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 |
|---|---|---|---|---|---|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
500
shares
|
$30,185
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
491
shares
|
$29,641
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
470
shares
|
$28,373
0.08% of portfolio
|
Q2 2023
Added 23.68%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
467
shares
|
$28,192
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
460
shares
|
$27,770
0.0% of portfolio
|
Q1 2024
Added 360.0%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
425
shares
|
$25,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
424
shares
|
$25,596
0.02% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Feb 13, 2025 Q4 2024 |
400
shares
|
$24,148
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
400
shares
|
$24,148
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Feb 10, 2025 Q4 2024 |
380
shares
|
$22,940
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
375
shares
|
$22,638
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$20,827
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
345
shares
|
$20,827
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
340
shares
|
$20,525
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
330
shares
|
$19,922
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
330
shares
|
$19,922
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
325
shares
|
$19,620
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
325
shares
|
$19,620
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
310
shares
|
$18,714
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
305
shares
|
$18,412
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
305
shares
|
$18,412
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
302
shares
|
$18,231
0.01% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
300
shares
|
$18,111
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
300
shares
|
$18,111
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Feb 06, 2025 Q4 2024 |
299
shares
|
$18,050
0.01% of portfolio
|
Q4 2024
New holding
|