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 |
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
11,674
shares
|
$639,968
0.03% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
11,650
shares
|
$638,653
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,628
shares
|
$637,446
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,489
shares
|
$629,826
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,267
shares
|
$617,656
0.01% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
11,127
shares
|
$609,982
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
11,070
shares
|
$606,857
0.0% of portfolio
|
Q1 2025
Reduced 49.37%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
11,023
shares
|
$604,280
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
10,948
shares
|
$600,169
0.01% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,841
shares
|
$594,303
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,747
shares
|
$589,150
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,747
shares
|
$589,150
0.03% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,580
shares
|
$579,995
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
10,443
shares
|
$572,485
0.23% of portfolio
|
Q2 2025
Added 13288.46%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,385
shares
|
$569,305
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,321
shares
|
$565,797
0.02% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,289
shares
|
$564,042
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,284
shares
|
$563,768
0.0% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,229
shares
|
$560,753
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,190
shares
|
$558,615
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,136
shares
|
$555,655
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
10,115
shares
|
$554,504
0.05% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,096
shares
|
$553,462
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
10,060
shares
|
$551,489
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,055
shares
|
$551,215
0.04% of portfolio
|
Q2 2024
New holding
|