Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 555 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
14,430
shares
|
$824,385
0.07% of portfolio
|
Q1 2025
Added 5.17%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
14,270
shares
|
$815,245
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
14,196
shares
|
$811,017
0.08% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
14,030
shares
|
$801,533
0.03% of portfolio
|
Q1 2025
Reduced 7.15%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,920
shares
|
$795,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Planning Directions Inc
|
Apr 29, 2025 Q1 2025 |
13,883
shares
|
$793,135
0.36% of portfolio
|
Q1 2025
Reduced 12.96%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
May 15, 2025 Q1 2025 |
13,867
shares
|
$792,221
0.01% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
13,738
shares
|
$784,851
0.1% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
13,735
shares
|
$784,680
0.07% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
13,450
shares
|
$768,398
0.38% of portfolio
|
Q2 2025
Reduced 56.96%
|
|
|
Pinnacle Associates LTD
|
May 06, 2025 Q1 2025 |
13,306
shares
|
$760,171
0.01% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
13,280
shares
|
$758,686
0.07% of portfolio
|
Q1 2025
Reduced 5.22%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
13,261
shares
|
$757,600
0.18% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
13,010
shares
|
$743,261
0.02% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
V2 Financial Group LLC
Naperville, IL |
May 01, 2025 Q1 2025 |
13,000
shares
|
$742,690
0.53% of portfolio
|
Q4 2023
Reduced 76.92%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
12,602
shares
|
$719,952
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
12,273
shares
|
$701,156
0.01% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
12,135
shares
|
$693,272
0.03% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
12,088
shares
|
$690,587
0.0% of portfolio
|
Q1 2025
Reduced 20.82%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
12,030
shares
|
$687,273
0.01% of portfolio
|
Q3 2024
Added 63.56%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
11,878
shares
|
$678,590
0.02% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
11,687
shares
|
$667,678
0.0% of portfolio
|
Q1 2025
Reduced 13.84%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,327
shares
|
$647,111
0.02% of portfolio
|
Q1 2025
Reduced 57.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,096
shares
|
$633,914
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
11,070
shares
|
$632,429
0.0% of portfolio
|
Q1 2025
Reduced 49.37%
|