Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 549 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.43 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 |
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,204,446
shares
|
$129 Million
0.01% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,910,589
shares
|
$112 Million
0.01% of portfolio
|
Q4 2024
Added 9.13%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,663,845
shares
|
$97.4 Million
0.04% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
1,372,034
shares
|
$80.3 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,293,802
shares
|
$75.8 Million
0.06% of portfolio
|
Q4 2024
Added 9.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
1,180,757
shares
|
$69.1 Million
0.01% of portfolio
|
Q4 2024
Added 10.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
998,040
shares
|
$58.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
967,333
shares
|
$56.6 Million
1.11% of portfolio
|
Q4 2024
Added 9.8%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
732,389
shares
|
$42.9 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
474,482
shares
|
$27.8 Million
0.04% of portfolio
|
Q4 2024
Added 22.14%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
468,739
shares
|
$27.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 15.73%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
413,046
shares
|
$24.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
393,412
shares
|
$23 Million
1.67% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
347,742
shares
|
$20.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
327,426
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
321,195
shares
|
$18.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
320,290
shares
|
$18.8 Million
0.11% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
307,193
shares
|
$18 Million
0.02% of portfolio
|
Q4 2024
Added 3.84%
|
|
|
Two Sigma Investments, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
288,087
shares
|
$16.9 Million
0.04% of portfolio
|
Q4 2024
Added 392.46%
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
258,086
shares
|
$15.1 Million
6.69% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
230,264
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
199,075
shares
|
$11.7 Million
0.24% of portfolio
|
Q1 2025
Added 2375.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
187,098
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
166,180
shares
|
$9.73 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
155,072
shares
|
$9.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.75%
|