# ISHARES TR (IYH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYH/

- Reporting holders: 27
- Reported value: $23.9M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [First Citizens Financial Corp](https://holderbook.com/funds/1800597-first-citizens-financial-corp/) | $6.6M | 92,342 | 2.8% | 27 |
| [Gerald Baker Financial Group LLC](https://holderbook.com/funds/2133489-gerald-baker-financial-group-llc/) | $5.8M | 80,522 | 1.6% | 3 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $2.4M | 34,277 | 0.5% | 1 |
| [Apella Capital, LLC](https://holderbook.com/funds/1801507-apella-capital-llc/) | $1.2M | 17,096 | 0.0% | 4 |
| [SILVIA MCCOLL WEALTH MANAGEMENT, LLC](https://holderbook.com/funds/1991983-silvia-mccoll-wealth-management-llc/) | $1.1M | 15,800 | 0.7% | 16 |
| [Asempa Wealth Advisors](https://holderbook.com/funds/2099967-asempa-wealth-advisors/) | $776.4K | 11,028 | 0.6% | 4 |
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $666.9K | 9,320 | 0.0% | 32 |
| [Acropolis Investment Management, LLC](https://holderbook.com/funds/1318601-acropolis-investment-management-llc/) | $648.3K | 9,060 | 0.0% | 32 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $589.8K | 8,242 | 0.0% | 16 |
| [MRA Advisory Group](https://holderbook.com/funds/1841816-mra-advisory-group/) | $496.6K | 6,939 | 0.2% | 24 |
| [Weaver Consulting Group](https://holderbook.com/funds/1780055-weaver-consulting-group/) | $489.3K | 6,838 | 0.1% | 31 |
| [CONGRESS ASSET MANAGEMENT CO](https://holderbook.com/funds/897378-congress-asset-management-co/) | $362.7K | 5,068 | 0.0% | 1 |
| [Graves Light Lenhart Wealth, Inc.](https://holderbook.com/funds/1759803-graves-light-lenhart-wealth-inc/) | $349.1K | 4,879 | 0.0% | 32 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $328.8K | 4,595 | 0.0% | 9 |
| [Sunburst Financial Group, LLC](https://holderbook.com/funds/1800158-sunburst-financial-group-llc/) | $288.9K | 4,037 | 0.0% | 16 |
| [Atlas Brown,Inc.](https://holderbook.com/funds/1388168-atlas-brown-inc/) | $268.3K | 3,749 | 0.1% | 6 |
| [Kaydan Wealth Management, Inc.](https://holderbook.com/funds/1964532-kaydan-wealth-management-inc/) | $263.4K | 3,681 | 0.1% | 12 |
| [RHODES INVESTMENT ADVISORS INC /ADV](https://holderbook.com/funds/1005186-rhodes-investment-advisors-inc-adv/) | $252.2K | 3,525 | 0.2% | 1 |
| [First Heartland Consultants, Inc.](https://holderbook.com/funds/1428793-first-heartland-consultants-inc/) | $241.6K | 3,376 | 0.0% | 6 |
| [Valeo Financial Advisors, LLC](https://holderbook.com/funds/1722641-valeo-financial-advisors-llc/) | $221.2K | 3,091 | 0.0% | 2 |
| [Cadent Capital Advisors, LLC](https://holderbook.com/funds/1803536-cadent-capital-advisors-llc/) | $214.7K | 3,000 | 0.0% | 2 |
| [FINANCIAL MANAGEMENT NETWORK INC](https://holderbook.com/funds/1844831-financial-management-network-inc/) | $211.2K | 3,000 | 0.0% | 2 |
| [Davis Capital Management](https://holderbook.com/funds/1811806-davis-capital-management/) | $70.5K | 985 | 0.0% | 13 |
| [NORTH POINT PORTFOLIO MANAGERS CORP/OH](https://holderbook.com/funds/1105344-north-point-portfolio-managers-corp-oh/) | $21.5K | 300 | 0.0% | 1 |
| [TOMPKINS FINANCIAL CORP](https://holderbook.com/funds/1005817-tompkins-financial-corp/) | $15.7K | 220 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 27 | $23.9M |
| Q2 2026 | 535 | $1.6B |
| Q1 2026 | 515 | $1.6B |
| Q4 2025 | 547 | $1.9B |
| Q3 2025 | 480 | $1.3B |
| Q2 2025 | 485 | $1.3B |
| Q1 2025 | 501 | $1.4B |
| Q4 2024 | 507 | $1.4B |
| Q3 2024 | 515 | $1.5B |
| Q2 2024 | 495 | $1.5B |
| Q1 2024 | 484 | $2.1B |
| Q4 2023 | 480 | $1.7B |