Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 543 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 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 |
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
75
shares
|
$4,111
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
70
shares
|
$3,837
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
55
shares
|
$3,015
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Aug 19, 2025 Q2 2025 |
51
shares
|
$2,795
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
50
shares
|
$2,741
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
50
shares
|
$2,741
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$1,425
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
25
shares
|
$1,370
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
21
shares
|
$1,151
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
20
shares
|
$1,096
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$657
0.0% of portfolio
|
Q1 2023
Reduced 96.17%
|
|
|
Gould Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12
shares
|
$657
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Jul 31, 2025 Q2 2025 |
5
shares
|
$274
0.0% of portfolio
|
Q2 2025
Added 400.0%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
2
shares
|
$109
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|