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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
675
shares
|
$41,883
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
672
shares
|
$41,697
0.01% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
644
shares
|
$39,960
0.02% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Pacifica Partners Inc.
|
Jan 13, 2025 Q4 2024 |
635
shares
|
$39,401
0.02% of portfolio
|
Q1 2024
Added 1884.38%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
606
shares
|
$37,602
0.0% of portfolio
|
Q4 2024
Reduced 68.27%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
600
shares
|
$37,230
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
593
shares
|
$36,795
0.0% of portfolio
|
Q2 2024
Added 1279.07%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
590
shares
|
$36,609
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
585
shares
|
$36,299
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Jan 21, 2025 Q4 2024 |
575
shares
|
$35,678
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
565
shares
|
$35,058
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Old Second National Bank Of Aurora
|
Jan 23, 2025 Q4 2024 |
545
shares
|
$33,817
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
500
shares
|
$31,025
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Nov 08, 2024 Q3 2024 |
500
shares
|
$31,025
0.0% of portfolio
|
Q3 2024
Added 150.0%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
500
shares
|
$31,025
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
500
shares
|
$31,025
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
489
shares
|
$30,342
0.0% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
470
shares
|
$29,163
0.08% of portfolio
|
Q2 2023
Added 23.68%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
467
shares
|
$28,977
0.01% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
460
shares
|
$28,543
0.0% of portfolio
|
Q1 2024
Added 360.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
456
shares
|
$28,294
0.0% of portfolio
|
Q2 2024
Added 0.22%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 29, 2025 Q4 2024 |
400
shares
|
$24,820
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
400
shares
|
$24,820
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
387
shares
|
$24,013
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
382
shares
|
$23,703
0.02% of portfolio
|
Q3 2024
Added 140.25%
|