Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 549 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 $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
3,505
shares
|
$223,864
0.01% 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
|
|
|
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%
|
|
|
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
|
|
|
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%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$184,137
0.03% of portfolio
|
Q2 2020
Added 3.09%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
2,720
shares
|
$173,726
0.01% of portfolio
|
Q4 2019
Reduced 70.81%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$168,936
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,571
shares
|
$164,209
0.0% of portfolio
|
Q3 2025
Added 10.58%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,395
shares
|
$152,968
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
2,375
shares
|
$151,691
0.04% of portfolio
|
Q2 2025
Reduced 2.06%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
2,337
shares
|
$149,264
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
2,300
shares
|
$146,901
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
2,210
shares
|
$141,152
0.01% of portfolio
|
Q3 2025
Reduced 0.67%
|
|