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 |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
22,048
shares
|
$1.41 Million
0.76% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
22,015
shares
|
$1.41 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Simmons Bank
|
Nov 04, 2025 Q3 2025 |
22,002
shares
|
$1.41 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
21,729
shares
|
$1.39 Million
0.0% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
21,665
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2025
Added 34.56%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
21,414
shares
|
$1.37 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.44%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
20,965
shares
|
$1.34 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
Kennicott Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
20,910
shares
|
$1.34 Million
0.6% of portfolio
|
Q2 2025
Added 32.85%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
20,293
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
20,151
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
20,053
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
Added 28.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
19,957
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
19,903
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
19,200
shares
|
$1.23 Million
0.01% of portfolio
|
Q3 2025
Added 61.48%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
18,951
shares
|
$1.21 Million
0.78% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
18,528
shares
|
$1.18 Million
0.88% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
17,774
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
17,725
shares
|
$1.13 Million
0.02% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
17,606
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
17,578
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
17,354
shares
|
$1.11 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.9%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
17,101
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
16,784
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,661
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Oxinas Partners Wealth Management LLC
|
Nov 06, 2025 Q3 2025 |
16,625
shares
|
$1.06 Million
0.56% of portfolio
|
Q3 2025
Reduced 8.69%
|
|