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Disclosery

IYF ISHARES TR

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SHS (fund)

450 managers (455 13F filers) reported a position in IYF shares at 2025-09-30, 20,369,237 shares in all. 30 filers opened a position and 33 filers sold out during the quarter.

Managers
450
13F filers
455
New
30
Added
182
Reduced
114
Sold out
33
Shares held by filers
20,369,237

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Bigelow Investment Advisors, LLC5,712$723K0.29%-2513F-HRTimeline
Connecticut Wealth Management, LLC5,622$712K0.03%new13F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,478$694K0.01%-3813F-HRTimelineGroup
BRADLEY FOSTER & SARGENT INC/CT5,337$676K0.01%013F-HRTimeline
Glenview Trust Co5,323$674K0.01%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED5,307$672K0.05%+91713F-HRTimeline
Simmons Bankin group Simmons Bank5,275$668K0.04%013F-HRTimelineGroup
Modera Wealth Management, LLC5,235$663K0.01%013F-HRTimeline
Beacon Pointe Advisors, LLC5,194$658K0.01%-3,63513F-HRTimeline
Watts Gwilliam & Co., LLC5,152$653K0.11%+213F-HRTimeline
MONTAG A & ASSOCIATES INC5,070$642K0.03%-6113F-HRTimeline
Redwood Financial Network Corp5,064$641K0.41%-16713F-HRTimeline
Visionary Wealth Advisors5,031$637K0.03%013F-HRTimeline
Cascade Financial Partners, LLC4,995$633K0.07%013F-HRTimeline
&PARTNERS4,994$632K<0.01%-11813F-HRTimeline
Astoria Portfolio Advisors LLC.5,041$630K0.17%new13F-HRTimeline
FineMark National Bank & Trust4,934$625K0.02%013F-HRTimeline
D.A. DAVIDSON & CO.4,925$624K<0.01%+14213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,908$622K0.29%+5413F-HRTimeline
LPWM LLC4,785$606K0.16%+41913F-HRTimeline
GDS Wealth Management4,648$589K0.04%-24013F-HRTimeline
Retirement Planning Group, LLC4,602$583K0.02%+1,69313F-HRTimeline
Pacific Sun Financial Corp4,467$566K0.27%013F-HRTimeline
Commonwealth Financial Services, LLC4,454$564K0.1%+113F-HRTimeline
Unified Investment Management4,434$562K0.56%013F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC4,360$552K0.17%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding4,355$550K+2,117Timeline
LRI Investments, LLC4,343$550K0.05%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\4,332$549K<0.01%013F-HRTimelineGroup
RIK SAYLOR FINANCIAL, INC.4,320$547K0.4%+213F-HRTimeline
M&T Bank Corpin group M&T Bank Corp4,268$540K<0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC4,227$535K0.01%+36813F-HRTimelineGroup
SOA Wealth Advisors, LLC.4,188$530K0.09%+1213F-HRTimeline
Gryphon Financial Partners LLC4,151$526K0.06%-6413F-HRTimeline
Gallagher Capital Advisors, LLC5,965$525K0.3%+3213F-HRTimeline
OBSIDIAN CIO, LLC4,123$522K0.07%+1213F-HRTimeline
CFM WEALTH PARTNERS LLC4,122$522K0.08%013F-HRTimeline
Glenmede Investment Management, LP4,090$518K<0.01%013F-HRTimeline
B. Riley Wealth Advisors, Inc.4,075$516K0.02%-2,00813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,054$513K0.01%-8513F-HRTimelineGroup
Carnegie Investment Counsel4,012$508K0.01%-1,05213F-HRTimeline
Western Wealth Management, LLC4,008$508K0.03%-11913F-HRTimeline
Triton Wealth Management, PLLC4,144$508K0.19%+50613F-HRTimeline
HBW ADVISORY SERVICES LLC4,006$507K0.06%new13F-HRTimeline
Bond & Devick Financial Network, Inc.3,961$502K0.15%013F-HRTimeline
GAMCO INVESTORS, INC. ET ALin group GAMCO Investors (Gabelli)3,946$500K<0.01%-76913F-HRTimelineGroup
NAVELLIER & ASSOCIATES INC3,940$499K0.05%new13F-HRTimeline
Lighthouse Financial LLC3,900$494K0.33%013F-HRTimeline
RWA WEALTH PARTNERS, LLC3,895$493K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,870$490K0.02%+62513F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC3,770$477K0.04%-40013F-HRTimelineGroup
CATHY PARETO & ASSOCIATES, INC3,747$475K0.36%+16113F-HRTimeline
NorthRock Partners, LLC3,738$473K0.01%+3713F-HRTimeline
Rollins Financial Advisors, LLC3,737$473K0.07%013F-HRTimeline
Capital Wealth Alliance, LLC3,719$471K0.23%+33113F-HRTimeline
Apollon Financial, LLCin group Apollon Wealth Management, LLC3,715$470K0.08%013F-HRTimelineGroup
World Investment Advisors3,628$459K0.01%013F-HRTimeline
Stonebridge Financial Planning Group, L…3,590$455K0.17%-20013F-HRTimeline
Capital Investment Advisors, LLC3,559$451K0.01%+2413F-HRTimeline
Focus Financial Network, Inc.3,556$450K0.02%+16313F-HRTimeline
HCR Wealth Advisors3,572$445K0.05%-5913F-HRTimeline
Financial Engines Advisors L.L.C.3,507$444K<0.01%+1,17813F-HRTimeline
Cascade Wealth Advisors, Inc3,527$439K0.22%013F-HRTimeline
DAGCO, INC.3,450$437K0.11%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC3,400$431K0.03%-35213F-HRTimeline
Larson Financial Group LLC3,388$429K0.02%+30913F-HRTimeline
Snowden Capital Advisors LLC3,330$422K0.01%+8513F-HRTimeline
Atlas Brown,Inc.3,325$421K0.12%+1013F-HRTimeline
Charter Oak Capital Management, LLC3,296$417K0.03%-6513F-HRTimeline
Rehmann Capital Advisory Group3,281$416K0.02%+713F-HRTimeline
Integrated Wealth Concepts LLC3,263$413K<0.01%+1813F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,260$413K0.13%013F-HRTimeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …3,239$410K0.01%013F-HRTimelineGroup
MGO ONE SEVEN LLC3,210$407K0.01%-10013F-HRTimeline
FIRST MERCHANTS CORP3,202$406K0.02%013F-HRTimeline
Vertex Planning Partners, LLC3,200$405K0.08%013F-HRTimeline
INSIGNEO ADVISORY SERVICES, LLC3,198$405K0.03%+52413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.3,171$402K0.03%+913F-HRTimeline
Summit Trail Advisors, LLC3,134$397K0.01%013F-HRTimeline
Jaffetilchin Investment Partners, LLC3,118$395K0.02%013F-HRTimeline
Mandatum Life Insurance Co Ltd3,113$394K0.09%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC3,092$392K<0.01%-68813F-HR/ATimelineGroup
One Capital Management, LLC3,082$390K0.01%-1,07313F-HRTimeline
Global Retirement Partners, LLC3,065$388K0.01%+81213F-HRTimeline
Advisory Alpha, LLC3,107$388K0.01%-7413F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP3,057$387K<0.01%+50013F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …3,049$386K<0.01%-29113F-HRTimelineGroup
Modern Wealth Management, LLC3,006$381K0.01%+113F-HRTimeline
Key Client Fiduciary Advisors, LLC2,997$380K0.13%+913F-HRTimeline
BELLEVUE ASSET MANAGEMENT, LLC2,980$377K0.17%+113F-HRTimeline
JT Stratford LLC2,977$377K0.05%+16713F-HRTimeline
SMITH, MOORE & CO.2,967$376K0.03%013F-HRTimeline
Regal Investment Advisors LLC2,940$372K0.02%+30013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP2,785$353K0.05%+1613F-HRTimeline
WULFF, HANSEN & CO.2,775$351K0.3%013F-HRTimeline
Sequoia Financial Advisors, LLC2,770$351K<0.01%+2413F-HRTimeline
Archer Investment Corp2,720$344K0.08%-24013F-HRTimeline
Investment Advisory Group, LLC2,716$344K0.09%-14413F-HRTimeline
Greenspring Advisors, LLC2,668$338K0.06%13F-HRTimeline
CITIZENS FINANCIAL GROUP INC/RIin group CITIZENS FINANCIAL GROUP INC/…2,648$335K<0.01%new13F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC2,580$327K0.01%+2913F-HRTimeline
Dakota Wealth Management2,560$324K0.01%013F-HR/ATimeline
Prostatis Group LLC2,537$321K0.08%-36,42013F-HRTimeline
High Net Worth Advisory Group LLC2,500$317K0.08%013F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.2,408$305K0.07%-4413F-HRTimeline
Financial Alternatives, Inc2,406$305K0.18%013F-HRTimeline
Sowell Financial Services LLC2,398$304K0.01%+12413F-HRTimeline
Clear Creek Financial Management, LLC2,391$303K0.03%+64613F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd2,391$303K0.02%+41413F-HRTimelineGroup
CHOREO, LLC2,376$301K<0.01%013F-HRTimeline
TrueWealth Advisors, LLC2,373$301K0.08%013F-HRTimeline
SeaCrest Wealth Management, LLC2,399$300K0.03%+9013F-HRTimeline
Millstone Evans Group, LLC2,367$300K0.19%013F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC2,378$299K0.01%013F-HRTimeline
IPG Investment Advisors LLC2,337$296K0.05%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.2,326$295K<0.01%013F-HRTimelineGroup
waypoint wealth counsel2,221$281K0.11%+613F-HRTimeline
PFG Advisors2,182$276K0.01%new13F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC2,180$276K<0.01%+36013F-HRTimelineGroup
Cresset Asset Management, LLC2,176$276K<0.01%013F-HR/ATimeline
TD Waterhouse Canada Inc.2,206$276K<0.01%+39813F-HRTimeline
ADAPT WEALTH ADVISORS, LLC2,150$272K0.1%013F-HRTimeline
FIRST FOUNDATION ADVISORSin group FIRST FOUNDATION ADVISORS2,128$269K0.01%new13F-HRTimelineGroup
Valeo Financial Advisors, LLC2,067$262K0.01%-40013F-HRTimeline
Y-Intercept (Hong Kong) Ltd2,019$256K0.01%-88713F-HRTimeline
Fiduciary Alliance LLC2,003$254K0.02%+613F-HRTimeline
Clearstead Advisors, LLC2,000$253K<0.01%013F-HRTimeline
Royal Capital Wealth Management, LLC2,000$253K0.16%013F-HRTimeline
Payne Capital Management, LLC2,000$253K0.08%013F-HRTimeline
KANE INVESTMENT MANAGEMENT, INC.1,999$253K0.12%+31713F-HRTimeline
Banque Cantonale Vaudoisein group Banque Cantonale Vaudoise1,998$253K0.01%+44313F-HRTimelineGroup
CARRET ASSET MANAGEMENT, LLC1,995$253K0.02%-17513F-HRTimeline
Frank, Rimerman Advisors LLC1,992$252K0.02%013F-HRTimeline
Allworth Financial LP1,979$251K<0.01%+88413F-HRTimeline
Darrow Company, Inc.2,054$250K0.12%013F-HRTimeline
Vision Capital Management, Inc.1,974$250K0.03%013F-HRTimeline
YHB Investment Advisors, Inc.1,950$247K0.02%013F-HRTimeline
Tudor Financial Inc.1,945$246K0.13%+6013F-HRTimeline
WP Advisors, LLC1,926$244K0.06%+613F-HRTimeline
CHILTON INVESTMENT CO INC.1,903$241K<0.01%new13F-HRTimeline
Americana Partners, LLC1,827$231K0.01%013F-HRTimeline
Perennial Investment Advisors, LLC1,819$230K0.02%013F-HRTimeline
Clarendon Private LLC1,790$227K0.21%013F-HRTimeline
Creekmur Asset Management LLC1,766$224K0.04%-3513F-HRTimeline
Qube Research & Technologies Ltd1,731$219K<0.01%-5,52413F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…1,702$216K0.01%013F-HRTimelineGroup
Advance Capital Management, Inc.1,662$210K0.01%013F-HRTimeline
Symphony Financial Services, Inc.1,659$210K0.11%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…1,653$209K<0.01%new13F-HRTimelineGroup
Gateway Wealth Partners, LLC1,645$208K0.03%new13F-HRTimeline
GABLES CAPITAL MANAGEMENT INC.1,605$203K0.09%013F-HRTimeline
Well Done, LLC1,599$202K0.03%new13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,500$190K<0.01%013F-HRTimelineGroup
Activest Wealth Management1,450$184K0.04%new13F-HRTimeline
LANARK FINANCIAL, INC.1,416$179K0.01%-2213F-HRTimeline
Quest 10 Wealth Builders, Inc.1,369$173K0.16%-15913F-HRTimeline
Blue Trust, Inc.1,243$157K<0.01%013F-HRTimeline
Wealthspire Advisors, LLC1,202$152K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC1,175$149K0.03%013F-HRTimelineGroup
Bear Mountain Capital, Inc.1,200$147K0.05%013F-HRTimeline
AMERIFLEX GROUP, INC.1,154$146K0.05%+50513F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC1,148$145K0.04%013F-HRTimeline
AdvisorNet Financial, Inc1,127$143K0.01%+313F-HRTimeline
Atlantic Union Bankshares Corpin group Atlantic Union Bankshares Corp1,095$139K<0.01%+113F-HRTimelineGroup
Colonial Trust Advisorsgroup of 2 filers holding1,081$137K0Timeline
BTG Pactual Asset Management US LLCin group BTG Pactual Asset Management …1,108$134K0.02%013F-HRTimelineGroup
SIGNATUREFD, LLC1,019$129K<0.01%013F-HRTimeline
Westfuller Advisors, LLC1,004$127K0.06%new13F-HRTimeline
IFP Advisors, Inc977$124K<0.01%-47713F-HR/ATimeline
Farther Finance Advisors, LLC946$120K<0.01%-8813F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT900$114K<0.01%-20013F-HRTimeline
ROTHSCHILD INVESTMENT LLC877$111K0.01%013F-HRTimeline
Boreal Capital Management LLC859$109K0.09%+113F-HRTimeline
Atlantic Edge Private Wealth Management…825$104K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC825$104K0.04%013F-HRTimeline
FIRST HORIZON CORP800$101K<0.01%13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.729$92.3K<0.01%013F-HRTimelineGroup
Anchor Investment Management, LLC701$88.7K0.01%+213F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…700$88.6K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC690$87.4K0.01%013F-HRTimeline
Bare Financial Services, Inc688$87.1K0.03%013F-HRTimeline
CALDWELL SUTTER CAPITAL, INC.641$81.2K0.03%013F-HRTimeline
JFS WEALTH ADVISORS, LLC638$80.8K<0.01%+213F-HRTimeline
Front Row Advisors LLC637$80.7K0.03%-19913F-HRTimeline
NFSG Corp616$78K0.01%+15113F-HRTimeline
CONSULTIVA WEALTH MANAGEMENT, CORP.615$77.9K0.22%013F-HRTimeline
Aptus Capital Advisors, LLC600$76K<0.01%013F-HRTimeline
Missouri Trust & Investment Co600$76K0.02%013F-HRTimeline
Team Financial Group, LLC553$70.1K0.03%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC543$68.8K<0.01%+2513F-HRTimelineGroup
Minot DeBlois Advisors LLC534$67.6K0.06%013F-HRTimeline
DHJJ Financial Advisors, Ltd.527$66.7K0.02%+2013F-HRTimeline
Root Financial Partners, LLC500$63.4K<0.01%new13F-HRTimeline
CENTRAL TRUST Co480$60.8K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…458$58K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC438$55.5K0.01%013F-HRTimeline
Westside Investment Management, Inc.420$53.2K0.01%013F-HRTimeline
Bogart Wealth, LLC416$52.7K<0.01%013F-HRTimeline
Realta Investment Advisors406$51.4K0.02%013F-HRTimeline
SYNTAX RESEARCH, INC.404$51.2K0.03%013F-HRTimeline