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 |
|---|---|---|---|---|---|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
19,538
shares
|
$1.2 Million
0.7% of portfolio
|
Q4 2024
Reduced 5.07%
|
|
|
Allstate Corp
Northbrook, IL |
Feb 12, 2025 Q4 2024 |
19,172
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Feb 03, 2025 Q4 2024 |
18,990
shares
|
$1.17 Million
0.9% of portfolio
|
Q4 2024
Reduced 14.71%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
18,844
shares
|
$1.16 Million
0.09% of portfolio
|
Q4 2024
Added 10.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
18,673
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
18,661
shares
|
$1.15 Million
0.01% of portfolio
|
Q4 2024
Added 452.92%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Feb 13, 2025 Q4 2024 |
18,472
shares
|
$1.14 Million
0.35% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
18,222
shares
|
$1.12 Million
0.03% of portfolio
|
Q4 2024
Reduced 15.71%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
17,714
shares
|
$1.09 Million
0.03% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
17,333
shares
|
$1.07 Million
0.01% of portfolio
|
Q4 2024
Added 3.0%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,047
shares
|
$1.05 Million
0.03% of portfolio
|
Q4 2024
Added 36.91%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
16,821
shares
|
$1.04 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
16,400
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 62.58%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
16,347
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
16,217
shares
|
$998,318
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
16,073
shares
|
$989,453
0.01% of portfolio
|
Q4 2024
Reduced 12.76%
|
|
|
Planning Directions Inc
|
Feb 06, 2025 Q4 2024 |
15,950
shares
|
$981,882
0.55% of portfolio
|
Q4 2024
Reduced 16.05%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
15,940
shares
|
$981,266
0.08% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
15,891
shares
|
$978,249
0.46% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
15,800
shares
|
$972,648
0.69% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
15,740
shares
|
$968,954
0.48% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
15,707
shares
|
$966,922
0.09% of portfolio
|
Q4 2024
Added 25.79%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
15,526
shares
|
$955,780
0.1% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
15,447
shares
|
$950,917
0.55% of portfolio
|
Q4 2024
Reduced 6.67%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
15,266
shares
|
$939,774
0.0% of portfolio
|
Q4 2024
Added 0.05%
|