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Disclosery

IYF ISHARES TR

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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
Team Financial Group, LLC552$66.8K0.03%new13F-HRTimeline
Arax Advisory Partners547$66.2K<0.01%013F-HRTimeline
Minot DeBlois Advisors LLC534$64.6K0.06%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC518$62.7K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.507$61.3K0.02%-8613F-HRTimeline
CENTRAL TRUST Co480$58.1K<0.01%013F-HRTimeline
NFSG Corp465$56.2K0.01%+13113F-HRTimeline
Annis Gardner Whiting Capital Advisors,…458$55.4K0.02%013F-HRTimeline
GPS Wealth Strategies Group, LLC438$53K0.01%013F-HRTimeline
Westside Investment Management, Inc.420$50.8K0.01%+2513F-HRTimeline
Bogart Wealth, LLC416$50.3K<0.01%013F-HRTimeline
Realta Investment Advisors406$49.1K0.02%013F-HRTimeline
SYNTAX RESEARCH, INC.404$48.9K0.03%013F-HRTimeline
Rise Advisors, LLC364$44K0.02%+13713F-HRTimeline
Parallel Advisors, LLC332$40.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC332$40.2K<0.01%+2713F-HRTimeline
Center for Financial Planning, Inc.310$37.5K<0.01%013F-HRTimeline
Financial Perspectives, Inc301$36.5K0.01%013F-HRTimeline
MTM Investment Management, LLC300$36.3K0.01%013F-HRTimeline
Park Square Financial Group, LLC300$36.3K0.03%013F-HRTimeline
WEST PACES ADVISORS INC.295$35.7K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC285$34.5K<0.01%-8113F-HRTimeline
Accredited Wealth Management, LLC265$32.1K0.03%013F-HRTimeline
North Star Investment Management Corp.255$30.9K<0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…238$28.8K0.01%013F-HRTimeline
Pacific Center for Financial Services236$28.6K0.01%013F-HRTimeline
Princeton Global Asset Management LLC215$26K<0.01%013F-HRTimeline
WHITTIER TRUST CO210$25.4K<0.01%013F-HRTimeline
HALBERT HARGROVE GLOBAL ADVISORS, LLC206$24.9K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC197$23.9K<0.01%-11413F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC194$23.5K0.01%-2613F-HRTimeline
RED LIGHTHOUSE INVESTMENT MANAGEMENT, L…184$22.3K0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC156$19K<0.01%013F-HRTimelineGroup
Dunhill Financial, LLC150$18.1K0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV118$14.3K<0.01%-3613F-HRTimeline
Rialto Wealth Management, LLC112$13.6K<0.01%-49013F-HRTimeline
Creative Capital Management Investments…109$13.2K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.101$12.2K<0.01%013F-HRTimeline
Addison Advisors LLC100$12.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC94$11.4K<0.01%013F-HRTimeline
Abound Wealth Management88$10.6K<0.01%013F-HRTimeline
Founders Capital Management87$10.5K0.01%013F-HRTimeline
SITTNER & NELSON, LLC81$9.8K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC50$6.05K<0.01%013F-HRTimeline
Rossby Financial, LCC50$6.05K<0.01%013F-HRTimeline
Fourth Dimension Wealth, LLC50$6.05K<0.01%013F-HRTimeline
Concord Wealth Partnersin group Concord Wealth Partners45$5.5K<0.01%013F-HRTimelineGroup
Parkside Financial Bank & Trust45$5.45K<0.01%013F-HRTimeline
Independence Bank of Kentucky45$5.45K<0.01%-7013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC45$5.45K<0.01%013F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC43$5.2K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…38$4.62K<0.01%013F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.30$4K<0.01%013F-HRTimeline
New Millennium Group LLC21$2.54K<0.01%-5013F-HRTimeline
Avion Wealth23$2K<0.01%013F-HR/ATimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…10$1.2K<0.01%new13F-HRTimelineGroup
Register Financial Advisors LLC8$968<0.01%013F-HRTimeline
Kessler Investment Group, LLC3$399<0.01%013F-HRTimeline
Bellwether Advisors, LLC1$121<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.