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 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$297,250
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
4,653
shares
|
$297,187
0.13% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
4,559
shares
|
$291,183
0.0% of portfolio
|
Q2 2025
Reduced 4.2%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
4,555
shares
|
$290,927
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,540
shares
|
$289,969
0.08% of portfolio
|
Q1 2024
Added 391.87%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
4,475
shares
|
$285,818
0.23% of portfolio
|
Q4 2024
Added 397.25%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
4,463
shares
|
$285,051
0.14% of portfolio
|
Q1 2024
Added 392.6%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
4,461
shares
|
$284,924
0.0% of portfolio
|
Q3 2025
Added 5.31%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,309
shares
|
$275,215
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
4,265
shares
|
$272,405
0.11% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
4,241
shares
|
$270,872
0.0% of portfolio
|
Q3 2025
Added 195.33%
|
|
|
Camden Capital, LLC
|
Nov 13, 2025 Q3 2025 |
4,216
shares
|
$269,275
0.01% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
4,193
shares
|
$267,806
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
First Merchants Corp
|
Oct 22, 2025 Q3 2025 |
4,169
shares
|
$266,274
0.02% of portfolio
|
Q2 2025
Reduced 26.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
4,156
shares
|
$265,443
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,151
shares
|
$265,124
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
4,147
shares
|
$264,868
0.02% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 13, 2025 Q3 2025 |
4,060
shares
|
$259,312
0.03% of portfolio
|
Q3 2025
Reduced 5.8%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
4,037
shares
|
$257,843
0.05% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,033
shares
|
$257,587
0.01% of portfolio
|
Q3 2025
Reduced 60.42%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,032
shares
|
$257,523
0.01% of portfolio
|
Q1 2025
Reduced 69.03%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,015
shares
|
$256,438
0.0% of portfolio
|
Q3 2025
Reduced 25.26%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
4,000
shares
|
$255,480
0.08% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
4,000
shares
|
$255,480
0.09% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,979
shares
|
$254,138
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|