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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
11,327
shares
|
$648,697
0.02% of portfolio
|
Q1 2025
Reduced 57.29%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
11,096
shares
|
$635,467
0.06% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
11,070
shares
|
$633,978
0.0% of portfolio
|
Q1 2025
Reduced 49.37%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
11,023
shares
|
$631,287
0.13% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
10,841
shares
|
$620,864
0.0% of portfolio
|
Q1 2025
Added 17.66%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
10,800
shares
|
$618,516
0.01% of portfolio
|
Q1 2025
Reduced 91.08%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
10,553
shares
|
$604,370
0.03% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Wesbanco Bank Inc
|
Jul 07, 2025 Q2 2025 |
10,385
shares
|
$594,748
0.02% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
10,324
shares
|
$591,255
0.01% of portfolio
|
Q1 2025
Added 29.15%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
10,321
shares
|
$591,083
0.02% of portfolio
|
Q1 2024
Added 400.29%
|
|
|
Heritage Wealth Advisors
|
May 08, 2025 Q1 2025 |
10,300
shares
|
$589,881
0.03% of portfolio
|
Q1 2024
Added 322.13%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
10,289
shares
|
$589,251
0.02% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
10,284
shares
|
$588,964
0.0% of portfolio
|
Q1 2025
Reduced 6.86%
|
|
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
May 13, 2025 Q1 2025 |
10,190
shares
|
$583,581
0.05% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
10,136
shares
|
$580,488
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
10,115
shares
|
$579,286
0.06% of portfolio
|
Q3 2024
Reduced 14.93%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
10,096
shares
|
$578,197
0.31% of portfolio
|
Q3 2022
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,083
shares
|
$577,453
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
10,060
shares
|
$576,136
0.11% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
May 15, 2025 Q1 2025 |
10,055
shares
|
$575,849
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
10,031
shares
|
$574,475
0.08% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Acropolis Investment Management, LLC
|
Apr 17, 2025 Q1 2025 |
10,010
shares
|
$573,272
0.04% of portfolio
|
Q1 2025
Reduced 4.76%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
10,000
shares
|
$572,700
0.03% of portfolio
|
Q1 2024
Added 400.0%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
9,997
shares
|
$572,528
0.26% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
9,951
shares
|
$569,893
0.01% of portfolio
|
Q1 2025
Reduced 6.31%
|