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 |
|---|---|---|---|---|---|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,235
shares
|
$383,826
0.14% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
6,224
shares
|
$383,149
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
6,208
shares
|
$382,164
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
6,125
shares
|
$377,055
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
6,105
shares
|
$375,823
0.03% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
6,084
shares
|
$374,531
0.02% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,024
shares
|
$370,837
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
5,816
shares
|
$358,032
0.01% of portfolio
|
Q1 2024
Added 400.09%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
5,780
shares
|
$355,816
0.15% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,777
shares
|
$355,632
0.18% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,761
shares
|
$354,647
0.16% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,722
shares
|
$352,246
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,693
shares
|
$350,461
0.0% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
5,690
shares
|
$350,276
0.04% of portfolio
|
Q1 2024
Added 288.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
5,647
shares
|
$347,629
0.01% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,625
shares
|
$346,275
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
5,584
shares
|
$343,751
0.01% of portfolio
|
Q4 2024
Added 576.85%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,545
shares
|
$341,350
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
5,539
shares
|
$340,980
0.28% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
5,485
shares
|
$337,656
0.01% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
5,460
shares
|
$336,117
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,455
shares
|
$335,809
0.15% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,450
shares
|
$335,502
0.03% of portfolio
|
Q1 2024
Added 589.87%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,439
shares
|
$334,824
0.01% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,394
shares
|
$332,054
0.0% of portfolio
|
Q4 2024
Added 6.75%
|