Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 546 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,204,446
shares
|
$136 Million
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,910,589
shares
|
$118 Million
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,586,777
shares
|
$97.7 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,372,034
shares
|
$84.5 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,293,802
shares
|
$79.6 Million
0.06% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,180,757
shares
|
$72.7 Million
0.01% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
998,040
shares
|
$61.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
967,333
shares
|
$59.5 Million
1.11% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
732,389
shares
|
$45.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
474,482
shares
|
$29.2 Million
0.04% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
468,739
shares
|
$28.9 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
413,046
shares
|
$25.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
379,835
shares
|
$23.4 Million
1.53% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
347,742
shares
|
$21.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
327,426
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
321,195
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
320,290
shares
|
$19.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
307,193
shares
|
$18.9 Million
0.02% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
301,363
shares
|
$18.6 Million
7.86% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
288,087
shares
|
$17.7 Million
0.04% of portfolio
|
Q4 2024
Added 392.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
230,264
shares
|
$14.2 Million
0.0% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
173,759
shares
|
$10.7 Million
0.12% of portfolio
|
Q4 2024
Reduced 11.15%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
166,180
shares
|
$10.2 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
153,612
shares
|
$9.46 Million
0.02% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
134,517
shares
|
$8.28 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|