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 |
|---|---|---|---|---|---|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
2,370
shares
|
$133,573
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
2,315
shares
|
$130,473
0.0% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Sage Mountain Advisors LLC
|
May 02, 2025 Q1 2025 |
2,300
shares
|
$129,628
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
May 15, 2025 Q1 2025 |
2,264
shares
|
$127,599
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
2,250
shares
|
$126,810
0.02% of portfolio
|
Q1 2025
Added 1263.64%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
2,225
shares
|
$125,401
0.01% of portfolio
|
Q3 2024
Added 7.49%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
2,215
shares
|
$124,837
0.02% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Sanford Advisory Services, LLC
|
Feb 07, 2023 Q4 2022 |
2,190
shares
|
$123,428
0.15% of portfolio
|
Q4 2022
Reduced 8.98%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
2,050
shares
|
$115,538
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
2,040
shares
|
$114,974
0.0% of portfolio
|
Q1 2024
Added 334.04%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
2,000
shares
|
$112,720
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
2,000
shares
|
$112,720
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
1,977
shares
|
$111,423
0.03% of portfolio
|
Q3 2024
Reduced 7.18%
|
|
|
Accordant Advisory Group Inc
Annapolis, MD |
Apr 15, 2025 Q1 2025 |
1,940
shares
|
$109,338
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
1,841
shares
|
$103,758
0.02% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
1,751
shares
|
$98,686
0.04% of portfolio
|
Q4 2023
Reduced 20.41%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
1,741
shares
|
$98,122
0.0% of portfolio
|
Q2 2023
Reduced 55.31%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
1,715
shares
|
$96,657
0.18% of portfolio
|
Q2 2022
Added 0.18%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
1,700
shares
|
$95,812
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Apr 22, 2025 Q1 2025 |
1,680
shares
|
$94,684
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,661
shares
|
$93,613
0.04% of portfolio
|
Q4 2022
Reduced 4.65%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
May 01, 2025 Q1 2025 |
1,625
shares
|
$91,585
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,615
shares
|
$91,021
0.04% of portfolio
|
Q2 2024
Reduced 3.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,535
shares
|
$86,512
0.0% of portfolio
|
Q4 2024
Reduced 47.43%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,517
shares
|
$85,498
0.01% of portfolio
|
Q1 2025
Reduced 16.51%
|