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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
6,734
shares
|
$404,174
0.01% of portfolio
|
Q2 2025
Reduced 60.93%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
6,724
shares
|
$403,574
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Management Group Inc
|
Jul 16, 2025 Q2 2025 |
6,705
shares
|
$402,434
0.07% of portfolio
|
Q1 2024
Added 388.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,685
shares
|
$401,233
0.02% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Granite Fo LLC
Bedford, NH |
Oct 21, 2025 Q3 2025 |
6,663
shares
|
$399,913
0.21% of portfolio
|
Q3 2025
Reduced 31.78%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
6,661
shares
|
$399,793
0.02% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
6,641
shares
|
$398,592
0.12% of portfolio
|
Q3 2025
Reduced 23.13%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
6,638
shares
|
$398,412
0.17% of portfolio
|
Q3 2025
Reduced 33.6%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,546
shares
|
$392,890
0.26% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Principle Wealth Partners LLC
|
Jul 30, 2025 Q2 2025 |
6,535
shares
|
$392,230
0.03% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
6,523
shares
|
$391,510
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
6,505
shares
|
$390,430
0.02% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Oct 24, 2025 Q3 2025 |
6,335
shares
|
$380,226
0.19% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
6,299
shares
|
$378,065
0.01% of portfolio
|
Q2 2025
Reduced 12.2%
|
|
|
Procyon Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
6,250
shares
|
$375,125
0.01% of portfolio
|
Q2 2025
Reduced 23.22%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
6,225
shares
|
$373,624
0.02% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
6,208
shares
|
$372,604
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
6,105
shares
|
$366,422
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
|
$364,981
0.13% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2025 Q2 2025 |
6,000
shares
|
$360,120
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
6,000
shares
|
$360,120
0.12% of portfolio
|
Q3 2025
Reduced 2.99%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
5,980
shares
|
$358,919
0.0% of portfolio
|
Q2 2025
Added 26.72%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
5,963
shares
|
$357,899
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
5,854
shares
|
$351,357
0.01% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,851
shares
|
$351,177
0.0% of portfolio
|
Q2 2025
Reduced 31.54%
|