Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 557 institutions that hold shares in the stock, with a total of 24.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,133,777
shares
|
$125 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,713,776
shares
|
$100 Million
0.01% of portfolio
|
Q1 2025
Reduced 10.3%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,663,845
shares
|
$97.4 Million
0.04% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
1,461,787
shares
|
$85.6 Million
0.07% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,313,500
shares
|
$76.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
1,113,055
shares
|
$65.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,046,287
shares
|
$61.3 Million
0.01% of portfolio
|
Q1 2025
Added 4.83%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
956,517
shares
|
$56 Million
1.4% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
758,659
shares
|
$44.4 Million
0.02% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
630,685
shares
|
$36.9 Million
0.01% of portfolio
|
Q1 2025
Added 34.55%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
506,234
shares
|
$29.6 Million
0.04% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
413,046
shares
|
$24.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Oakworth Capital, Inc.
|
Apr 24, 2025 Q1 2025 |
393,412
shares
|
$23 Million
1.67% of portfolio
|
Q1 2025
Added 3.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
374,187
shares
|
$21.9 Million
0.05% of portfolio
|
Q1 2025
Added 7.6%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
May 09, 2025 Q1 2025 |
339,610
shares
|
$19.9 Million
0.37% of portfolio
|
Q1 2025
Added 104.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
327,426
shares
|
$19.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
313,738
shares
|
$18.4 Million
0.1% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
309,917
shares
|
$18.1 Million
0.03% of portfolio
|
Q1 2025
Added 0.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
308,172
shares
|
$18 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
258,086
shares
|
$15.1 Million
6.69% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
199,075
shares
|
$11.7 Million
0.24% of portfolio
|
Q1 2025
Added 2375.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
187,098
shares
|
$11 Million
0.02% of portfolio
|
Q1 2025
Added 21.8%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
164,594
shares
|
$9.64 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.52%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
155,072
shares
|
$9.08 Million
0.12% of portfolio
|
Q1 2025
Reduced 10.75%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
134,325
shares
|
$7.87 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.14%
|