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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
15,110
shares
|
$930,171
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
14,777
shares
|
$909,672
0.08% of portfolio
|
Q4 2024
Reduced 5.55%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Feb 13, 2025 Q4 2024 |
14,618
shares
|
$899,884
0.13% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
14,601
shares
|
$898,837
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,587
shares
|
$897,975
0.08% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
14,389
shares
|
$885,786
0.01% of portfolio
|
Q4 2024
Reduced 16.87%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,384
shares
|
$885,479
0.03% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,349
shares
|
$883,324
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
14,270
shares
|
$878,461
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
14,109
shares
|
$868,550
0.08% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
14,012
shares
|
$862,578
0.06% of portfolio
|
Q4 2024
Reduced 25.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Feb 11, 2025 Q4 2024 |
13,866
shares
|
$853,590
0.01% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
13,720
shares
|
$844,603
0.06% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
13,662
shares
|
$841,032
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
13,565
shares
|
$835,061
0.0% of portfolio
|
Q4 2024
Reduced 23.56%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
13,486
shares
|
$830,198
0.14% of portfolio
|
Q4 2024
Reduced 95.09%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
13,264
shares
|
$816,531
0.01% of portfolio
|
Q4 2024
Added 221.94%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
13,019
shares
|
$801,449
0.01% of portfolio
|
Q4 2024
Added 251.58%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
13,000
shares
|
$800,280
0.48% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
12,890
shares
|
$793,508
0.02% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
12,690
shares
|
$781,196
0.04% of portfolio
|
Q4 2024
Reduced 24.16%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
12,602
shares
|
$775,779
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,549
shares
|
$772,516
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
12,243
shares
|
$753,679
0.01% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,233
shares
|
$753,063
0.01% of portfolio
|
Q4 2024
Added 8.11%
|