Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 548 institutions that hold shares in the stock, with a total of 23.5 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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
147,274
shares
|
$9.41 Million
0.19% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
132,290
shares
|
$8.45 Million
0.01% of portfolio
|
Q3 2025
Added 26.12%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
123,819
shares
|
$7.91 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
122,519
shares
|
$7.83 Million
0.04% of portfolio
|
Q3 2025
Added 4.07%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
121,864
shares
|
$7.78 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.96%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
114,293
shares
|
$7.3 Million
1.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
112,735
shares
|
$7.2 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
111,603
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.18%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
105,618
shares
|
$6.75 Million
0.02% of portfolio
|
Q3 2025
Reduced 18.8%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 04, 2025 Q3 2025 |
102,947
shares
|
$6.58 Million
0.48% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
99,008
shares
|
$6.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.78%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
98,477
shares
|
$6.29 Million
2.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
96,390
shares
|
$6.16 Million
2.82% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
93,582
shares
|
$5.98 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
81,669
shares
|
$5.22 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
78,834
shares
|
$5.04 Million
0.02% of portfolio
|
Q3 2025
Reduced 16.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,428
shares
|
$4.88 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
74,600
shares
|
$4.76 Million
0.73% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Hc Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
74,464
shares
|
$4.76 Million
3.24% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
74,454
shares
|
$4.76 Million
2.14% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
72,203
shares
|
$4.61 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.49%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
71,031
shares
|
$4.54 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
68,476
shares
|
$4.37 Million
2.56% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
66,722
shares
|
$4.26 Million
2.97% of portfolio
|
Q3 2025
Reduced 20.84%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
63,558
shares
|
$4.06 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|
|