Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 536 institutions that hold shares in the stock, with a total of 23.2 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 |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
5,625
shares
|
$349,031
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
5,560
shares
|
$344,998
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
5,545
shares
|
$344,067
0.01% of portfolio
|
Q4 2024
Added 2.69%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
5,539
shares
|
$343,694
0.32% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,500
shares
|
$341,275
0.0% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,460
shares
|
$338,793
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
5,455
shares
|
$338,482
0.15% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
5,450
shares
|
$338,172
0.03% of portfolio
|
Q1 2024
Added 589.87%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
5,446
shares
|
$337,924
0.01% of portfolio
|
Q3 2024
Added 3.54%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
5,439
shares
|
$337,489
0.01% of portfolio
|
Q4 2024
Added 19.09%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
5,394
shares
|
$334,697
0.0% of portfolio
|
Q4 2024
Added 6.75%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
5,376
shares
|
$333,580
0.01% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
5,375
shares
|
$333,518
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,372
shares
|
$333,332
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
5,370
shares
|
$333,208
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
5,317
shares
|
$329,919
0.05% of portfolio
|
Q3 2024
Reduced 13.91%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
5,261
shares
|
$326,445
0.15% of portfolio
|
Q1 2024
Added 400.1%
|
|
|
Red Door Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
5,235
shares
|
$324,831
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Welch Group, LLC
|
Jan 24, 2025 Q4 2024 |
5,171
shares
|
$320,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
5,150
shares
|
$319,557
0.02% of portfolio
|
Q4 2024
Reduced 1.9%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
5,140
shares
|
$318,937
0.21% of portfolio
|
Q1 2024
Added 394.23%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
5,085
shares
|
$315,524
0.04% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
5,079
shares
|
$315,151
0.02% of portfolio
|
Q3 2024
Added 15.25%
|
|
|
Quartz Partners, LLC
Saratoga Springs, NY |
Nov 08, 2024 Q3 2024 |
5,047
shares
|
$313,166
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Oct 17, 2024 Q3 2024 |
5,026
shares
|
$311,863
0.01% of portfolio
|
Q1 2024
Added 327.74%
|