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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
Fisher Asset Management, LLC1,903,513$210M0.08%-83,89813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,698,803$188M0.02%+32,12113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,354,044$150M0.01%+70,53413F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,196,572$132M1.8%013F-HRTimelineGroup
SCHRODER INVESTMENT MANAGEMENT GROUP1,118,327$124M0.12%+856,25213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC1,023,916$113M0.07%+367,50813F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC824,632$91.2M0.02%+107,32013F-HRTimelineGroup
LPL Financial LLC678,478$75M0.03%+171,55913F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/652,991$72.2M0.04%+221,38313F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…643,778$71.2M0.06%+6,29513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC510,571$56.5M1.1%+28,82913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN495,995$54.8M0.01%+179,53513F-HRTimelineGroup
UBS Group AGin group UBS Group AG401,151$44.4M0.01%+26,48513F-HRTimelineGroup
FMR LLCin group FMR LLC310,388$34.3M<0.01%-4,29213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC241,559$26.7M0.04%+118,18013F-HRTimeline
WASHINGTON TRUST Co239,746$26.5M0.95%-6,32313F-HRTimeline
True Freedom Investing, LLC230,246$25.5M11.05%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA218,511$24.2M0.01%+5,03713F-HRTimelineGroup
Magnus Financial Group LLC193,219$21.4M2.06%+4,57313F-HRTimeline
MinichMacGregor Wealth Management, LLC181,005$20M4.16%+87,24813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC176,119$19.5M0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding168,918$18.7M+48,522Timeline
Cetera Investment Advisers167,944$18.6M0.04%+36,54913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.166,272$18.4M0.04%+4,49013F-HR/ATimelineGroup
SCOTIA CAPITAL INC.161,422$17.9M0.09%+1,53113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC156,988$17.4M<0.01%+69,25913F-HRTimelineGroup
GDS Wealth Management137,208$15.2M1.38%-10,01813F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding124,918$13.8M-2,496Timeline
PATTEN & PATTEN INC/TN119,610$13.2M0.87%-3,90513F-HRTimeline
XML Financial, LLC112,867$12.5M1.14%+1,26213F-HRTimeline
Cambridge Investment Research Advisors,…111,843$12.4M0.04%-13,33613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…110,340$12.2M0.02%-46813F-HRTimelineGroup
PINKERTON WEALTH, LLC104,857$11.6M1.68%+13,41113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …102,141$11.3M0.01%-667,21013F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,072$10.7M0.01%+3,55213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC91,813$10.2M<0.01%-1,21013F-HRTimelineGroup
OneDigital Investment Advisors LLC91,487$10.1M0.12%-11,60513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,448$10.1M<0.01%+46,09513F-HRTimelineGroup
Moloney Securities Asset Management, LLC85,350$9.44M1.27%+3,07713F-HRTimeline
TOWNSQUARE CAPITAL LLC84,761$9.37M0.11%+61513F-HRTimeline
NORDEN GROUP LLC83,859$9.27M1.05%+52813F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,621$9.14M0.08%-58613F-HRTimelineGroup
Finley Financial, LLC74,280$8.46M4.4%13F-HRTimeline
Prostatis Group LLC71,483$7.9M2.3%new13F-HRTimeline
AE Wealth Management LLC68,798$7.61M0.06%-1,48913F-HRTimeline
Second Half Financial Partners, LLC67,722$7.49M3.66%+32,27513F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…67,404$7.45M0.01%+65,54313F-HRTimelineGroup
First Citizens Financial Corp63,870$7.06M3.83%-99913F-HRTimeline
Sanctuary Advisors, LLC55,100$6.54M0.04%+3,79913F-HRTimeline
Three Seasons Wealth, LLC54,753$6.05M2.95%-3,56113F-HRTimeline
Stillwater Capital Advisors, LLC54,509$6.03M0.75%+3,35213F-HRTimeline
Janney Montgomery Scott LLC53,268$5.89M0.02%+7,44113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management50,588$5.59M0.08%-2,91113F-HRTimelineGroup
Sharp Wealth Advisory, LLC49,815$5.51M4.18%+1,13013F-HRTimeline
Trek Financial, LLC47,371$5.24M0.39%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…46,645$5.16M0.14%-5,88013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC40,925$4.53M0.01%+21,79613F-HRTimelineGroup
NewEdge Advisors, LLC38,985$4.31M0.03%+11,51213F-HRTimeline
HC Advisors, LLC38,563$4.26M3.42%-2,00513F-HRTimeline
CoreCap Advisors, LLC38,403$4.25M0.19%+5,58013F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC36,520$4.04M0.74%-5513F-HRTimeline
KKM Financial LLC35,222$4.02M1.68%+13,24613F-HRTimeline
WORLD EQUITY GROUP, INC.36,258$4.01M0.86%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,005$3.98M<0.01%+14,92913F-HRTimelineGroup
SYNOVUS FINANCIAL CORP35,977$3.98M0.05%-59013F-HRTimeline
Financial Management Professionals, Inc.34,745$3.84M0.49%+1,23213F-HRTimeline
Kingsview Wealth Management, LLC34,689$3.84M0.07%new13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC34,379$3.8M2.37%-98713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,857$3.63M0.01%+1,89413F-HRTimelineGroup
First Heartland Consultants, Inc.31,204$3.45M0.35%+2,55613F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.29,628$3.28M<0.01%+17,09413F-HRTimelineGroup
Private Advisor Group, LLC29,060$3.21M0.02%-8,31013F-HRTimeline
Gerber Kawasaki Wealth & Investment Man…28,722$3.18M0.14%+66613F-HRTimeline
Colony Family Offices, LLC27,611$3.05M0.96%013F-HRTimeline
EWG Elevate Inc.27,009$2.99M0.91%+16,17013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,632$2.95M0.01%-56613F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,735$2.85M<0.01%-5813F-HRTimelineGroup
INDEPENDENT FINANCIAL GROUP, LLC24,983$2.76M0.09%+1,35013F-HRTimeline
Geneos Wealth Management Inc.24,364$2.69M0.09%-3413F-HRTimeline
Eagle Strategies LLC23,616$2.61M0.45%+47713F-HRTimeline
bLong Financial, LLC23,386$2.59M2.13%13F-HRTimeline
CX Institutional23,195$2.56M0.1%+34813F-HRTimeline
Somerset Group LLC22,848$2.53M2.31%-13213F-HRTimeline
Balboa Wealth Partners22,666$2.51M0.57%-6,33213F-HRTimeline
SYON CAPITAL LLC22,466$2.48M0.22%new13F-HRTimeline
Mutual Advisors, LLC21,563$2.48M0.07%+12,01913F-HRTimeline
HighTower Advisors, LLC21,034$2.33M<0.01%-83913F-HRTimeline
Kovack Advisors, Inc.19,828$2.19M0.22%+89713F-HRTimeline
Wealthstar Advisors, LLC19,515$2.16M0.94%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC18,978$2.1M<0.01%-22,65613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…18,944$2.09M<0.01%+8,82913F-HR/ATimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,864$2.09M0.02%+1,20013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC18,306$2.02M0.01%+2,40513F-HRTimeline
Advisory Services Network, LLC18,106$2M0.04%-69313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,654$1.95M0.18%-54113F-HRTimeline
Koshinski Asset Management, Inc.17,042$1.88M0.17%+1,41713F-HRTimeline
MILLENNIUM MANAGEMENT LLCin group MILLENNIUM MANAGEMENT LLC16,659$1.84M<0.01%+10813F-HRTimelineGroup
DAVENPORT & Co LLC16,643$1.84M0.01%-11013F-HRTimeline
AFT, FORSYTH & COMPANY, INC.16,513$1.83M0.9%-55913F-HRTimeline
Clear Creek Financial Management, LLC16,333$1.81M0.2%+2,50413F-HRTimeline
Callan Capital, LLC15,824$1.75M0.13%-2413F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,701$1.74M0.18%-1,16513F-HRTimeline
Creative Planningin group Creative Planning15,309$1.69M<0.01%+78613F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management15,259$1.69M0.05%+14,40813F-HRTimelineGroup
Nikulski Financial, Inc.15,099$1.67M0.49%+79613F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC14,300$1.58M<0.01%+6,20013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP14,095$1.56M0.02%-4,46813F-HRTimeline
HARMONY ASSET MANAGEMENT LLC13,991$1.55M0.61%-5,67613F-HRTimeline
Apeiron RIA LLC13,708$1.52M0.42%+3,83913F-HRTimeline
Avior Wealth Management, LLC13,704$1.52M0.06%+1,58913F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP17,969$1.44M<0.01%-2,31313F-HRTimelineGroup
MAI Capital Management12,802$1.42M0.01%+7513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,492$1.38M<0.01%+3,12913F-HRTimelineGroup
FIG FINANCIAL ADVISORY SERVICES INC /ADV12,329$1.36M0.93%13F-HRTimeline
Integrated Advisors Network LLC12,260$1.36M0.07%+3,62213F-HRTimeline
J.W. COLE ADVISORS, INC.12,238$1.35M0.05%-3,07913F-HRTimeline
Federation des caisses Desjardins du Qu…12,191$1.35M0.01%+1,71513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding12,086$1.34M+161Timeline
Aveo Capital Partners, LLC12,023$1.33M0.15%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,015$1.33M0.05%-3013F-HRTimelineGroup
Essex LLC11,601$1.28M0.27%-2313F-HRTimeline
KCM INVESTMENT ADVISORS LLC11,524$1.27M0.04%-5513F-HRTimeline
Prospera Financial Services Inc11,415$1.26M0.03%+9,12813F-HRTimeline
Fulcrum Equity Management11,341$1.25M1.24%new13F-HRTimeline
Navis Wealth Advisors, LLC11,270$1.25M1.36%+4713F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV11,264$1.25M<0.01%-4,52013F-HRTimeline
Chesapeake Wealth Management10,778$1.19M0.41%-1,14113F-HRTimeline
BLAIR WILLIAM & CO/IL10,650$1.18M<0.01%+3,09113F-HRTimeline
WESPAC Advisors, LLC10,621$1.17M0.86%+15613F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,570$1.17M0.01%013F-HRTimelineGroup
Gladstone Institutional Advisory LLC10,559$1.17M0.05%+5,07113F-HRTimeline
Kesler, Norman & Wride, LLC10,129$1.12M0.24%+1,39313F-HRTimeline
WealthCare Investment Partners, LLC10,037$1.11M0.48%new13F-HRTimeline
COMERICA BANK9,852$1.09M<0.01%+9313F-HR/ATimeline
Atria Investments, Inc9,810$1.08M0.01%+2,52213F-HRTimeline
One Charles Private Wealth Services, LLC9,792$1.08M0.36%+24013F-HRTimeline
Matthew Goff Investment Advisor, LLC9,695$1.07M0.2%013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS9,611$1.06M<0.01%+76713F-HRTimeline
Steward Partners Investment Advisory, L…9,545$1.06M0.01%+5,36913F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,152$1.01M0.01%-19713F-HRTimelineGroup
Wealth Management Partners, LLC8,877$982K0.42%+1,34213F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,845$978K0.78%013F-HRTimeline
Sigma Planning Corp8,593$950K0.03%-26513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,576$948K<0.01%013F-HRTimelineGroup
IHT Wealth Management, LLC8,546$945K0.03%-5813F-HRTimeline
One Capital Management, LLC8,499$940K0.03%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,243$912K<0.01%-65313F-HRTimelineGroup
Quantinno Capital Management LP8,049$890K0.01%+79413F-HRTimeline
Prime Capital Investment Advisors, LLC7,991$884K0.01%013F-HRTimeline
Glenview Trust Co7,924$876K0.02%+2,02913F-HRTimeline
Robertson Stephens Wealth Management, L…7,666$848K0.03%-5,89913F-HRTimeline
HFG Advisors, Inc.7,631$844K0.74%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,591$839K0.03%new13F-HRTimeline
Yeomans Consulting Group, Inc.7,547$835K0.31%+1,66513F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,544$834K0.02%+1013F-HRTimelineGroup
Joel Isaacson & Co., LLC7,440$823K0.04%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.7,353$813K0.04%new13F-HR/ATimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,353$813K<0.01%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC7,231$800K0.38%-15013F-HRTimeline
CWM, LLCin group CWM, LLC7,182$794K<0.01%+3,46313F-HRTimelineGroup
Haverford Trust Co7,041$779K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC6,863$764K0.03%+4513F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,820$754K<0.01%013F-HRTimelineGroup
HF Advisory Group, LLC6,559$725K0.33%-3413F-HRTimeline
Keeley-Teton Advisors, LLC6,460$714K0.08%-16013F-HRTimeline
Watts Gwilliam & Co., LLC6,426$713K0.15%-39213F-HRTimeline
Beacon Pointe Advisors, LLC6,446$713K0.01%+1,57913F-HRTimeline
B. Riley Wealth Advisors, Inc.6,404$708K0.02%-6913F-HRTimeline
CENTRAL VALLEY ADVISORS, LLC6,374$705K0.32%-99313F-HRTimeline
Financial Freedom, LLC6,347$702K0.37%+90513F-HRTimeline
Wealth Management Associates, Inc.6,287$695K0.3%+19813F-HRTimeline
Councilor Wealth, LLC6,220$688K0.33%+113F-HRTimeline
Arkadios Wealth Advisors6,218$688K0.04%+40013F-HRTimeline
Bigelow Investment Advisors, LLC6,130$678K0.32%013F-HRTimeline
Empirical Asset Management, LLC6,093$674K0.23%-45413F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,993$663K0.02%013F-HRTimelineGroup
Trademark Financial Management, LLC5,925$655K0.52%+86013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,862$648K0.02%+59913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.5,847$647K<0.01%+1,27513F-HRTimeline
NAVELLIER & ASSOCIATES INC5,788$640K0.08%new13F-HRTimeline
Csenge Advisory Group5,784$640K0.03%+2,51213F-HRTimeline
Acropolis Investment Management, LLC5,740$635K0.04%013F-HRTimeline
Biondo Investment Advisors, LLC5,555$614K0.08%+63013F-HRTimeline
Laidlaw Wealth Management LLC5,534$612K0.27%-10213F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC5,503$608K<0.01%+413F-HRTimelineGroup
Simmons Bankin group Simmons Bank5,400$597K0.04%013F-HRTimelineGroup
Delta Financial Group, Inc.5,392$596K0.14%new13F-HRTimeline
ADELL HARRIMAN & CARPENTER INC5,352$592K0.04%-10013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,339$590K<0.01%-49513F-HRTimelineGroup
Modera Wealth Management, LLC5,210$576K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC5,131$567K0.03%-1,08113F-HRTimeline
Sargent Investment Group, LLC5,130$561K0.09%new13F-HRTimeline
Tyler-Stone Wealth Management5,061$560K0.1%+1213F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,058$559K0.05%-20213F-HRTimelineGroup
Visionary Wealth Advisors5,031$556K0.03%-97713F-HRTimeline
FineMark National Bank & Trust4,934$546K0.02%013F-HRTimeline
Pacific Sun Financial Corp4,842$535K0.29%-2013F-HRTimeline
GILL CAPITAL PARTNERS, LLC4,826$534K0.19%-41013F-HRTimeline
Capital Wealth Alliance, LLC4,777$528K0.3%-6313F-HRTimeline
Merit Financial Group, LLC4,729$523K0.01%new13F-HRTimeline