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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 03, 2025 Q3 2025 |
10,747
shares
|
$686,410
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
10,717
shares
|
$684,494
0.01% of portfolio
|
Q3 2025
Added 14.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,637
shares
|
$679,385
0.02% of portfolio
|
Q3 2025
Reduced 28.35%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,538
shares
|
$673,062
0.01% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 05, 2025 Q3 2025 |
10,502
shares
|
$670,762
0.05% of portfolio
|
Q3 2025
Reduced 5.62%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,471
shares
|
$668,782
0.0% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,471
shares
|
$668,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
10,385
shares
|
$663,289
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
10,321
shares
|
$659,202
0.01% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10,217
shares
|
$652,559
0.22% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
Nov 14, 2025 Q3 2025 |
10,190
shares
|
$650,835
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
10,143
shares
|
$647,833
0.18% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,096
shares
|
$644,831
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
10,060
shares
|
$642,532
0.09% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
10,055
shares
|
$642,212
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,010
shares
|
$639,338
0.0% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$638,700
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,960
shares
|
$636,145
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
9,768
shares
|
$623,882
0.2% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,636
shares
|
$615,451
0.0% of portfolio
|
Q3 2025
Reduced 4.93%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,627
shares
|
$614,876
0.01% of portfolio
|
Q3 2025
Reduced 84.07%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
9,625
shares
|
$614,748
0.03% of portfolio
|
Q3 2025
Reduced 9.03%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
9,523
shares
|
$608,234
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,484
shares
|
$605,743
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2025 Q3 2025 |
9,410
shares
|
$601,016
0.3% of portfolio
|
Q3 2025
Reduced 0.04%
|
|