4,691$616K0.19%-21613F-HRTimeline
Glenview Trust Co4,817$614K0.01%-2,28213F-HR/ATimeline
Cadent Capital Advisors, LLC4,800$612K0.13%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,792$611K<0.01%-1,88413F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth4,675$596K<0.01%-91413F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC4,538$579K0.05%new13F-HRTimeline
Commonwealth Financial Services, LLC4,460$569K0.08%+113F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,428$565K0.01%+88813F-HRTimelineGroup
M&T Bank Corpin group M&T Bank Corp4,268$544K<0.01%013F-HRTimelineGroup
LRI Investments, LLC4,217$538K0.04%-12613F-HRTimeline
Daybright Advisory Services, Inc.3,967$534K0.13%+53313F-HRTimeline
CFM WEALTH PARTNERS LLC4,122$526K0.07%013F-HRTimeline