Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 552 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
11,315
shares
|
$668,150
0.01% of portfolio
|
Q3 2024
Reduced 8.68%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
Oct 30, 2024 Q3 2024 |
11,120
shares
|
$656,636
0.35% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
11,030
shares
|
$651,321
0.08% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
11,003
shares
|
$649,727
0.01% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
10,985
shares
|
$648,664
0.14% of portfolio
|
Q3 2024
Added 145.15%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
10,593
shares
|
$625,516
0.02% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
10,510
shares
|
$620,615
0.04% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
10,481
shares
|
$618,903
0.0% of portfolio
|
Q3 2024
Added 17.76%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
10,472
shares
|
$618,371
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
10,416
shares
|
$615,064
0.03% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
10,385
shares
|
$613,234
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
10,321
shares
|
$609,455
0.02% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
10,300
shares
|
$608,215
0.03% of portfolio
|
Q1 2024
Added 322.13%
|
|
|
Wespac Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,296
shares
|
$607,978
0.51% of portfolio
|
Q3 2024
Reduced 38.95%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
10,281
shares
|
$607,093
0.01% of portfolio
|
Q3 2024
Reduced 11.06%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,249
shares
|
$605,203
0.02% of portfolio
|
Q3 2024
Reduced 7.58%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
10,169
shares
|
$600,479
0.0% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
10,115
shares
|
$597,290
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,096
shares
|
$596,168
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
10,060
shares
|
$594,043
0.11% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
10,055
shares
|
$593,747
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
10,037
shares
|
$592,684
0.17% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
10,037
shares
|
$592,684
0.02% of portfolio
|
Q3 2024
Reduced 15.0%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
10,036
shares
|
$592,625
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
10,000
shares
|
$590,500
0.03% of portfolio
|
Q1 2024
Added 400.0%
|