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 |
|---|---|---|---|---|---|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,266
shares
|
$80,859
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
N.E.W. Advisory Services LLC
|
Oct 27, 2025 Q3 2025 |
1,260
shares
|
$80,476
0.01% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
1,250
shares
|
$79,837
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,180
shares
|
$75,366
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,149
shares
|
$73,386
0.01% of portfolio
|
Q3 2023
Added 1.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,124
shares
|
$71,789
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,121
shares
|
$71,598
0.11% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,094
shares
|
$69,873
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,076
shares
|
$68,724
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
1,039
shares
|
$66,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,035
shares
|
$66,105
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,024
shares
|
$65,402
0.03% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,002
shares
|
$63,997
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$63,870
0.02% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$63,870
0.04% of portfolio
|
Q1 2024
Added 390.2%
|
|
|
Ransom Advisory, LTD
Providence, RI |
Jan 06, 2026 Q4 2025 |
1,000
shares
|
$63,870
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$63,870
0.0% of portfolio
|
Q3 2025
Reduced 83.33%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,000
shares
|
$63,870
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
998
shares
|
$63,742
0.0% of portfolio
|
Q3 2025
Reduced 21.91%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
975
shares
|
$62,273
0.11% of portfolio
|
Q3 2022
Reduced 2.6%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
975
shares
|
$62,273
0.05% of portfolio
|
Q4 2020
Added 5635.29%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
935
shares
|
$59,718
0.0% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
929
shares
|
$59,335
0.23% of portfolio
|
Q3 2023
Reduced 9.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
918
shares
|
$58,632
0.03% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
890
shares
|
$56,844
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|