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 |
|---|---|---|---|---|---|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
5,647
shares
|
$310,472
0.01% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
5,635
shares
|
$309,812
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,625
shares
|
$309,262
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
5,579
shares
|
$306,733
0.03% of portfolio
|
Q1 2025
Reduced 7.39%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
5,564
shares
|
$305,908
0.01% of portfolio
|
Q1 2025
Reduced 18.22%
|
|
|
Summit X, LLC
Chesterfield, MO |
May 02, 2025 Q1 2025 |
5,543
shares
|
$304,754
0.07% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
5,539
shares
|
$304,534
0.3% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,506
shares
|
$302,719
0.02% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,471
shares
|
$300,795
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
5,460
shares
|
$300,190
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Colorado Capital Management, Inc.
|
Apr 18, 2025 Q1 2025 |
5,455
shares
|
$299,915
0.15% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
5,450
shares
|
$299,641
0.03% of portfolio
|
Q1 2024
Added 589.87%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
5,437
shares
|
$298,926
0.0% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Eq LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
5,427
shares
|
$298,376
0.15% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,380
shares
|
$295,792
0.0% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
5,375
shares
|
$295,517
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
5,372
shares
|
$295,352
0.3% of portfolio
|
Q3 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
5,370
shares
|
$295,242
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
5,345
shares
|
$293,868
0.0% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
5,235
shares
|
$287,820
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
5,226
shares
|
$287,325
0.0% of portfolio
|
Q1 2025
Added 11.55%
|
|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
5,225
shares
|
$287,270
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
5,165
shares
|
$283,971
0.15% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
5,150
shares
|
$283,147
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
5,145
shares
|
$282,872
0.0% of portfolio
|
Q1 2025
Reduced 41.92%
|