Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 550 institutions that hold shares in the stock, with a total of 23.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.41 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Oct 16, 2024 Q3 2024 |
100
shares
|
$5,984
0.0% of portfolio
|
Q4 2023
Reduced 80.0%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
100
shares
|
$5,984
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
100
shares
|
$5,984
0.0% of portfolio
|
Q3 2024
Added 270.37%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
90
shares
|
$5,385
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
75
shares
|
$4,488
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Planning Capital Management Corp
Paoli, PA |
Nov 06, 2024 Q3 2024 |
70
shares
|
$4,188
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
61
shares
|
$3,650
0.0% of portfolio
|
Q3 2024
Reduced 84.28%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
55
shares
|
$3,291
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
51
shares
|
$3,051
0.0% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
50
shares
|
$2,992
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
50
shares
|
$2,992
0.0% of portfolio
|
Q3 2021
Reduced 50.0%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
31
shares
|
$1,855
0.0% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
30
shares
|
$1,795
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
30
shares
|
$1,795
0.0% of portfolio
|
Q2 2024
Reduced 95.33%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
26
shares
|
$1,555
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
21
shares
|
$1,256
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
20
shares
|
$1,196
0.0% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Gould Capital, LLC
|
Aug 14, 2024 Q2 2024 |
12
shares
|
$718
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
12
shares
|
$718
0.0% of portfolio
|
Q1 2023
Reduced 96.17%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
5
shares
|
$299
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1
shares
|
$59
0.0% of portfolio
|
Q3 2024
New holding
|