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 |
|---|---|---|---|---|---|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
12,187
shares
|
$750,231
0.35% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
12,030
shares
|
$740,566
0.01% of portfolio
|
Q3 2024
Added 63.56%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
11,462
shares
|
$705,600
0.0% of portfolio
|
Q4 2024
Added 175.13%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
11,390
shares
|
$701,168
0.04% of portfolio
|
Q1 2024
Added 397.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
11,375
shares
|
$700,245
0.02% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Feb 12, 2025 Q4 2024 |
11,154
shares
|
$686,640
0.33% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,138
shares
|
$685,655
0.1% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
11,086
shares
|
$682,454
0.01% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Feb 13, 2025 Q4 2024 |
11,068
shares
|
$681,346
0.07% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
11,042
shares
|
$679,745
0.0% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
11,006
shares
|
$677,529
0.12% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
10,807
shares
|
$665,278
0.08% of portfolio
|
Q4 2024
Added 417.08%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
10,635
shares
|
$654,690
0.0% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,621
shares
|
$653,828
0.02% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
10,546
shares
|
$649,211
0.0% of portfolio
|
Q4 2024
Reduced 11.79%
|
|
|
Acropolis Investment Management, LLC
|
Jan 14, 2025 Q4 2024 |
10,510
shares
|
$646,995
0.04% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
10,439
shares
|
$642,624
0.02% of portfolio
|
Q4 2024
Added 6.88%
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
10,385
shares
|
$639,300
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
10,349
shares
|
$637,084
0.03% of portfolio
|
Q4 2024
Reduced 0.64%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
10,321
shares
|
$635,360
0.01% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
Heritage Wealth Advisors
|
Feb 11, 2025 Q4 2024 |
10,300
shares
|
$634,068
0.03% of portfolio
|
Q1 2024
Added 322.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,249
shares
|
$630,928
0.02% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Feb 13, 2025 Q4 2024 |
10,190
shares
|
$627,296
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,180
shares
|
$626,680
0.03% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
10,115
shares
|
$622,679
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|