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 |
|---|---|---|---|---|---|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
1,101
shares
|
$68,063
0.05% of portfolio
|
Q4 2024
Added 21920.0%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,094
shares
|
$67,631
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,076
shares
|
$66,518
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
1,035
shares
|
$63,983
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
1,024
shares
|
$63,303
0.0% of portfolio
|
Q3 2024
Reduced 91.61%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,011
shares
|
$62,500
0.04% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,002
shares
|
$61,943
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jan 28, 2025 Q4 2024 |
1,000
shares
|
$61,820
0.02% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Jan 17, 2025 Q4 2024 |
1,000
shares
|
$61,820
0.05% of portfolio
|
Q1 2024
Added 390.2%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
975
shares
|
$60,274
0.11% of portfolio
|
Q3 2022
Reduced 2.6%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
975
shares
|
$60,274
0.05% of portfolio
|
Q4 2020
Added 5635.29%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
939
shares
|
$58,048
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
929
shares
|
$57,430
0.23% of portfolio
|
Q3 2023
Reduced 9.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
918
shares
|
$56,750
0.03% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
895
shares
|
$55,328
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
890
shares
|
$55,019
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
835
shares
|
$51,619
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
825
shares
|
$51,001
0.0% of portfolio
|
Q3 2024
Reduced 78.12%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
805
shares
|
$49,765
0.01% of portfolio
|
Q3 2024
Added 89.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
794
shares
|
$49,085
0.04% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Oct 23, 2024 Q3 2024 |
792
shares
|
$48,961
0.02% of portfolio
|
Q3 2024
Added 0.38%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Jan 29, 2025 Q4 2024 |
784
shares
|
$48,466
0.03% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
753
shares
|
$46,550
0.0% of portfolio
|
Q3 2024
Reduced 53.52%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
750
shares
|
$46,365
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
711
shares
|
$43,954
0.01% of portfolio
|
Q2 2020
New holding
|