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 $1.33 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Thomasville National Bank
|
Apr 16, 2025 Q1 2025 |
8,390
shares
|
$461,282
0.04% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
8,291
shares
|
$455,839
0.1% of portfolio
|
Q3 2024
Added 23.8%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
8,280
shares
|
$455,234
0.01% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 13, 2025 Q1 2025 |
8,250
shares
|
$453,585
0.01% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
8,186
shares
|
$450,066
0.02% of portfolio
|
Q1 2025
Reduced 21.58%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
8,160
shares
|
$448,636
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,149
shares
|
$448,032
0.0% of portfolio
|
Q1 2025
Reduced 11.51%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
8,140
shares
|
$447,537
0.03% of portfolio
|
Q2 2024
Added 30.24%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
8,110
shares
|
$445,887
0.17% of portfolio
|
Q4 2024
Added 43.29%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,948
shares
|
$436,981
0.84% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
7,835
shares
|
$430,768
0.04% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
7,728
shares
|
$424,885
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
7,672
shares
|
$421,806
0.02% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7,625
shares
|
$419,222
0.01% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,416
shares
|
$407,731
0.04% of portfolio
|
Q1 2025
Reduced 49.81%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
7,391
shares
|
$406,357
0.02% of portfolio
|
Q1 2025
Reduced 53.31%
|
|
|
Moment Partners, LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
7,375
shares
|
$405,477
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Keating Wealth Management LLC
Greenwood Village, CO |
Apr 18, 2024 Q1 2024 |
7,285
shares
|
$400,529
0.27% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
7,252
shares
|
$398,714
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
7,174
shares
|
$394,426
0.01% of portfolio
|
Q1 2025
Reduced 24.54%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
7,055
shares
|
$387,883
0.33% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Apr 10, 2025 Q1 2025 |
6,910
shares
|
$379,911
0.23% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
6,868
shares
|
$377,602
0.01% of portfolio
|
Q1 2025
Added 23.86%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
6,779
shares
|
$372,709
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
6,750
shares
|
$371,115
0.01% of portfolio
|
Q3 2024
Reduced 1.46%
|