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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
64,944
shares
|
$3.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.85%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
63,020
shares
|
$3.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.36%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
62,680
shares
|
$3.65 Million
0.03% of portfolio
|
Q2 2025
Added 11.09%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
61,345
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.33%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
60,423
shares
|
$3.52 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
60,260
shares
|
$3.51 Million
0.0% of portfolio
|
Q2 2025
Added 3.27%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
56,149
shares
|
$3.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Lighthouse Financial LLC
Largo, FL |
Aug 11, 2025 Q2 2025 |
55,224
shares
|
$3.22 Million
2.39% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
54,548
shares
|
$3.18 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
54,386
shares
|
$3.17 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.33%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
54,265
shares
|
$3.16 Million
0.38% of portfolio
|
Q3 2022
Added 108.09%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
52,382
shares
|
$3.05 Million
0.0% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
51,802
shares
|
$3.02 Million
0.0% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
49,980
shares
|
$2.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 62.79%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
48,578
shares
|
$2.83 Million
0.27% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
47,874
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
46,177
shares
|
$2.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
45,116
shares
|
$2.63 Million
0.03% of portfolio
|
Q2 2025
Added 25.61%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Aug 05, 2025 Q2 2025 |
44,442
shares
|
$2.59 Million
1.73% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
43,915
shares
|
$2.56 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
43,545
shares
|
$2.54 Million
1.1% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
41,748
shares
|
$2.43 Million
0.23% of portfolio
|
Q2 2025
Added 3.41%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
40,180
shares
|
$2.34 Million
0.0% of portfolio
|
Q2 2025
Added 262.96%
|
|
|
Lom Asset Management LTD
Hamilton, |
Aug 07, 2025 Q2 2025 |
39,878
shares
|
$2.32 Million
0.76% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
39,374
shares
|
$2.29 Million
0.05% of portfolio
|
Q2 2025
Added 247.61%
|