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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
32,095
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 9.55%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,850
shares
|
$1.82 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Essex LLC
|
Apr 25, 2025 Q1 2025 |
30,916
shares
|
$1.77 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
30,648
shares
|
$1.76 Million
0.08% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
30,276
shares
|
$1.73 Million
1.13% of portfolio
|
Q2 2022
Reduced 1.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
30,224
shares
|
$1.73 Million
0.29% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Aua Capital Management, LLC
Camp Hill, PA |
Jul 10, 2025 Q2 2025 |
29,785
shares
|
$1.71 Million
1.01% of portfolio
|
Q1 2024
Added 359.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
29,557
shares
|
$1.69 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
29,125
shares
|
$1.67 Million
0.2% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
May 02, 2025 Q1 2025 |
29,054
shares
|
$1.66 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Perbak Capital Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
27,347
shares
|
$1.57 Million
1.23% of portfolio
|
Q1 2025
Reduced 52.67%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
27,153
shares
|
$1.56 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
26,474
shares
|
$1.52 Million
0.26% of portfolio
|
Q4 2024
Added 25.42%
|
|
|
Climber Capital Sa
Nyon, V8 |
Apr 23, 2025 Q1 2025 |
26,429
shares
|
$1.51 Million
0.84% of portfolio
|
Q1 2025
Added 6.53%
|
|
|
Ehp Funds Inc.
Toronto, Z4 |
May 15, 2025 Q1 2025 |
26,300
shares
|
$1.51 Million
1.81% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
26,070
shares
|
$1.49 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
25,786
shares
|
$1.48 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
25,740
shares
|
$1.47 Million
0.01% of portfolio
|
Q1 2025
Added 16.02%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Apr 22, 2025 Q1 2025 |
25,313
shares
|
$1.45 Million
1.32% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
25,185
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2025
Added 4.95%
|
|
|
My Personal Cfo, LLC
|
Apr 23, 2025 Q1 2025 |
24,750
shares
|
$1.42 Million
0.81% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
24,655
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
24,369
shares
|
$1.4 Million
0.01% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
24,318
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 65.76%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
23,878
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.98%
|