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 |
---|---|---|---|---|---|
Hardy Reed LLC
|
Feb 03, 2025 Q4 2024 |
37,000
shares
|
$2.12 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
35,485
shares
|
$2.03 Million
0.02% of portfolio
|
Q4 2024
Added 0.9%
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Feb 13, 2025 Q4 2024 |
35,129
shares
|
$2.01 Million
2.04% of portfolio
|
Q4 2024
New holding
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
34,827
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Added 620.91%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
34,136
shares
|
$1.95 Million
1.68% of portfolio
|
Q4 2024
Added 1.83%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
33,019
shares
|
$1.89 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.31%
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
32,980
shares
|
$1.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.31%
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
32,096
shares
|
$1.84 Million
1.4% of portfolio
|
Q1 2024
Added 1945.66%
|
|
Ehp Funds Inc.
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
32,000
shares
|
$1.83 Million
1.92% of portfolio
|
Q4 2024
New holding
|
|
Essex LLC
|
Jan 28, 2025 Q4 2024 |
31,083
shares
|
$1.78 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
30,920
shares
|
$1.77 Million
0.0% of portfolio
|
Q4 2024
Added 8.97%
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
30,350
shares
|
$1.74 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
30,276
shares
|
$1.73 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.33%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
30,224
shares
|
$1.73 Million
0.29% of portfolio
|
Q1 2025
Added 0.5%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
30,221
shares
|
$1.73 Million
0.0% of portfolio
|
Q4 2024
Added 692.58%
|
|
Mandatum Life Insurance CO LTD
|
Jan 16, 2025 Q4 2024 |
30,043
shares
|
$1.72 Million
0.52% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Apr 09, 2025 Q1 2025 |
29,785
shares
|
$1.7 Million
1.17% of portfolio
|
Q1 2024
Added 359.93%
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
29,150
shares
|
$1.67 Million
0.39% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
29,125
shares
|
$1.67 Million
0.18% of portfolio
|
Q1 2024
Added 400.0%
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Jan 21, 2025 Q4 2024 |
27,822
shares
|
$1.59 Million
1.28% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
27,582
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 4.77%
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
27,454
shares
|
$1.57 Million
0.06% of portfolio
|
Q4 2024
Added 9.8%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
27,210
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.34%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,558
shares
|
$1.52 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.11%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
26,525
shares
|
$1.52 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.66%
|