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 |
|---|---|---|---|---|---|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Feb 10, 2025 Q4 2024 |
750
shares
|
$45,277
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
711
shares
|
$42,923
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
705
shares
|
$42,560
0.02% of portfolio
|
Q2 2024
Reduced 58.7%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
700
shares
|
$42,259
0.02% of portfolio
|
Q4 2024
Reduced 30.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
675
shares
|
$40,749
0.0% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
675
shares
|
$40,749
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
672
shares
|
$40,568
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
644
shares
|
$38,878
0.02% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
635
shares
|
$38,334
0.02% of portfolio
|
Q1 2024
Added 1884.38%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
606
shares
|
$36,584
0.0% of portfolio
|
Q4 2024
Reduced 68.27%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
593
shares
|
$35,799
0.0% of portfolio
|
Q2 2024
Added 1279.07%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
590
shares
|
$35,618
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
585
shares
|
$35,316
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
575
shares
|
$34,712
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
565
shares
|
$34,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
560
shares
|
$33,807
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
559
shares
|
$33,746
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
545
shares
|
$32,901
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
536
shares
|
$32,358
0.01% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
511
shares
|
$30,849
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Feb 11, 2025 Q4 2024 |
509
shares
|
$30,728
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
500
shares
|
$30,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Feb 06, 2025 Q4 2024 |
500
shares
|
$30,185
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
500
shares
|
$30,185
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
500
shares
|
$30,185
0.02% of portfolio
|
Q4 2024
New holding
|