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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
12,004
shares
|
$699,233
0.0% of portfolio
|
Q2 2025
Reduced 33.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
11,890
shares
|
$692,592
0.01% of portfolio
|
Q2 2025
Reduced 1.16%
|
|
|
Heritage Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
11,674
shares
|
$680,010
0.03% of portfolio
|
Q2 2025
Added 13.34%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
11,650
shares
|
$678,612
0.0% of portfolio
|
Q2 2025
Reduced 7.55%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
11,628
shares
|
$677,331
0.02% of portfolio
|
Q2 2025
Reduced 2.1%
|
|
|
Claro Advisors LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
11,489
shares
|
$669,234
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
11,267
shares
|
$656,302
0.01% of portfolio
|
Q2 2025
Reduced 26.09%
|
|
|
Coastal Bridge Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
11,190
shares
|
$651,817
0.06% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2025 Q2 2025 |
11,127
shares
|
$648,147
0.05% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
11,042
shares
|
$643,196
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
|
$637,721
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
|
$627,818
0.0% of portfolio
|
Q2 2025
Reduced 10.84%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
10,747
shares
|
$626,012
0.03% of portfolio
|
Q2 2025
Reduced 25.3%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
10,747
shares
|
$626,012
0.01% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
10,716
shares
|
$624,207
0.02% of portfolio
|
Q2 2025
Reduced 70.98%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
10,633
shares
|
$619,372
0.0% of portfolio
|
Q2 2025
Reduced 9.02%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
10,580
shares
|
$616,285
0.03% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
10,443
shares
|
$608,304
0.23% of portfolio
|
Q2 2025
Added 13288.46%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,385
shares
|
$604,926
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
10,321
shares
|
$601,198
0.01% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
10,229
shares
|
$595,839
0.02% of portfolio
|
Q2 2025
Added 1.45%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,190
shares
|
$593,567
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,189
shares
|
$593,509
0.02% of portfolio
|
Q2 2025
Added 144.99%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
10,136
shares
|
$590,422
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
10,115
shares
|
$589,198
0.05% of portfolio
|
Q3 2024
Reduced 14.93%
|