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 $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
1,200
shares
|
$72,444
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,180
shares
|
$71,236
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,149
shares
|
$69,365
0.01% of portfolio
|
Q3 2023
Added 1.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,124
shares
|
$67,855
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,121
shares
|
$67,674
0.11% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
1,101
shares
|
$66,467
0.05% of portfolio
|
Q4 2024
Added 21920.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,094
shares
|
$66,044
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,076
shares
|
$64,958
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,035
shares
|
$62,482
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,014
shares
|
$61,215
0.03% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,002
shares
|
$60,490
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$60,370
0.05% of portfolio
|
Q1 2024
Added 390.2%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$60,370
0.02% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
975
shares
|
$58,860
0.11% of portfolio
|
Q3 2022
Reduced 2.6%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
975
shares
|
$58,860
0.05% of portfolio
|
Q4 2020
Added 5635.29%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
939
shares
|
$56,687
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
929
shares
|
$56,083
0.23% of portfolio
|
Q3 2023
Reduced 9.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
918
shares
|
$55,419
0.03% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
895
shares
|
$54,031
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
890
shares
|
$53,729
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
835
shares
|
$50,408
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
805
shares
|
$48,597
0.01% of portfolio
|
Q3 2024
Added 89.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
797
shares
|
$48,114
0.04% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
784
shares
|
$47,330
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
750
shares
|
$45,277
0.01% of portfolio
|
Q1 2024
Added 400.0%
|