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 Million shares, which have been reported (via 13F filing form) to have a value of $1.37 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
May 08, 2025 Q1 2025 |
3,470
shares
|
$198,726
0.1% of portfolio
|
Q1 2024
Added 377.96%
|
|
|
Mendel Capital Management LLC
|
Apr 24, 2025 Q1 2025 |
3,430
shares
|
$196,436
0.13% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
3,425
shares
|
$196,149
0.02% of portfolio
|
Q4 2023
Added 4.33%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
3,400
shares
|
$194,718
0.09% of portfolio
|
Q1 2025
Reduced 41.18%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
3,387
shares
|
$193,973
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
3,371
shares
|
$193,057
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cladis Investment Advisory, LLC
Billings, MT |
May 13, 2025 Q1 2025 |
3,340
shares
|
$191,281
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
3,335
shares
|
$190,995
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
3,328
shares
|
$190,594
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Joseph P. Lucia & Associates, LLC
|
May 14, 2025 Q1 2025 |
3,324
shares
|
$190,365
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,298
shares
|
$188,876
0.0% of portfolio
|
Q1 2025
Reduced 30.61%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
3,296
shares
|
$188,761
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
May 15, 2025 Q1 2025 |
3,295
shares
|
$188,704
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
3,164
shares
|
$181,202
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
3,070
shares
|
$175,818
0.07% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
3,055
shares
|
$174,959
0.17% of portfolio
|
Q1 2025
Added 67.4%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,998
shares
|
$171,695
0.0% of portfolio
|
Q2 2025
Reduced 10.59%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
2,953
shares
|
$169,118
0.01% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,883
shares
|
$165,109
0.03% of portfolio
|
Q2 2020
Added 3.09%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,847
shares
|
$163,047
0.01% of portfolio
|
Q1 2025
Reduced 13.36%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
2,700
shares
|
$154,629
0.0% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$151,479
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
2,425
shares
|
$138,879
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
|
$137,161
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,370
shares
|
$135,729
0.02% of portfolio
|
Q1 2024
Added 400.0%
|