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 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,785
shares
|
$369,487
0.06% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,777
shares
|
$368,976
0.18% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
5,743
shares
|
$366,805
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
5,713
shares
|
$364,889
0.03% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
5,690
shares
|
$363,420
0.04% of portfolio
|
Q1 2024
Added 288.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
5,647
shares
|
$360,673
0.01% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
5,617
shares
|
$358,757
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
5,612
shares
|
$358,438
0.0% of portfolio
|
Q3 2025
Reduced 72.47%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
5,539
shares
|
$353,775
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,500
shares
|
$351,285
0.01% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
5,490
shares
|
$350,646
0.01% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 10, 2025 Q3 2025 |
5,465
shares
|
$349,049
0.05% of portfolio
|
Q3 2025
Reduced 35.15%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,460
shares
|
$348,730
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,455
shares
|
$348,410
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,450
shares
|
$348,091
0.03% of portfolio
|
Q1 2024
Added 589.87%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,392
shares
|
$344,387
0.01% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,386
shares
|
$344,003
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
5,380
shares
|
$343,620
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
5,375
shares
|
$343,301
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,372
shares
|
$343,109
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
5,305
shares
|
$338,830
0.01% of portfolio
|
Q3 2025
Reduced 15.78%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2025 Q3 2025 |
5,281
shares
|
$337,297
0.0% of portfolio
|
Q3 2025
Reduced 79.77%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
5,280
shares
|
$337,233
0.13% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
5,246
shares
|
$335,062
0.02% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,226
shares
|
$333,784
0.0% of portfolio
|
Q1 2025
Added 11.55%
|
|