IYF — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IYF? 23 Institutions Hold $19.8M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IYF)? 23 institutions reported holding $19.79M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Citizens Financial Corp ($6.8M), CX Institutional ($2.5M), Gerald Baker Financial Group LLC ($1.6M).

Rank	Institution	Value	Shares	Change
1	First Citizens Financial Corp	$6.8M	54,091	Trimmed
2	CX Institutional	$2.5M	20,255	Added
3	Gerald Baker Financial Group LLC	$1.6M	12,939	Added
4	Castle Rock Wealth Management, LLC	$1.6M	12,657	Trimmed
5	MAGNOLIA CAPITAL MANAGEMENT LTD	$1.1M	8,845	Hold
6	Acropolis Investment Management, LLC	$1.1M	8,770	Hold
7	HF Advisory Group, LLC	$1.0M	7,971	Added
8	May Barnhard Investments LLC	$782,409	6,226	Added
9	Cadent Capital Advisors, LLC	$603,168	4,800	Hold
10	Atlas Brown,Inc.	$409,355	3,258	Added
11	TrueWealth Advisors, LLC	$396,457	3,155	Hold
12	Decker Wealth Management LLC	$386,530	3,076	Hold
13	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$377,860	3,007	Added
14	Farther Finance Advisors, LLC	$322,331	2,565	Trimmed
15	YHB Investment Advisors, Inc.	$320,936	2,554	Trimmed
16	CoreCap Advisors, LLC	$262,629	2,090	Added
17	Davis Capital Management	$35,185	280	Hold
18	Bank of New Hampshire	$32,546	259	New
19	GAMMA Investing LLC	$32,043	255	New
20	ARMSTRONG ADVISORY GROUP, INC	$21,991	175	Added
21	Investors Research Corp	$6,283	50	Added
22	GILPIN WEALTH MANAGEMENT, LLC	$5,530	44	Trimmed
23	DOLIVER ADVISORS, LP	$0	0	Exited

Source: SEC Form 13F filings · as of 2026-09-30