Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 552 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,174,200
shares
|
$130 Million
0.01% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,750,693
shares
|
$105 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,604,427
shares
|
$95.9 Million
0.05% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
1,476,712
shares
|
$88.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
1,177,896
shares
|
$70.4 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
1,070,996
shares
|
$64 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.24%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
998,463
shares
|
$59.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
881,033
shares
|
$52.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
556,246
shares
|
$33.3 Million
0.01% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
424,528
shares
|
$25.4 Million
0.01% of portfolio
|
Q3 2024
Added 331.89%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
413,046
shares
|
$24.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
388,475
shares
|
$23.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.57%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
377,041
shares
|
$22.5 Million
1.7% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
361,285
shares
|
$21.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.95%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
347,889
shares
|
$20.8 Million
0.05% of portfolio
|
Q3 2024
Reduced 26.29%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
336,424
shares
|
$20.1 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
327,426
shares
|
$19.6 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
302,281
shares
|
$18.1 Million
8.64% of portfolio
|
Q3 2024
Added 9.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
295,828
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.3%
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
274,733
shares
|
$16.4 Million
3.52% of portfolio
|
Q3 2024
Reduced 27.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
222,753
shares
|
$13.3 Million
0.01% of portfolio
|
Q3 2024
Added 6271.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
203,978
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
195,555
shares
|
$11.7 Million
0.15% of portfolio
|
Q3 2024
Added 14.05%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2024 Q3 2024 |
159,107
shares
|
$9.51 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Perbak Capital Partners LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
152,917
shares
|
$9.14 Million
6.98% of portfolio
|
Q3 2024
Reduced 64.26%
|