Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 24.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.44 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
6,799
shares
|
$396,041
0.17% of portfolio
|
Q2 2025
Added 6.67%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
6,785
shares
|
$395,226
0.0% of portfolio
|
Q2 2025
Reduced 37.41%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
6,779
shares
|
$394,876
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$393,187
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,734
shares
|
$392,255
0.01% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
6,724
shares
|
$391,673
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
6,705
shares
|
$390,566
0.07% of portfolio
|
Q1 2024
Added 388.35%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
6,700
shares
|
$390,275
0.02% of portfolio
|
Q2 2025
Added 24.77%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,685
shares
|
$389,401
0.02% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
6,619
shares
|
$385,556
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,546
shares
|
$381,304
0.26% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
6,535
shares
|
$380,663
0.03% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
6,366
shares
|
$370,819
0.01% of portfolio
|
Q1 2024
Added 400.08%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Aug 05, 2025 Q2 2025 |
6,335
shares
|
$369,013
0.21% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,299
shares
|
$366,916
0.01% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
6,250
shares
|
$364,062
0.03% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,225
shares
|
$362,606
0.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,208
shares
|
$361,616
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
6,185
shares
|
$360,276
0.13% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
6,131
shares
|
$357,130
0.01% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
6,105
shares
|
$355,616
0.02% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
Aug 12, 2025 Q2 2025 |
6,081
shares
|
$354,218
0.13% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$349,500
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,980
shares
|
$348,335
0.0% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
5,963
shares
|
$347,344
0.03% of portfolio
|
Q2 2025
New holding
|