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 |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Feb 13, 2025 Q4 2024 |
77
shares
|
$4,740
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
75
shares
|
$4,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
70
shares
|
$4,309
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
61
shares
|
$3,755
0.0% of portfolio
|
Q3 2024
Reduced 84.28%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
55
shares
|
$3,385
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
51
shares
|
$3,139
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
50
shares
|
$3,078
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
50
shares
|
$3,078
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
32
shares
|
$1,969
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
30
shares
|
$1,846
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$1,600
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
21
shares
|
$1,292
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jan 29, 2025 Q4 2024 |
20
shares
|
$1,231
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$738
0.0% of portfolio
|
Q1 2023
Reduced 96.17%
|
|
|
Gould Capital, LLC
|
Feb 21, 2025 Q4 2024 |
12
shares
|
$738
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
2
shares
|
$123
0.01% of portfolio
|
Q4 2024
Reduced 99.93%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
1
shares
|
$61
0.0% of portfolio
|
Q4 2024
New holding
|