Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 554 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 $1.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
10,180
shares
|
$582,499
0.03% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
10,115
shares
|
$578,780
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,096
shares
|
$577,693
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
10,060
shares
|
$575,633
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
10,055
shares
|
$575,347
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,052
shares
|
$575,175
0.02% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
10,000
shares
|
$572,200
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
9,954
shares
|
$569,567
0.0% of portfolio
|
Q4 2024
Reduced 54.47%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
9,903
shares
|
$566,649
0.29% of portfolio
|
Q4 2024
Reduced 26.38%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
9,768
shares
|
$558,924
0.22% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
9,767
shares
|
$558,867
0.33% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
9,676
shares
|
$553,660
0.0% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,660
shares
|
$552,745
0.04% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
9,507
shares
|
$543,990
0.02% of portfolio
|
Q4 2024
Reduced 21.86%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,484
shares
|
$542,674
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
9,484
shares
|
$542,674
0.0% of portfolio
|
Q4 2024
Added 7.7%
|
|
|
Coastal Bridge Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
9,415
shares
|
$538,726
0.16% of portfolio
|
Q2 2024
Reduced 24.95%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
9,297
shares
|
$531,974
0.01% of portfolio
|
Q4 2024
Added 19.85%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Feb 06, 2025 Q4 2024 |
9,264
shares
|
$530,086
0.43% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
9,214
shares
|
$527,225
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,209
shares
|
$526,938
0.0% of portfolio
|
Q4 2024
Reduced 40.01%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
9,192
shares
|
$525,966
0.01% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
9,152
shares
|
$523,677
0.0% of portfolio
|
Q4 2024
Reduced 3.17%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Apr 15, 2025 Q1 2025 |
9,111
shares
|
$521,331
0.21% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
9,110
shares
|
$521,274
0.1% of portfolio
|
Q4 2024
Reduced 7.15%
|