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 |
|---|---|---|---|---|---|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
242
shares
|
$14,897
0.01% of portfolio
|
Q2 2023
Added 24.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
240
shares
|
$14,774
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
239
shares
|
$14,712
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
233
shares
|
$14,343
0.02% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
220
shares
|
$13,543
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Feb 13, 2025 Q4 2024 |
196
shares
|
$12,065
0.0% of portfolio
|
Q4 2024
Reduced 80.86%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
185
shares
|
$11,388
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
170
shares
|
$10,465
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
165
shares
|
$10,157
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Feb 11, 2025 Q4 2024 |
165
shares
|
$10,157
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2025 Q4 2024 |
157
shares
|
$9,664
0.02% of portfolio
|
Q4 2024
Reduced 80.18%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
152
shares
|
$9,357
0.07% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
150
shares
|
$9,234
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
135
shares
|
$8,310
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
131
shares
|
$8,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
128
shares
|
$7,879
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
125
shares
|
$7,695
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
115
shares
|
$7,079
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
115
shares
|
$7,079
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
110
shares
|
$6,771
0.0% of portfolio
|
Q2 2024
Reduced 73.17%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
110
shares
|
$6,771
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
106
shares
|
$6,525
0.0% of portfolio
|
Q4 2024
Reduced 76.75%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
100
shares
|
$6,156
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
100
shares
|
$6,156
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
90
shares
|
$5,540
0.0% of portfolio
|
Q1 2024
Added 400.0%
|