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 |
|---|---|---|---|---|---|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
7,285
shares
|
$448,464
0.27% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
7,150
shares
|
$440,154
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,055
shares
|
$434,305
0.36% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
6,906
shares
|
$425,133
0.22% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,804
shares
|
$418,854
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,779
shares
|
$417,315
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$415,530
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
6,721
shares
|
$413,744
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
6,705
shares
|
$412,759
0.09% of portfolio
|
Q1 2024
Added 388.35%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,660
shares
|
$409,989
0.25% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Feb 14, 2025 Q4 2024 |
6,640
shares
|
$408,758
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,602
shares
|
$406,419
0.02% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
6,546
shares
|
$402,971
0.24% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
6,465
shares
|
$397,985
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,461
shares
|
$397,739
0.01% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,397
shares
|
$393,799
0.09% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
6,374
shares
|
$392,383
0.19% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,370
shares
|
$392,137
0.03% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
6,366
shares
|
$391,890
0.01% of portfolio
|
Q1 2024
Added 400.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
6,361
shares
|
$391,583
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
6,323
shares
|
$389,243
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,272
shares
|
$386,104
0.18% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
6,238
shares
|
$384,011
0.08% of portfolio
|
Q4 2024
Reduced 11.03%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
6,237
shares
|
$383,949
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
6,236
shares
|
$383,888
0.15% of portfolio
|
Q4 2024
Added 0.34%
|