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IYF ISHARES TR

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SHS (fund)

Filings received so far for Q3 2026: 22 13F filers report a position in IYF shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
First Citizens Financial Corp54,091$6.8M2.86%-20613F-HRTimeline
CX Institutional20,255$2.54M0.07%+9813F-HRTimeline
Gerald Baker Financial Group LLC12,939$1.63M0.46%+7413F-HRTimeline
Castle Rock Wealth Management, LLC12,657$1.61M0.3%-3,49713F-HRTimeline
MAGNOLIA CAPITAL MANAGEMENT LTD8,845$1.11M0.79%013F-HRTimeline
Acropolis Investment Management, LLC8,770$1.1M0.04%013F-HRTimeline
HF Advisory Group, LLC7,971$1M0.3%+31613F-HRTimeline
Councilor Wealth, LLC6,226$782K0.32%+113F-HRTimeline
Cadent Capital Advisors, LLC4,800$603K0.13%013F-HRTimeline
Atlas Brown,Inc.3,258$409K0.11%+1013F-HRTimeline
TrueWealth Advisors, LLC3,155$396K0.09%013F-HRTimeline
Decker Wealth Management LLC3,076$387K0.08%013F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC3,007$378K<0.01%+45613F-HRTimeline
Farther Finance Advisors, LLC2,565$322K<0.01%-13713F-HRTimeline
YHB Investment Advisors, Inc.2,554$321K0.02%-20013F-HRTimeline
CoreCap Advisors, LLC2,090$263K0.01%+25513F-HRTimeline
Davis Capital Management280$35.2K0.02%013F-HRTimeline
Bank of New Hampshire259$32.5K0.01%new13F-HRTimeline
GAMMA Investing LLC255$32K<0.01%new13F-HRTimeline
ARMSTRONG ADVISORY GROUP, INC175$22K<0.01%+413F-HRTimeline
Investors Research Corp50$6.28K<0.01%+2513F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC44$5.53K<0.01%-5013F-HRTimeline