Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 536 institutions that hold shares in the stock, with a total of 23.2 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 |
|---|---|---|---|---|---|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
170
shares
|
$10,548
0.0% of portfolio
|
Q1 2024
Added 150.0%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
165
shares
|
$10,238
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
165
shares
|
$10,238
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
152
shares
|
$9,431
0.07% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
150
shares
|
$9,307
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
135
shares
|
$8,376
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
131
shares
|
$8,128
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
128
shares
|
$7,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
115
shares
|
$7,135
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Jan 30, 2025 Q4 2024 |
110
shares
|
$6,825
0.0% of portfolio
|
Q2 2024
Reduced 73.17%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$6,205
0.0% of portfolio
|
Q3 2024
Added 270.37%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
100
shares
|
$6,205
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
100
shares
|
$6,205
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
90
shares
|
$5,584
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$4,653
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
70
shares
|
$4,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
61
shares
|
$3,785
0.0% of portfolio
|
Q3 2024
Reduced 84.28%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
55
shares
|
$3,412
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
51
shares
|
$3,164
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
50
shares
|
$3,102
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$3,102
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
32
shares
|
$1,985
0.0% of portfolio
|
Q4 2024
Added 3.23%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$1,861
0.0% of portfolio
|
Q2 2024
Reduced 95.33%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$1,861
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$1,613
0.0% of portfolio
|
Q3 2023
New holding
|