Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,628
shares
|
$697,912
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,489
shares
|
$689,569
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Huntleigh Advisors, Inc.
St. Louis, MO |
Oct 29, 2025 Q3 2025 |
11,267
shares
|
$676,245
0.11% of portfolio
|
Q3 2025
Reduced 15.37%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,190
shares
|
$671,623
0.06% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
11,127
shares
|
$667,842
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
11,042
shares
|
$662,740
0.11% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
10,948
shares
|
$657,098
0.01% of portfolio
|
Q2 2025
Reduced 25.42%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
10,778
shares
|
$646,895
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,747
shares
|
$645,034
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,747
shares
|
$645,034
0.03% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10,716
shares
|
$643,174
0.02% of portfolio
|
Q2 2025
Reduced 70.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,633
shares
|
$638,192
0.0% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,580
shares
|
$635,011
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
10,538
shares
|
$632,490
0.01% of portfolio
|
Q3 2025
Reduced 6.47%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,385
shares
|
$623,307
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,321
shares
|
$619,466
0.01% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,229
shares
|
$613,944
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
10,217
shares
|
$613,224
0.22% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,190
shares
|
$611,603
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,189
shares
|
$611,543
0.02% of portfolio
|
Q2 2025
Added 144.99%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 09, 2025 Q3 2025 |
10,143
shares
|
$608,782
0.18% of portfolio
|
Q3 2025
Added 11.33%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,136
shares
|
$608,362
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
10,115
shares
|
$607,102
0.05% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,096
shares
|
$605,961
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
10,060
shares
|
$603,801
0.09% of portfolio
|
Q1 2024
Added 400.0%
|