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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
Fisher Asset Management, LLC1,833,966$222M0.09%+4,28013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,517,255$184M0.01%+115,35913F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,500,322$182M0.01%-56,37113F-HRTimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,196,572$145M1.91%013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …983,100$119M0.11%-515,13113F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…701,987$84.9M0.06%+13,10913F-HRTimelineGroup
LPL Financial LLC695,028$84.1M0.03%-47,89813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC693,945$84M0.01%-235,70913F-HRTimelineGroup
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC640,575$77.5M0.05%-20,56713F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC595,610$72.1M1.48%-52,82513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN482,289$58.4M0.01%-35,00913F-HRTimelineGroup
UBS Group AGin group UBS Group AG389,548$47.1M0.01%-20,40013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP363,900$44M0.08%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO343,215$41.5M<0.01%+254,74213F-HRTimelineGroup
FMR LLCin group FMR LLC293,504$35.5M<0.01%-7,88413F-HRTimelineGroup
PINKERTON WEALTH, LLC283,035$34.2M4.09%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA278,214$33.7M0.01%-22,12413F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC246,618$29.8M0.04%-6,44813F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC221,240$26.8M0.58%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,771$23.9M0.01%+9,94013F-HRTimelineGroup
Magnus Financial Group LLC197,514$23.9M2.1%+1,98013F-HRTimeline
True Freedom Investing, LLC196,556$23.8M9.36%13F-HRTimeline
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding195,756$23.7M+194,390Timeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.190,665$23.1M0.04%+6,52013F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC184,812$22.4M0.01%+14,24713F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding176,182$21.3M+1,599Timeline
SCOTIA CAPITAL INC.164,016$19.8M0.09%+99413F-HRTimeline
Cetera Investment Advisers162,049$19.6M0.03%+25,08213F-HRTimeline
SPC Financial, Inc.152,659$18.5M1.55%new13F-HRTimeline
SCHRODER INVESTMENT MANAGEMENT GROUP143,300$17.2M0.01%+87,00213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC127,302$15.4M<0.01%+15,50213F-HRTimelineGroup
Cambridge Investment Research Advisors,…118,170$14.3M0.04%+1,45713F-HRTimeline
PATTEN & PATTEN INC/TN117,472$14.2M0.92%-91913F-HRTimeline
MinichMacGregor Wealth Management, LLC115,018$13.9M2.98%-71,81413F-HRTimeline
OneDigital Investment Advisors LLC114,788$13.9M0.15%+27,82713F-HRTimeline
Camarda Financial Advisors, LLC113,138$13.7M5.38%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…112,364$13.6M0.03%+2,45813F-HR/ATimelineGroup
XML Financial, LLC111,424$13.5M1.17%-30113F-HRTimeline
Horizon Wealth Management, LLC110,892$13.4M2.36%new13F-HRTimeline
Sanctuary Advisors, LLC96,707$11.7M0.07%+24,42813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP95,481$11.6M0.01%+24,88413F-HRTimelineGroup
Advisory Services Network, LLC91,004$11.1M0.18%+86,38713F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…82,080$9.93M0.08%-79513F-HRTimelineGroup
Finley Financial, LLC73,625$8.91M4.48%-29013F-HRTimeline
Prasad Wealth Partners, LLC68,017$8.23M2.41%new13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP66,586$7.99M0.01%+10,51413F-HRTimelineGroup
WASHINGTON TRUST Co61,512$7.44M0.26%-19,09513F-HRTimeline
Stillwater Capital Advisors, LLC60,376$7.3M0.93%-30113F-HRTimeline
First Citizens Financial Corp56,145$6.79M3.74%-7,57013F-HRTimeline
Summit Financial Consulting LLC53,425$6.46M5.81%+46113F-HRTimeline
Janney Montgomery Scott LLC52,633$6.37M0.02%-2,20413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.51,366$6.21M0.05%+20,60113F-HRTimelineGroup
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/50,872$6.15M<0.01%-585,40913F-HRTimelineGroup
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI50,250$6.12M0.05%new13F-HRTimelineGroup
NewEdge Advisors, LLC47,569$5.76M0.03%+4,13613F-HRTimeline
Private Advisor Group, LLC47,210$5.71M0.03%+5,14413F-HRTimeline
Mariner, LLCin group Mariner, LLC45,763$5.54M0.01%+1,56013F-HRTimelineGroup
AE Wealth Management LLC41,871$5.07M0.04%+9,32713F-HRTimeline
Eagle Strategies LLC39,758$4.81M0.73%+15,69113F-HRTimeline
Prostatis Group LLC38,957$4.71M1.35%+10,51213F-HRTimeline
Prospera Financial Services Inc37,566$4.55M0.08%-65,49013F-HRTimeline
Ethos Financial Group, LLC37,487$4.54M0.39%-21313F-HRTimeline
HC Advisors, LLC37,457$4.53M3.2%-46113F-HRTimeline
SYNOVUS FINANCIAL CORP36,139$4.37M0.05%+24613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC34,730$4.2M0.75%-22513F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding33,491$4.05M+23,695Timeline
Gerber Kawasaki Wealth & Investment Man…32,845$3.97M0.15%+3,01213F-HRTimeline
First Heartland Consultants, Inc.32,205$3.9M0.35%+1,28713F-HRTimeline
KKM Financial LLC32,134$3.89M1.35%-2,02813F-HRTimeline
HighTower Advisors, LLC29,721$3.6M<0.01%+67013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP29,647$3.59M<0.01%+21,21313F-HR/ATimelineGroup
USA FINANCIAL FORMULAS29,559$3.58M0.61%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP28,380$3.43M0.01%-92013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC27,949$3.38M0.03%new13F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…27,937$3.38M0.01%-7813F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…26,306$3.18M0.02%+12,13413F-HRTimeline
SYON CAPITAL LLC26,031$3.15M0.21%-12013F-HRTimeline
Colony Family Offices, LLC25,681$3.11M0.8%013F-HRTimeline
NorthCoast Asset Management LLC25,311$3.06M0.01%+23,43413F-HRTimeline
Somerset Group LLC24,754$2.99M2.54%+79513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,713$2.99M<0.01%-87613F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC23,900$2.89M<0.01%new13F-HRTimeline
Geneos Wealth Management Inc.23,443$2.84M0.07%-913F-HRTimeline
UNIQUE WEALTH, LLC23,099$2.79M0.45%new13F-HRTimeline
CX Institutional21,915$2.65M0.09%-25,17013F-HR/ATimeline
Balboa Wealth Partners21,678$2.62M0.53%new13F-HRTimeline
Atria Investments, Inc20,702$2.5M0.03%+5,32513F-HRTimeline
WealthCare Investment Partners, LLC20,314$2.5M0.9%+23213F-HRTimeline
Mutual Advisors, LLC19,435$2.42M0.06%-79713F-HRTimeline
Kovack Advisors, Inc.19,722$2.39M0.23%+4013F-HRTimeline
Cadent Capital Advisors, LLC19,438$2.35M0.77%new13F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC18,476$2.24M0.06%+15,74613F-HRTimeline
Apeiron RIA LLC18,107$2.19M0.56%+1,78413F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management17,405$2.11M0.08%+68513F-HRTimelineGroup
FOUNDERS FINANCIAL SECURITIES LLC17,346$2.1M0.16%-72613F-HRTimeline
MML INVESTORS SERVICES, LLC17,200$2.08M0.01%-2,22613F-HRTimeline
DAVENPORT & Co LLC17,064$2.06M0.01%-30313F-HRTimeline
Koshinski Asset Management, Inc.16,805$2.03M0.15%-11013F-HRTimeline
Avior Wealth Management, LLC16,776$2.03M0.07%+55413F-HRTimeline
J.W. COLE ADVISORS, INC.16,599$2.01M0.04%+11,22613F-HRTimeline
AFT, FORSYTH & COMPANY, INC.16,501$2M1.02%-1513F-HRTimeline
KENNICOTT CAPITAL MANAGEMENT LLC16,428$1.99M1.13%new13F-HRTimeline
EWG Elevate Inc.16,066$1.94M0.6%-11,00313F-HRTimeline
Nvest Financial, LLC16,016$1.94M1.01%new13F-HRTimeline
MMBG INVESTMENT ADVISORS CO.15,701$1.9M0.19%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC15,687$1.9M<0.01%+10,27713F-HRTimelineGroup
AlphaCore Capital LLC15,627$1.89M0.07%+15,60813F-HRTimeline
CW Advisors, LLC15,058$1.82M0.02%+4113F-HRTimeline
Creative Planningin group Creative Planning14,840$1.8M<0.01%-50213F-HRTimelineGroup
Quantinno Capital Management LP14,708$1.78M0.01%+2,57513F-HRTimeline
Smartleaf Asset Management LLC14,631$1.76M0.15%+3,60513F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC14,279$1.73M0.59%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,178$1.72M<0.01%-25,63813F-HRTimelineGroup
Gladstone Institutional Advisory LLC13,981$1.69M0.07%-16813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC13,815$1.67M<0.01%+11,62913F-HRTimelineGroup
Essex LLC13,323$1.61M0.32%+2,60113F-HRTimeline
Trademark Financial Management, LLC13,107$1.59M0.97%+9,69013F-HRTimeline
BLAIR WILLIAM & CO/IL13,012$1.57M<0.01%+1,61013F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,887$1.56M0.02%-24913F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp12,203$1.48M<0.01%+6813F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC12,193$1.48M0.55%-72613F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,162$1.47M0.05%+1413F-HRTimeline
Genesee Capital Advisors, LLC12,020$1.45M0.65%new13F-HRTimeline
WESPAC Advisors, LLC11,837$1.43M1%-70413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,608$1.4M0.07%-46613F-HRTimelineGroup
MAI Capital Management11,574$1.4M0.01%-1,07513F-HRTimeline
Navis Wealth Advisors, LLC11,343$1.37M1.16%+3613F-HRTimeline
Quadrant Private Wealth Management, LLC11,003$1.33M0.28%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,824$1.33M<0.01%-5,30313F-HRTimeline
Castle Rock Wealth Management, LLC10,808$1.33M0.31%new13F-HRTimeline
Federation des caisses Desjardins du Qu…10,763$1.3M0.01%-1,11213F-HRTimeline
Nikulski Financial, Inc.10,633$1.29M0.35%-4,09813F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,570$1.28M0.01%013F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS10,485$1.27M<0.01%+77613F-HRTimeline
Sigma Planning Corp10,415$1.26M0.04%+16713F-HRTimeline
Outlook Wealth Advisors, LLC10,312$1.25M0.32%new13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV10,230$1.24M<0.01%+1,00513F-HRTimeline
HARBOUR INVESTMENTS, INC.9,857$1.19M0.03%+4,78513F-HRTimeline
Matthew Goff Investment Advisor, LLC9,695$1.17M0.22%013F-HRTimeline
One Charles Private Wealth Services, LLC9,515$1.15M0.32%-9713F-HRTimeline
Financial Freedom, LLC9,511$1.15M0.62%+3,00013F-HRTimeline
Chesapeake Wealth Management9,301$1.13M0.38%-22213F-HRTimeline
Wealth Management Partners, LLC9,143$1.11M0.39%+4313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,111$1.1M<0.01%new13F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…9,008$1.09M0.01%-14413F-HRTimelineGroup
Virtue Capital Management, LLC8,952$1.08M0.2%+2,36313F-HRTimeline
CWM, LLCin group CWM, LLC8,912$1.08M<0.01%+3913F-HRTimelineGroup
Arkadios Wealth Advisors8,852$1.07M0.03%+1,16513F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,845$1.07M0.85%013F-HRTimeline
Beacon Pointe Advisors, LLC8,829$1.07M0.01%+2,17813F-HRTimeline
Buck Wealth Strategies, LLC8,620$1.04M0.16%+2,98013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,606$1.04M<0.01%-18413F-HRTimelineGroup
GTS SECURITIES LLC8,595$1.04M0.05%+3,25713F-HRTimeline
IHT Wealth Management, LLC8,492$1.03M0.03%-25613F-HRTimeline
COMERICA BANK8,424$1.02M<0.01%-70913F-HRTimeline
Nova Wealth Management, Inc.8,395$1.02M0.75%+1,25513F-HRTimeline
Prime Capital Investment Advisors, LLC8,279$1M0.01%-1,34813F-HRTimeline
Lifestyle Asset Management, Inc.8,236$996K0.47%new13F-HRTimeline
CIBC WORLD MARKET INC.8,114$982K<0.01%+4,29813F-HRTimeline
Valmark Advisers, Inc.8,056$975K0.01%+1,20313F-HRTimeline
U.S. Capital Wealth Advisors, LLC7,919$958K0.03%-28313F-HRTimeline
Merit Financial Group, LLC7,860$951K0.01%-31913F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP7,830$947K<0.01%+1,01013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…7,810$945K<0.01%-11,39013F-HRTimelineGroup
Joel Isaacson & Co., LLC7,662$927K0.04%013F-HRTimeline
HFG Advisors, Inc.7,631$923K0.73%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,560$915K0.02%+813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/7,512$908K<0.01%+5913F-HR/ATimelineGroup
Tepp RIA, LLC7,335$887K1.15%-24,01613F-HRTimeline
Qube Research & Technologies Ltd7,255$878K<0.01%new13F-HRTimeline
Chicago Partners Investment Group LLC6,891$852K0.02%+2213F-HRTimeline
Haverford Trust Co7,041$852K0.01%013F-HRTimeline
Wealth Management Associates, Inc.6,951$841K0.33%+19613F-HRTimeline
TUDOR INVESTMENT CORP ET AL6,891$834K0.01%-4,72713F-HRTimeline
HF Advisory Group, LLC6,770$819K0.32%+23713F-HRTimeline
Gotham Asset Management, LLC6,728$814K<0.01%013F-HRTimeline
Foundations Investment Advisors, LLC6,671$807K0.01%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC6,606$799K0.37%-11013F-HRTimeline
Cyndeo Wealth Partners, LLC6,585$797K0.05%new13F-HRTimeline
Empirical Asset Management, LLC6,466$782K0.24%+513F-HRTimeline
Quartz Partners, LLC6,395$774K0.35%new13F-HRTimeline
Robertson Stephens Wealth Management, L…6,315$764K0.03%-44813F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC6,265$758K<0.01%+2,48713F-HRTimelineGroup
Councilor Wealth, LLC6,221$753K0.35%013F-HRTimeline
Biondo Investment Advisors, LLC6,135$742K0.1%+17013F-HRTimeline
WOLVERINE TRADING, LLC6,176$741K0.02%+1,96913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.6,085$736K<0.01%-15113F-HRTimeline
B. Riley Wealth Advisors, Inc.6,083$736K0.04%-50113F-HRTimeline
Csenge Advisory Group6,305$732K0.04%+14413F-HRTimeline
Game Plan Financial Advisors, LLC5,925$717K0.31%new13F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC5,920$716K0.11%new13F-HRTimeline
Meridian Wealth Management, LLC5,742$695K0.03%-5913F-HRTimeline
Bigelow Investment Advisors, LLC5,737$694K0.31%-29313F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …5,516$667K0.02%+5013F-HRTimelineGroup
Whitener Capital Management, Inc.5,513$667K0.18%+56813F-HRTimeline
Acropolis Investment Management, LLC5,410$655K0.04%013F-HRTimeline
Watts Gwilliam & Co., LLC5,150$653K0.11%-1,19213F-HRTimeline
BRADLEY FOSTER & SARGENT INC/CT5,337$646K0.01%new13F-HRTimeline
Glenview Trust Co5,323$644K0.01%-14913F-HRTimeline
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…5,310$642K<0.01%-1,56713F-HRTimelineGroup