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 |
|---|---|---|---|---|---|
|
Adams Wealth Management
|
May 13, 2025 Q1 2025 |
129,292
shares
|
$7.29 Million
1.72% of portfolio
|
Q1 2025
New holding
|
|
|
Cache Tech Inc.
Logan, UT |
May 13, 2025 Q1 2025 |
129,292
shares
|
$7.29 Million
1.53% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
126,681
shares
|
$7.14 Million
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
126,231
shares
|
$7.11 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
113,170
shares
|
$6.38 Million
0.06% of portfolio
|
Q1 2025
Added 1.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
110,735
shares
|
$6.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.64%
|
|
|
First Citizens Financial Corp
|
Apr 03, 2025 Q1 2025 |
108,804
shares
|
$6.13 Million
3.75% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
May 08, 2025 Q1 2025 |
102,753
shares
|
$5.79 Million
0.56% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
102,628
shares
|
$5.78 Million
1.03% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
100,138
shares
|
$5.64 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
98,753
shares
|
$5.57 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
98,477
shares
|
$5.55 Million
2.03% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
91,279
shares
|
$5.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 45.12%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
88,987
shares
|
$5.02 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
84,093
shares
|
$4.74 Million
4.24% of portfolio
|
Q1 2025
Reduced 6.88%
|
|
|
Stillwater Capital Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
82,794
shares
|
$4.67 Million
0.72% of portfolio
|
Q1 2025
Reduced 16.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
77,933
shares
|
$4.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.07%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
77,193
shares
|
$4.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,428
shares
|
$4.31 Million
0.03% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
May 08, 2025 Q1 2025 |
75,710
shares
|
$4.27 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Sowa Financial Group, Inc.
Lincoln, RI |
Apr 16, 2025 Q1 2025 |
75,495
shares
|
$4.25 Million
3.41% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
74,981
shares
|
$4.23 Million
0.09% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
73,300
shares
|
$4.13 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Hc Advisors, LLC
|
May 13, 2025 Q1 2025 |
68,230
shares
|
$3.85 Million
3.29% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
63,963
shares
|
$3.6 Million
0.1% of portfolio
|
Q1 2025
Added 24.33%
|