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 |
|---|---|---|---|---|---|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,380
shares
|
$331,192
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
5,375
shares
|
$330,885
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,372
shares
|
$330,700
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,370
shares
|
$330,577
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,286
shares
|
$325,406
0.02% of portfolio
|
Q4 2024
Reduced 11.71%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
5,261
shares
|
$323,867
0.15% of portfolio
|
Q1 2024
Added 400.1%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,247
shares
|
$323,005
0.05% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,235
shares
|
$322,266
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,171
shares
|
$318,326
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
5,165
shares
|
$317,957
0.14% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
5,150
shares
|
$317,034
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
5,085
shares
|
$313,032
0.04% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
5,076
shares
|
$312,478
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
5,036
shares
|
$310,016
0.01% of portfolio
|
Q4 2024
Reduced 7.53%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Feb 10, 2025 Q4 2024 |
5,026
shares
|
$309,400
0.01% of portfolio
|
Q1 2024
Added 327.74%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
5,011
shares
|
$308,477
0.02% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
5,000
shares
|
$307,800
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
5,000
shares
|
$307,800
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
5,000
shares
|
$307,800
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
4,889
shares
|
$300,966
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
4,832
shares
|
$297,457
0.11% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,805
shares
|
$295,795
0.01% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,753
shares
|
$292,594
0.0% of portfolio
|
Q4 2024
Reduced 84.21%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Feb 05, 2025 Q4 2024 |
4,685
shares
|
$288,408
0.04% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,685
shares
|
$288,408
0.0% of portfolio
|
Q2 2024
Reduced 32.1%
|