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 |
|---|---|---|---|---|---|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
2,000
shares
|
$124,100
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,977
shares
|
$122,672
0.03% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Jan 22, 2025 Q4 2024 |
1,940
shares
|
$120,377
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
1,837
shares
|
$113,985
0.02% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,751
shares
|
$108,649
0.04% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,741
shares
|
$108,029
0.0% of portfolio
|
Q2 2023
Reduced 55.31%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,715
shares
|
$106,415
0.18% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,661
shares
|
$103,065
0.04% of portfolio
|
Q4 2022
Reduced 4.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Jan 29, 2025 Q4 2024 |
1,625
shares
|
$100,831
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,615
shares
|
$100,210
0.04% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,590
shares
|
$98,659
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,535
shares
|
$95,246
0.0% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Mgb Wealth Management, LLC
Addison, TX |
Jan 29, 2025 Q4 2024 |
1,500
shares
|
$93,075
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,445
shares
|
$89,662
0.0% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,426
shares
|
$88,483
0.07% of portfolio
|
Q2 2022
Reduced 19.02%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
1,350
shares
|
$83,767
0.02% of portfolio
|
Q1 2024
Added 382.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
1,250
shares
|
$77,562
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
1,200
shares
|
$74,460
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,180
shares
|
$73,219
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,149
shares
|
$71,295
0.01% of portfolio
|
Q3 2023
Added 1.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,124
shares
|
$69,744
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,121
shares
|
$69,558
0.11% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,094
shares
|
$67,882
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,076
shares
|
$66,765
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,035
shares
|
$64,221
0.01% of portfolio
|
Q1 2024
Added 400.0%
|