Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 549 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 |
|---|---|---|---|---|---|
|
Kovack Advisors, Inc.
|
Aug 04, 2025 Q2 2025 |
14,067
shares
|
$844,301
0.08% of portfolio
|
Q2 2025
Reduced 10.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
14,045
shares
|
$842,980
0.07% of portfolio
|
Q3 2025
Added 2.26%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,030
shares
|
$842,080
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,920
shares
|
$835,478
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
13,783
shares
|
$827,255
0.1% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,762
shares
|
$825,995
0.12% of portfolio
|
Q2 2025
Reduced 48.02%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
13,702
shares
|
$822,394
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
|
$811,350
0.07% of portfolio
|
Q2 2025
Reduced 11.35%
|
|
|
Planning Directions Inc
|
Aug 01, 2025 Q2 2025 |
13,341
shares
|
$800,726
0.43% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
13,261
shares
|
$795,925
0.13% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Oct 15, 2025 Q3 2025 |
13,000
shares
|
$780,260
0.44% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Perbak Capital Partners LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
12,809
shares
|
$768,796
0.16% of portfolio
|
Q2 2025
Reduced 53.16%
|
|
|
Allstate Corp
Northbrook, IL |
Oct 29, 2025 Q3 2025 |
12,800
shares
|
$768,256
0.02% of portfolio
|
Q3 2025
Added 41.44%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
12,583
shares
|
$755,231
0.01% of portfolio
|
Q2 2025
Reduced 9.26%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
12,568
shares
|
$754,331
0.03% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
12,563
shares
|
$754,031
0.02% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
12,556
shares
|
$753,611
0.0% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
Aug 12, 2025 Q2 2025 |
12,529
shares
|
$751,990
1.34% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
12,500
shares
|
$750,250
0.34% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
12,289
shares
|
$737,585
0.01% of portfolio
|
Q3 2025
Added 446.42%
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
12,167
shares
|
$730,263
0.57% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
12,004
shares
|
$720,480
0.0% of portfolio
|
Q2 2025
Reduced 33.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,890
shares
|
$713,637
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
11,674
shares
|
$700,673
0.03% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
11,650
shares
|
$699,233
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|