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 |
|---|---|---|---|---|---|
|
Hc Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
64,172
shares
|
$3.95 Million
3.15% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
63,898
shares
|
$3.93 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
63,457
shares
|
$3.91 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.48%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
58,010
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
57,778
shares
|
$3.56 Million
1.8% of portfolio
|
Q4 2024
Reduced 62.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
56,988
shares
|
$3.51 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
56,072
shares
|
$3.45 Million
0.01% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Feb 03, 2025 Q4 2024 |
55,414
shares
|
$3.41 Million
0.67% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
54,265
shares
|
$3.34 Million
0.38% of portfolio
|
Q3 2022
Added 108.09%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
52,663
shares
|
$3.24 Million
0.01% of portfolio
|
Q4 2024
Reduced 15.19%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
51,448
shares
|
$3.17 Million
0.08% of portfolio
|
Q4 2024
Reduced 11.69%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
50,255
shares
|
$3.09 Million
2.06% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
46,210
shares
|
$2.84 Million
0.01% of portfolio
|
Q4 2024
Added 8.3%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
45,837
shares
|
$2.82 Million
0.0% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
45,688
shares
|
$2.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 5.94%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
44,790
shares
|
$2.76 Million
1.2% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
42,779
shares
|
$2.63 Million
0.02% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
41,725
shares
|
$2.57 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.97%
|
|
|
Conservest Capital Advisors, Inc.
|
Feb 05, 2025 Q4 2024 |
40,603
shares
|
$2.5 Million
0.24% of portfolio
|
Q4 2024
Reduced 2.1%
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
39,857
shares
|
$2.45 Million
0.81% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
37,936
shares
|
$2.34 Million
0.06% of portfolio
|
Q4 2024
Reduced 3.98%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
37,000
shares
|
$2.28 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
37,000
shares
|
$2.28 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
35,485
shares
|
$2.18 Million
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
35,129
shares
|
$2.16 Million
2.04% of portfolio
|
Q4 2024
New holding
|