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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,830
shares
|
$863,847
0.08% of portfolio
|
Q2 2025
Added 4.47%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
14,777
shares
|
$860,760
0.08% of portfolio
|
Q2 2025
Added 99.26%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
14,613
shares
|
$851,207
0.0% of portfolio
|
Q2 2025
Reduced 6.42%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
14,410
shares
|
$839,382
0.01% of portfolio
|
Q2 2025
Added 0.98%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 01, 2025 Q2 2025 |
14,163
shares
|
$824,994
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,067
shares
|
$819,402
0.08% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,030
shares
|
$817,247
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,920
shares
|
$810,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,762
shares
|
$801,636
0.12% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
13,738
shares
|
$800,238
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
13,735
shares
|
$800,063
0.07% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,702
shares
|
$798,141
0.06% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
13,518
shares
|
$787,423
0.07% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
13,450
shares
|
$783,462
0.38% of portfolio
|
Q2 2025
Reduced 56.96%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
13,341
shares
|
$777,113
0.43% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
13,314
shares
|
$775,540
0.15% of portfolio
|
Q2 2025
Reduced 5.14%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,261
shares
|
$772,453
0.13% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Aug 18, 2025 Q2 2025 |
13,000
shares
|
$757,250
0.46% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
12,809
shares
|
$746,124
0.16% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,583
shares
|
$732,959
0.01% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
12,559
shares
|
$731,561
0.02% of portfolio
|
Q2 2025
Added 69.92%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,556
shares
|
$731,387
0.0% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
12,529
shares
|
$729,814
1.34% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,167
shares
|
$708,727
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,135
shares
|
$706,863
0.03% of portfolio
|
Q2 2025
Reduced 4.07%
|