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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,874
shares
|
$171,980
0.0% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
2,710
shares
|
$162,166
0.01% of portfolio
|
Q3 2024
Added 29.98%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
2,645
shares
|
$158,276
0.1% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
2,425
shares
|
$145,112
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
|
$143,316
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
2,370
shares
|
$141,820
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
2,335
shares
|
$139,726
0.02% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2024 Q3 2024 |
2,300
shares
|
$137,632
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,225
shares
|
$133,144
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,190
shares
|
$131,049
0.15% of portfolio
|
Q4 2022
Reduced 8.98%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
2,090
shares
|
$125,065
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,040
shares
|
$122,073
0.0% of portfolio
|
Q1 2024
Added 334.04%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$119,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$119,680
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,977
shares
|
$118,303
0.03% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Oct 21, 2024 Q3 2024 |
1,940
shares
|
$116,089
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
1,910
shares
|
$114,294
0.0% of portfolio
|
Q3 2024
Reduced 29.52%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
1,832
shares
|
$109,626
0.03% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,751
shares
|
$104,779
0.04% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,741
shares
|
$104,181
0.0% of portfolio
|
Q2 2023
Reduced 55.31%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,715
shares
|
$102,625
0.18% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,661
shares
|
$99,394
0.04% of portfolio
|
Q4 2022
Reduced 4.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Nov 08, 2024 Q3 2024 |
1,625
shares
|
$97,240
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
1,615
shares
|
$96,641
0.04% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
1,590
shares
|
$95,145
0.0% of portfolio
|
Q1 2024
Added 400.0%
|