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 |
---|---|---|---|---|---|
Kenfarb & Co.
Ashland, KY |
Nov 14, 2023 Q3 2023 |
929
shares
|
$53,203
0.23% of portfolio
|
Q3 2023
Reduced 9.72%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
918
shares
|
$52,573
0.03% of portfolio
|
Q4 2022
Added 3.03%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
890
shares
|
$50,970
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
805
shares
|
$46,102
0.01% of portfolio
|
Q3 2024
Added 89.41%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
799
shares
|
$45,758
0.04% of portfolio
|
Q1 2025
Added 0.25%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
May 09, 2025 Q1 2025 |
797
shares
|
$45,644
0.01% of portfolio
|
Q1 2025
Added 407.64%
|
|
New Republic Capital, LLC
Charlotte, NC |
May 07, 2025 Q1 2025 |
784
shares
|
$44,899
0.02% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
750
shares
|
$42,952
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
Apr 29, 2025 Q1 2025 |
750
shares
|
$42,952
0.03% of portfolio
|
Q4 2024
New holding
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
711
shares
|
$40,718
0.01% of portfolio
|
Q2 2020
New holding
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
705
shares
|
$40,375
0.02% of portfolio
|
Q2 2024
Reduced 58.7%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
675
shares
|
$38,657
0.0% of portfolio
|
Q3 2024
Reduced 55.74%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
644
shares
|
$36,881
0.02% of portfolio
|
Q1 2023
Reduced 3.16%
|
|
Westside Investment Management, Inc.
|
Apr 25, 2025 Q1 2025 |
640
shares
|
$36,652
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
Pacifica Partners Inc.
|
Apr 08, 2025 Q1 2025 |
635
shares
|
$36,366
0.02% of portfolio
|
Q1 2024
Added 1884.38%
|
|
Flaharty Asset Management, LLC
|
May 20, 2025 Q1 2025 |
600
shares
|
$34,362
0.01% of portfolio
|
Q1 2025
New holding
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
585
shares
|
$33,502
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
Compass Wealth Management LLC
Guilford, CT |
Apr 29, 2025 Q1 2025 |
575
shares
|
$32,930
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
570
shares
|
$32,643
0.0% of portfolio
|
Q1 2025
Reduced 36.31%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
565
shares
|
$32,357
0.0% of portfolio
|
Q2 2024
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
560
shares
|
$32,071
0.02% of portfolio
|
Q1 2025
Added 0.18%
|
|
Old Second National Bank Of Aurora
|
Apr 21, 2025 Q1 2025 |
545
shares
|
$31,212
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
536
shares
|
$30,696
0.01% of portfolio
|
Q4 2024
Reduced 36.94%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
511
shares
|
$29,264
0.01% of portfolio
|
Q4 2024
New holding
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
510
shares
|
$29,207
0.03% of portfolio
|
Q1 2025
Added 0.2%
|