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 |
|---|---|---|---|---|---|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
4,555
shares
|
$265,328
0.0% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Kkm Financial LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,540
shares
|
$264,455
0.09% of portfolio
|
Q1 2024
Added 391.87%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
4,506
shares
|
$262,474
0.0% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
4,463
shares
|
$259,969
0.14% of portfolio
|
Q1 2024
Added 392.6%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,452
shares
|
$259,329
0.02% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
4,451
shares
|
$259,270
0.02% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Arbor Investment Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
4,419
shares
|
$257,406
0.03% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Aug 14, 2025 Q2 2025 |
4,370
shares
|
$254,552
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,311
shares
|
$251,115
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2025 Q2 2025 |
4,310
shares
|
$251,057
0.04% of portfolio
|
Q1 2025
Reduced 8.0%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,309
shares
|
$250,999
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
4,265
shares
|
$248,436
0.11% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Owen La Rue, LLC
Elizabethtown, KY |
Jul 16, 2025 Q2 2025 |
4,243
shares
|
$247,154
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
4,236
shares
|
$246,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Camden Capital, LLC
|
Aug 14, 2025 Q2 2025 |
4,216
shares
|
$245,582
0.02% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,193
shares
|
$244,242
0.03% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
4,169
shares
|
$242,844
0.02% of portfolio
|
Q2 2025
Reduced 26.46%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
4,156
shares
|
$242,087
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,151
shares
|
$241,795
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
4,147
shares
|
$241,562
0.02% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
4,061
shares
|
$236,553
0.03% of portfolio
|
Q2 2025
Added 80.49%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,037
shares
|
$235,155
0.05% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,032
shares
|
$234,864
0.01% of portfolio
|
Q1 2025
Reduced 69.03%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2025 Q2 2025 |
4,028
shares
|
$234,631
0.01% of portfolio
|
Q2 2025
Reduced 3.36%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
4,027
shares
|
$234,572
0.02% of portfolio
|
Q2 2025
Added 0.15%
|