Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 540 institutions that hold shares in the stock, with a total of 24.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
9,903
shares
|
$612,203
0.29% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Prosperity Consulting Group, LLC
|
Oct 15, 2024 Q3 2024 |
9,828
shares
|
$607,566
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
9,812
shares
|
$606,577
0.12% of portfolio
|
Q3 2024
Reduced 6.57%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,768
shares
|
$603,857
0.22% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
9,767
shares
|
$603,795
0.33% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
9,767
shares
|
$603,795
0.02% of portfolio
|
Q3 2024
Added 97.55%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
9,481
shares
|
$586,115
0.25% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
9,452
shares
|
$584,322
0.0% of portfolio
|
Q2 2024
Added 16.46%
|
|
|
Coastal Bridge Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
9,415
shares
|
$582,035
0.17% of portfolio
|
Q2 2024
Reduced 24.95%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
9,264
shares
|
$572,700
0.43% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,192
shares
|
$568,249
0.01% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jan 14, 2025 Q4 2024 |
9,111
shares
|
$563,242
0.24% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
9,085
shares
|
$561,634
0.05% of portfolio
|
Q2 2024
Reduced 8.23%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
9,026
shares
|
$557,987
0.03% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
8,977
shares
|
$554,958
0.22% of portfolio
|
Q3 2024
Reduced 10.14%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$549,579
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
8,840
shares
|
$546,488
0.01% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
8,806
shares
|
$544,386
0.0% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
8,791
shares
|
$543,459
0.02% of portfolio
|
Q4 2024
Reduced 7.59%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,790
shares
|
$543,397
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
8,616
shares
|
$532,641
0.13% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$532,270
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
8,508
shares
|
$525,964
0.18% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
8,415
shares
|
$520,215
0.02% of portfolio
|
Q4 2024
Added 1.21%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
8,355
shares
|
$516,506
0.04% of portfolio
|
Q1 2024
Added 400.0%
|