Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 556 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
280
shares
|
$15,996
0.01% of portfolio
|
Q1 2025
Reduced 70.18%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
275
shares
|
$15,710
0.0% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
270
shares
|
$15,425
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
267
shares
|
$15,253
0.0% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
265
shares
|
$15,139
0.0% of portfolio
|
Q1 2025
Reduced 23.19%
|
|
|
Hartford Financial Management Inc.
|
Apr 21, 2025 Q1 2025 |
255
shares
|
$14,568
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Country Trust Bank
|
May 14, 2025 Q1 2025 |
250
shares
|
$14,282
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
250
shares
|
$14,282
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
246
shares
|
$14,053
0.01% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
242
shares
|
$13,825
0.01% of portfolio
|
Q2 2023
Added 24.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
240
shares
|
$13,711
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
233
shares
|
$13,311
0.02% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
220
shares
|
$12,568
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
185
shares
|
$10,569
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
182
shares
|
$10,397
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
177
shares
|
$10,112
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
170
shares
|
$9,712
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
165
shares
|
$9,426
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
152
shares
|
$8,683
0.07% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
150
shares
|
$8,569
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
150
shares
|
$8,569
0.0% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
135
shares
|
$7,712
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
132
shares
|
$7,541
0.0% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
128
shares
|
$7,312
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
125
shares
|
$7,141
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|