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 |
|---|---|---|---|---|---|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
4,309
shares
|
$236,908
0.04% of portfolio
|
Q4 2022
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 16, 2025 Q1 2025 |
4,265
shares
|
$234,489
0.12% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Camden Capital, LLC
|
May 13, 2025 Q1 2025 |
4,216
shares
|
$231,795
0.03% of portfolio
|
Q4 2024
Reduced 20.83%
|
|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
4,210
shares
|
$231,465
0.04% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
May 14, 2025 Q1 2025 |
4,168
shares
|
$229,156
0.01% of portfolio
|
Q1 2025
Added 14.1%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,159
shares
|
$228,661
0.01% of portfolio
|
Q1 2025
Added 2.59%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
4,156
shares
|
$228,496
0.01% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,151
shares
|
$228,221
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
4,147
shares
|
$228,002
0.02% of portfolio
|
Q4 2024
Reduced 36.28%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
4,054
shares
|
$222,888
0.32% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
4,049
shares
|
$222,614
0.0% of portfolio
|
Q1 2025
Reduced 61.93%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
4,037
shares
|
$221,954
0.06% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,032
shares
|
$221,679
0.01% of portfolio
|
Q1 2025
Reduced 69.03%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
4,021
shares
|
$221,074
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
4,000
shares
|
$219,920
0.11% of portfolio
|
Q3 2024
Reduced 11.11%
|
|
|
Lcnb Corp
Lebanon, OH |
May 12, 2025 Q1 2025 |
4,000
shares
|
$219,920
0.09% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Apr 16, 2025 Q1 2025 |
4,000
shares
|
$219,920
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,973
shares
|
$218,435
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
3,962
shares
|
$217,830
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
3,940
shares
|
$216,621
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
3,900
shares
|
$214,422
0.02% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
3,898
shares
|
$214,312
0.23% of portfolio
|
Q4 2022
Reduced 3.73%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
3,898
shares
|
$214,312
0.23% of portfolio
|
Q4 2022
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
3,895
shares
|
$214,147
0.23% of portfolio
|
Q3 2022
Reduced 0.51%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,888
shares
|
$213,762
0.06% of portfolio
|
Q1 2025
Reduced 37.67%
|