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 |
|---|---|---|---|---|---|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
3,405
shares
|
$203,755
0.02% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,376
shares
|
$202,019
0.01% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
3,375
shares
|
$201,960
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
3,369
shares
|
$201,600
0.01% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
3,335
shares
|
$199,566
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
3,332
shares
|
$199,386
0.0% of portfolio
|
Q3 2024
Reduced 6.11%
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
3,295
shares
|
$197,172
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
3,255
shares
|
$194,779
0.03% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
3,250
shares
|
$194,480
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
Oct 23, 2024 Q3 2024 |
3,241
shares
|
$193,941
0.11% of portfolio
|
Q3 2024
Reduced 2.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
3,239
shares
|
$193,821
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Nov 12, 2024 Q3 2024 |
3,235
shares
|
$193,582
0.0% of portfolio
|
Q3 2024
Reduced 66.68%
|
|
|
Wade Financial Advisory, Inc
|
Oct 28, 2024 Q3 2024 |
3,225
shares
|
$192,984
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
3,180
shares
|
$190,291
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Atlas Brown,Inc.
|
Oct 18, 2024 Q3 2024 |
3,158
shares
|
$188,974
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
3,156
shares
|
$188,855
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Nottingham Advisors, Inc.
Amherst, NY |
Oct 16, 2024 Q3 2024 |
3,125
shares
|
$187,000
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
3,125
shares
|
$187,000
0.01% of portfolio
|
Q3 2024
Reduced 13.94%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
3,118
shares
|
$186,581
0.06% of portfolio
|
Q3 2024
Reduced 21.78%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
3,101
shares
|
$185,563
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
Nov 14, 2024 Q3 2024 |
3,100
shares
|
$185,504
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
3,070
shares
|
$183,708
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,920
shares
|
$174,732
0.01% of portfolio
|
Q3 2024
Added 19.67%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,890
shares
|
$172,937
0.01% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$172,518
0.03% of portfolio
|
Q2 2020
Added 3.09%
|