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 |
|---|---|---|---|---|---|
|
New Republic Capital, LLC
Charlotte, NC |
Oct 27, 2025 Q3 2025 |
770
shares
|
$46,215
0.01% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
750
shares
|
$45,015
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Oct 30, 2025 Q3 2025 |
750
shares
|
$45,015
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
748
shares
|
$44,894
0.0% of portfolio
|
Q2 2025
Reduced 44.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
734
shares
|
$44,054
0.0% of portfolio
|
Q2 2025
Added 98.38%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
711
shares
|
$42,674
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
705
shares
|
$42,314
0.01% of portfolio
|
Q2 2024
Reduced 58.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
675
shares
|
$40,513
0.0% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
648
shares
|
$38,892
0.0% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
644
shares
|
$38,652
0.02% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Oct 06, 2025 Q3 2025 |
641
shares
|
$38,472
0.03% of portfolio
|
Q3 2025
Reduced 33.58%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
615
shares
|
$36,912
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
600
shares
|
$36,012
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
585
shares
|
$35,111
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
570
shares
|
$34,211
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
545
shares
|
$32,710
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
536
shares
|
$32,170
0.01% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
524
shares
|
$31,450
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
512
shares
|
$30,730
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
511
shares
|
$30,670
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
500
shares
|
$30,010
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Oct 30, 2025 Q3 2025 |
500
shares
|
$30,010
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
500
shares
|
$30,010
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$30,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
500
shares
|
$30,010
0.01% of portfolio
|
Q1 2024
Added 400.0%
|