Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 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 |
|---|---|---|---|---|---|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,194
shares
|
$331,740
0.13% of portfolio
|
Q3 2025
Reduced 10.54%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,162
shares
|
$329,696
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
5,150
shares
|
$328,930
0.01% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
5,115
shares
|
$326,695
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
5,111
shares
|
$326,439
0.13% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,082
shares
|
$324,587
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,070
shares
|
$323,820
0.04% of portfolio
|
Q3 2025
Reduced 76.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
5,044
shares
|
$322,160
0.0% of portfolio
|
Q3 2025
Reduced 15.65%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
5,026
shares
|
$321,010
0.01% of portfolio
|
Q1 2024
Added 327.74%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
5,000
shares
|
$319,350
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Meridian Management CO
|
Nov 03, 2025 Q3 2025 |
5,000
shares
|
$319,350
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,989
shares
|
$318,647
0.01% of portfolio
|
Q3 2025
Reduced 8.88%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,984
shares
|
$318,328
0.04% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,949
shares
|
$316,092
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,928
shares
|
$314,751
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,926
shares
|
$314,623
0.05% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
4,910
shares
|
$313,601
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
4,877
shares
|
$311,493
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Midwest Trust CO
Overland Park, KS |
Nov 06, 2025 Q3 2025 |
4,875
shares
|
$311,366
0.0% of portfolio
|
Q3 2025
Reduced 3.96%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
4,875
shares
|
$311,366
0.1% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,826
shares
|
$308,236
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
4,794
shares
|
$306,192
0.18% of portfolio
|
Q3 2025
Reduced 43.61%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
4,729
shares
|
$302,041
0.09% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,703
shares
|
$300,380
0.02% of portfolio
|
Q3 2025
Added 5.66%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$297,250
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|