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 |
|---|---|---|---|---|---|
|
Country Trust Bank
|
Aug 12, 2025 Q2 2025 |
250
shares
|
$14,562
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
250
shares
|
$14,562
0.0% of portfolio
|
Q2 2025
Reduced 60.94%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
246
shares
|
$14,329
0.01% of portfolio
|
Q2 2024
Reduced 31.67%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
242
shares
|
$14,096
0.01% of portfolio
|
Q2 2023
Added 24.1%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
240
shares
|
$13,980
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
233
shares
|
$13,572
0.02% of portfolio
|
Q3 2022
Added 0.43%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
220
shares
|
$12,815
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
185
shares
|
$10,776
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
182
shares
|
$10,601
0.0% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
177
shares
|
$10,310
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
170
shares
|
$9,902
0.0% of portfolio
|
Q2 2025
Reduced 50.0%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
152
shares
|
$8,854
0.07% of portfolio
|
Q2 2022
Added 0.66%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
150
shares
|
$8,737
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
150
shares
|
$8,737
0.0% of portfolio
|
Q1 2025
Reduced 77.78%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
141
shares
|
$8,213
0.01% of portfolio
|
Q2 2025
Reduced 74.82%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
135
shares
|
$7,863
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
128
shares
|
$7,456
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Access Investment Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
125
shares
|
$7,281
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
125
shares
|
$7,281
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
115
shares
|
$6,698
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
115
shares
|
$6,698
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
107
shares
|
$6,232
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
100
shares
|
$5,825
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
100
shares
|
$5,825
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
100
shares
|
$5,825
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|