Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,685
shares
|
$426,970
0.02% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
6,663
shares
|
$425,565
0.21% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,661
shares
|
$425,438
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
6,641
shares
|
$424,160
0.12% of portfolio
|
Q3 2025
Reduced 23.13%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
6,638
shares
|
$423,969
0.17% of portfolio
|
Q3 2025
Reduced 33.6%
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
6,546
shares
|
$418,093
0.21% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Principle Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
6,535
shares
|
$417,390
0.02% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
6,523
shares
|
$416,624
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2025 Q3 2025 |
6,522
shares
|
$416,560
0.25% of portfolio
|
Q3 2025
Added 32.56%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
6,507
shares
|
$415,602
0.22% of portfolio
|
Q3 2025
Reduced 71.84%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,505
shares
|
$415,474
0.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Nov 03, 2025 Q3 2025 |
6,358
shares
|
$406,085
0.22% of portfolio
|
Q3 2025
Reduced 72.03%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
6,335
shares
|
$404,616
0.19% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,250
shares
|
$399,187
0.01% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
6,208
shares
|
$396,504
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
6,105
shares
|
$389,926
0.02% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Nov 06, 2025 Q3 2025 |
6,101
shares
|
$389,670
0.13% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Advisors Management Group Inc
|
Dec 18, 2025 Q3 2025 |
6,076
shares
|
$388,074
0.06% of portfolio
|
Q3 2025
Reduced 9.38%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,000
shares
|
$383,220
0.12% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
5,972
shares
|
$381,431
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
5,960
shares
|
$380,665
0.01% of portfolio
|
Q3 2025
Added 8.66%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,854
shares
|
$373,894
0.01% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
5,841
shares
|
$373,064
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
5,823
shares
|
$371,915
0.0% of portfolio
|
Q3 2025
Reduced 77.62%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,785
shares
|
$369,487
0.06% of portfolio
|
Q3 2025
Reduced 2.94%
|
|