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 |
|---|---|---|---|---|---|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,510
shares
|
$212,319
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,505
shares
|
$212,017
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Berkeley Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,500
shares
|
$211,715
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Mendel Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
3,497
shares
|
$211,533
0.12% of portfolio
|
Q4 2024
Reduced 9.15%
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Feb 10, 2025 Q4 2024 |
3,470
shares
|
$209,900
0.09% of portfolio
|
Q1 2024
Added 377.96%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,464
shares
|
$209,537
0.02% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
3,445
shares
|
$208,388
0.14% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,442
shares
|
$208,206
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,425
shares
|
$207,178
0.02% of portfolio
|
Q4 2023
Added 4.33%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
3,418
shares
|
$206,754
0.05% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
3,335
shares
|
$201,734
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
3,315
shares
|
$200,524
0.0% of portfolio
|
Q4 2024
Reduced 21.89%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
3,286
shares
|
$198,770
0.01% of portfolio
|
Q4 2024
Added 13.7%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
3,225
shares
|
$195,080
0.0% of portfolio
|
Q4 2024
Added 12.21%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
3,156
shares
|
$190,906
0.02% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
3,073
shares
|
$185,885
0.01% of portfolio
|
Q4 2024
Added 112.66%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
3,070
shares
|
$185,704
0.06% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
2,967
shares
|
$179,473
0.02% of portfolio
|
Q4 2024
Reduced 14.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$174,392
0.03% of portfolio
|
Q2 2020
Added 3.09%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$159,996
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
2,425
shares
|
$146,688
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,395
shares
|
$144,873
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
2,370
shares
|
$143,361
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,300
shares
|
$139,127
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
2,225
shares
|
$134,590
0.01% of portfolio
|
Q3 2024
Added 7.49%
|