Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 549 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 |
|---|---|---|---|---|---|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
10,055
shares
|
$603,501
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
10,000
shares
|
$600,200
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
9,960
shares
|
$597,799
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
9,768
shares
|
$586,275
0.2% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
9,627
shares
|
$577,812
0.01% of portfolio
|
Q3 2025
Reduced 84.07%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
9,523
shares
|
$571,570
0.01% of portfolio
|
Q3 2025
Reduced 1.31%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,484
shares
|
$569,229
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
Aug 08, 2025 Q2 2025 |
9,414
shares
|
$565,028
0.32% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
9,402
shares
|
$564,308
0.04% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
9,384
shares
|
$563,227
0.0% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
9,355
shares
|
$561,487
0.01% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
9,345
shares
|
$560,886
0.03% of portfolio
|
Q3 2025
Added 5.65%
|
|
|
Thomasville National Bank
|
Oct 10, 2025 Q3 2025 |
9,275
shares
|
$556,685
0.04% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,899
shares
|
$534,117
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$533,577
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
8,747
shares
|
$524,994
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
8,723
shares
|
$523,554
0.01% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
8,617
shares
|
$517,192
0.12% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$516,772
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
8,501
shares
|
$510,230
0.23% of portfolio
|
Q2 2025
Reduced 7.48%
|
|
|
Mandatum Life Insurance CO LTD
|
Jul 11, 2025 Q2 2025 |
8,471
shares
|
$508,429
0.13% of portfolio
|
Q2 2025
Reduced 63.63%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
8,427
shares
|
$505,788
0.08% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
8,420
shares
|
$505,368
0.0% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
8,337
shares
|
$500,386
0.0% of portfolio
|
Q2 2025
Reduced 10.08%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
8,291
shares
|
$497,625
0.1% of portfolio
|
Q3 2024
Added 23.8%
|