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 |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Apr 17, 2025 Q1 2025 |
5,111
shares
|
$281,002
0.15% of portfolio
|
Q1 2025
Reduced 2.85%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
5,076
shares
|
$279,078
0.0% of portfolio
|
Q4 2024
Reduced 5.58%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
5,047
shares
|
$277,484
0.0% of portfolio
|
Q1 2025
Added 17.65%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
5,028
shares
|
$276,439
0.13% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
5,026
shares
|
$276,329
0.01% of portfolio
|
Q1 2024
Added 327.74%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
5,000
shares
|
$274,900
0.1% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
5,000
shares
|
$274,900
0.08% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
4,999
shares
|
$274,845
0.12% of portfolio
|
Q1 2025
Reduced 7.19%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
4,893
shares
|
$269,017
0.07% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Redwood Financial Network Corp
|
May 15, 2025 Q1 2025 |
4,854
shares
|
$266,872
0.23% of portfolio
|
Q1 2025
Added 21.08%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
4,811
shares
|
$264,508
0.01% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
4,759
shares
|
$261,649
0.0% of portfolio
|
Q1 2025
Reduced 14.77%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
4,719
shares
|
$259,450
0.0% of portfolio
|
Q1 2025
Added 15.21%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,654
shares
|
$255,876
0.09% of portfolio
|
Q4 2023
Reduced 52.36%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,642
shares
|
$255,217
0.04% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
4,612
shares
|
$253,567
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
4,596
shares
|
$252,688
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
4,585
shares
|
$252,083
0.0% of portfolio
|
Q2 2024
Reduced 14.71%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
4,581
shares
|
$251,863
0.05% of portfolio
|
Q2 2024
Reduced 47.11%
|
|
|
Kkm Financial LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,540
shares
|
$249,609
0.12% of portfolio
|
Q1 2024
Added 391.87%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
4,503
shares
|
$247,574
0.0% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Derbend Asset Management
|
Apr 30, 2024 Q1 2024 |
4,463
shares
|
$245,375
0.14% of portfolio
|
Q1 2024
Added 392.6%
|
|
|
Arbor Investment Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
4,419
shares
|
$242,956
0.04% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,366
shares
|
$240,042
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
May 01, 2025 Q1 2025 |
4,310
shares
|
$236,963
0.04% of portfolio
|
Q1 2025
Reduced 8.0%
|