Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 554 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
134,517
shares
|
$7.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
131,937
shares
|
$7.55 Million
0.11% of portfolio
|
Q4 2024
Reduced 3.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
126,630
shares
|
$7.25 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.92%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
123,925
shares
|
$7.09 Million
0.0% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
121,013
shares
|
$6.92 Million
0.07% of portfolio
|
Q4 2024
Reduced 3.49%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
112,014
shares
|
$6.41 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
108,804
shares
|
$6.23 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
104,940
shares
|
$6 Million
0.12% of portfolio
|
Q4 2024
Added 241.78%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Feb 06, 2025 Q4 2024 |
102,672
shares
|
$5.87 Million
0.51% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
102,628
shares
|
$5.87 Million
1.03% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
102,584
shares
|
$5.87 Million
0.03% of portfolio
|
Q4 2024
Added 7.48%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
98,477
shares
|
$5.63 Million
2.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
93,376
shares
|
$5.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 78.0%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
91,279
shares
|
$5.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.12%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Mar 04, 2025 Q4 2024 |
90,306
shares
|
$5.17 Million
3.43% of portfolio
|
Q4 2024
Added 236.34%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
87,994
shares
|
$5.04 Million
0.02% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
82,794
shares
|
$4.74 Million
0.72% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
78,777
shares
|
$4.51 Million
0.04% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
77,235
shares
|
$4.42 Million
0.83% of portfolio
|
Q4 2024
Reduced 2.09%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,428
shares
|
$4.37 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
75,495
shares
|
$4.32 Million
3.41% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
73,300
shares
|
$4.19 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
71,569
shares
|
$4.1 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
71,020
shares
|
$4.06 Million
0.01% of portfolio
|
Q4 2024
Added 15.19%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
70,934
shares
|
$4.06 Million
0.08% of portfolio
|
Q4 2024
Added 28.23%
|