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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
6,602
shares
|
$408,135
0.02% of portfolio
|
Q4 2024
Reduced 13.39%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
6,546
shares
|
$404,673
0.24% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,508
shares
|
$402,324
0.04% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
6,465
shares
|
$399,666
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
6,461
shares
|
$399,419
0.01% of portfolio
|
Q4 2024
Reduced 7.41%
|
|
|
Summit X, LLC
Chesterfield, MO |
Feb 07, 2025 Q4 2024 |
6,397
shares
|
$395,462
0.09% of portfolio
|
Q4 2024
Reduced 1.01%
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
6,370
shares
|
$393,793
0.03% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
6,366
shares
|
$393,546
0.01% of portfolio
|
Q1 2024
Added 400.08%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
6,361
shares
|
$393,237
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
6,336
shares
|
$391,691
0.24% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
6,323
shares
|
$390,887
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
6,272
shares
|
$387,735
0.18% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Feb 07, 2025 Q4 2024 |
6,236
shares
|
$385,509
0.15% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
6,235
shares
|
$385,447
0.14% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
6,125
shares
|
$378,647
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
6,105
shares
|
$377,411
0.03% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
First Merchants Corp
|
Jan 30, 2025 Q4 2024 |
6,084
shares
|
$376,112
0.02% of portfolio
|
Q4 2024
Reduced 15.32%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
6,024
shares
|
$372,403
0.04% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
5,816
shares
|
$359,545
0.01% of portfolio
|
Q1 2024
Added 400.09%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
5,780
shares
|
$357,319
0.15% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,777
shares
|
$357,134
0.18% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
5,761
shares
|
$356,145
0.16% of portfolio
|
Q4 2024
Reduced 19.27%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
5,722
shares
|
$353,734
0.01% of portfolio
|
Q4 2024
Reduced 0.31%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
5,693
shares
|
$351,941
0.0% of portfolio
|
Q4 2024
Reduced 25.49%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jan 13, 2025 Q4 2024 |
5,690
shares
|
$351,755
0.04% of portfolio
|
Q1 2024
Added 288.93%
|