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 $1.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
3,885
shares
|
$218,958
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
3,865
shares
|
$217,831
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
3,804
shares
|
$214,393
0.02% of portfolio
|
Q1 2025
Reduced 24.09%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,753
shares
|
$211,519
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
3,750
shares
|
$211,350
0.03% of portfolio
|
Q3 2024
Reduced 21.05%
|
|
|
Narwhal Capital Management
|
Apr 22, 2025 Q1 2025 |
3,750
shares
|
$211,350
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Maia Wealth LLC
Denver, CO |
May 12, 2025 Q1 2025 |
3,743
shares
|
$210,955
0.05% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
3,725
shares
|
$209,941
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pavion Blue Capital, LLC
|
May 05, 2025 Q1 2025 |
3,717
shares
|
$209,490
0.11% of portfolio
|
Q2 2024
Reduced 4.08%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Apr 17, 2025 Q1 2025 |
3,681
shares
|
$207,461
0.07% of portfolio
|
Q1 2024
Added 400.14%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
3,655
shares
|
$205,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
May 14, 2025 Q1 2025 |
3,650
shares
|
$205,714
0.01% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Keystone Wealth Services, LLC
|
Apr 17, 2025 Q1 2025 |
3,645
shares
|
$205,432
0.07% of portfolio
|
Q1 2025
Reduced 2.67%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
3,600
shares
|
$202,896
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
3,510
shares
|
$197,823
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
3,506
shares
|
$197,598
0.02% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Pcg Asset Management, LLC
Gladstone, NJ |
May 12, 2025 Q1 2025 |
3,505
shares
|
$197,541
0.2% of portfolio
|
Q1 2025
Reduced 18.2%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
3,505
shares
|
$197,541
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Berkeley Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
3,500
shares
|
$197,260
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
3,495
shares
|
$196,978
0.0% of portfolio
|
Q1 2025
Reduced 2.35%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
3,482
shares
|
$196,245
0.0% of portfolio
|
Q1 2025
Added 5.04%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
3,478
shares
|
$196,020
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
3,470
shares
|
$195,569
0.1% of portfolio
|
Q1 2024
Added 377.96%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
3,430
shares
|
$193,314
0.13% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,425
shares
|
$193,033
0.02% of portfolio
|
Q4 2023
Added 4.33%
|