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Disclosery

IYF ISHARES TR

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SHS (fund)

422 managers (425 13F filers) reported a position in IYF shares at 2025-03-31, 20,599,872 shares in all. 46 filers opened a position and 51 filers sold out during the quarter.

Managers
422
13F filers
425
New
46
Added
155
Reduced
109
Sold out
51
Shares held by filers
20,599,872

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Moloney Securities Asset Management, LLC4,551$514K0.07%-80,79913F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,454$503K<0.01%-17513F-HR/ATimelineGroup
Commonwealth Financial Services, LLC4,451$502K0.1%+213F-HRTimeline
Unified Investment Management4,434$500K0.59%013F-HRTimeline
Creekmur Asset Management LLC4,421$499K0.1%+413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.4,411$498K<0.01%-17713F-HRTimelineGroup
CENTRAL VALLEY ADVISORS, LLC4,400$497K0.19%-1,97413F-HRTimeline
&PARTNERS4,424$494K0.01%+1,12913F-HRTimeline
LPWM LLC4,366$493K0.16%013F-HRTimeline
LRI Investments, LLC4,343$490K0.05%013F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,317$487K0.43%+213F-HRTimeline
Stonebridge Financial Planning Group, L…4,315$487K0.22%-17313F-HRTimeline
Integrated Wealth Concepts LLC4,282$483K0.01%+1,34313F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …4,274$482K0.04%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,268$482K<0.01%-3213F-HRTimelineGroup
WOLVERINE TRADING, LLC4,207$470K0.01%new13F-HRTimeline
SOA Wealth Advisors, LLC.4,162$470K0.1%+1313F-HRTimeline
CFM WEALTH PARTNERS LLC4,122$465K0.08%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC4,098$462K0.41%new13F-HRTimeline
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA4,090$462K<0.01%013F-HRTimelineGroup
Snowden Capital Advisors LLC4,017$453K0.01%-42013F-HRTimeline
Bond & Devick Financial Network, Inc.3,961$447K0.16%+17113F-HRTimeline
Rollins Financial Advisors, LLC3,937$444K0.08%013F-HR/ATimeline
Lighthouse Financial LLC3,900$440K0.38%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,895$440K0.01%013F-HRTimeline
DAGCO, INC.3,856$435K0.14%013F-HRTimeline
Ironwood Financial, llc3,854$435K0.09%+35313F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,833$433K0.04%+76413F-HRTimeline
CIBC WORLD MARKET INC.3,816$431K<0.01%-7213F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,778$426K<0.01%new13F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC3,752$423K0.03%-1,60013F-HRTimeline
Charter Oak Capital Management, LLC3,745$423K0.04%-51713F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding3,715$419K-121,203Timeline
NorthRock Partners, LLC3,701$418K0.01%+15013F-HRTimeline
Capital Investment Advisors, LLC3,673$415K0.01%+4513F-HRTimeline
World Investment Advisors3,672$414K0.01%+30713F-HRTimeline
HCR Wealth Advisors3,636$410K0.05%-21513F-HRTimeline
Cascade Wealth Advisors, Inc3,760$401K0.28%-45013F-HRTimeline
Trademark Financial Management, LLC3,417$386K0.29%-2,50813F-HRTimeline
Focus Financial Network, Inc.3,393$383K0.02%-21713F-HRTimeline
Capital Wealth Alliance, LLC3,388$382K0.23%-1,38913F-HRTimeline
Rehmann Capital Advisory Group3,359$379K0.02%+4613F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,340$377K0.01%-30013F-HRTimelineGroup
Atlas Brown,Inc.3,305$373K0.13%-613F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,260$368K0.14%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,239$366K0.01%013F-HRTimelineGroup
Mandatum Life Insurance Co Ltd3,215$363K0.11%013F-HRTimeline
FIRST MERCHANTS CORP3,202$361K0.01%-10213F-HRTimeline
Vertex Planning Partners, LLC3,200$361K0.08%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,118$352K0.03%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED3,138$350K0.03%new13F-HR/ATimeline
Advisory Alpha, LLC3,102$350K0.01%+1,07513F-HR/ATimeline
CAHABA WEALTH MANAGEMENT, INC.3,084$348K0.03%+1013F-HRTimeline
Modern Wealth Management, LLC3,045$344K0.01%-3613F-HR/ATimeline
Key Client Fiduciary Advisors, LLC2,978$336K0.15%+913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,978$336K0.18%+213F-HRTimeline
SMITH, MOORE & CO.2,967$335K0.03%013F-HRTimeline
Archer Investment Corp2,960$334K0.09%013F-HRTimeline
Larson Financial Group LLC2,895$327K0.02%+10213F-HRTimeline
Investment Advisory Group, LLC2,860$323K0.11%+12513F-HRTimeline
JT Stratford LLC2,823$319K0.06%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,782$314K0.03%-79413F-HR/ATimeline
MGO ONE SEVEN LLC2,775$313K0.01%-90213F-HRTimeline
WULFF, HANSEN & CO.2,775$313K0.29%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,770$313K0.02%-4,58313F-HR/ATimelineGroup
Sequoia Financial Advisors, LLC2,746$310K<0.01%+43713F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC2,730$308K0.01%-22,25313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,696$304K0.02%+39913F-HRTimeline
IPG Investment Advisors LLC2,676$302K0.07%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,672$302K0.05%+77013F-HRTimeline
Graypoint LLC2,656$300K0.02%013F-HRTimeline
Regal Investment Advisors LLC2,640$298K0.02%013F-HRTimeline
CoreCap Advisors, LLC2,628$297K0.01%-35,77513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,625$296K0.01%013F-HRTimeline
MUIRFIELD WEALTH ADVISORS LLC2,615$295K0.25%-62913F-HRTimeline
Dakota Wealth Management2,560$289K0.01%013F-HRTimeline
Dynamic Advisor Solutions LLC2,555$288K0.01%-7213F-HRTimeline
High Net Worth Advisory Group LLC2,500$282K0.08%013F-HRTimeline
Sowell Financial Services LLC2,491$281K0.01%new13F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,452$277K0.08%013F-HRTimeline
Financial Alternatives, Inc2,406$272K0.19%013F-HRTimeline
SeaCrest Wealth Management, LLC2,398$271K0.03%+21713F-HRTimeline
Carnegie Investment Counsel2,714$270K0.01%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,378$268K0.01%013F-HRTimeline
CHOREO, LLC2,376$268K<0.01%-20013F-HRTimeline
TrueWealth Advisors, LLC2,373$268K0.09%013F-HRTimeline
Millstone Evans Group, LLC2,367$267K0.18%-33913F-HRTimeline
CARRET ASSET MANAGEMENT, LLC2,220$251K0.03%-5013F-HRTimeline
waypoint wealth counsel2,207$249K0.16%+713F-HRTimeline
Farther Finance Advisors, LLC2,188$247K0.01%+2,08013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC2,186$247K<0.01%new13F-HR/ATimelineGroup
Cresset Asset Management, LLC2,176$246K<0.01%013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC2,150$243K0.12%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,093$236K<0.01%+16513F-HR/ATimelineGroup
Quadrature Capital Ltdin group Quadrature Capital Ltd2,077$234K0.01%new13F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,054$232K<0.01%+40013F-HRTimelineGroup
Darrow Company, Inc.2,054$232K0.13%013F-HRTimeline
PFG Advisors2,032$229K0.01%+19013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …2,027$229K0.01%new13F-HRTimelineGroup
Independent Solutions Wealth Management…2,015$227K0.05%new13F-HRTimeline
Clearstead Advisors, LLC2,000$226K<0.01%-65413F-HRTimeline
Royal Capital Wealth Management, LLC2,000$226K0.16%013F-HRTimeline
Payne Capital Management, LLC2,000$226K0.1%013F-HRTimeline
Frank, Rimerman Advisors LLC1,992$225K0.02%013F-HRTimeline
Fiduciary Alliance LLC1,991$225K0.02%+8513F-HRTimeline
Vision Capital Management, Inc.1,974$223K0.03%new13F-HRTimeline
GRIES FINANCIAL LLC1,962$221K0.04%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,229$221K<0.01%+113F-HRTimelineGroup
YHB Investment Advisors, Inc.1,950$220K0.02%013F-HRTimeline
WP Advisors, LLC1,914$216K0.07%+613F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP1,912$216K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.1,883$213K0.01%new13F-HRTimeline
NorthCoast Asset Management LLC1,877$212K<0.01%-6513F-HR/ATimeline
Americana Partners, LLC1,827$206K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,820$205K<0.01%-1,11413F-HRTimelineGroup
SageView Advisory Group, LLC1,817$205K0.01%-413F-HRTimeline
Empower Advisory Group, LLC1,791$202K<0.01%new13F-HRTimeline
Clarendon Private LLC1,790$202K0.21%new13F-HRTimeline
TD Waterhouse Canada Inc.1,706$192K<0.01%013F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,605$181K0.09%+61013F-HRTimeline
Quest 10 Wealth Builders, Inc.1,579$178K0.19%-55113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,500$169K<0.01%013F-HRTimelineGroup
EP Wealth Advisors, LLC1,480$167K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,439$163K0.01%+70313F-HRTimeline
LANARK FINANCIAL, INC.1,438$162K0.01%+1,43713F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,366$151K<0.01%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,308$148K0.05%-12513F-HRTimeline
Blue Trust, Inc.1,243$140K<0.01%-4513F-HRTimeline
Front Row Advisors LLC1,235$139K0.05%013F-HRTimeline
First Horizon Advisors, Inc.1,225$138K<0.01%013F-HRTimeline
Christopher J. Hasenberg, Inc1,178$133K0.06%013F-HRTimeline
Bear Mountain Capital, Inc.1,200$133K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,175$133K0.03%+80013F-HRTimelineGroup
AdvisorNet Financial, Inc1,120$126K0.01%-3413F-HRTimeline
Hanson & Doremus Investment Management1,108$125K0.02%013F-HRTimeline
Sandy Spring Bank1,093$123K0.01%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding1,081$122K-65Timeline
Allworth Financial LP1,062$116K<0.01%013F-HRTimeline
SIGNATUREFD, LLC1,018$115K<0.01%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,000$113K<0.01%+10013F-HRTimeline
Compass Wealth Management LLC1,000$113K0.03%013F-HRTimeline
CENTAURUS FINANCIAL, INC.911$103K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC877$99K0.01%013F-HRTimeline
Atlantic Edge Private Wealth Management…825$93.1K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC825$93.1K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…819$92.4K0.02%+21913F-HRTimeline
Provenance Wealth Advisors, LLC768$86.7K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.729$82.3K<0.01%013F-HRTimelineGroup
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…700$79K<0.01%-40013F-HRTimelineGroup
Anchor Investment Management, LLC697$78.7K0.01%+113F-HRTimeline
Bare Financial Services, Inc688$77.6K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.649$73.2K0.03%-2813F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.641$72.3K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC634$71.6K<0.01%+213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.615$69.4K0.24%new13F-HRTimeline
Rialto Wealth Management, LLC602$67.9K0.02%013F-HRTimeline
Aptus Capital Advisors, LLC600$67.7K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC600$67.7K0.01%013F-HRTimeline
Missouri Trust & Investment Co600$67.7K0.02%013F-HRTimeline
DHJJ Financial Advisors, Ltd.593$66.9K0.03%013F-HRTimeline
Arax Advisory Partners547$61.7K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC534$60.3K0.06%013F-HRTimeline
Stonebridge Financial Group, LLC508$57.3K0.01%+17113F-HRTimeline
CENTRAL TRUST Co480$54.2K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…458$51.7K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC438$49.4K0.01%+113F-HRTimeline
Bogart Wealth, LLC416$46.9K<0.01%013F-HRTimeline
Realta Investment Advisors406$45.8K0.02%013F-HRTimeline
SYNTAX RESEARCH, INC.404$45.6K0.03%013F-HRTimeline
Westside Investment Management, Inc.395$44.6K0.01%+2013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC366$41.3K<0.01%-5013F-HRTimeline
PRIVATE TRUST CO NA341$38.5K<0.01%+4013F-HRTimeline
NFSG Corp334$37.7K0.01%013F-HRTimeline
Parallel Advisors, LLC332$37.5K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC311$35.2K0.01%+12713F-HR/ATimeline
Center for Financial Planning, Inc.310$35K<0.01%013F-HRTimeline
TRUST CO OF VERMONT309$34.9K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC305$34.4K<0.01%new13F-HRTimeline
Financial Perspectives, Inc301$34K0.01%013F-HRTimeline
Park Square Financial Group, LLC300$33.9K0.03%new13F-HRTimeline
MTM Investment Management, LLC300$33.8K0.01%013F-HRTimeline
WEST PACES ADVISORS INC.295$33.3K0.01%013F-HRTimeline
Davis Capital Management280$31.6K0.03%013F-HRTimeline
Accredited Wealth Management, LLC265$29.9K0.03%013F-HRTimeline
North Star Investment Management Corp.255$28.8K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…238$26.9K0.01%013F-HRTimeline
Pacific Center for Financial Services236$26.6K0.01%013F-HRTimeline
Rise Advisors, LLC227$25.6K0.01%+2213F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC220$24.8K0.01%-5013F-HRTimeline
Princeton Global Asset Management LLC215$24.3K<0.01%013F-HRTimeline
WHITTIER TRUST CO210$23.7K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC206$23.2K<0.01%013F-HRTimeline
GKV Capital Management Co., Inc.206$23.2K0.01%013F-HR/ATimeline
Capital Analysts, LLCin group Capital Analysts, LLC156$18K<0.01%013F-HRTimelineGroup
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…184$17.6K0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV154$17.4K<0.01%new13F-HRTimeline
Independence Bank of Kentucky115$13K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.101$11.3K<0.01%+113F-HRTimeline
Addison Advisors LLC100$11.3K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC94$10.6K<0.01%new13F-HRTimeline