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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$286,500
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,585
shares
|
$282,252
0.0% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$282,006
0.06% of portfolio
|
Q2 2024
Reduced 47.11%
|
|
|
Kkm Financial LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
4,540
shares
|
$279,482
0.11% of portfolio
|
Q1 2024
Added 391.87%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
4,531
shares
|
$278,928
0.0% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
4,463
shares
|
$274,742
0.14% of portfolio
|
Q1 2024
Added 392.6%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,309
shares
|
$265,262
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
4,290
shares
|
$264,092
0.0% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Feb 05, 2025 Q4 2024 |
4,285
shares
|
$263,784
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,265
shares
|
$262,553
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Arbor Investment Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
4,264
shares
|
$262,491
0.03% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,216
shares
|
$259,536
0.03% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,151
shares
|
$255,535
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
4,147
shares
|
$255,289
0.02% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
4,096
shares
|
$252,149
0.0% of portfolio
|
Q4 2024
Reduced 27.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
4,071
shares
|
$250,610
0.01% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
4,065
shares
|
$250,241
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
4,054
shares
|
$249,564
0.01% of portfolio
|
Q4 2024
Reduced 2.29%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,040
shares
|
$248,702
0.16% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
4,037
shares
|
$248,517
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
4,016
shares
|
$247,224
0.0% of portfolio
|
Q4 2024
Reduced 24.92%
|
|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
4,009
shares
|
$246,794
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$246,240
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$246,240
0.09% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$246,240
0.1% of portfolio
|
Q3 2024
Reduced 11.11%
|