Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
1,180
shares
|
$70,823
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
1,149
shares
|
$68,962
0.01% of portfolio
|
Q3 2023
Added 1.23%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
1,124
shares
|
$67,462
0.25% of portfolio
|
Q2 2022
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,121
shares
|
$67,282
0.11% of portfolio
|
Q4 2022
Added 0.09%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
1,100
shares
|
$66,022
0.0% of portfolio
|
Q2 2025
Reduced 59.26%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
1,094
shares
|
$65,661
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
1,076
shares
|
$64,581
0.0% of portfolio
|
Q2 2023
Reduced 0.37%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
1,039
shares
|
$62,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cva Family Office, LLC
|
Oct 30, 2025 Q3 2025 |
1,035
shares
|
$62,120
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
1,020
shares
|
$61,220
0.03% of portfolio
|
Q2 2025
Reduced 98.23%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,002
shares
|
$60,140
0.05% of portfolio
|
Q3 2017
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
1,000
shares
|
$60,020
0.02% of portfolio
|
Q3 2024
Reduced 20.06%
|
|
|
Davis Capital Management
Jacksonville, FL |
Oct 21, 2025 Q3 2025 |
1,000
shares
|
$60,020
0.04% of portfolio
|
Q1 2024
Added 390.2%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,000
shares
|
$60,020
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
975
shares
|
$58,519
0.05% of portfolio
|
Q4 2020
Added 5635.29%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
975
shares
|
$58,519
0.11% of portfolio
|
Q3 2022
Reduced 2.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
960
shares
|
$57,619
0.0% of portfolio
|
Q2 2025
Added 108.7%
|
|
|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
929
shares
|
$55,758
0.23% of portfolio
|
Q3 2023
Reduced 9.72%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
918
shares
|
$55,098
0.03% of portfolio
|
Q4 2022
Added 3.03%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
890
shares
|
$53,417
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
870
shares
|
$52,217
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Oct 08, 2025 Q3 2025 |
805
shares
|
$48,316
0.01% of portfolio
|
Q3 2024
Added 89.41%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
802
shares
|
$48,136
0.03% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Jul 16, 2025 Q2 2025 |
799
shares
|
$47,955
0.01% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
770
shares
|
$46,215
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|