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 |
|---|---|---|---|---|---|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
1,977
shares
|
$115,160
0.02% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Winnow Wealth LLC
Waco, TX |
Aug 12, 2025 Q2 2025 |
1,940
shares
|
$113,005
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,940
shares
|
$113,005
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
1,846
shares
|
$107,529
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,825
shares
|
$106,306
0.0% of portfolio
|
Q2 2025
Added 18.89%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
1,756
shares
|
$102,287
0.0% of portfolio
|
Q2 2025
Added 31.04%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,751
shares
|
$101,995
0.04% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,741
shares
|
$101,413
0.0% of portfolio
|
Q2 2023
Reduced 55.31%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
1,717
shares
|
$100,015
0.0% of portfolio
|
Q2 2025
Added 219.14%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,715
shares
|
$99,898
0.18% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
1,685
shares
|
$98,151
0.0% of portfolio
|
Q2 2025
Added 1772.22%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
1,675
shares
|
$97,568
0.0% of portfolio
|
Q2 2025
Reduced 72.65%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,661
shares
|
$96,753
0.04% of portfolio
|
Q4 2022
Reduced 4.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
1,625
shares
|
$94,656
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
1,620
shares
|
$94,365
0.0% of portfolio
|
Q2 2025
Reduced 30.02%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,615
shares
|
$94,073
0.04% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,593
shares
|
$92,792
0.0% of portfolio
|
Q2 2025
Added 18.62%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
1,436
shares
|
$83,647
0.0% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,426
shares
|
$83,064
0.07% of portfolio
|
Q2 2022
Reduced 19.02%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,291
shares
|
$75,200
0.01% of portfolio
|
Q2 2025
Reduced 14.9%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,278
shares
|
$74,443
0.0% of portfolio
|
Q2 2025
Reduced 5.19%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,266
shares
|
$73,744
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
N.E.W. Advisory Services LLC
|
Aug 18, 2025 Q2 2025 |
1,260
shares
|
$73,395
0.01% of portfolio
|
Q2 2025
Reduced 10.64%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,250
shares
|
$72,812
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,180
shares
|
$68,735
0.01% of portfolio
|
Q1 2024
Added 400.0%
|