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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
9,768
shares
|
$559,413
0.23% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Granite Fo LLC
Bedford, NH |
May 15, 2025 Q1 2025 |
9,767
shares
|
$559,356
0.34% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
9,660
shares
|
$553,228
0.04% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
9,649
shares
|
$552,598
0.01% of portfolio
|
Q2 2025
Reduced 95.15%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Feb 10, 2025 Q4 2024 |
9,484
shares
|
$543,148
0.21% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
9,442
shares
|
$540,743
0.01% of portfolio
|
Q1 2025
Added 2.72%
|
|
|
Coastal Bridge Advisors, LLC
|
May 08, 2025 Q1 2025 |
9,415
shares
|
$539,197
0.17% of portfolio
|
Q2 2024
Reduced 24.95%
|
|
|
Symphony Financial Services, Inc.
Akron, OH |
May 12, 2025 Q1 2025 |
9,414
shares
|
$539,139
0.37% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Thomasville National Bank
|
Jul 11, 2025 Q2 2025 |
9,275
shares
|
$531,179
0.04% of portfolio
|
Q2 2025
Added 10.55%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
9,272
shares
|
$531,007
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
9,227
shares
|
$528,430
0.07% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
9,188
shares
|
$526,196
0.3% of portfolio
|
Q1 2025
Reduced 7.22%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Jul 09, 2025 Q2 2025 |
9,111
shares
|
$521,786
0.18% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
8,998
shares
|
$515,315
0.23% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
8,899
shares
|
$509,645
0.0% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
8,890
shares
|
$509,130
0.01% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
8,857
shares
|
$507,240
0.11% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
8,793
shares
|
$503,575
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
8,741
shares
|
$500,597
0.0% of portfolio
|
Q1 2025
Reduced 9.66%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
8,639
shares
|
$494,755
0.18% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
8,616
shares
|
$493,438
0.14% of portfolio
|
Q4 2024
Reduced 14.16%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$493,094
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
8,547
shares
|
$489,486
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
May 09, 2025 Q1 2025 |
8,514
shares
|
$487,596
0.09% of portfolio
|
Q1 2025
Reduced 41.76%
|
|
|
Sage Capital Management, LLC
Stockton, NJ |
May 15, 2025 Q1 2025 |
8,487
shares
|
$486,050
0.28% of portfolio
|
Q1 2025
Reduced 23.91%
|