Institutional Ownership Ishares Tr (IYH)
This table provides information about the institutional ownership of Ishares Tr (IYH). We have compiled data on the 513 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.64 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blackston Financial Advisory Group, LLC
The Villages, FL |
May 15, 2024 Q1 2024 |
9,750
shares
|
$597,382
0.35% of portfolio
|
Q1 2024
Added 388.48%
|
|
Gray Wealth Management Inc.
Bangor, ME |
May 02, 2024 Q1 2024 |
9,476
shares
|
$580,594
0.26% of portfolio
|
Q1 2024
Added 320.97%
|
|
Cx Institutional
|
Apr 15, 2024 Q1 2024 |
9,370
shares
|
$574,099
0.03% of portfolio
|
Q1 2024
New holding
|
|
Raymond James Trust N.A.
|
Apr 24, 2024 Q1 2024 |
9,305
shares
|
$570,117
0.01% of portfolio
|
Q1 2024
Added 417.23%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
9,183
shares
|
$562,642
0.03% of portfolio
|
Q1 2024
Reduced 50.84%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
9,180
shares
|
$562,458
0.02% of portfolio
|
Q1 2024
Added 254.58%
|
|
Kovitz Investment Group Partners, LLC
|
May 14, 2024 Q1 2024 |
8,900
shares
|
$545,303
0.01% of portfolio
|
Q1 2024
New holding
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
8,830
shares
|
$541,014
0.01% of portfolio
|
Q1 2024
Added 451.19%
|
|
Geneos Wealth Management Inc.
|
May 03, 2024 Q1 2024 |
8,676
shares
|
$531,578
0.02% of portfolio
|
Q1 2024
Added 381.47%
|
|
Round Rock Advisors, LLC
|
Apr 24, 2024 Q1 2024 |
8,661
shares
|
$530,659
0.13% of portfolio
|
Q1 2024
Added 400.06%
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 09, 2024 Q1 2024 |
8,640
shares
|
$529,372
0.01% of portfolio
|
Q1 2024
Added 397.12%
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
8,610
shares
|
$527,534
0.01% of portfolio
|
Q3 2023
Reduced 8.3%
|
|
Cornerstone Wealth Management, LLC
|
Apr 19, 2024 Q1 2024 |
8,594
shares
|
$526,554
0.04% of portfolio
|
Q1 2024
Added 398.2%
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 15, 2024 Q1 2024 |
8,545
shares
|
$523,552
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
May 03, 2024 Q1 2024 |
8,410
shares
|
$515,280
0.31% of portfolio
|
Q1 2024
Added 366.19%
|
|
Thomasville National Bank
|
Apr 10, 2024 Q1 2024 |
8,355
shares
|
$511,910
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
8,116
shares
|
$497,267
0.0% of portfolio
|
Q1 2024
Added 414.65%
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 10, 2024 Q1 2024 |
8,085
shares
|
$495,367
0.02% of portfolio
|
Q1 2024
Added 400.0%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 18, 2024 Q1 2024 |
8,073
shares
|
$494,632
0.24% of portfolio
|
Q1 2024
Added 627.3%
|
|
Harbor Investment Advisory, LLC
|
Apr 12, 2024 Q1 2024 |
8,060
shares
|
$493,836
0.04% of portfolio
|
Q1 2024
Added 400.0%
|
|
Key Client Fiduciary Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
7,976
shares
|
$488,689
0.29% of portfolio
|
Q1 2024
Added 423.36%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
May 15, 2024 Q1 2024 |
7,965
shares
|
$488,015
0.29% of portfolio
|
Q1 2024
Added 263.86%
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
7,948
shares
|
$486,973
0.84% of portfolio
|
Q2 2022
Reduced 2.57%
|
|
Oppenheimer & CO Inc
New York, NY |
May 06, 2024 Q1 2024 |
7,908
shares
|
$484,523
0.01% of portfolio
|
Q1 2024
Added 373.25%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
7,875
shares
|
$482,501
0.01% of portfolio
|
Q1 2024
Added 400.0%
|