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 |
|---|---|---|---|---|---|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,402
shares
|
$600,505
0.04% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,384
shares
|
$599,356
0.0% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,345
shares
|
$596,865
0.03% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
9,323
shares
|
$595,460
0.04% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
9,275
shares
|
$592,394
0.04% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
8,981
shares
|
$573,616
0.04% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
8,915
shares
|
$569,401
0.01% of portfolio
|
Q3 2025
Reduced 36.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$567,804
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
8,876
shares
|
$566,910
0.0% of portfolio
|
Q3 2025
Reduced 17.65%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
8,747
shares
|
$558,670
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,723
shares
|
$557,138
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$549,920
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
8,543
shares
|
$545,641
0.04% of portfolio
|
Q3 2025
Reduced 42.19%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,541
shares
|
$545,513
0.0% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Navellier & Associates Inc
Reno, NV |
Nov 06, 2025 Q3 2025 |
8,531
shares
|
$544,874
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Mandatum Life Insurance CO LTD
|
Nov 06, 2025 Q3 2025 |
8,471
shares
|
$541,042
0.12% of portfolio
|
Q2 2025
Reduced 63.63%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
8,291
shares
|
$529,546
0.1% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
8,250
shares
|
$526,927
0.01% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
8,099
shares
|
$517,283
0.01% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
7,977
shares
|
$509,490
0.01% of portfolio
|
Q3 2025
Added 18.46%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,948
shares
|
$507,638
0.84% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
7,939
shares
|
$507,063
0.02% of portfolio
|
Q3 2025
Added 13.9%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
7,881
shares
|
$503,359
0.17% of portfolio
|
Q3 2025
Reduced 11.9%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
7,871
shares
|
$502,720
0.01% of portfolio
|
Q3 2025
Added 23.64%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
7,835
shares
|
$500,421
0.03% of portfolio
|
Q1 2025
Reduced 2.79%
|
|