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 |
---|---|---|---|---|---|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 28, 2025 Q1 2025 |
500
shares
|
$28,635
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2025 Q1 2025 |
500
shares
|
$28,635
0.01% of portfolio
|
Q3 2024
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
500
shares
|
$28,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
Mgb Wealth Management, LLC
Addison, TX |
May 09, 2025 Q1 2025 |
500
shares
|
$28,635
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
500
shares
|
$28,635
0.01% of portfolio
|
Q1 2025
Reduced 62.96%
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
May 08, 2025 Q1 2025 |
500
shares
|
$28,635
0.02% of portfolio
|
Q4 2024
New holding
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
470
shares
|
$26,916
0.01% of portfolio
|
Q2 2025
Added 0.43%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
470
shares
|
$26,916
0.08% of portfolio
|
Q2 2023
Added 23.68%
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
460
shares
|
$26,344
0.0% of portfolio
|
Q1 2024
Added 360.0%
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
425
shares
|
$24,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
May 09, 2025 Q1 2025 |
400
shares
|
$22,908
0.01% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
Avion Wealth
The Woodlands, TX |
May 09, 2025 Q1 2025 |
400
shares
|
$22,908
0.01% of portfolio
|
Q4 2024
New holding
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
380
shares
|
$21,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
375
shares
|
$21,476
0.01% of portfolio
|
Q1 2024
Added 400.0%
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
370
shares
|
$21,189
0.0% of portfolio
|
Q1 2025
Added 1133.33%
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
347
shares
|
$19,872
0.01% of portfolio
|
Q1 2025
New holding
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
345
shares
|
$19,758
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
340
shares
|
$19,471
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
330
shares
|
$18,899
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
330
shares
|
$18,899
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
325
shares
|
$18,612
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
325
shares
|
$18,612
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
310
shares
|
$17,753
0.01% of portfolio
|
Q4 2024
New holding
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
305
shares
|
$17,467
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
High Mark Wealth Management LLC
|
Apr 23, 2025 Q1 2025 |
303
shares
|
$17,352
0.01% of portfolio
|
Q1 2025
Added 0.33%
|