Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 institutions that hold shares in the stock, with a total of 23.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.38 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
9,812
shares
|
$580,379
0.12% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
9,768
shares
|
$577,777
0.23% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,767
shares
|
$577,718
0.02% of portfolio
|
Q3 2024
Added 97.55%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 18, 2024 Q3 2024 |
9,767
shares
|
$577,718
0.36% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
9,513
shares
|
$562,693
0.02% of portfolio
|
Q3 2024
Reduced 6.54%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
9,481
shares
|
$560,801
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,452
shares
|
$559,085
0.0% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,415
shares
|
$556,897
0.17% of portfolio
|
Q2 2024
Reduced 24.95%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Nov 12, 2024 Q3 2024 |
9,214
shares
|
$545,008
0.51% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
9,161
shares
|
$541,873
0.01% of portfolio
|
Q3 2024
Added 4.3%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
9,111
shares
|
$538,915
0.33% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,085
shares
|
$537,377
0.05% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
9,026
shares
|
$533,887
0.03% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,977
shares
|
$530,989
0.24% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$525,843
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
8,855
shares
|
$523,773
0.01% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,840
shares
|
$522,886
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,806
shares
|
$520,874
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,790
shares
|
$519,928
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$509,281
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
8,540
shares
|
$505,141
0.03% of portfolio
|
Q3 2024
Reduced 26.93%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
8,469
shares
|
$500,941
0.22% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
8,431
shares
|
$498,693
0.3% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Thomasville National Bank
|
Oct 11, 2024 Q3 2024 |
8,355
shares
|
$494,198
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
8,314
shares
|
$491,773
0.02% of portfolio
|
Q3 2024
Reduced 5.66%
|