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 |
|---|---|---|---|---|---|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
13,655
shares
|
$872,144
0.01% of portfolio
|
Q3 2025
Added 8.52%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 05, 2025 Q3 2025 |
13,488
shares
|
$861,478
0.25% of portfolio
|
Q3 2025
Reduced 12.77%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
13,169
shares
|
$841,104
0.14% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
13,044
shares
|
$833,120
0.05% of portfolio
|
Q3 2025
Reduced 4.8%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
13,000
shares
|
$830,310
0.44% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
12,800
shares
|
$817,536
0.02% of portfolio
|
Q3 2025
Added 41.44%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,568
shares
|
$802,718
0.03% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,563
shares
|
$802,398
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Planning Directions Inc
|
Nov 12, 2025 Q3 2025 |
12,546
shares
|
$801,313
0.39% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
12,500
shares
|
$798,375
0.34% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,289
shares
|
$784,898
0.01% of portfolio
|
Q3 2025
Added 446.42%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,253
shares
|
$782,599
0.11% of portfolio
|
Q3 2025
Added 6.65%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,167
shares
|
$777,106
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
12,100
shares
|
$772,827
0.0% of portfolio
|
Q3 2025
Reduced 48.07%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
11,770
shares
|
$751,749
0.06% of portfolio
|
Q3 2025
Added 215.21%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
11,768
shares
|
$751,622
0.0% of portfolio
|
Q3 2025
Reduced 1.97%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Nov 06, 2025 Q3 2025 |
11,765
shares
|
$751,430
0.99% of portfolio
|
Q3 2025
Reduced 6.1%
|
|
|
Xtx Topco LTD
London, X0 |
Nov 14, 2025 Q3 2025 |
11,695
shares
|
$746,959
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2025 Q3 2025 |
11,674
shares
|
$745,618
0.03% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
11,603
shares
|
$741,083
0.01% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
11,542
shares
|
$737,187
0.07% of portfolio
|
Q3 2025
Reduced 17.95%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
11,526
shares
|
$736,165
0.01% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
11,267
shares
|
$719,623
0.11% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
11,060
shares
|
$706,402
0.05% of portfolio
|
Q3 2025
Reduced 1.16%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
11,042
shares
|
$705,252
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|