Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
8,307
shares
|
$513,538
0.0% of portfolio
|
Q4 2024
Reduced 59.07%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
8,291
shares
|
$512,549
0.1% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
8,250
shares
|
$510,015
0.01% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Jan 31, 2025 Q4 2024 |
8,148
shares
|
$503,709
0.18% of portfolio
|
Q4 2024
Added 2.71%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
8,140
shares
|
$503,214
0.03% of portfolio
|
Q2 2024
Added 30.24%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
8,110
shares
|
$501,360
0.16% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
8,060
shares
|
$498,269
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jan 28, 2025 Q4 2024 |
8,043
shares
|
$497,218
0.01% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,994
shares
|
$494,189
0.01% of portfolio
|
Q4 2024
Reduced 12.74%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,948
shares
|
$491,345
0.84% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
7,757
shares
|
$479,537
0.01% of portfolio
|
Q3 2024
Added 6.44%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
7,735
shares
|
$478,177
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,650
shares
|
$472,923
0.01% of portfolio
|
Q3 2024
Added 86.59%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
7,625
shares
|
$471,377
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Principle Wealth Partners LLC
|
Jan 29, 2025 Q4 2024 |
7,535
shares
|
$465,813
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
7,312
shares
|
$452,027
0.03% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
7,285
shares
|
$450,358
0.27% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
7,055
shares
|
$436,140
0.36% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
7,011
shares
|
$433,420
0.11% of portfolio
|
Q3 2024
Added 7.68%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
6,906
shares
|
$426,928
0.22% of portfolio
|
Q4 2024
Reduced 18.09%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
6,804
shares
|
$420,623
0.01% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
6,779
shares
|
$419,077
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$417,285
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Advisors Management Group Inc
|
Jan 14, 2025 Q4 2024 |
6,705
shares
|
$414,503
0.09% of portfolio
|
Q1 2024
Added 388.35%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Feb 04, 2025 Q4 2024 |
6,660
shares
|
$411,721
0.25% of portfolio
|
Q1 2024
Added 400.0%
|