Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
35,896
shares
|
$2.15 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.4%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
34,955
shares
|
$2.1 Million
0.02% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Essex LLC
|
Oct 23, 2025 Q3 2025 |
34,265
shares
|
$2.06 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.48%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
32,536
shares
|
$1.95 Million
1.76% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 29, 2025 Q3 2025 |
31,945
shares
|
$1.92 Million
1.36% of portfolio
|
Q3 2025
Added 10.08%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
30,276
shares
|
$1.82 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.33%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
29,864
shares
|
$1.79 Million
0.2% of portfolio
|
Q3 2024
Added 6.61%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
29,785
shares
|
$1.79 Million
1.01% of portfolio
|
Q1 2024
Added 359.93%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
29,449
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.54%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
29,125
shares
|
$1.75 Million
0.16% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
29,025
shares
|
$1.74 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
28,558
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
26,535
shares
|
$1.59 Million
0.02% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Climber Capital Sa
Nyon, V8 |
Aug 06, 2025 Q2 2025 |
26,429
shares
|
$1.59 Million
0.76% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
26,106
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
26,013
shares
|
$1.56 Million
0.0% of portfolio
|
Q2 2025
Added 311.6%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
25,482
shares
|
$1.53 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
24,519
shares
|
$1.47 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.95%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
23,679
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
23,610
shares
|
$1.42 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
23,300
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
23,110
shares
|
$1.39 Million
0.85% of portfolio
|
Q2 2025
Added 2.09%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
23,050
shares
|
$1.38 Million
0.1% of portfolio
|
Q3 2025
Added 26.79%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
22,812
shares
|
$1.37 Million
1.05% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
22,728
shares
|
$1.36 Million
0.81% of portfolio
|
Q2 2025
Reduced 29.19%
|