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 |
|---|---|---|---|---|---|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
14,601
shares
|
$905,992
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
14,587
shares
|
$905,123
0.08% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
14,384
shares
|
$892,527
0.03% of portfolio
|
Q4 2024
Added 9.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
14,349
shares
|
$890,355
0.01% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
14,270
shares
|
$885,453
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
13,864
shares
|
$860,261
0.01% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
13,662
shares
|
$847,727
0.12% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
13,451
shares
|
$834,634
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
13,281
shares
|
$824,086
0.08% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Jan 28, 2025 Q4 2024 |
13,000
shares
|
$806,650
0.48% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
12,969
shares
|
$804,726
0.0% of portfolio
|
Q3 2024
Added 3.86%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
12,602
shares
|
$781,954
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
12,556
shares
|
$779,099
0.02% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
12,487
shares
|
$774,818
0.09% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,459
shares
|
$773,080
0.02% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Financial Services Advisory Inc
|
Oct 31, 2024 Q3 2024 |
12,377
shares
|
$767,992
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
12,233
shares
|
$759,057
0.01% of portfolio
|
Q4 2024
Added 8.11%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
12,187
shares
|
$756,203
0.35% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
12,166
shares
|
$754,900
0.03% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
12,030
shares
|
$746,461
0.01% of portfolio
|
Q3 2024
Added 63.56%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
11,956
shares
|
$741,869
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,761
shares
|
$729,770
0.03% of portfolio
|
Q3 2024
Reduced 7.51%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
11,482
shares
|
$712,458
0.01% of portfolio
|
Q3 2024
Added 1.55%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
11,390
shares
|
$706,749
0.04% of portfolio
|
Q1 2024
Added 397.6%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
11,375
shares
|
$705,818
0.02% of portfolio
|
Q2 2024
Added 6.31%
|