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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
18,059
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
17,788
shares
|
$1.02 Million
0.04% of portfolio
|
Q1 2025
Added 4.35%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
17,342
shares
|
$993,176
0.03% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
17,340
shares
|
$993,061
0.01% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
17,286
shares
|
$989,969
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
17,236
shares
|
$987,105
0.02% of portfolio
|
Q1 2025
Reduced 37.51%
|
|
|
Indie Asset Partners, LLC
Carmel, IN |
May 07, 2025 Q1 2025 |
16,800
shares
|
$962,136
0.92% of portfolio
|
Q1 2025
Reduced 11.53%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
16,784
shares
|
$961,219
0.07% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
16,590
shares
|
$950,109
0.0% of portfolio
|
Q1 2025
Added 44.74%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
16,392
shares
|
$938,769
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
16,173
shares
|
$926,227
0.01% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Aft, Forsyth & Company, Inc.
|
May 12, 2025 Q1 2025 |
15,980
shares
|
$915,174
0.53% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
15,972
shares
|
$914,716
0.01% of portfolio
|
Q1 2025
Reduced 1.51%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Apr 07, 2025 Q1 2025 |
15,800
shares
|
$904,866
0.73% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Kennicott Capital Management LLC
|
Apr 16, 2025 Q1 2025 |
15,740
shares
|
$901,429
0.64% of portfolio
|
Q4 2024
Reduced 4.55%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
15,688
shares
|
$898,451
0.92% of portfolio
|
Q1 2025
New holding
|
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Apr 21, 2025 Q1 2025 |
15,682
shares
|
$898,108
0.61% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Kovack Advisors, Inc.
|
May 06, 2025 Q1 2025 |
15,633
shares
|
$895,301
0.1% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,615
shares
|
$894,271
0.01% of portfolio
|
Q1 2025
Added 8.52%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
15,567
shares
|
$891,522
0.05% of portfolio
|
Q1 2025
Added 52.92%
|
|
|
Bond & Devick Financial Network, Inc.
|
Jul 11, 2025 Q2 2025 |
15,463
shares
|
$885,566
0.3% of portfolio
|
Q2 2025
Reduced 8.22%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
15,248
shares
|
$873,252
0.11% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
15,245
shares
|
$873,081
0.02% of portfolio
|
Q1 2025
Added 202.72%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
15,110
shares
|
$865,349
0.01% of portfolio
|
Q1 2025
Added 23.42%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
14,988
shares
|
$858,362
0.02% of portfolio
|
Q1 2025
Added 4.45%
|