Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 554 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 $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
9,026
shares
|
$516,467
0.03% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,977
shares
|
$513,663
0.22% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Prosperity Consulting Group, LLC
|
Feb 14, 2025 Q4 2024 |
8,895
shares
|
$508,971
0.04% of portfolio
|
Q4 2024
Reduced 9.49%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$508,685
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Adviser Investments LLC
|
Feb 12, 2025 Q4 2024 |
8,859
shares
|
$506,911
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 14, 2025 Q1 2025 |
8,793
shares
|
$503,135
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
8,616
shares
|
$493,007
0.13% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$492,664
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
8,549
shares
|
$489,173
0.2% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,415
shares
|
$481,506
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
8,390
shares
|
$480,075
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,307
shares
|
$475,326
0.0% of portfolio
|
Q4 2024
Reduced 59.07%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
8,291
shares
|
$474,411
0.1% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
8,250
shares
|
$472,065
0.01% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
8,148
shares
|
$466,228
0.18% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,140
shares
|
$465,770
0.03% of portfolio
|
Q2 2024
Added 30.24%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,110
shares
|
$464,054
0.16% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,994
shares
|
$457,416
0.01% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,948
shares
|
$454,784
0.84% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
7,835
shares
|
$448,318
0.04% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
7,697
shares
|
$440,422
0.01% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
7,687
shares
|
$439,850
0.02% of portfolio
|
Q4 2024
Reduced 34.64%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
7,625
shares
|
$436,302
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,535
shares
|
$431,152
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
7,400
shares
|
$423,428
0.03% of portfolio
|
Q4 2024
Reduced 4.33%
|