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 23.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 12, 2026 Q4 2025 |
10,874
shares
|
$694,522
0.21% of portfolio
|
Q4 2025
Added 7.21%
|
|
|
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 Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
10,471
shares
|
$668,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,471
shares
|
$668,782
0.0% of portfolio
|
Q3 2025
Added 17.66%
|
|
|
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%
|
|
|
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%
|
|