Skip to content
Disclosery

IYF ISHARES TR

Follow

SHS (fund)

460 managers (464 13F filers) reported a position in IYF shares at 2025-06-30, 20,064,436 shares in all. 64 filers opened a position and 23 filers sold out during the quarter.

Managers
460
13F filers
464
New
64
Added
135
Reduced
132
Sold out
23
Shares held by filers
20,064,436

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Simmons Bankin group Simmons Bank5,275$638K0.05%-11613F-HRTimelineGroup
Modera Wealth Management, LLC5,235$633K0.01%+2513F-HRTimeline
Redwood Financial Network Corp5,231$633K0.43%+10413F-HRTimeline
Sargent Investment Group, LLC5,130$623K0.08%013F-HRTimeline
MONTAG A & ASSOCIATES INC5,131$621K0.03%013F-HRTimeline
&PARTNERS5,112$619K<0.01%+68813F-HRTimeline
Tyler-Stone Wealth Management5,079$614K0.1%+913F-HRTimeline
Carnegie Investment Counsel5,064$613K0.01%+2,35013F-HRTimeline
Visionary Wealth Advisors5,031$609K0.03%013F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…5,000$605K0.01%-5,00013F-HRTimelineGroup
Cascade Financial Partners, LLC4,995$604K0.07%new13F-HRTimeline
FineMark National Bank & Trust4,934$597K0.02%-38613F-HRTimeline
Tidemark, LLC4,911$594K0.19%-12913F-HRTimeline
GDS Wealth Management4,888$591K0.04%+23913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,854$587K0.3%-7213F-HRTimeline
D.A. DAVIDSON & CO.4,783$579K<0.01%+14113F-HRTimeline
Fort Point Capital Partners LLC4,751$575K0.06%+9013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)4,715$570K0.01%new13F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC4,688$567K<0.01%013F-HRTimelineGroup
Kesler, Norman & Wride, LLC4,554$551K0.1%-6,10713F-HRTimeline
Pacific Sun Financial Corp4,467$540K0.28%-38013F-HRTimeline
Commonwealth Financial Services, LLC4,453$539K0.1%+213F-HRTimeline
Unified Investment Management4,434$536K0.58%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED4,390$531K0.04%+1,25213F-HRTimeline
LPWM LLC4,366$528K0.15%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,360$528K0.18%-4013F-HRTimeline
LRI Investments, LLC4,343$525K0.04%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,332$524K<0.01%+2,27813F-HRTimelineGroup
Cubist Systematic Strategies, LLC4,324$523K0.01%new13F-HRTimeline
RIK SAYLOR FINANCIAL, INC.4,318$522K0.4%+113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,268$516K<0.01%013F-HRTimelineGroup
Gryphon Financial Partners LLC4,215$510K0.07%-39613F-HRTimeline
SOA Wealth Advisors, LLC.4,176$505K0.09%+1413F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,170$505K0.05%-88013F-HRTimelineGroup
One Capital Management, LLC4,155$503K0.02%-7,13313F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC4,153$502K<0.01%new13F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management4,139$501K0.01%-1,65113F-HRTimelineGroup
Western Wealth Management, LLC4,127$499K0.03%-56913F-HRTimeline
CFM WEALTH PARTNERS LLC4,122$499K0.08%013F-HRTimeline
Gallagher Capital Advisors, LLC5,933$497K0.4%new13F-HRTimeline
OBSIDIAN CIO, LLC4,111$497K0.07%new13F-HRTimeline
Glenmede Investment Management, LP4,090$495K<0.01%13F-HRTimeline
Moloney Securities Asset Management, LLC4,062$491K0.06%-48913F-HRTimeline
Orion Porfolio Solutions, LLC4,059$491K<0.01%new13F-HR/ATimeline
C2P Capital Advisory Group, LLC d.b.a. …3,998$484K0.03%-27613F-HR/ATimeline
Bond & Devick Financial Network, Inc.3,961$479K0.16%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …3,943$477K0.03%+1,91613F-HRTimelineGroup
Lighthouse Financial LLC3,900$472K0.36%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,895$471K0.01%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC3,859$467K0.01%-2,10413F-HRTimelineGroup
Stonebridge Financial Planning Group, L…3,790$459K0.19%-52513F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,780$457K<0.01%-67413F-HR/ATimelineGroup
Sunbelt Securities, Inc.4,128$457K0.04%-87513F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,752$454K0.03%013F-HRTimeline
Rollins Financial Advisors, LLC3,737$452K0.07%-20013F-HRTimeline
Triton Wealth Management, PLLC3,638$450K0.19%13F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC3,715$449K0.09%013F-HRTimelineGroup
NorthRock Partners, LLC3,701$448K0.01%013F-HR/ATimeline
HCR Wealth Advisors3,631$439K0.05%-513F-HRTimeline
World Investment Advisors3,628$439K0.01%-4413F-HRTimeline
Ironwood Financial, llc3,854$435K0.09%013F-HRTimeline
CATHY PARETO & ASSOCIATES, INC3,586$434K0.36%-51213F-HRTimeline
Cascade Wealth Advisors, Inc3,527$428K0.24%-23313F-HRTimeline
Capital Investment Advisors, LLC3,535$428K0.01%-13813F-HR/ATimeline
Strategic Wealth Partners, Ltd.3,462$419K0.03%13F-HRTimeline
DAGCO, INC.3,450$417K0.12%-40613F-HRTimeline
Focus Financial Network, Inc.3,393$411K0.02%013F-HRTimeline
Capital Wealth Alliance, LLC3,388$410K0.22%013F-HRTimeline
Charter Oak Capital Management, LLC3,361$407K0.03%-38413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,340$404K0.01%013F-HRTimelineGroup
Safe Harbor Fiduciary, LLC3,323$402K0.38%+3,30213F-HRTimeline
Atlas Brown,Inc.3,315$401K0.13%+1013F-HRTimeline
MGO ONE SEVEN LLC3,310$400K0.01%+53513F-HRTimeline
CoreCap Advisors, LLC3,290$398K0.02%+66213F-HRTimeline
Rehmann Capital Advisory Group3,274$396K0.02%-8513F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,260$394K0.14%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,245$393K0.02%+2,33413F-HRTimeline
Snowden Capital Advisors LLC3,245$393K0.01%-77213F-HRTimeline
Integrated Wealth Concepts LLC3,245$393K<0.01%-1,03713F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,239$392K0.01%013F-HRTimelineGroup
FIRST MERCHANTS CORP3,202$387K0.01%013F-HRTimeline
Vertex Planning Partners, LLC3,200$387K0.08%013F-HRTimeline
Advisory Alpha, LLC3,181$385K0.01%+7913F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,162$383K0.03%+7813F-HRTimeline
Summit Trail Advisors, LLC3,134$379K0.01%new13F-HRTimeline
Jaffetilchin Investment Partners, LLC3,118$377K0.02%013F-HRTimeline
Mandatum Life Insurance Co Ltd3,113$377K0.1%-10213F-HRTimeline
Larson Financial Group LLC3,079$373K0.01%+18413F-HRTimeline
Forefront Wealth Partners, LLC3,058$364K0.25%new13F-HRTimeline
Modern Wealth Management, LLC3,005$364K0.01%-4013F-HR/ATimeline
Verde Servicos Internacionais S.A.3,000$363K0.16%new13F-HRTimeline
Key Client Fiduciary Advisors, LLC2,988$362K0.15%+1013F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,979$360K0.18%+113F-HRTimeline
SMITH, MOORE & CO.2,967$359K0.03%013F-HRTimeline
Archer Investment Corp2,960$358K0.09%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP2,960$358K0.02%+26413F-HRTimeline
Retirement Planning Group, LLC2,909$352K0.01%-2,39613F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,906$352K0.01%new13F-HRTimeline
Investment Advisory Group, LLC2,860$346K0.1%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,834$343K0.01%new13F-HRTimelineGroup
JT Stratford LLC2,810$340K0.05%-1313F-HRTimeline
WULFF, HANSEN & CO.2,775$336K0.29%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,769$335K0.05%+9713F-HRTimeline
Sequoia Financial Advisors, LLC2,746$332K<0.01%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC2,674$324K0.03%-1,15913F-HRTimeline
Graypoint LLC2,656$321K0.02%013F-HRTimeline
Regal Investment Advisors LLC2,640$319K0.02%013F-HRTimeline
Dakota Wealth Management2,560$310K0.01%013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP2,557$309K<0.01%+64513F-HRTimelineGroup
Walleye Trading LLCin group Walleye Capital LLC2,554$309K0.01%-3,16213F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,551$309K0.01%-7413F-HRTimeline
High Net Worth Advisory Group LLC2,500$302K0.08%013F-HRTimeline
Valeo Financial Advisors, LLC2,467$298K0.01%-2,37013F-HR/ATimeline
PRUDENT INVESTORS NETWORK, INC.2,452$297K0.08%013F-HRTimeline
Financial Alternatives, Inc2,406$291K0.19%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,378$288K0.01%013F-HRTimeline
CHOREO, LLC2,376$287K<0.01%013F-HRTimeline
TrueWealth Advisors, LLC2,373$287K0.08%013F-HRTimeline
Millstone Evans Group, LLC2,367$286K0.2%013F-HRTimeline
IPG Investment Advisors LLC2,337$283K0.06%-33913F-HRTimeline
Financial Engines Advisors L.L.C.2,329$282K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,326$281K<0.01%+9713F-HRTimelineGroup
SeaCrest Wealth Management, LLC2,309$279K0.03%-8913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP2,300$278K0.02%-6,90013F-HRTimelineGroup
WJ Wealth Management, LLC2,280$276K0.09%new13F-HRTimeline
Sowell Financial Services LLC2,274$275K0.01%-21713F-HRTimeline
Global Retirement Partners, LLC2,253$273K0.01%13F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth2,238$271K<0.01%+14513F-HRTimelineGroup
Independent Solutions Wealth Management…2,226$269K0.05%+21113F-HRTimeline
waypoint wealth counsel2,215$268K0.13%+813F-HRTimeline
Cresset Asset Management, LLC2,176$263K<0.01%013F-HR/ATimeline
CARRET ASSET MANAGEMENT, LLC2,170$263K0.03%-5013F-HRTimeline
ADAPT WEALTH ADVISORS, LLC2,150$260K0.12%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.2,145$260K<0.01%-2,26613F-HRTimelineGroup
Wealthstar Advisors, LLC2,129$258K0.1%-18,01713F-HRTimeline
Empower Advisory Group, LLC2,085$252K<0.01%+29413F-HRTimeline
Darrow Company, Inc.2,054$249K0.13%013F-HRTimeline
Clearstead Advisors, LLC2,000$242K<0.01%013F-HRTimeline
Royal Capital Wealth Management, LLC2,000$242K0.16%013F-HRTimeline
Payne Capital Management, LLC2,000$242K0.09%013F-HRTimeline
Fiduciary Alliance LLC1,997$242K0.02%+613F-HRTimeline
Frank, Rimerman Advisors LLC1,992$241K0.02%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd1,977$239K0.01%new13F-HRTimelineGroup
Vision Capital Management, Inc.1,974$239K0.03%013F-HRTimeline
YHB Investment Advisors, Inc.1,950$236K0.02%013F-HRTimeline
WP Advisors, LLC1,920$232K0.06%+613F-HRTimeline
Tudor Financial Inc.1,885$228K0.13%new13F-HRTimeline
Americana Partners, LLC1,827$221K0.01%013F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC1,820$220K<0.01%013F-HRTimelineGroup
Perennial Investment Advisors, LLC1,819$220K0.02%new13F-HRTimeline
TD Waterhouse Canada Inc.1,808$220K<0.01%+10213F-HRTimeline
Creekmur Asset Management LLC1,801$218K0.04%-2,62013F-HRTimeline
EP Wealth Advisors, LLC1,791$217K<0.01%+31113F-HRTimeline
Clarendon Private LLC1,790$217K0.21%013F-HRTimeline
Clear Creek Financial Management, LLC1,745$211K0.02%new13F-HRTimeline
Moors & Cabot, Inc.1,738$210K0.01%-14513F-HRTimeline
TFB Advisors LLC1,720$208K0.05%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,702$206K0.01%new13F-HRTimelineGroup
KANE INVESTMENT MANAGEMENT, INC.1,682$204K0.11%new13F-HRTimeline
Advance Capital Management, Inc.1,662$201K0.01%new13F-HRTimeline
Symphony Financial Services, Inc.1,659$201K0.12%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,605$194K0.09%013F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,555$188K0.01%new13F-HRTimelineGroup
Quest 10 Wealth Builders, Inc.1,528$185K0.18%-5113F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,500$181K<0.01%013F-HRTimelineGroup
IFP Advisors, Inc1,454$176K0.01%+1513F-HRTimeline
LANARK FINANCIAL, INC.1,438$173K0.01%013F-HRTimeline
Blue Trust, Inc.1,243$150K<0.01%013F-HRTimeline
First Horizon Advisors, Inc.1,225$148K<0.01%013F-HRTimeline
Bear Mountain Capital, Inc.1,200$147K0.05%013F-HRTimeline
Christopher J. Hasenberg, Inc1,178$143K0.05%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,175$142K0.03%013F-HRTimelineGroup
FWL INVESTMENT MANAGEMENT, LLC1,148$139K0.04%-16013F-HRTimeline
AdvisorNet Financial, Inc1,124$136K0.01%+413F-HRTimeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,108$134K0.02%new13F-HRTimelineGroup
Hanson & Doremus Investment Management1,108$134K0.02%013F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT1,100$133K<0.01%+10013F-HRTimeline
Allworth Financial LP1,095$132K<0.01%+3313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,094$132K<0.01%new13F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,081$131K0Timeline
Farther Finance Advisors, LLC1,034$125K<0.01%-1,15413F-HRTimeline
SIGNATUREFD, LLC1,019$123K<0.01%+113F-HRTimeline
ROTHSCHILD INVESTMENT LLC877$106K0.01%013F-HRTimeline
Boreal Capital Management LLC858$104K0.09%13F-HRTimeline
Front Row Advisors LLC836$101K0.04%-39913F-HRTimeline
Atlantic Edge Private Wealth Management…825$99.8K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC825$99.8K0.04%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…819$99.1K0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.729$88.2K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA705$85.3K0.01%+36413F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…700$84.7K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC699$84.6K0.01%+213F-HRTimeline
Provenance Wealth Advisors, LLC690$83.5K0.01%-7813F-HRTimeline
Bare Financial Services, Inc688$83.2K0.03%013F-HRTimeline
AMERIFLEX GROUP, INC.649$77.7K0.04%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.641$77.6K0.04%013F-HRTimeline
JFS WEALTH ADVISORS, LLC636$77K<0.01%+213F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.615$74.4K0.23%013F-HRTimeline
Aptus Capital Advisors, LLC600$72.6K<0.01%013F-HRTimeline
Missouri Trust & Investment Co600$72.6K0.02%013F-HRTimeline