Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 549 institutions that hold shares in the stock, with a total of 23.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
Oct 16, 2025 Q3 2025 |
77
shares
|
$4,917
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
75
shares
|
$4,790
0.0% of portfolio
|
Q2 2025
Reduced 76.92%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 03, 2025 Q3 2025 |
75
shares
|
$4,790
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
70
shares
|
$4,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
67
shares
|
$4,279
0.0% of portfolio
|
Q3 2025
Reduced 74.91%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
51
shares
|
$3,257
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
50
shares
|
$3,193
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
50
shares
|
$3,193
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
32
shares
|
$2,043
0.0% of portfolio
|
Q3 2025
Reduced 98.14%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
27
shares
|
$1,724
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$1,660
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sym Financial Corp
|
Nov 03, 2025 Q3 2025 |
25
shares
|
$1,596
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
21
shares
|
$1,341
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
20
shares
|
$1,277
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
14
shares
|
$894
0.0% of portfolio
|
Q3 2025
Reduced 99.87%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$766
0.0% of portfolio
|
Q1 2023
Reduced 96.17%
|
|
|
Gould Capital, LLC
|
Nov 14, 2025 Q3 2025 |
12
shares
|
$766
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$127
0.0% of portfolio
|
Q3 2025
Reduced 100.0%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
2
shares
|
$127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Oct 08, 2025 Q3 2025 |
1
shares
|
$63
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|