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 |
|---|---|---|---|---|---|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Nov 04, 2025 Q3 2025 |
500
shares
|
$31,935
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
500
shares
|
$31,935
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
471
shares
|
$30,082
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
470
shares
|
$30,018
0.08% of portfolio
|
Q2 2023
Added 23.68%
|
|
|
Beutel, Goodman & CO Ltd.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
460
shares
|
$29,380
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Allianz Se
Munich, 2M |
Nov 12, 2025 Q3 2025 |
425
shares
|
$27,144
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
385
shares
|
$24,589
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
380
shares
|
$24,270
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
375
shares
|
$23,951
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
369
shares
|
$23,568
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$22,035
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Nov 04, 2025 Q3 2025 |
330
shares
|
$21,077
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
325
shares
|
$20,757
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ggm Financials LLC
Columbus, OH |
Nov 10, 2025 Q3 2025 |
319
shares
|
$20,374
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
305
shares
|
$19,480
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
305
shares
|
$19,480
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Centennial Bank/Ar/
Conway, AR |
Nov 07, 2025 Q3 2025 |
299
shares
|
$19,097
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
288
shares
|
$18,394
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
275
shares
|
$17,564
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
270
shares
|
$17,244
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
265
shares
|
$16,925
0.0% of portfolio
|
Q1 2025
Reduced 23.19%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
265
shares
|
$16,925
0.01% of portfolio
|
Q2 2025
Added 60.61%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
255
shares
|
$16,286
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
250
shares
|
$15,967
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
250
shares
|
$15,967
0.0% of portfolio
|
Q1 2025
New holding
|
|