Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
4,877
shares
|
$311,493
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
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
|
Jan 08, 2026 Q4 2025 |
4,193
shares
|
$267,806
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
First Merchants Corp
|
Jan 12, 2026 Q4 2025 |
4,169
shares
|
$266,274
0.02% of portfolio
|
Q2 2025
Reduced 26.46%
|
|
|
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%
|
|