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 |
|---|---|---|---|---|---|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
246
shares
|
$15,712
0.01% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
243
shares
|
$15,520
0.0% of portfolio
|
Q3 2025
Reduced 87.71%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
242
shares
|
$15,456
0.01% of portfolio
|
Q2 2023
Added 24.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
240
shares
|
$15,328
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
233
shares
|
$14,881
0.02% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
215
shares
|
$13,732
0.0% of portfolio
|
Q3 2025
Added 290.91%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
185
shares
|
$11,815
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
160
shares
|
$10,219
0.0% of portfolio
|
Q3 2025
Reduced 74.8%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
152
shares
|
$9,708
0.07% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
151
shares
|
$9,644
0.0% of portfolio
|
Q3 2025
Added 0.67%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
150
shares
|
$9,580
0.0% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Nov 07, 2025 Q3 2025 |
141
shares
|
$9,005
0.01% of portfolio
|
Q2 2025
Reduced 74.82%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
135
shares
|
$8,622
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
128
shares
|
$8,175
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Arcadia Investment Management Corp
|
Oct 27, 2025 Q3 2025 |
125
shares
|
$7,983
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Access Investment Management LLC
Atlanta, GA |
Nov 04, 2025 Q3 2025 |
125
shares
|
$7,983
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
125
shares
|
$7,983
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
115
shares
|
$7,345
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
115
shares
|
$7,345
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
115
shares
|
$7,345
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
115
shares
|
$7,345
0.0% of portfolio
|
Q3 2025
Reduced 65.15%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
107
shares
|
$6,834
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 14, 2025 Q3 2025 |
100
shares
|
$6,387
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
100
shares
|
$6,387
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
77
shares
|
$4,917
0.0% of portfolio
|
Q4 2024
New holding
|
|