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 |
|---|---|---|---|---|---|
|
Butensky & Cohen Financial Security, Inc
|
Apr 11, 2025 Q1 2025 |
3,411
shares
|
$192,243
0.06% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
3,400
shares
|
$191,624
0.09% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,387
shares
|
$190,891
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,371
shares
|
$189,989
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
3,353
shares
|
$188,975
0.0% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
3,340
shares
|
$188,242
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,335
shares
|
$187,960
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
3,328
shares
|
$187,566
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,324
shares
|
$187,340
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,298
shares
|
$185,875
0.0% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,296
shares
|
$185,762
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,295
shares
|
$185,706
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
3,233
shares
|
$182,211
0.0% of portfolio
|
Q1 2025
Reduced 95.23%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,164
shares
|
$178,323
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,070
shares
|
$173,025
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
3,055
shares
|
$172,179
0.17% of portfolio
|
Q1 2025
Added 67.4%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,953
shares
|
$166,431
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$162,485
0.03% of portfolio
|
Q2 2020
Added 3.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,847
shares
|
$160,456
0.01% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
2,710
shares
|
$152,735
0.01% of portfolio
|
Q1 2025
Added 135400.0%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
2,700
shares
|
$152,172
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$149,072
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,579
shares
|
$145,352
0.0% of portfolio
|
Q1 2025
Reduced 16.08%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,425
shares
|
$136,673
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,395
shares
|
$134,982
0.0% of portfolio
|
Q1 2024
Added 400.0%
|