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 |
|---|---|---|---|---|---|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
870
shares
|
$55,566
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
805
shares
|
$51,415
0.01% of portfolio
|
Q3 2024
Added 89.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
804
shares
|
$51,351
0.03% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Dec 03, 2025 Q3 2025 |
802
shares
|
$51,223
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
770
shares
|
$49,179
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Family Management Corp
New York, NY |
Nov 13, 2025 Q3 2025 |
750
shares
|
$47,902
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
750
shares
|
$47,902
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
734
shares
|
$46,880
0.0% of portfolio
|
Q2 2025
Added 98.38%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
726
shares
|
$46,369
0.0% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
711
shares
|
$45,411
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
705
shares
|
$45,028
0.01% of portfolio
|
Q2 2024
Reduced 58.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
675
shares
|
$43,112
0.0% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
648
shares
|
$41,387
0.0% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
644
shares
|
$41,132
0.02% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
641
shares
|
$40,940
0.03% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
615
shares
|
$39,280
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
585
shares
|
$37,363
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
570
shares
|
$36,405
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
545
shares
|
$34,809
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
536
shares
|
$34,234
0.01% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
524
shares
|
$33,467
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Nov 06, 2025 Q3 2025 |
514
shares
|
$32,829
0.02% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
500
shares
|
$31,935
0.0% of portfolio
|
Q1 2025
Reduced 62.96%
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
500
shares
|
$31,935
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
500
shares
|
$31,935
0.01% of portfolio
|
Q3 2024
New holding
|
|