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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,785
shares
|
$347,215
0.06% of portfolio
|
Q3 2025
Reduced 2.94%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,777
shares
|
$346,735
0.18% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,738
shares
|
$344,394
0.01% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,735
shares
|
$344,214
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Oct 06, 2025 Q3 2025 |
5,690
shares
|
$341,513
0.04% of portfolio
|
Q1 2024
Added 288.93%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
5,647
shares
|
$338,932
0.01% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Oct 23, 2025 Q3 2025 |
5,539
shares
|
$332,450
0.08% of portfolio
|
Q3 2025
Reduced 0.72%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,500
shares
|
$330,110
0.01% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,489
shares
|
$329,449
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,485
shares
|
$329,209
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,475
shares
|
$328,609
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,460
shares
|
$327,709
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
5,455
shares
|
$327,409
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
5,450
shares
|
$327,109
0.03% of portfolio
|
Q1 2024
Added 589.87%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
5,386
shares
|
$323,267
0.01% of portfolio
|
Q3 2025
Reduced 3.22%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
5,380
shares
|
$322,907
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
5,375
shares
|
$322,607
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,372
shares
|
$322,427
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,372
shares
|
$322,427
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
5,280
shares
|
$316,905
0.13% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
5,228
shares
|
$313,784
0.06% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,226
shares
|
$313,664
0.0% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
5,225
shares
|
$313,604
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
5,194
shares
|
$311,743
0.13% of portfolio
|
Q3 2025
Reduced 10.54%
|