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 |
|---|---|---|---|---|---|
|
Advisors Management Group Inc
|
Apr 25, 2025 Q1 2025 |
6,705
shares
|
$368,640
0.09% of portfolio
|
Q1 2024
Added 388.35%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
6,685
shares
|
$367,541
0.02% of portfolio
|
Q1 2025
Added 21.88%
|
|
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
Apr 22, 2025 Q1 2025 |
6,660
shares
|
$366,166
0.26% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
6,619
shares
|
$363,912
0.02% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
6,546
shares
|
$359,899
0.26% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Principle Wealth Partners LLC
|
May 06, 2025 Q1 2025 |
6,535
shares
|
$359,294
0.03% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
6,374
shares
|
$350,442
0.19% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
6,370
shares
|
$350,222
0.03% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
6,366
shares
|
$350,002
0.01% of portfolio
|
Q1 2024
Added 400.08%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
6,320
shares
|
$347,473
0.0% of portfolio
|
Q1 2025
Reduced 36.51%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
6,319
shares
|
$347,418
0.01% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,277
shares
|
$345,109
0.01% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
6,235
shares
|
$342,800
0.15% of portfolio
|
Q4 2024
Reduced 2.43%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
6,208
shares
|
$341,315
0.02% of portfolio
|
Q4 2024
Reduced 15.1%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
6,198
shares
|
$340,766
0.19% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
6,144
shares
|
$337,797
0.02% of portfolio
|
Q1 2025
Reduced 2.83%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
6,125
shares
|
$336,752
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
May 08, 2025 Q1 2025 |
6,123
shares
|
$336,642
0.17% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
6,105
shares
|
$335,652
0.03% of portfolio
|
Q3 2024
Reduced 5.42%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
5,956
shares
|
$327,460
0.08% of portfolio
|
Q1 2025
Added 74.25%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
5,816
shares
|
$319,763
0.01% of portfolio
|
Q1 2024
Added 400.09%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
5,777
shares
|
$317,619
0.18% of portfolio
|
Q3 2023
Added 0.52%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
5,728
shares
|
$314,925
0.01% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
Apr 09, 2025 Q1 2025 |
5,690
shares
|
$312,836
0.04% of portfolio
|
Q1 2024
Added 288.93%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
5,669
shares
|
$311,681
0.03% of portfolio
|
Q1 2025
Reduced 6.82%
|