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 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
2,113,091
shares
|
$127 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
1,947,096
shares
|
$117 Million
0.49% of portfolio
|
Q2 2025
Added 6342.22%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,676,110
shares
|
$101 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.2%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,671,981
shares
|
$100 Million
0.03% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
1,129,283
shares
|
$67.8 Million
0.05% of portfolio
|
Q2 2025
Reduced 22.75%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,120,389
shares
|
$67.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
915,492
shares
|
$54.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 12.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
851,026
shares
|
$51.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
698,391
shares
|
$41.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
675,718
shares
|
$40.6 Million
0.79% of portfolio
|
Q2 2025
Reduced 29.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
660,603
shares
|
$39.6 Million
0.01% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
464,719
shares
|
$27.9 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
421,350
shares
|
$25.3 Million
0.05% of portfolio
|
Q2 2025
Added 45.21%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
413,046
shares
|
$24.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Oakworth Capital, Inc.
|
Jul 17, 2025 Q2 2025 |
400,018
shares
|
$24 Million
1.47% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
356,391
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2025
Added 15.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
327,426
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
311,145
shares
|
$18.7 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
295,071
shares
|
$17.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
265,096
shares
|
$15.9 Million
5.58% of portfolio
|
Q2 2025
Added 2.72%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
172,487
shares
|
$10.4 Million
0.02% of portfolio
|
Q2 2025
Added 725.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
165,639
shares
|
$9.94 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
164,594
shares
|
$9.88 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
161,291
shares
|
$9.68 Million
0.07% of portfolio
|
Q3 2025
Added 157.32%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
150,191
shares
|
$9.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.15%
|