Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 544 institutions that hold shares in the stock, with a total of 25.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 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 |
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,846
shares
|
$813,857
0.03% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,613
shares
|
$801,084
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,430
shares
|
$791,052
0.07% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
14,270
shares
|
$782,281
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,196
shares
|
$778,224
0.08% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
14,163
shares
|
$776,415
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,067
shares
|
$771,152
0.08% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,030
shares
|
$769,124
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,920
shares
|
$763,094
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
13,867
shares
|
$760,188
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
13,738
shares
|
$753,117
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
13,735
shares
|
$752,952
0.07% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,702
shares
|
$751,143
0.06% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
13,450
shares
|
$737,329
0.38% of portfolio
|
Q2 2025
Reduced 56.96%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
13,341
shares
|
$731,353
0.43% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
13,314
shares
|
$729,873
0.15% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,261
shares
|
$726,968
0.13% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
13,000
shares
|
$712,660
0.53% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
12,529
shares
|
$686,839
1.34% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,167
shares
|
$666,994
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,135
shares
|
$665,240
0.03% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12,088
shares
|
$662,664
0.0% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,030
shares
|
$659,484
0.01% of portfolio
|
Q3 2024
Added 63.56%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
12,004
shares
|
$658,059
0.0% of portfolio
|
Q2 2025
Reduced 33.53%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,687
shares
|
$640,681
0.0% of portfolio
|
Q1 2025
Reduced 13.84%
|