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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
5,162
shares
|
$309,823
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
5,150
shares
|
$309,103
0.01% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Milestones Private Investment Advisors LLC
Fairport, NY |
Oct 22, 2025 Q3 2025 |
5,115
shares
|
$307,002
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
5,111
shares
|
$306,762
0.13% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
5,106
shares
|
$306,462
0.2% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,096
shares
|
$305,861
0.01% of portfolio
|
Q2 2025
Reduced 46.03%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
5,082
shares
|
$305,021
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
5,076
shares
|
$304,661
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Fund Management, LLC
|
Oct 29, 2025 Q3 2025 |
5,070
shares
|
$304,301
0.04% of portfolio
|
Q3 2025
Reduced 76.36%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
5,026
shares
|
$301,660
0.01% of portfolio
|
Q1 2024
Added 327.74%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
5,000
shares
|
$300,100
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
5,000
shares
|
$300,100
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
4,984
shares
|
$299,139
0.04% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Oct 29, 2025 Q3 2025 |
4,949
shares
|
$297,038
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
4,928
shares
|
$295,778
0.01% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
4,926
shares
|
$295,658
0.05% of portfolio
|
Q3 2025
Added 0.57%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
4,921
shares
|
$295,358
0.15% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2025 Q2 2025 |
4,920
shares
|
$295,298
0.21% of portfolio
|
Q2 2025
Added 189.41%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
4,877
shares
|
$292,717
0.0% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
4,875
shares
|
$292,597
0.1% of portfolio
|
Q3 2025
Reduced 14.17%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
4,826
shares
|
$289,656
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
4,729
shares
|
$283,834
0.09% of portfolio
|
Q3 2025
Reduced 4.04%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$279,333
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Oct 31, 2025 Q3 2025 |
4,653
shares
|
$279,273
0.13% of portfolio
|
Q3 2025
Added 9.66%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
4,638
shares
|
$278,372
0.01% of portfolio
|
Q2 2025
New holding
|