Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 536 institutions that hold shares in the stock, with a total of 23.2 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 |
|---|---|---|---|---|---|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
18,423
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
17,747
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 22.26%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
17,714
shares
|
$1.1 Million
0.03% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
17,310
shares
|
$1.07 Million
0.01% of portfolio
|
Q3 2024
Reduced 37.49%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
17,147
shares
|
$1.06 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,047
shares
|
$1.06 Million
0.03% of portfolio
|
Q4 2024
Added 36.91%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
16,828
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jan 13, 2025 Q4 2024 |
16,821
shares
|
$1.04 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
16,732
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
16,551
shares
|
$1.03 Million
0.63% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
16,347
shares
|
$1.01 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
16,217
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
15,940
shares
|
$989,077
0.08% of portfolio
|
Q3 2024
Reduced 5.4%
|
|
|
Aft, Forsyth & Company, Inc.
|
Jan 29, 2025 Q4 2024 |
15,891
shares
|
$986,036
0.46% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
15,844
shares
|
$983,120
0.13% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
15,800
shares
|
$980,390
0.69% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kennicott Capital Management LLC
|
Jan 16, 2025 Q4 2024 |
15,740
shares
|
$976,667
0.48% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
15,646
shares
|
$970,834
0.11% of portfolio
|
Q3 2024
Reduced 4.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
15,351
shares
|
$952,529
0.0% of portfolio
|
Q3 2024
Reduced 36.09%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
15,300
shares
|
$949,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
15,275
shares
|
$947,813
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
15,258
shares
|
$946,758
0.0% of portfolio
|
Q3 2024
Reduced 0.49%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
15,110
shares
|
$937,575
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
14,749
shares
|
$915,175
0.16% of portfolio
|
Q3 2024
Reduced 11.89%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
14,620
shares
|
$907,171
0.06% of portfolio
|
Q3 2024
Reduced 0.51%
|