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 |
|---|---|---|---|---|---|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
3,979
shares
|
$238,819
0.06% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$237,079
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,940
shares
|
$236,478
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Oct 22, 2025 Q3 2025 |
3,918
shares
|
$235,158
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
3,900
shares
|
$234,078
0.01% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,898
shares
|
$233,957
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$233,957
0.23% of portfolio
|
Q4 2022
Reduced 3.73%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,895
shares
|
$233,777
0.23% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,888
shares
|
$233,357
0.06% of portfolio
|
Q1 2025
Reduced 37.67%
|
|
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
Oct 15, 2025 Q3 2025 |
3,884
shares
|
$233,117
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,851
shares
|
$231,137
0.04% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
3,839
shares
|
$230,416
0.15% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,768
shares
|
$226,155
0.0% of portfolio
|
Q4 2024
Added 182.25%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Oct 28, 2025 Q3 2025 |
3,750
shares
|
$225,075
0.02% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Narwhal Capital Management
|
Oct 23, 2025 Q3 2025 |
3,750
shares
|
$225,075
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$224,114
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,725
shares
|
$223,574
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
3,719
shares
|
$223,214
0.0% of portfolio
|
Q3 2025
Reduced 17.47%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Oct 17, 2025 Q3 2025 |
3,681
shares
|
$220,933
0.06% of portfolio
|
Q1 2024
Added 400.14%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,650
shares
|
$219,073
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
3,645
shares
|
$218,772
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,641
shares
|
$218,532
0.04% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,612
shares
|
$216,792
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Atlas Brown,Inc.
|
Oct 17, 2025 Q3 2025 |
3,604
shares
|
$216,312
0.06% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
3,600
shares
|
$216,072
0.04% of portfolio
|
Q1 2025
New holding
|