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Disclosery

IYF ISHARES TR

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SHS (fund)

432 managers (437 13F filers) reported a position in IYF shares at 2024-12-31, 20,045,854 shares in all. 56 filers opened a position and 17 filers sold out during the quarter.

Managers
432
13F filers
437
New
56
Added
152
Reduced
105
Sold out
17
Shares held by filers
20,045,854

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Nova Wealth Management, Inc.4,699$520K0.45%13F-HRTimeline
Valeo Financial Advisors, LLC4,699$520K0.01%+98513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,629$512K<0.01%-9313F-HRTimelineGroup
Gryphon Financial Partners LLC4,611$510K0.07%+35213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,588$507K<0.01%+4,36813F-HRTimelineGroup
D.A. DAVIDSON & CO.4,554$504K<0.01%+60113F-HRTimeline
Stonebridge Financial Planning Group, L…4,488$496K0.22%+4613F-HRTimeline
Commonwealth Financial Services, LLC4,449$492K0.1%+213F-HRTimeline
Snowden Capital Advisors LLC4,437$491K0.02%-8,69413F-HRTimeline
Unified Investment Management4,434$490K0.56%13F-HRTimeline
Creekmur Asset Management LLC4,417$488K0.11%+413F-HRTimeline
LPWM LLC4,366$483K0.16%+42613F-HRTimeline
Fort Point Capital Partners LLC4,356$482K0.05%+9013F-HRTimeline
LRI Investments, LLC4,343$480K0.05%013F-HRTimeline
NAPATREE CAPITAL LLC4,340$480K0.28%+93913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,315$477K0.44%13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,300$475K<0.01%+3213F-HRTimelineGroup
Charter Oak Capital Management, LLC4,262$471K0.04%-22913F-HRTimeline
Cascade Wealth Advisors, Inc4,210$466K0.32%-1,24013F-HRTimeline
SOA Wealth Advisors, LLC.4,149$459K0.08%+3913F-HR/ATimeline
Valmark Advisers, Inc.4,143$458K0.01%+42213F-HRTimeline
Sunbelt Securities, Inc.4,128$456K0.04%+7513F-HRTimeline
CFM WEALTH PARTNERS LLC4,122$456K0.08%013F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,090$452K<0.01%-3,07213F-HRTimelineGroup
Whitener Capital Management, Inc.3,959$438K0.12%+16413F-HRTimeline
Rollins Financial Advisors, LLC3,937$435K0.07%-35013F-HRTimeline
GTS SECURITIES LLC3,910$432K0.02%-42,93913F-HRTimeline
Lighthouse Financial LLC3,900$431K0.35%13F-HRTimeline
RWA WEALTH PARTNERS, LLC3,895$431K0.01%013F-HRTimeline
CIBC WORLD MARKET INC.3,888$430K<0.01%new13F-HRTimeline
DAGCO, INC.3,856$426K0.14%013F-HRTimeline
HCR Wealth Advisors3,851$426K0.05%-27313F-HRTimeline
SkyView Investment Advisors, LLC3,733$413K0.07%new13F-HRTimeline
Redwood Financial Network Corp3,701$409K0.3%new13F-HRTimeline
MGO ONE SEVEN LLC3,677$407K0.02%+1,01713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,640$403K0.01%-413F-HRTimelineGroup
Capital Investment Advisors, LLC3,628$401K0.01%-14813F-HRTimeline
Focus Financial Network, Inc.3,610$399K0.02%+31213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC3,576$395K0.03%-1,80013F-HRTimeline
Bond & Devick Financial Network, Inc.3,790$394K0.17%013F-HRTimeline
NorthRock Partners, LLC3,551$393K0.01%013F-HR/ATimeline
Ironwood Financial, llc3,501$387K0.08%-2,49513F-HRTimeline
World Investment Advisors3,365$372K0.01%+1513F-HRTimeline
&PARTNERS3,295$368K<0.01%+1,03113F-HRTimeline
Rehmann Capital Advisory Group3,313$366K0.02%+62013F-HRTimeline
Atlas Brown,Inc.3,311$366K0.13%+1313F-HRTimeline
FIRST MERCHANTS CORP3,304$365K0.01%013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,260$360K0.13%013F-HRTimeline
Meridian Wealth Management, LLC3,260$360K0.02%-21513F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC3,244$359K0.3%new13F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,239$358K0.01%013F-HRTimelineGroup
Strategic Wealth Partners, Ltd.3,024$358K0.03%new13F-HRTimeline
Mandatum Life Insurance Co Ltd3,215$356K0.11%013F-HRTimeline
Retirement Planning Group, LLC3,203$354K0.02%+24213F-HRTimeline
Vertex Planning Partners, LLC3,200$354K0.08%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,118$345K0.02%013F-HRTimeline
CW Advisors, LLC3,090$342K<0.01%+1813F-HRTimeline
Modern Wealth Management, LLC3,081$341K0.01%+29913F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.3,074$340K0.03%+1313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,069$339K0.04%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,048$337K<0.01%+81313F-HRTimelineGroup
Qube Research & Technologies Ltd3,036$336K<0.01%+10813F-HRTimeline
Verum Partners LLC3,000$332K0.1%013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,976$329K0.17%+213F-HRTimeline
Key Client Fiduciary Advisors, LLC2,969$328K0.15%+1313F-HRTimeline
SMITH, MOORE & CO.2,967$328K0.03%013F-HRTimeline
Archer Investment Corp2,960$327K0.09%013F-HRTimeline
Integrated Wealth Concepts LLC2,939$325K<0.01%+2313F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,934$324K<0.01%-8913F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC2,928$324K0.06%-4,82113F-HRTimeline
HARBOUR INVESTMENTS, INC.2,877$318K0.01%+1,58313F-HRTimeline
Kellett Wealth Advisors, LLC2,848$315K0.22%+12013F-HRTimeline
JT Stratford LLC2,823$312K0.05%013F-HRTimeline
Smith Anglin Financial, LLC2,799$310K0.03%new13F-HRTimeline
Larson Financial Group LLC2,793$309K0.02%+2513F-HRTimeline
WULFF, HANSEN & CO.2,775$307K0.29%013F-HRTimeline
Independent Advisor Alliance2,764$306K<0.01%new13F-HRTimeline
Investment Advisory Group, LLC2,735$302K0.1%-7913F-HRTimeline
Carnegie Investment Counsel2,714$300K0.01%013F-HRTimeline
Millstone Evans Group, LLC2,706$299K0.2%13F-HRTimeline
IPG Investment Advisors LLC2,676$296K0.07%+58713F-HRTimeline
Graypoint LLC2,656$294K0.02%new13F-HRTimeline
Clearstead Advisors, LLC2,654$293K<0.01%013F-HRTimeline
Regal Investment Advisors LLC2,640$292K0.02%013F-HRTimeline
Dynamic Advisor Solutions LLC2,627$290K0.01%-58213F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,625$290K0.01%013F-HRTimeline
CHOREO, LLC2,576$285K<0.01%+20013F-HRTimeline
Dakota Wealth Management2,560$283K0.01%013F-HRTimeline
High Net Worth Advisory Group LLC2,500$276K0.08%013F-HRTimeline
Western Wealth Management, LLC2,468$273K0.02%new13F-HR/ATimeline
PRUDENT INVESTORS NETWORK, INC.2,452$271K0.08%-73513F-HRTimeline
Financial Alternatives, Inc2,406$266K0.19%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,378$263K0.01%-21013F-HRTimeline
TrueWealth Advisors, LLC2,373$262K0.09%-1513F-HRTimeline
Sequoia Financial Advisors, LLC2,309$255K<0.01%new13F-HR/ATimeline
MONEY CONCEPTS CAPITAL CORP2,297$254K0.02%+20313F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,270$251K0.03%-9013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,228$248K<0.01%+1,32013F-HRTimelineGroup
waypoint wealth counsel2,200$243K0.16%+913F-HRTimeline
Saxony Capital Management, LLC2,192$242K0.21%+22813F-HRTimeline
SeaCrest Wealth Management, LLC2,181$241K0.03%-113F-HRTimeline
Cresset Asset Management, LLC2,176$241K<0.01%-40213F-HRTimeline
ADAPT WEALTH ADVISORS, LLC2,150$238K0.12%013F-HRTimeline
Quest 10 Wealth Builders, Inc.2,130$236K0.23%13F-HRTimeline
Darrow Company, Inc.2,054$227K0.13%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP1,902$224K0.03%new13F-HRTimeline
Advisory Alpha, LLC2,027$224K0.01%+1313F-HRTimeline
Royal Capital Wealth Management, LLC2,000$221K0.16%013F-HRTimeline
Payne Capital Management, LLC2,000$221K0.1%13F-HRTimeline
Frank, Rimerman Advisors LLC1,992$220K0.02%013F-HRTimeline
YHB Investment Advisors, Inc.1,950$216K0.02%013F-HRTimeline
NorthCoast Asset Management LLC1,942$215K<0.01%-2213F-HR/ATimeline
Focus Partners Wealthin group Focus Partners Wealth1,928$213K<0.01%new13F-HR/ATimelineGroup
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,912$211K<0.01%new13F-HRTimelineGroup
WP Advisors, LLC1,908$211K0.07%new13F-HRTimeline
Fiduciary Alliance LLC1,906$211K0.02%new13F-HRTimeline
Atria Wealth Solutions, Inc.1,898$210K<0.01%new13F-HRTimeline
Legacy Capital Group California, Inc.1,849$204K0.06%new13F-HRTimeline
PFG Advisors1,842$204K0.01%new13F-HRTimeline
Americana Partners, LLC1,827$202K0.01%new13F-HRTimeline
SageView Advisory Group, LLC1,821$201K0.01%new13F-HRTimeline
TD Waterhouse Canada Inc.1,706$189K<0.01%-7213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,654$183K<0.01%013F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,500$166K<0.01%013F-HRTimelineGroup
Global Retirement Partners, LLC1,460$161K<0.01%+30213F-HRTimeline
Tidemark, LLC1,440$159K0.06%new13F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,433$158K0.06%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,366$151K<0.01%+15213F-HRTimelineGroup
Blue Trust, Inc.1,288$142K<0.01%+4513F-HR/ATimeline
Bear Mountain Capital, Inc.1,200$140K0.05%013F-HRTimeline
Front Row Advisors LLC1,235$137K0.05%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,166$136K0.01%+28713F-HRTimeline
First Horizon Advisors, Inc.1,225$135K<0.01%+8013F-HRTimeline
Christopher J. Hasenberg, Inc1,178$130K0.05%new13F-HRTimeline
AdvisorNet Financial, Inc1,154$128K0.01%+413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,146$127K0Timeline
Allworth Financial LP1,062$123K<0.01%013F-HRTimeline
Hanson & Doremus Investment Management1,108$123K0.02%013F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…1,100$122K<0.01%013F-HRTimelineGroup
Sandy Spring Bank1,093$121K<0.01%+113F-HRTimeline
SIGNATUREFD, LLC1,018$113K<0.01%013F-HRTimeline
Compass Wealth Management LLC1,000$111K0.03%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.995$110K0.05%+3513F-HRTimeline
CENTAURUS FINANCIAL, INC.911$101K0.01%new13F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT900$100K<0.01%new13F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC877$97K0.01%-5313F-HRTimeline
Medallion Wealth Advisors, LLC825$93.1K0.05%13F-HRTimeline
Atlantic Edge Private Wealth Management…825$91.2K0.03%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.729$86.1K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC768$84.9K0.01%013F-HRTimeline
IFP Advisors, Inc736$81.5K<0.01%+62613F-HRTimeline
AMERIFLEX GROUP, INC.677$80K0.04%13F-HRTimeline
Crewe Advisors LLC702$77.6K0.01%-1,03013F-HRTimeline
Anchor Investment Management, LLC696$76.9K0.01%+313F-HRTimeline
Bare Financial Services, Inc688$76.1K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.641$70.9K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC632$69.9K<0.01%+213F-HRTimeline
Rialto Wealth Management, LLC602$66.6K0.02%13F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…600$66.3K0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC600$66.3K<0.01%new13F-HRTimeline
Aptus Capital Advisors, LLC600$66.3K<0.01%new13F-HRTimeline
Hexagon Capital Partners LLC600$66.3K0.01%013F-HRTimeline
Missouri Trust & Investment Co600$66.3K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.593$65.6K0.03%013F-HRTimeline
Arax Advisory Partners547$60.5K<0.01%+24713F-HRTimeline
Minot DeBlois Advisors LLC534$59K0.05%13F-HRTimeline
CRITERION CAPITAL ADVISORS, LLC567$53.6K0.03%013F-HRTimeline
CENTRAL TRUST Co480$53.1K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…465$51.4K<0.01%-17,47213F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…458$50.6K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC437$48.3K0.01%+113F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC416$46K<0.01%+24413F-HRTimeline
Bogart Wealth, LLC416$46K<0.01%013F-HRTimeline
Realta Investment Advisors406$45.3K0.02%-13413F-HRTimeline
SYNTAX RESEARCH, INC.404$44.7K0.03%013F-HRTimeline
Financial Life Planners383$42.3K0.04%13F-HRTimeline
Sugarloaf Wealth Management, LLC380$42K0.01%013F-HRTimeline
Westside Investment Management, Inc.375$41.5K0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC375$41.5K0.01%new13F-HRTimelineGroup
Global Trust Asset Management, LLC360$39.8K0.02%-1013F-HRTimeline
LEE DANNER & BASS INC355$39.3K<0.01%new13F-HRTimeline
Stonebridge Financial Group, LLC337$37.3K<0.01%13F-HRTimeline
NFSG Corp334$36.9K0.01%new13F-HRTimeline
Parallel Advisors, LLC332$36.7K<0.01%013F-HRTimeline
Center for Financial Planning, Inc.310$34.3K<0.01%013F-HRTimeline
Financial Perspectives, Inc301$33.3K0.01%-4413F-HRTimeline
PRIVATE TRUST CO NA301$33.3K<0.01%+10113F-HRTimeline
MTM Investment Management, LLC300$33.2K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.295$32.6K0.01%013F-HRTimeline
Davis Capital Management280$31K0.03%013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC270$29.8K0.01%013F-HRTimeline
Accredited Wealth Management, LLC265$29.3K0.03%13F-HRTimeline
North Star Investment Management Corp.255$28.2K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS238$26.3K<0.01%+4913F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…238$26.3K0.01%new13F-HRTimeline
Pacific Center for Financial Services236$26.1K0.01%013F-HRTimeline
WR Wealth Planners, LLC228$25.3K0.01%-9013F-HRTimeline
Princeton Global Asset Management LLC215$23.8K<0.01%new13F-HRTimeline
WHITTIER TRUST CO210$23.2K<0.01%new13F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC206$22.8K<0.01%new13F-HR/ATimeline