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 |
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,031
shares
|
$549,899
0.08% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$548,200
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
9,997
shares
|
$548,035
0.26% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
9,951
shares
|
$545,513
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
9,768
shares
|
$535,481
0.2% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
9,767
shares
|
$535,426
0.34% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
9,661
shares
|
$529,616
0.04% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
9,649
shares
|
$528,958
0.01% of portfolio
|
Q2 2025
Reduced 95.15%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,484
shares
|
$519,912
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
9,415
shares
|
$516,130
0.17% of portfolio
|
Q2 2024
Reduced 24.95%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
9,414
shares
|
$516,075
0.32% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,355
shares
|
$512,841
0.01% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
9,275
shares
|
$508,455
0.04% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
9,111
shares
|
$499,465
0.18% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Allstate Corp
Northbrook, IL |
Aug 05, 2025 Q2 2025 |
9,050
shares
|
$496,121
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Armor Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
8,946
shares
|
$490,419
0.2% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,899
shares
|
$487,843
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$487,349
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
8,857
shares
|
$485,540
0.11% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Acropolis Investment Management, LLC
|
Jul 14, 2025 Q2 2025 |
8,845
shares
|
$484,882
0.03% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
8,745
shares
|
$479,400
0.02% of portfolio
|
Q2 2025
Reduced 0.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,741
shares
|
$479,181
0.0% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
8,639
shares
|
$473,589
0.18% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
8,623
shares
|
$472,712
0.01% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
8,617
shares
|
$472,383
0.12% of portfolio
|
Q2 2025
Added 0.01%
|