Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 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 $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$127,740
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
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%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,750
shares
|
$111,772
0.0% of portfolio
|
Q3 2025
Reduced 12.5%
|
|
|
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%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,661
shares
|
$106,088
0.04% of portfolio
|
Q4 2022
Reduced 4.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 03, 2025 Q3 2025 |
1,625
shares
|
$103,788
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
1,620
shares
|
$103,469
0.0% of portfolio
|
Q2 2025
Reduced 30.02%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,615
shares
|
$103,150
0.04% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
1,593
shares
|
$101,744
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
1,479
shares
|
$94,463
0.01% of portfolio
|
Q3 2025
Reduced 49.92%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,426
shares
|
$91,078
0.07% of portfolio
|
Q2 2022
Reduced 19.02%
|
|