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 |
|---|---|---|---|---|---|
|
Summit X, LLC
Chesterfield, MO |
Aug 07, 2025 Q2 2025 |
5,228
shares
|
$304,531
0.06% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,226
shares
|
$304,414
0.0% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
5,225
shares
|
$304,356
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Sep 11, 2025 Q2 2025 |
5,115
shares
|
$297,948
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
5,111
shares
|
$297,715
0.13% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
5,106
shares
|
$297,424
0.2% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,096
shares
|
$296,842
0.01% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,076
shares
|
$295,677
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
5,065
shares
|
$295,036
0.13% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,026
shares
|
$292,764
0.01% of portfolio
|
Q1 2024
Added 327.74%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
5,019
shares
|
$292,356
0.01% of portfolio
|
Q2 2025
Reduced 20.04%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
5,014
shares
|
$292,065
0.0% of portfolio
|
Q2 2025
Reduced 6.19%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$291,250
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
5,000
shares
|
$291,250
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
4,928
shares
|
$287,056
0.1% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,921
shares
|
$286,648
0.15% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
4,920
shares
|
$286,590
0.21% of portfolio
|
Q2 2025
Added 189.41%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
4,898
shares
|
$285,308
0.06% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,877
shares
|
$284,085
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
4,818
shares
|
$280,648
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
4,674
shares
|
$272,260
0.01% of portfolio
|
Q2 2025
Reduced 54.57%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$271,095
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
4,638
shares
|
$270,163
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
4,627
shares
|
$269,522
0.0% of portfolio
|
Q2 2025
Reduced 8.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
4,559
shares
|
$265,561
0.0% of portfolio
|
Q2 2025
Reduced 4.2%
|