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Disclosery

IYF ISHARES TR

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SHS (fund)

472 managers (476 13F filers) reported a position in IYF shares at 2025-12-31, 22,997,244 shares in all. 41 filers opened a position and 43 filers sold out during the quarter.

Managers
472
13F filers
476
New
41
Added
151
Reduced
129
Sold out
43
Shares held by filers
22,997,244

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Dynasty Wealth Management, LLC1,762,552$227M2.23%+1,489,37613F-HRTimeline
Fisher Asset Management, LLC1,733,313$223M0.08%-50,54413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,568,448$202M0.01%-18,07113F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,551,356$200M0.01%+57813F-HR/ATimelineGroup
Phoenix Financial Ltd.in group Phoenix Financial Ltd.1,196,572$154M1.67%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,053,341$136M0.01%+682,54313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC826,819$107M1.94%+588,65913F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC805,296$104M0.06%new13F-HR/ATimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…656,867$84.7M0.05%-8,24513F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC618,451$79.7M0.01%-33,89213F-HR/ATimelineGroup
LPL Financial LLC614,253$79.2M0.02%-95,36913F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC589,925$76.1M1.12%-12,10913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.475,686$61.3M<0.01%+1,74713F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN452,902$58.4M0.01%-77,22413F-HRTimelineGroup
UBS Group AGin group UBS Group AG418,923$54M0.01%+19,16713F-HRTimelineGroup
Steward Partners Investment Advisory, L…418,874$54M0.3%+101,84813F-HRTimeline
OpenArc Corporate Advisory, LLC363,453$46.9M0.77%13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/362,880$46.8M0.02%-337,01813F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA288,942$37.3M0.01%-4,30813F-HRTimelineGroup
FMR LLCin group FMR LLC285,465$36.8M<0.01%-3,54713F-HRTimelineGroup
PRINCIPAL FINANCIAL GROUP INCgroup of 2 filers holding272,810$35.2M+38,909Timeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC247,028$31.8M0.01%+51,89413F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC214,665$27.7M0.04%-29,18913F-HRTimeline
CITIGROUP INCin group CITIGROUP INC211,661$27.3M0.02%+196,07213F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding205,432$26.5M+58,927Timeline
Magnus Financial Group LLC200,660$25.9M1.98%+84813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP198,902$25.6M0.02%+86,05213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,425$24.1M0.04%-12,06713F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC174,855$22.5M0.01%-9,23913F-HRTimelineGroup
SCOTIA CAPITAL INC.164,869$21.3M0.09%-4313F-HRTimeline
AlphaCore Capital LLC163,661$21.1M0.47%+148,03413F-HRTimeline
Cetera Investment Advisers149,204$19.2M0.02%-11,56313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…141,296$18.2M0.03%+4,90913F-HRTimelineGroup
MinichMacGregor Wealth Management, LLC129,156$16.7M3.02%+10,61613F-HRTimeline
PATTEN & PATTEN INC/TN117,282$15.1M0.89%+60013F-HRTimeline
XML Financial, LLC112,672$14.5M1.19%+82013F-HRTimeline
Advisory Services Network, LLC104,685$13.5M0.19%+10,55113F-HRTimeline
Cambridge Investment Research Advisors,…101,240$13.1M0.03%-37,50813F-HRTimeline
&PARTNERS99,673$12.9M0.07%+94,67913F-HRTimeline
Sanctuary Advisors, LLC96,496$12.4M0.07%-1,43213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC92,026$11.9M<0.01%-48,76213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP91,910$11.8M0.01%+13,73513F-HRTimelineGroup
ADVISORTRUST PARTNERS, LLC88,935$11.5M5.04%13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…75,709$9.76M0.06%-6,03613F-HRTimelineGroup
Prasad Wealth Partners, LLC65,415$8.43M2.25%+81313F-HRTimeline
WealthCare Asset Management, LLC64,107$8.01M7.4%13F-HRTimeline
Private Advisor Group, LLC60,152$7.76M0.04%+26,05513F-HRTimeline
Stillwater Capital Advisors, LLC59,714$7.7M0.83%-24413F-HRTimeline
Finley Financial, LLC58,550$7.55M3.46%-11,67013F-HRTimeline
WASHINGTON TRUST Co56,428$7.28M0.24%-3,32713F-HRTimeline
First Citizens Financial Corp54,423$7.02M3.47%-1,57313F-HRTimeline
OneDigital Investment Advisors LLC51,738$6.67M0.07%-63,85813F-HRTimeline
Zurich Insurance Group Ltd/FIin group Zurich Insurance Group Ltd/FI50,250$6.53M0.05%013F-HRTimelineGroup
UNIQUE WEALTH, LLC50,166$6.47M0.9%+24,12713F-HRTimeline
Janney Montgomery Scott LLC47,948$6.18M0.01%+3,02013F-HRTimeline
NewEdge Advisors, LLC44,031$5.68M0.02%-6,01213F-HRTimeline
Valor Advisors LLC42,296$5.45M4.54%13F-HRTimeline
Centerline Wealth Advisors, LLC41,516$5.35M1.94%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC40,798$5.26M0.01%-3,76813F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding37,903$4.89M-11,679Timeline
Gerber Kawasaki Wealth & Investment Man…36,645$4.72M0.16%+2,78513F-HRTimeline
HC Advisors, LLC36,048$4.65M3.22%+1613F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …36,022$4.65M0.04%13F-HR/ATimelineGroup
Eagle Strategies LLC35,838$4.62M0.59%-4,36213F-HRTimeline
Ethos Financial Group, LLC35,362$4.56M0.34%-2,06613F-HRTimeline
PETTYJOHN, WOOD & WHITE, INC34,130$4.4M0.69%-38013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP33,620$4.33M0.01%+1,88313F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.32,901$4.24M0.03%-19,95813F-HRTimelineGroup
KKM Financial LLC32,159$4.15M0.74%+11913F-HRTimeline
First Heartland Consultants, Inc.31,839$4.11M0.31%+6213F-HRTimeline
SYON CAPITAL LLC31,768$4.1M0.2%+54313F-HRTimeline
HighTower Advisors, LLC30,978$3.99M<0.01%+75613F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding29,536$3.81M+25,181Timeline
FORTE ASSET MANAGEMENT LLC28,943$3.73M1.69%+11,35413F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…26,926$3.47M0.01%+8613F-HR/ATimelineGroup
Smartleaf Asset Management LLC26,214$3.4M0.13%+26,05513F-HRTimeline
Colony Family Offices, LLC25,681$3.31M0.83%013F-HRTimeline
Somerset Group LLC24,848$3.25M2.45%+1213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…24,582$3.17M<0.01%-35913F-HRTimelineGroup
Geneos Wealth Management Inc.23,944$3.09M0.08%+74913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC22,779$2.94M<0.01%+4,18013F-HRTimelineGroup
Kovack Advisors, Inc.22,658$2.92M0.14%+3,30413F-HR/ATimeline
Prospera Financial Services Inc20,987$2.71M0.04%-12,74813F-HRTimeline
Wealthstar Advisors, LLC20,943$2.7M1.47%new13F-HRTimeline
WealthCare Investment Partners, LLC20,520$2.66M0.78%+69713F-HRTimeline
CX Institutional19,977$2.58M0.08%+79913F-HRTimeline
Nvest Financial, LLC19,596$2.53M1.05%+6,50313F-HRTimeline
Avior Wealth Management, LLC19,570$2.52M0.08%+1,53613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management19,546$2.52M0.08%+1,06213F-HRTimelineGroup
DZ BANK AG Deutsche Zentral Genossensch…in group DZ BANK AG Deutsche Zentral G…19,005$2.45M<0.01%new13F-HRTimelineGroup
KENNICOTT CAPITAL MANAGEMENT LLC17,658$2.28M1.1%013F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC17,472$2.25M0.13%+75513F-HRTimeline
Cyndeo Wealth Partners, LLC17,451$2.25M0.12%+10,45613F-HRTimeline
Apeiron RIA LLC17,385$2.24M0.45%-1,11113F-HRTimeline
Mutual Advisors, LLC16,915$2.18M0.05%-4713F-HRTimeline
MML INVESTORS SERVICES, LLC16,742$2.16M0.01%+95713F-HRTimeline
DAVENPORT & Co LLC16,617$2.14M0.01%-9113F-HRTimeline
Creative Planningin group Creative Planning16,599$2.14M<0.01%+35813F-HRTimelineGroup
AFT, FORSYTH & COMPANY, INC.16,528$2.13M0.92%-8013F-HRTimeline
Atria Investments, Inc16,499$2.13M0.02%+98613F-HRTimeline
Trademark Financial Management, LLC16,286$2.1M1.16%+1,05713F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP15,988$2.06M<0.01%-13,75713F-HR/ATimelineGroup
Koshinski Asset Management, Inc.15,929$2.05M0.13%-79613F-HRTimeline
Allen Investment Management, LLCin group ALLEN OPERATIONS LLC15,835$2.04M0.02%new13F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC15,700$2.02M<0.01%+2,10013F-HRTimeline
Virtue Capital Management, LLC15,515$2.01M0.31%new13F-HR/ATimeline
Safe Harbor Fiduciary, LLC15,071$1.94M1.72%13F-HRTimeline
Gotham Asset Management, LLC15,022$1.94M0.01%013F-HRTimeline
MMBG INVESTMENT ADVISORS CO.14,501$1.87M0.16%013F-HRTimeline
CoreCap Advisors, LLC14,163$1.83M0.06%-21,35513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,665$1.76M<0.01%+10313F-HRTimeline
LEE JOHNSON CAPITAL MANAGEMENT, LLC13,664$1.76M0.6%-72613F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp13,053$1.68M<0.01%+2,25713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL12,980$1.67M<0.01%-3813F-HRTimeline
Quantinno Capital Management LP12,973$1.67M<0.01%+83713F-HRTimeline
Essex LLC12,934$1.67M0.3%-813F-HRTimeline
Y-Intercept (Hong Kong) Ltd12,727$1.64M0.04%+10,70813F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP12,569$1.62M<0.01%+2,81213F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV12,458$1.61M<0.01%+1,27313F-HRTimeline
TUDOR INVESTMENT CORP ET AL12,351$1.59M0.01%new13F-HRTimeline
Castle Rock Wealth Management, LLC12,506$1.59M0.34%+1,28013F-HRTimeline
KCM INVESTMENT ADVISORS LLC12,144$1.57M0.05%-5613F-HRTimeline
PEAPACK GLADSTONE FINANCIAL CORP12,138$1.56M0.02%-62413F-HRTimeline
Nova Wealth Management, Inc.11,971$1.54M1.06%+1,10313F-HRTimeline
Genesee Capital Advisors, LLC11,892$1.53M0.62%-38613F-HRTimeline
Merit Financial Group, LLC11,769$1.52M0.01%+3,03413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,408$1.52M<0.01%+34213F-HRTimeline
GAM Holding AGin group GAM Holding AG11,680$1.51M0.1%new13F-HRTimelineGroup
Navis Wealth Advisors, LLC11,429$1.47M0.62%+5113F-HRTimeline
MAI Capital Management11,082$1.43M0.01%-57013F-HRTimeline
Quadrant Private Wealth Management, LLC11,034$1.42M0.23%+2913F-HRTimeline
Nikulski Financial, Inc.10,989$1.42M0.34%+37613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,673$1.38M<0.01%+1,88013F-HRTimelineGroup
Outlook Wealth Advisors, LLC10,643$1.37M0.31%+7813F-HRTimeline
Sigma Planning Corp10,615$1.37M0.04%+3013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK10,570$1.36M0.01%013F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC10,421$1.34M0.45%-5,86713F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC10,498$1.34M0.01%+4,14213F-HRTimelineGroup
HBW ADVISORY SERVICES LLC10,307$1.33M0.14%+6,30113F-HRTimeline
Federation des caisses Desjardins du Qu…9,901$1.28M<0.01%-50213F-HRTimeline
Gladstone Institutional Advisory LLC9,426$1.22M0.05%-3,15913F-HRTimeline
One Charles Private Wealth Services, LLC9,161$1.18M0.31%-20213F-HRTimeline
Wealth Management Partners, LLC9,131$1.18M0.34%-6113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…9,063$1.17M0.01%-19413F-HRTimelineGroup
Glenview Trust Co9,020$1.16M0.02%+3,69713F-HRTimeline
Arkadios Wealth Advisors8,945$1.15M0.02%-1,03913F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…8,924$1.15M0.04%-2,48313F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,911$1.15M<0.01%+30513F-HRTimelineGroup
MAGNOLIA CAPITAL MANAGEMENT LTD8,845$1.14M0.85%013F-HRTimeline
Chesapeake Wealth Management8,814$1.14M0.34%-14313F-HRTimeline
Acropolis Investment Management, LLC8,770$1.13M0.05%-14013F-HRTimeline
Financial Freedom, LLC8,717$1.12M0.56%-1,07213F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/8,661$1.12M<0.01%+19513F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP8,650$1.12M0.02%-8,89313F-HRTimelineGroup
Tidemark, LLC8,625$1.11M0.32%+44613F-HRTimeline
Biondo Investment Advisors, LLC8,363$1.08M0.13%+16313F-HRTimeline
Prime Capital Investment Advisors, LLC8,286$1.07M0.01%+413F-HRTimeline
CIBC WORLD MARKET INC.8,207$1.06M<0.01%+18813F-HRTimeline
HARBOUR INVESTMENTS, INC.8,094$1.04M0.02%-3,21613F-HRTimeline
Joel Isaacson & Co., LLC7,913$1.02M0.03%+25113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC7,579$977K0.02%+1113F-HRTimelineGroup
HF Advisory Group, LLC7,566$975K0.34%+22213F-HR/ATimeline
Tepp RIA, LLC7,497$967K0.96%+18713F-HRTimeline
Wealth Management Associates, Inc.7,374$951K0.33%+13013F-HRTimeline
Brendel Financial Advisors LLC7,082$913K0.45%new13F-HRTimeline
Haverford Trust Co7,041$908K0.01%013F-HRTimeline
HFG Advisors, Inc.6,981$900K0.65%013F-HRTimeline
Buck Wealth Strategies, LLC6,918$892K0.11%-1,48213F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC6,905$890K0.11%+67113F-HRTimeline
Empirical Asset Management, LLC6,897$889K0.25%+28113F-HRTimeline
Chicago Partners Investment Group LLC6,943$880K0.02%+3113F-HRTimeline
Csenge Advisory Group6,783$874K0.04%+32013F-HRTimeline
Quartz Partners, LLC6,754$871K0.32%-2013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC6,688$862K0.02%-12,39613F-HRTimeline
Valmark Advisers, Inc.6,683$862K0.01%-1,39913F-HRTimeline
Asset One Wealth Management LLC6,667$857K0.12%13F-HRTimeline
COMERICA BANK6,430$829K<0.01%+15813F-HRTimeline
FIRST CITIZENS BANK & TRUST CO6,430$829K0.02%new13F-HRTimeline
Sunbelt Securities, Inc.6,400$825K0.06%+23413F-HRTimeline
GARRISON POINT ADVISORS, LLC6,376$822K0.36%-4013F-HRTimeline
CWM, LLCin group CWM, LLC6,378$822K<0.01%-63213F-HRTimelineGroup
Councilor Wealth, LLC6,223$802K0.38%013F-HRTimeline
Whitener Capital Management, Inc.6,195$799K0.18%+35713F-HRTimeline
IHT Wealth Management, LLC6,165$795K0.02%-24213F-HRTimeline
Oak Barrel Wealth Advisory LLC6,113$788K0.47%13F-HRTimeline
J.W. COLE ADVISORS, INC.16,556$788K0.02%-13613F-HRTimeline
Meridian Wealth Management, LLC6,100$786K0.03%+35313F-HRTimeline
Quotient Wealth Partners, LLC6,019$776K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd6,003$774K<0.01%+4,27213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC5,932$765K0.02%+1,70513F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC5,931$765K0.02%-6913F-HRTimeline
Game Plan Financial Advisors, LLC5,800$748K0.3%013F-HRTimeline
Robertson Stephens Wealth Management, L…5,787$746K0.02%+513F-HRTimeline
Ironwood Financial, llc5,664$742K0.13%-59713F-HRTimeline
Bigelow Investment Advisors, LLC5,712$736K0.29%013F-HRTimeline
Redwood Financial Network Corp5,711$736K0.47%+64713F-HRTimeline
LAUREL OAK WEALTH MANAGEMENT, LLC5,533$713K0.12%13F-HRTimeline
D.A. DAVIDSON & CO.5,499$709K<0.01%+57413F-HRTimeline
Apollon Wealth Management, LLCgroup of 2 filers holding5,400$696K+1,685Timeline
Simmons Bankin group Simmons Bank5,275$680K0.05%013F-HRTimelineGroup