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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
147,301
shares
|
$8.84 Million
0.2% of portfolio
|
Q2 2025
Added 1032.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
130,075
shares
|
$7.81 Million
0.02% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
124,531
shares
|
$7.47 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
124,250
shares
|
$7.46 Million
0.0% of portfolio
|
Q2 2025
Added 488.28%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
117,733
shares
|
$7.07 Million
0.05% of portfolio
|
Q2 2025
Added 51.07%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
114,293
shares
|
$6.86 Million
1.0% of portfolio
|
Q3 2025
Added 4.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
113,133
shares
|
$6.79 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
106,213
shares
|
$6.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
104,891
shares
|
$6.3 Million
0.0% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
102,845
shares
|
$6.17 Million
0.48% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
98,477
shares
|
$5.91 Million
2.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
First Citizens Financial Corp
|
Oct 03, 2025 Q3 2025 |
96,390
shares
|
$5.79 Million
2.82% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
95,824
shares
|
$5.75 Million
0.0% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
94,276
shares
|
$5.66 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
86,658
shares
|
$5.2 Million
0.19% of portfolio
|
Q2 2025
Reduced 13.46%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
84,290
shares
|
$5.06 Million
3.44% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Stillwater Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
81,669
shares
|
$4.9 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,428
shares
|
$4.59 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
75,075
shares
|
$4.51 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
74,817
shares
|
$4.49 Million
0.04% of portfolio
|
Q2 2025
Added 24.52%
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
74,454
shares
|
$4.47 Million
2.14% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
71,031
shares
|
$4.26 Million
0.07% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Hc Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
70,257
shares
|
$4.22 Million
2.98% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Oct 09, 2025 Q3 2025 |
68,476
shares
|
$4.11 Million
2.56% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
63,558
shares
|
$3.81 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.13%
|