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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
Fisher Asset Management, LLC1,829,686$206M0.09%-73,82713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,556,693$176M0.02%-142,11013F-HRTimelineGroup
FIL Ltdin group FIL Ltd1,535,804$173M0.16%new13F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,498,231$169M0.16%+1,396,09013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,401,896$158M0.01%+47,85213F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,196,572$135M2.07%013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC929,654$105M0.02%+105,02213F-HR/ATimelineGroup
LPL Financial LLC742,926$83.8M0.03%+64,44813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…688,878$77.7M0.06%+45,10013F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC661,142$74.6M0.05%-362,77413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC648,435$73.2M1.75%+137,86413F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/636,281$71.8M0.04%-16,71013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN517,298$58.4M0.01%+21,30313F-HRTimelineGroup
UBS Group AGin group UBS Group AG409,948$46.3M0.01%+8,79713F-HRTimelineGroup
FMR LLCin group FMR LLC301,388$34M<0.01%-9,00013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA300,338$33.9M0.01%+81,82713F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC253,066$28.6M0.04%+11,50713F-HRTimeline
Magnus Financial Group LLC195,534$22.1M2.14%+2,31513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC187,831$21.2M0.01%+11,71213F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC186,832$21.1M4.72%+5,82713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.184,145$20.8M0.05%+17,87313F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 3 filers holding174,583$19.7M+5,665Timeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC170,565$19.2M0.01%+13,57713F-HRTimelineGroup
SCOTIA CAPITAL INC.163,022$18.4M0.1%+1,60013F-HRTimeline
Cetera Investment Advisers136,967$15.5M0.03%-30,97713F-HRTimeline
PATTEN & PATTEN INC/TN118,391$13.4M0.89%-1,21913F-HRTimeline
Cambridge Investment Research Advisors,…116,713$13.2M0.04%+4,87013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC111,800$12.6M<0.01%+19,98713F-HRTimelineGroup
XML Financial, LLC111,725$12.6M1.18%-1,14213F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…109,906$12.4M0.03%-43413F-HR/ATimelineGroup
Prospera Financial Services Inc103,056$11.6M0.27%+91,64113F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO88,473$9.98M<0.01%-2,97513F-HRTimelineGroup
OneDigital Investment Advisors LLC86,961$9.81M0.12%-4,52613F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,875$9.35M0.08%+25413F-HRTimelineGroup
WASHINGTON TRUST Co80,607$9.1M0.35%-159,13913F-HRTimeline
Finley Financial, LLC73,915$8.17M4.55%-36513F-HRTimeline
Sanctuary Advisors, LLC72,279$8.16M0.06%+17,17913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP70,597$7.97M0.01%-26,47513F-HRTimelineGroup
First Citizens Financial Corp63,715$7.19M4.07%-15513F-HRTimeline
Stillwater Capital Advisors, LLC60,677$6.85M0.96%+6,16813F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP56,298$6.29M0.01%-1,062,02913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP56,072$6.26M0.01%+20,06713F-HR/ATimelineGroup
Janney Montgomery Scott LLC54,837$6.19M0.02%+1,56913F-HRTimeline
Summit Financial Consulting LLC52,964$5.98M5.55%13F-HRTimeline
CX Institutional47,085$5.31M0.2%+23,89013F-HRTimeline
Mariner, LLCin group Mariner, LLC44,203$4.99M0.01%+3,27813F-HRTimelineGroup
NewEdge Advisors, LLC43,433$4.9M0.03%+4,44813F-HRTimeline
Private Advisor Group, LLC42,066$4.75M0.03%+13,00613F-HRTimeline
Gimbal Financial40,359$4.55M4.11%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC39,816$4.49M<0.01%+20,83813F-HRTimelineGroup
HC Advisors, LLC37,918$4.28M3.2%-64513F-HRTimeline
Ethos Financial Group, LLC37,700$4.25M0.41%new13F-HRTimeline
SYNOVUS FINANCIAL CORP35,893$4.05M0.05%-8413F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC34,955$3.94M0.76%-1,56513F-HRTimeline
KKM Financial LLC34,162$3.86M1.63%-1,06013F-HRTimeline
AE Wealth Management LLC32,544$3.67M0.03%-36,25413F-HRTimeline
Tepp RIA, LLC31,351$3.54M4.8%new13F-HRTimeline
First Heartland Consultants, Inc.30,918$3.49M0.36%-28613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.30,765$3.47M0.03%+11,90113F-HRTimelineGroup
Gerber Kawasaki Wealth & Investment Man…29,833$3.37M0.15%+1,11113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP29,300$3.31M0.01%-3,55713F-HRTimelineGroup
HighTower Advisors, LLC29,051$3.28M<0.01%+8,01713F-HRTimeline
Prostatis Group LLC28,445$3.21M1.01%-43,03813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…28,015$3.16M0.01%+1,38313F-HRTimelineGroup
Financial Management Professionals, Inc.27,367$3.09M0.39%-7,37813F-HRTimeline
EWG Elevate Inc.27,069$3.05M1.16%+6013F-HRTimeline
Transform Wealth, LLC26,476$2.99M0.18%new13F-HRTimeline
SYON CAPITAL LLC26,151$2.95M0.24%+3,68513F-HRTimeline
Colony Family Offices, LLC25,681$2.9M0.9%-1,93013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…25,589$2.89M<0.01%-14613F-HRTimelineGroup
Eagle Strategies LLC24,067$2.72M0.47%+45113F-HRTimeline
Somerset Group LLC23,959$2.7M2.46%+1,11113F-HRTimeline
Geneos Wealth Management Inc.23,452$2.65M0.04%-91213F-HRTimeline
Wealthstar Advisors, LLC20,146$2.27M1.04%+63113F-HRTimeline
Kovack Advisors, Inc.19,682$2.22M0.24%-14613F-HRTimeline
Mutual Advisors, LLC20,232$2.21M0.06%-1,33113F-HRTimeline
MML INVESTORS SERVICES, LLC19,426$2.19M0.01%+1,12013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,200$2.17M<0.01%+10,95713F-HRTimelineGroup
WealthCare Investment Partners, LLC20,082$2.07M0.88%+10,04513F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC18,072$1.98M0.17%+41813F-HRTimeline
DAVENPORT & Co LLC17,367$1.96M0.01%+72413F-HRTimeline
Koshinski Asset Management, Inc.16,915$1.91M0.16%-12713F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management16,720$1.89M0.06%+1,46113F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.16,516$1.86M1%+313F-HRTimeline
Apeiron RIA LLC16,323$1.84M0.56%+2,61513F-HRTimeline
Avior Wealth Management, LLC16,222$1.83M0.07%+2,51813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…16,127$1.82M<0.01%-2,81713F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,701$1.77M0.2%013F-HRTimeline
Callan Capital, LLC15,627$1.76M0.13%-19713F-HRTimeline
Atria Investments, Inc15,377$1.74M0.02%+5,56713F-HRTimeline
Creative Planningin group Creative Planning15,342$1.73M<0.01%+3313F-HRTimelineGroup
CW Advisors, LLC15,017$1.7M0.02%+11,92713F-HRTimeline
Nikulski Financial, Inc.14,731$1.66M0.5%-36813F-HRTimeline
Steward Partners Investment Advisory, L…14,172$1.6M0.01%+4,62713F-HRTimeline
Gladstone Institutional Advisory LLC14,149$1.6M0.07%+3,59013F-HRTimeline
Curi Capital, LLC13,403$1.51M0.04%new13F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP13,136$1.48M0.02%-95913F-HRTimeline
HARMONY ASSET MANAGEMENT LLC12,919$1.46M0.61%-1,07213F-HRTimeline
MAI Capital Management12,649$1.43M0.01%-15313F-HRTimeline
WESPAC Advisors, LLC12,541$1.42M1.15%+1,92013F-HRTimeline
FIG FINANCIAL ADVISORY SERVICES INC /ADV12,495$1.41M0.99%+16613F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,148$1.37M0.05%+62413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,135$1.37M<0.01%-35713F-HRTimelineGroup
Quantinno Capital Management LP12,133$1.37M0.01%+4,08413F-HRTimeline
Federation des caisses Desjardins du Qu…11,875$1.34M0.01%-31613F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…12,074$1.34M0.05%+5913F-HRTimelineGroup
TUDOR INVESTMENT CORP ET AL11,618$1.31M0.01%new13F-HRTimeline
BLAIR WILLIAM & CO/IL11,402$1.29M<0.01%+75213F-HRTimeline
Navis Wealth Advisors, LLC11,307$1.28M1.25%+3713F-HRTimeline
One Capital Management, LLC11,288$1.27M0.04%+2,78913F-HRTimeline
Smartleaf Asset Management LLC11,026$1.23M0.12%+10,86913F-HRTimeline
Essex LLC10,722$1.21M0.26%-87913F-HRTimeline
Kesler, Norman & Wride, LLC10,661$1.2M0.23%+53213F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,570$1.19M0.01%013F-HRTimelineGroup
Sigma Planning Corp10,248$1.16M0.04%+1,65513F-HRTimeline
Clal Insurance Enterprises Holdings Ltdin group Clal Insurance Enterprises Ho…10,000$1.13M0.01%new13F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding9,796$1.11M-2,290Timeline
CAPTRUST FINANCIAL ADVISORS9,709$1.1M<0.01%+9813F-HRTimeline
Matthew Goff Investment Advisor, LLC9,695$1.09M0.2%013F-HRTimeline
Prime Capital Investment Advisors, LLC9,627$1.09M0.01%+1,63613F-HRTimeline
One Charles Private Wealth Services, LLC9,612$1.08M0.35%-18013F-HRTimeline
Chesapeake Wealth Management9,523$1.07M0.38%-1,25513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV9,225$1.04M<0.01%-2,03913F-HRTimeline
ALLSTATE CORPin group ALLSTATE CORP9,200$1.04M0.03%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,152$1.03M0.02%013F-HRTimelineGroup
COMERICA BANK9,133$1.03M<0.01%-71913F-HRTimeline
Wealth Management Partners, LLC9,100$1.03M0.48%+22313F-HRTimeline
CWM, LLCin group CWM, LLC8,873$1M<0.01%+1,69113F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD8,845$998K0.86%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,790$992K<0.01%+21413F-HRTimelineGroup
IHT Wealth Management, LLC8,748$987K0.03%+20213F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP8,434$952K<0.01%-9,53513F-HRTimelineGroup
GWN SECURITIES INC.8,150$947K0.05%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC8,202$926K0.03%+61113F-HRTimeline
Merit Financial Group, LLC8,179$923K0.01%+3,45013F-HRTimeline
Arkadios Wealth Advisors7,687$868K0.03%+1,46913F-HRTimeline
Joel Isaacson & Co., LLC7,662$865K0.04%+22213F-HRTimeline
HFG Advisors, Inc.7,631$861K0.74%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,552$852K0.02%+813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,453$841K<0.01%+10013F-HRTimelineGroup
Nova Wealth Management, Inc.7,140$806K0.7%+2,44113F-HR/ATimeline
Haverford Trust Co7,041$795K0.01%013F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…6,877$776K<0.01%-60,52713F-HRTimelineGroup
Valmark Advisers, Inc.6,853$773K0.01%+2,71013F-HRTimeline
Chicago Partners Investment Group LLC6,869$771K0.03%+613F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,820$770K<0.01%013F-HRTimelineGroup
Robertson Stephens Wealth Management, L…6,763$763K0.03%-90313F-HRTimeline
Wealth Management Associates, Inc.6,755$762K0.33%+46813F-HRTimeline
Gotham Asset Management, LLC6,728$759K0.01%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC6,716$758K0.37%-51513F-HRTimeline
Beacon Pointe Advisors, LLC6,651$751K0.01%+20513F-HRTimeline
Virtue Capital Management, LLC6,589$743K0.09%new13F-HRTimeline
B. Riley Wealth Advisors, Inc.6,584$743K0.02%+18013F-HRTimeline
HF Advisory Group, LLC6,533$737K0.32%-2613F-HRTimeline
Financial Freedom, LLC6,511$735K0.42%+16413F-HRTimeline
Empirical Asset Management, LLC6,461$729K0.25%+36813F-HRTimeline
Watts Gwilliam & Co., LLC6,342$716K0.16%-8413F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,236$704K<0.01%+38913F-HRTimeline
Councilor Wealth, LLC6,221$702K0.35%+113F-HRTimeline
Bigelow Investment Advisors, LLC6,030$680K0.32%-10013F-HRTimeline
Biondo Investment Advisors, LLC5,965$673K0.1%+41013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,963$673K0.02%+10113F-HRTimelineGroup
Meridian Wealth Management, LLC5,801$655K0.03%+2,54113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management5,790$653K0.01%-44,79813F-HRTimelineGroup
Csenge Advisory Group6,161$650K0.04%+37713F-HRTimeline
Delta Financial Group, Inc.5,662$647K0.15%+27013F-HRTimeline
Walleye Trading LLCin group Walleye Capital LLC5,716$645K0.02%new13F-HRTimelineGroup
Buck Wealth Strategies, LLC5,640$636K0.12%new13F-HRTimeline
Glenview Trust Co5,472$618K0.01%-2,45213F-HR/ATimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,466$617K0.02%-52713F-HRTimelineGroup
Acropolis Investment Management, LLC5,410$611K0.04%-33013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC5,410$611K<0.01%+7113F-HRTimelineGroup
Simmons Bankin group Simmons Bank5,391$608K0.05%-913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.5,373$606K0.02%-6,86513F-HRTimeline
GTS SECURITIES LLC5,338$602K0.03%+1,42813F-HRTimeline
FineMark National Bank & Trust5,320$600K0.02%+38613F-HRTimeline
NAPATREE CAPITAL LLC5,312$599K0.34%+97213F-HRTimeline
Retirement Planning Group, LLC5,305$599K0.03%+2,10213F-HRTimeline
Modera Wealth Management, LLC5,210$588K0.01%013F-HRTimeline
MONTAG A & ASSOCIATES INC5,131$579K0.03%013F-HRTimeline
Sargent Investment Group, LLC5,130$579K0.09%013F-HRTimeline
Redwood Financial Network Corp5,127$579K0.44%+1,42613F-HRTimeline
HARBOUR INVESTMENTS, INC.5,072$572K0.02%+2,19513F-HRTimeline
Tyler-Stone Wealth Management5,070$572K0.1%+913F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,050$570K0.05%-813F-HRTimelineGroup
Tidemark, LLC5,040$569K0.21%+3,60013F-HRTimeline
Visionary Wealth Advisors5,031$568K0.03%013F-HRTimeline
Sunbelt Securities, Inc.5,003$565K0.05%+87513F-HRTimeline
Keeley-Teton Advisors, LLC4,985$563K0.07%-1,47513F-HRTimeline
Whitener Capital Management, Inc.4,945$558K0.16%+98613F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC4,926$556K0.31%new13F-HRTimeline
Pacific Sun Financial Corp4,847$547K0.31%+513F-HRTimeline
Valeo Financial Advisors, LLC4,837$546K0.02%+13813F-HRTimeline
Western Wealth Management, LLC4,696$530K0.04%+2,22813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC4,688$529K<0.01%-81513F-HRTimelineGroup
Fort Point Capital Partners LLC4,661$526K0.06%+30513F-HRTimeline
GDS Wealth Management4,649$525K0.04%-132,55913F-HRTimeline
D.A. DAVIDSON & CO.4,642$524K<0.01%+8813F-HRTimeline
Advisory Services Network, LLC4,617$521K0.01%-13,48913F-HRTimeline
Gryphon Financial Partners LLC4,611$520K0.08%013F-HRTimeline