Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 552 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.48 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Financial Network Corp
|
Feb 13, 2025 Q4 2024 |
4,009
shares
|
$242,504
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
4,000
shares
|
$241,960
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
4,000
shares
|
$241,960
0.1% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Lcnb Corp
Lebanon, OH |
Feb 11, 2025 Q4 2024 |
4,000
shares
|
$241,960
0.09% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
3,969
shares
|
$240,084
0.05% of portfolio
|
Q4 2024
Reduced 14.22%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
3,951
shares
|
$238,995
0.07% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
3,940
shares
|
$238,330
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
3,900
shares
|
$235,911
0.02% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$235,790
0.23% of portfolio
|
Q4 2022
Reduced 3.73%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,898
shares
|
$235,790
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,895
shares
|
$235,608
0.23% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 22, 2025 Q4 2024 |
3,865
shares
|
$233,793
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
3,835
shares
|
$231,979
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
3,821
shares
|
$231,132
0.14% of portfolio
|
Q4 2024
Reduced 24.29%
|
|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
3,820
shares
|
$231,071
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
3,750
shares
|
$226,837
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
3,750
shares
|
$226,837
0.02% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
3,750
shares
|
$226,837
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,745
shares
|
$226,535
0.06% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
3,717
shares
|
$224,841
0.1% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
3,681
shares
|
$222,663
0.07% of portfolio
|
Q1 2024
Added 400.14%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Feb 14, 2025 Q4 2024 |
3,653
shares
|
$220,969
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,653
shares
|
$220,969
0.16% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
3,614
shares
|
$218,610
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
3,579
shares
|
$216,493
0.0% of portfolio
|
Q4 2024
Added 7.41%
|