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 |
|---|---|---|---|---|---|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
5,960
shares
|
$347,170
0.06% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,851
shares
|
$340,820
0.0% of portfolio
|
Q2 2025
Reduced 31.54%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
5,816
shares
|
$338,782
0.01% of portfolio
|
Q1 2024
Added 400.09%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,806
shares
|
$338,199
0.15% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,777
shares
|
$336,510
0.18% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
5,738
shares
|
$334,238
0.01% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
5,735
shares
|
$334,063
0.01% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Jul 09, 2025 Q2 2025 |
5,690
shares
|
$331,442
0.04% of portfolio
|
Q1 2024
Added 288.93%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jul 30, 2025 Q2 2025 |
5,680
shares
|
$330,860
0.12% of portfolio
|
Q2 2025
Added 67.06%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
5,647
shares
|
$328,937
0.01% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
5,635
shares
|
$328,238
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Aug 06, 2025 Q2 2025 |
5,579
shares
|
$324,976
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
5,565
shares
|
$324,161
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
5,505
shares
|
$320,666
0.01% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,500
shares
|
$320,375
0.01% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
5,489
shares
|
$319,734
0.03% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
5,485
shares
|
$319,501
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,475
shares
|
$318,918
0.01% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,460
shares
|
$318,045
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colorado Capital Management, Inc.
|
Jul 11, 2025 Q2 2025 |
5,455
shares
|
$317,753
0.13% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
5,450
shares
|
$317,462
0.03% of portfolio
|
Q1 2024
Added 589.87%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
5,380
shares
|
$313,385
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
5,375
shares
|
$313,093
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,372
shares
|
$312,919
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
5,372
shares
|
$312,919
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|