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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
17,340
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
17,286
shares
|
$1.04 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
17,283
shares
|
$1.04 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
16,784
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
16,661
shares
|
$999,993
0.0% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
16,620
shares
|
$997,532
0.02% of portfolio
|
Q2 2025
Reduced 77.83%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
16,178
shares
|
$971,003
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
16,168
shares
|
$970,403
0.01% of portfolio
|
Q2 2025
Reduced 16.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
16,101
shares
|
$966,382
0.01% of portfolio
|
Q2 2025
Added 94.46%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
16,078
shares
|
$965,001
0.34% of portfolio
|
Q3 2025
Reduced 3.54%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
15,954
shares
|
$957,559
0.02% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Aft, Forsyth & Company, Inc.
|
Aug 14, 2025 Q2 2025 |
15,833
shares
|
$950,296
0.46% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 07, 2025 Q3 2025 |
15,800
shares
|
$948,316
0.63% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
15,463
shares
|
$928,089
0.3% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 22, 2025 Q3 2025 |
15,329
shares
|
$920,046
0.5% of portfolio
|
Q3 2025
Reduced 4.65%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
14,999
shares
|
$900,239
0.01% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
14,931
shares
|
$896,158
0.01% of portfolio
|
Q2 2025
Reduced 8.91%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
14,911
shares
|
$894,958
0.05% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
14,855
shares
|
$891,597
0.06% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
14,846
shares
|
$891,056
0.03% of portfolio
|
Q2 2025
Reduced 26.59%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,830
shares
|
$890,096
0.08% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,777
shares
|
$886,915
0.08% of portfolio
|
Q2 2025
Added 99.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,613
shares
|
$877,072
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
14,410
shares
|
$864,888
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
14,163
shares
|
$850,063
0.13% of portfolio
|
Q2 2025
New holding
|