Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 institutions that hold shares in the stock, with a total of 23.5 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 |
|---|---|---|---|---|---|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Oct 15, 2024 Q3 2024 |
4,181
shares
|
$250,191
0.13% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
4,166
shares
|
$249,293
0.0% of portfolio
|
Q3 2024
Reduced 63.81%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,151
shares
|
$248,395
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,149
shares
|
$248,276
0.01% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
4,141
shares
|
$247,797
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
4,120
shares
|
$246,540
0.0% of portfolio
|
Q3 2024
Reduced 80.0%
|
|
|
Arbor Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
4,079
shares
|
$244,087
0.04% of portfolio
|
Q2 2024
Added 4.59%
|
|
|
Sunburst Financial Group, LLC
|
Oct 25, 2024 Q3 2024 |
4,050
shares
|
$242,352
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
4,045
shares
|
$242,052
0.01% of portfolio
|
Q2 2024
Added 1.76%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
4,040
shares
|
$241,753
0.16% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
4,030
shares
|
$241,155
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
4,000
shares
|
$239,360
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
4,000
shares
|
$239,360
0.11% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
3,995
shares
|
$239,060
0.03% of portfolio
|
Q3 2024
Reduced 17.98%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
3,940
shares
|
$235,769
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,938
shares
|
$235,649
0.08% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
3,900
shares
|
$233,376
0.02% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,898
shares
|
$233,256
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$233,256
0.23% of portfolio
|
Q4 2022
Reduced 3.73%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,895
shares
|
$233,076
0.23% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Oct 30, 2024 Q3 2024 |
3,865
shares
|
$231,281
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Mendel Capital Management LLC
|
Nov 07, 2024 Q3 2024 |
3,849
shares
|
$230,324
0.15% of portfolio
|
Q3 2024
Reduced 14.49%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 06, 2024 Q3 2024 |
3,835
shares
|
$229,486
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Summit Financial Strategies, Inc.
|
Oct 16, 2024 Q3 2024 |
3,820
shares
|
$228,588
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
3,813
shares
|
$228,169
0.0% of portfolio
|
Q3 2024
Reduced 96.82%
|