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 |
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
39,374
shares
|
$2.16 Million
0.05% of portfolio
|
Q2 2025
Added 247.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
36,924
shares
|
$2.02 Million
0.07% of portfolio
|
Q1 2025
Added 18738.78%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
36,145
shares
|
$1.98 Million
0.63% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,041
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
34,955
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Essex LLC
|
Jul 28, 2025 Q2 2025 |
34,778
shares
|
$1.91 Million
0.39% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
34,584
shares
|
$1.9 Million
0.07% of portfolio
|
Q2 2025
Added 12.84%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
34,353
shares
|
$1.88 Million
2.25% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
30,276
shares
|
$1.66 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.33%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
29,785
shares
|
$1.63 Million
1.01% of portfolio
|
Q1 2024
Added 359.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
29,449
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
29,125
shares
|
$1.6 Million
0.16% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
29,025
shares
|
$1.59 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Tradewinds, Llc.
Raleigh, NC |
Aug 06, 2025 Q2 2025 |
29,020
shares
|
$1.59 Million
1.36% of portfolio
|
Q2 2025
New holding
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Aug 04, 2025 Q2 2025 |
29,020
shares
|
$1.59 Million
1.24% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Aug 12, 2025 Q1 2025 |
28,632
shares
|
$1.57 Million
0.24% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,558
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
27,347
shares
|
$1.5 Million
1.23% of portfolio
|
Q1 2025
Reduced 52.67%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
26,474
shares
|
$1.45 Million
0.26% of portfolio
|
Q4 2024
Added 25.42%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
26,429
shares
|
$1.45 Million
0.76% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
26,227
shares
|
$1.44 Million
0.02% of portfolio
|
Q2 2025
Added 4.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
26,070
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
26,013
shares
|
$1.43 Million
0.0% of portfolio
|
Q2 2025
Added 311.6%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
25,904
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
My Personal Cfo, LLC
|
Jul 21, 2025 Q2 2025 |
24,750
shares
|
$1.36 Million
0.68% of portfolio
|
Q1 2024
Added 400.0%
|