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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
3,650
shares
|
$233,125
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,645
shares
|
$232,806
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
3,641
shares
|
$232,550
0.04% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Atlas Brown,Inc.
|
Jan 09, 2026 Q4 2025 |
3,617
shares
|
$231,017
0.07% of portfolio
|
Q4 2025
Added 0.36%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,600
shares
|
$229,932
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Nov 13, 2025 Q3 2025 |
3,594
shares
|
$229,548
0.04% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Pavion Blue Capital, LLC
|
Nov 06, 2025 Q3 2025 |
3,550
shares
|
$226,738
0.09% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
3,546
shares
|
$226,483
0.0% of portfolio
|
Q3 2025
Added 18.28%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
3,530
shares
|
$225,461
0.01% of portfolio
|
Q3 2025
Added 42.63%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
3,510
shares
|
$224,183
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
3,506
shares
|
$223,928
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
Nov 20, 2025 Q3 2025 |
3,505
shares
|
$223,864
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,505
shares
|
$223,864
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Berkeley Capital Partners, LLC
|
Nov 07, 2025 Q3 2025 |
3,500
shares
|
$223,545
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
3,498
shares
|
$223,417
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 07, 2025 Q3 2025 |
3,470
shares
|
$221,628
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
3,437
shares
|
$219,521
0.01% of portfolio
|
Q3 2025
Reduced 14.65%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,425
shares
|
$218,754
0.02% of portfolio
|
Q4 2023
Added 4.33%
|
|
|
Harvest Investment Services, LLC
|
Nov 17, 2025 Q3 2025 |
3,423
shares
|
$218,627
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,335
shares
|
$213,006
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 13, 2026 Q4 2025 |
3,305
shares
|
$211,090
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
3,183
shares
|
$203,298
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
3,150
shares
|
$201,190
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jan 15, 2026 Q4 2025 |
3,094
shares
|
$197,613
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
3,055
shares
|
$195,122
0.14% of portfolio
|
Q1 2025
Added 67.4%
|
|