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 |
|---|---|---|---|---|---|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
2,215
shares
|
$133,985
0.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,190
shares
|
$132,473
0.15% of portfolio
|
Q4 2022
Reduced 8.98%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,040
shares
|
$123,399
0.0% of portfolio
|
Q1 2024
Added 334.04%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$120,980
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$120,980
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,977
shares
|
$119,588
0.03% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
1,940
shares
|
$117,350
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,837
shares
|
$111,120
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
1,825
shares
|
$110,394
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,817
shares
|
$109,910
0.01% of portfolio
|
Q4 2024
Added 1717.0%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,751
shares
|
$105,917
0.04% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,741
shares
|
$105,313
0.0% of portfolio
|
Q2 2023
Reduced 55.31%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,715
shares
|
$103,740
0.18% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
1,680
shares
|
$101,623
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,661
shares
|
$100,473
0.04% of portfolio
|
Q4 2022
Reduced 4.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,625
shares
|
$98,296
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,615
shares
|
$97,691
0.04% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
1,555
shares
|
$94,061
0.0% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,535
shares
|
$92,852
0.0% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,514
shares
|
$91,581
0.0% of portfolio
|
Q4 2024
Added 101.06%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$90,735
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,426
shares
|
$86,258
0.07% of portfolio
|
Q2 2022
Reduced 19.02%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
1,360
shares
|
$82,266
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,350
shares
|
$81,661
0.02% of portfolio
|
Q1 2024
Added 382.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,250
shares
|
$75,612
0.03% of portfolio
|
Q1 2024
Added 400.0%
|