Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 555 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 |
|---|---|---|---|---|---|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
60,423
shares
|
$3.45 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
60,082
shares
|
$3.43 Million
0.04% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
59,561
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Added 218.97%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
58,350
shares
|
$3.33 Million
0.0% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
57,451
shares
|
$3.28 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.46%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
56,787
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
Jul 21, 2025 Q2 2025 |
54,548
shares
|
$3.12 Million
0.58% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Lighthouse Financial LLC
Largo, FL |
May 12, 2025 Q1 2025 |
54,437
shares
|
$3.11 Million
2.86% of portfolio
|
Q1 2025
Reduced 1.04%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
54,265
shares
|
$3.1 Million
0.38% of portfolio
|
Q3 2022
Added 108.09%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
53,956
shares
|
$3.08 Million
0.01% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
52,382
shares
|
$2.99 Million
0.0% of portfolio
|
Q2 2025
Added 9.81%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
51,294
shares
|
$2.93 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
48,229
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
46,714
shares
|
$2.67 Million
2.07% of portfolio
|
Q1 2025
Reduced 7.05%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
44,638
shares
|
$2.55 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
44,084
shares
|
$2.52 Million
1.31% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
40,371
shares
|
$2.31 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
37,025
shares
|
$2.12 Million
0.77% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
36,924
shares
|
$2.11 Million
0.07% of portfolio
|
Q1 2025
Added 18738.78%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
36,041
shares
|
$2.06 Million
0.01% of portfolio
|
Q2 2025
Added 9.28%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
35,918
shares
|
$2.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 13.92%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
34,353
shares
|
$1.96 Million
2.25% of portfolio
|
Q1 2025
Reduced 2.21%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
33,804
shares
|
$1.93 Million
0.04% of portfolio
|
Q1 2025
Reduced 67.79%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Apr 10, 2025 Q1 2025 |
32,096
shares
|
$1.83 Million
1.4% of portfolio
|
Q1 2024
Added 1945.66%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
32,095
shares
|
$1.83 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.55%
|