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 |
|---|---|---|---|---|---|
|
Allianz Se
Munich, 2M |
Aug 08, 2025 Q2 2025 |
425
shares
|
$24,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
400
shares
|
$23,300
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Aug 11, 2025 Q2 2025 |
400
shares
|
$23,300
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
381
shares
|
$22,193
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
380
shares
|
$22,135
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
375
shares
|
$21,843
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
347
shares
|
$20,212
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$20,096
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jul 29, 2025 Q2 2025 |
330
shares
|
$19,222
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
330
shares
|
$19,222
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
325
shares
|
$18,931
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
310
shares
|
$18,057
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
305
shares
|
$17,766
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
High Mark Wealth Management LLC
|
Jul 21, 2025 Q2 2025 |
304
shares
|
$17,708
0.01% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
300
shares
|
$17,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 05, 2025 Q2 2025 |
299
shares
|
$17,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
288
shares
|
$16,776
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
275
shares
|
$16,018
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
270
shares
|
$15,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
267
shares
|
$15,552
0.0% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
265
shares
|
$15,436
0.0% of portfolio
|
Q1 2025
Reduced 23.19%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
265
shares
|
$15,436
0.01% of portfolio
|
Q2 2025
Added 60.61%
|
|
|
Hartford Financial Management Inc.
|
Jul 31, 2025 Q2 2025 |
255
shares
|
$14,853
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
250
shares
|
$14,562
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
250
shares
|
$14,562
0.01% of portfolio
|
Q1 2024
Added 400.0%
|