Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Financial Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
3,820
shares
|
$236,152
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,813
shares
|
$235,719
0.0% of portfolio
|
Q3 2024
Reduced 96.82%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
3,771
shares
|
$233,123
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Jan 28, 2025 Q4 2024 |
3,750
shares
|
$231,825
0.02% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Narwhal Capital Management
|
Jan 21, 2025 Q4 2024 |
3,750
shares
|
$231,825
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
3,750
shares
|
$231,825
0.01% of portfolio
|
Q3 2024
Reduced 6.25%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
3,745
shares
|
$231,515
0.06% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Pavion Blue Capital, LLC
|
Feb 03, 2025 Q4 2024 |
3,717
shares
|
$229,784
0.1% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 16, 2025 Q4 2024 |
3,681
shares
|
$227,559
0.07% of portfolio
|
Q1 2024
Added 400.14%
|
|
|
Aurora Private Wealth, Inc.
|
Jan 22, 2025 Q4 2024 |
3,653
shares
|
$225,828
0.16% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Butensky & Cohen Financial Security, Inc
|
Jan 15, 2025 Q4 2024 |
3,614
shares
|
$223,417
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Family Firm, Inc.
|
Oct 17, 2024 Q3 2024 |
3,602
shares
|
$222,675
0.03% of portfolio
|
Q3 2024
Reduced 14.87%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
3,579
shares
|
$221,253
0.0% of portfolio
|
Q4 2024
Added 7.41%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
3,510
shares
|
$216,988
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
3,505
shares
|
$216,679
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
3,500
shares
|
$216,370
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
Nov 12, 2024 Q3 2024 |
3,470
shares
|
$214,515
0.1% of portfolio
|
Q1 2024
Added 377.96%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
3,470
shares
|
$214,515
0.08% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
3,464
shares
|
$214,144
0.02% of portfolio
|
Q4 2024
Reduced 3.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
3,445
shares
|
$212,969
0.14% of portfolio
|
Q4 2024
Reduced 29.41%
|
|
|
Marshall Financial Group LLC
|
Jan 21, 2025 Q4 2024 |
3,442
shares
|
$212,784
0.05% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
3,433
shares
|
$212,228
0.01% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,425
shares
|
$211,733
0.02% of portfolio
|
Q4 2023
Added 4.33%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
3,418
shares
|
$211,300
0.05% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,405
shares
|
$210,497
0.02% of portfolio
|
Q3 2024
Added 0.35%
|