Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 541 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
130,075
shares
|
$7.13 Million
0.02% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
129,292
shares
|
$7.09 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
129,292
shares
|
$7.09 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
126,231
shares
|
$6.92 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
124,250
shares
|
$6.81 Million
0.0% of portfolio
|
Q2 2025
Added 488.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
117,733
shares
|
$6.45 Million
0.05% of portfolio
|
Q2 2025
Added 51.07%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
113,133
shares
|
$6.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
109,334
shares
|
$5.99 Million
0.96% of portfolio
|
Q2 2025
Added 6.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
106,213
shares
|
$5.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
104,891
shares
|
$5.75 Million
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
102,845
shares
|
$5.64 Million
0.48% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
98,477
shares
|
$5.4 Million
2.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
First Citizens Financial Corp
|
Jul 07, 2025 Q2 2025 |
96,775
shares
|
$5.31 Million
3.02% of portfolio
|
Q2 2025
Reduced 11.06%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
95,824
shares
|
$5.25 Million
0.0% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
94,276
shares
|
$5.17 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
86,658
shares
|
$4.75 Million
0.19% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
84,093
shares
|
$4.61 Million
4.24% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Stillwater Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
82,399
shares
|
$4.52 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,428
shares
|
$4.19 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
75,075
shares
|
$4.12 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
74,981
shares
|
$4.11 Million
0.09% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Forte Asset Management LLC
|
Jul 31, 2025 Q2 2025 |
71,928
shares
|
$3.94 Million
2.11% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
71,790
shares
|
$3.94 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
70,257
shares
|
$3.85 Million
2.98% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Jul 29, 2025 Q2 2025 |
70,203
shares
|
$3.85 Million
2.82% of portfolio
|
Q2 2025
Reduced 7.01%
|