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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
500
shares
|
$30,010
0.01% of portfolio
|
Q1 2025
Reduced 62.96%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
471
shares
|
$28,269
0.01% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
470
shares
|
$28,209
0.08% of portfolio
|
Q2 2023
Added 23.68%
|
|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
425
shares
|
$25,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
400
shares
|
$24,008
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Steigerwald, Gordon & Koch Inc.
|
Oct 23, 2025 Q3 2025 |
385
shares
|
$23,107
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
380
shares
|
$22,807
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
375
shares
|
$22,507
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
369
shares
|
$22,147
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$20,706
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
330
shares
|
$19,806
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
330
shares
|
$19,806
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
325
shares
|
$19,506
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
310
shares
|
$18,606
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
High Mark Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
305
shares
|
$18,306
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
305
shares
|
$18,306
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
300
shares
|
$18,006
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
299
shares
|
$17,945
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
288
shares
|
$17,285
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
275
shares
|
$16,505
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
270
shares
|
$16,205
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
265
shares
|
$15,905
0.0% of portfolio
|
Q1 2025
Reduced 23.19%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
265
shares
|
$15,905
0.01% of portfolio
|
Q2 2025
Added 60.61%
|
|
|
Hartford Financial Management Inc.
|
Oct 27, 2025 Q3 2025 |
255
shares
|
$15,305
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
250
shares
|
$15,005
0.01% of portfolio
|
Q1 2024
Added 400.0%
|