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 |
|---|---|---|---|---|---|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
4,000
shares
|
$233,000
0.08% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
4,000
shares
|
$233,000
0.06% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
4,000
shares
|
$233,000
0.09% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
3,978
shares
|
$231,718
0.06% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
3,950
shares
|
$230,087
0.0% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,940
shares
|
$229,505
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
3,900
shares
|
$227,175
0.02% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$227,058
0.23% of portfolio
|
Q4 2022
Reduced 3.73%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,898
shares
|
$227,058
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,895
shares
|
$226,883
0.23% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,888
shares
|
$226,476
0.06% of portfolio
|
Q1 2025
Reduced 37.67%
|
|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
3,851
shares
|
$224,320
0.04% of portfolio
|
Q2 2025
Added 2.89%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
3,839
shares
|
$223,621
0.15% of portfolio
|
Q2 2025
Reduced 30.69%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
3,768
shares
|
$219,486
0.0% of portfolio
|
Q4 2024
Added 182.25%
|
|
|
Narwhal Capital Management
|
Jul 23, 2025 Q2 2025 |
3,750
shares
|
$218,437
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jul 28, 2025 Q2 2025 |
3,750
shares
|
$218,437
0.02% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
3,734
shares
|
$217,505
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
3,725
shares
|
$216,981
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jul 11, 2025 Q2 2025 |
3,681
shares
|
$214,418
0.07% of portfolio
|
Q1 2024
Added 400.14%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
3,650
shares
|
$212,612
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
3,645
shares
|
$212,321
0.05% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
3,641
shares
|
$212,088
0.04% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,612
shares
|
$210,399
0.0% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
3,600
shares
|
$209,700
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
3,593
shares
|
$209,292
0.07% of portfolio
|
Q2 2025
New holding
|