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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
33,316
shares
|
$2.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.08%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 06, 2025 Q3 2025 |
32,870
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
32,536
shares
|
$2.08 Million
1.76% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
31,945
shares
|
$2.04 Million
1.36% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
30,276
shares
|
$1.93 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.33%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Nov 04, 2025 Q3 2025 |
29,959
shares
|
$1.91 Million
0.99% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
29,708
shares
|
$1.9 Million
0.19% of portfolio
|
Q4 2023
Reduced 4.4%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
29,630
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
28,711
shares
|
$1.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
28,599
shares
|
$1.83 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
28,270
shares
|
$1.81 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
27,389
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 15.67%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
26,535
shares
|
$1.69 Million
0.02% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
26,429
shares
|
$1.69 Million
0.76% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,482
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
25,257
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
25,211
shares
|
$1.61 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.59%
|
|
|
Adams Wealth Management
|
Nov 14, 2025 Q3 2025 |
24,784
shares
|
$1.58 Million
0.35% of portfolio
|
Q3 2025
Reduced 52.26%
|
|
|
Cache Tech Inc.
Logan, UT |
Nov 14, 2025 Q3 2025 |
24,784
shares
|
$1.58 Million
0.29% of portfolio
|
Q3 2025
Reduced 52.26%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
24,751
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 13.23%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Nov 03, 2025 Q3 2025 |
24,589
shares
|
$1.57 Million
1.09% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
23,569
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
23,460
shares
|
$1.5 Million
0.01% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
23,050
shares
|
$1.47 Million
0.1% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,438
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.4%
|
|