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 |
|---|---|---|---|---|---|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
22,438
shares
|
$1.35 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
22,048
shares
|
$1.32 Million
0.76% of portfolio
|
Q3 2022
Added 0.07%
|
|
|
Simmons Bank
|
Aug 05, 2025 Q2 2025 |
22,042
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.16%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
22,040
shares
|
$1.32 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
21,859
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
21,509
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 36.37%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
21,336
shares
|
$1.28 Million
0.09% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Cornerstone Advisory, LLC
|
Jul 30, 2025 Q2 2025 |
21,325
shares
|
$1.28 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Kennicott Capital Management LLC
|
Jul 15, 2025 Q2 2025 |
20,910
shares
|
$1.26 Million
0.69% of portfolio
|
Q2 2025
Added 32.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
20,694
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
20,387
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 17.31%
|
|
|
Citizens Financial Group Inc
|
Oct 24, 2025 Q3 2025 |
20,293
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
20,053
shares
|
$1.2 Million
0.05% of portfolio
|
Q3 2025
Added 28.82%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
19,957
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
19,618
shares
|
$1.18 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
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.24%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
19,109
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
Added 27.5%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
18,951
shares
|
$1.14 Million
0.78% of portfolio
|
Q3 2025
Reduced 6.76%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
18,528
shares
|
$1.11 Million
0.88% of portfolio
|
Q3 2025
Added 0.42%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
18,360
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.13%
|
|
|
Oxinas Partners Wealth Management LLC
|
Jul 15, 2025 Q2 2025 |
18,208
shares
|
$1.09 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
17,872
shares
|
$1.07 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
17,774
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 1.57%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
17,606
shares
|
$1.06 Million
0.02% of portfolio
|
Q2 2025
Added 32.32%
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
17,354
shares
|
$1.04 Million
0.11% of portfolio
|
Q3 2025
Reduced 12.9%
|