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 |
|---|---|---|---|---|---|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
128
shares
|
$7,214
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
125
shares
|
$7,045
0.0% of portfolio
|
Q4 2024
Reduced 39.02%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
115
shares
|
$6,481
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
115
shares
|
$6,481
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
Apr 22, 2025 Q1 2025 |
110
shares
|
$6,199
0.0% of portfolio
|
Q2 2024
Reduced 73.17%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
107
shares
|
$6,030
0.0% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
100
shares
|
$5,636
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
100
shares
|
$5,636
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
90
shares
|
$5,072
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
78
shares
|
$4,396
0.0% of portfolio
|
Q1 2025
Added 143.75%
|
|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
May 07, 2025 Q1 2025 |
77
shares
|
$4,339
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
75
shares
|
$4,227
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
70
shares
|
$3,945
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
55
shares
|
$3,099
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
51
shares
|
$2,874
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
50
shares
|
$2,818
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
50
shares
|
$2,818
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
May 15, 2025 Q1 2025 |
40
shares
|
$2,254
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
40
shares
|
$2,254
0.0% of portfolio
|
Q1 2025
Reduced 63.64%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$1,465
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
21
shares
|
$1,183
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
20
shares
|
$1,127
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gould Capital, LLC
|
May 14, 2025 Q1 2025 |
12
shares
|
$676
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$676
0.0% of portfolio
|
Q1 2023
Reduced 96.17%
|
|
|
Glassman Wealth Services
|
May 08, 2025 Q1 2025 |
2
shares
|
$112
0.0% of portfolio
|
Q1 2025
New holding
|