Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 545 institutions that hold shares in the stock, with a total of 24.7 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 |
|---|---|---|---|---|---|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
750
shares
|
$43,687
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
748
shares
|
$43,571
0.0% of portfolio
|
Q2 2025
Reduced 44.01%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
734
shares
|
$42,755
0.0% of portfolio
|
Q2 2025
Added 98.38%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
711
shares
|
$41,415
0.01% of portfolio
|
Q2 2020
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
705
shares
|
$41,066
0.01% of portfolio
|
Q2 2024
Reduced 58.7%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
675
shares
|
$39,318
0.0% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
648
shares
|
$37,746
0.0% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
644
shares
|
$37,513
0.02% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
635
shares
|
$36,988
0.02% of portfolio
|
Q1 2024
Added 1884.38%
|
|
|
Flaharty Asset Management, LLC
|
Aug 08, 2025 Q2 2025 |
600
shares
|
$34,950
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Jul 25, 2025 Q2 2025 |
585
shares
|
$34,076
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
570
shares
|
$33,202
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
545
shares
|
$31,746
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
536
shares
|
$31,222
0.01% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jul 29, 2025 Q2 2025 |
523
shares
|
$30,464
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
Aug 14, 2025 Q2 2025 |
512
shares
|
$29,824
0.02% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
511
shares
|
$29,765
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 13, 2025 Q2 2025 |
500
shares
|
$29,125
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
500
shares
|
$29,125
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
500
shares
|
$29,125
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rmg Wealth Management LLC
Platteville, WI |
Jul 23, 2025 Q2 2025 |
500
shares
|
$29,125
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
500
shares
|
$29,125
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
500
shares
|
$29,125
0.01% of portfolio
|
Q1 2025
Reduced 62.96%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
470
shares
|
$27,377
0.08% of portfolio
|
Q2 2023
Added 23.68%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
470
shares
|
$27,377
0.01% of portfolio
|
Q2 2025
Added 0.43%
|