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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,190
shares
|
$139,875
0.15% of portfolio
|
Q4 2022
Reduced 8.98%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
2,152
shares
|
$137,448
0.04% of portfolio
|
Q3 2025
Reduced 12.45%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,040
shares
|
$130,294
0.0% of portfolio
|
Q1 2024
Added 334.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$127,740
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
2,000
shares
|
$127,740
0.03% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 22, 2025 Q3 2025 |
1,940
shares
|
$123,907
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,851
shares
|
$118,223
0.02% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,826
shares
|
$116,626
0.0% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
1,790
shares
|
$114,327
0.01% of portfolio
|
Q3 2025
Reduced 19.19%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,756
shares
|
$112,155
0.0% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,751
shares
|
$111,836
0.04% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,741
shares
|
$111,197
0.0% of portfolio
|
Q2 2023
Reduced 55.31%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
1,720
shares
|
$109,856
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,715
shares
|
$109,537
0.18% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
1,685
shares
|
$107,620
0.0% of portfolio
|
Q2 2025
Added 1772.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
1,675
shares
|
$106,982
0.0% of portfolio
|
Q2 2025
Reduced 72.65%
|
|