Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
1,343
shares
|
$76,725
0.0% of portfolio
|
Q1 2025
Added 126.48%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
1,340
shares
|
$76,554
0.0% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,336
shares
|
$76,325
0.0% of portfolio
|
Q1 2025
Added 60.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,266
shares
|
$72,326
0.01% of portfolio
|
Q2 2025
Reduced 53.28%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,250
shares
|
$71,412
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,180
shares
|
$67,413
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
1,163
shares
|
$66,442
0.01% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,149
shares
|
$65,642
0.01% of portfolio
|
Q3 2023
Added 1.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,124
shares
|
$64,214
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,121
shares
|
$64,042
0.11% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,094
shares
|
$62,500
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,076
shares
|
$61,471
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
1,039
shares
|
$59,358
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
1,035
shares
|
$59,129
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
May 13, 2025 Q1 2025 |
1,017
shares
|
$58,101
0.04% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,002
shares
|
$57,244
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 22, 2025 Q2 2025 |
1,000
shares
|
$57,130
0.02% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Apr 11, 2025 Q1 2025 |
1,000
shares
|
$57,130
0.05% of portfolio
|
Q1 2024
Added 390.2%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
975
shares
|
$55,701
0.05% of portfolio
|
Q4 2020
Added 5635.29%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
975
shares
|
$55,701
0.11% of portfolio
|
Q3 2022
Reduced 2.6%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
965
shares
|
$55,130
0.04% of portfolio
|
Q2 2025
Reduced 57.62%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
929
shares
|
$53,073
0.23% of portfolio
|
Q3 2023
Reduced 9.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
918
shares
|
$52,445
0.03% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
890
shares
|
$50,845
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
805
shares
|
$45,989
0.01% of portfolio
|
Q3 2024
Added 89.41%
|