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 |
|---|---|---|---|---|---|
|
Banque Pictet & Cie Sa
|
Jan 30, 2025 Q4 2024 |
5,000
shares
|
$310,250
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
5,000
shares
|
$310,250
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
5,000
shares
|
$310,250
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
4,889
shares
|
$303,362
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
4,880
shares
|
$302,804
0.23% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
4,832
shares
|
$299,825
0.11% of portfolio
|
Q4 2024
Added 4.82%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,831
shares
|
$299,763
0.0% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
4,810
shares
|
$298,460
0.05% of portfolio
|
Q2 2024
Added 26.25%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
4,805
shares
|
$298,150
0.01% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
4,753
shares
|
$294,923
0.0% of portfolio
|
Q4 2024
Reduced 84.21%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,685
shares
|
$290,704
0.0% of portfolio
|
Q2 2024
Reduced 32.1%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Nov 08, 2024 Q3 2024 |
4,670
shares
|
$289,773
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$288,780
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
4,627
shares
|
$287,105
0.07% of portfolio
|
Q3 2024
Added 40.47%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
4,585
shares
|
$284,499
0.0% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
4,581
shares
|
$284,251
0.06% of portfolio
|
Q2 2024
Reduced 47.11%
|
|
|
Kkm Financial LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,540
shares
|
$281,707
0.15% of portfolio
|
Q1 2024
Added 391.87%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
4,463
shares
|
$276,929
0.14% of portfolio
|
Q1 2024
Added 392.6%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
4,328
shares
|
$268,552
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,309
shares
|
$267,373
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
4,300
shares
|
$266,815
0.1% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
M&T Bank Corp
|
Nov 19, 2024 Q3 2024 |
4,290
shares
|
$266,194
0.0% of portfolio
|
Q2 2024
Reduced 8.14%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
4,265
shares
|
$264,643
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
4,216
shares
|
$261,602
0.03% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,166
shares
|
$258,500
0.0% of portfolio
|
Q3 2024
Reduced 63.81%
|