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 |
---|---|---|---|---|---|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 05, 2025 Q2 2025 |
23,110
shares
|
$1.35 Million
0.85% of portfolio
|
Q2 2025
Added 2.09%
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Aug 01, 2025 Q2 2025 |
22,812
shares
|
$1.33 Million
1.05% of portfolio
|
Q2 2025
Added 6.09%
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
22,756
shares
|
$1.33 Million
0.04% of portfolio
|
Q2 2025
Added 9.23%
|
|
Arrien Investments, Inc.
Boise, ID |
Jul 30, 2025 Q2 2025 |
22,728
shares
|
$1.32 Million
0.81% of portfolio
|
Q2 2025
Reduced 29.19%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
22,048
shares
|
$1.28 Million
0.76% of portfolio
|
Q3 2022
Added 0.07%
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
22,042
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
22,040
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,859
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
21,509
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
Royal Fund Management, LLC
|
Aug 13, 2025 Q2 2025 |
21,445
shares
|
$1.25 Million
0.12% of portfolio
|
Q2 2025
Reduced 16.83%
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
21,336
shares
|
$1.24 Million
0.09% of portfolio
|
Q2 2025
Added 3.1%
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
21,325
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
20,910
shares
|
$1.22 Million
0.69% of portfolio
|
Q2 2025
Added 32.85%
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
20,694
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
20,415
shares
|
$1.19 Million
0.02% of portfolio
|
Q2 2025
Added 0.17%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
20,387
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
20,324
shares
|
$1.18 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
19,925
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
19,680
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 10.64%
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
19,618
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Added 2.75%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
19,522
shares
|
$1.14 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,109
shares
|
$1.11 Million
0.02% of portfolio
|
Q2 2025
Added 27.5%
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
18,450
shares
|
$1.07 Million
0.92% of portfolio
|
Q2 2025
Added 17.61%
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,360
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
18,208
shares
|
$1.06 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.38%
|