ISHARES TR (IYH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
513
Reporting holders
$1.5B
Reported value
0.0%
Held as options
+14
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| UBS Group AG | $172.7M | 2,577,753 | 0.02% | 31q | +2.1%+$3.5M |
| MORGAN STANLEY | $147.7M | 2,203,857 | 0.01% | 35q | -1.1%-$1.7M |
| BANK OF AMERICA CORP /DE/ | $102.3M | 1,527,301 | 0.01% | 31q | HELD |
| LPL Financial LLC | $99.3M | 1,482,478 | 0.02% | 31q | +5.0%+$4.7M |
| PGIM Custom Harvest LLC | $70.7M | 1,054,594 | 0.89% | 19q | -1.3%-$928.7K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $69.0M | 1,029,546 | 0.04% | 31q | +2.6%+$1.8M |
| WELLS FARGO & COMPANY/MN | $61.3M | 915,094 | 0.01% | 31q | -56.3%-$79.0M |
| ROYAL BANK OF CANADA | $56.9M | 849,727 | 0.01% | 31q | -5.6%-$3.4M |
| RAYMOND JAMES FINANCIAL INC | $50.7M | 756,281 | 0.01% | 7q | +12.6%+$5.7M |
| OAKWORTH CAPITAL, INC. | $41.0M | 609,679 | 1.95% | 31q | +46.1%+$12.9M |
| GOLDMAN SACHS GROUP INC | $39.5M | 590,123 | 0.00% | 31q | -15.0%-$7.0M |
| Kestra Advisory Services, LLC | $28.2M | 420,482 | 0.09% | 24q | HELD |
| OSAIC HOLDINGS, INC. | $25.1M | 373,872 | 0.03% | 26q | -0.6%-$154.8K |
| COMMONWEALTH EQUITY SERVICES, LLC | $21.6M | 322,764 | 0.03% | 31q | -7.8%-$1.8M |
| AMERIPRISE FINANCIAL INC | $18.7M | 278,971 | 0.00% | 31q | -48.8%-$17.8M |
| HighTower Advisors, LLC | $18.0M | 268,677 | 0.02% | 31q | -6.7%-$1.3M |
| JONES FINANCIAL COMPANIES LLLP | $13.0M | 192,084 | 0.01% | 11q | +8.5%+$1.0M |
| Cetera Investment Advisers | $12.3M | 183,420 | 0.01% | 31q | -11.0%-$1.5M |
| JPMORGAN CHASE & CO | $11.2M | 165,234 | 0.00% | 31q | +21.4%+$2.0M |
| Concurrent Investment Advisors, LLC | $11.0M | 163,818 | 0.09% | 11q | +10.3%+$1.0M |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | $10.5M | 157,311 | 2.81% | 31q | +1.7%+$179.4K |
| ARKANSAS FINANCIAL GROUP, INC. | $10.5M | 156,064 | 1.36% | 16q | +20.4%+$1.8M |
| Steward Partners Investment Advisory, LLC | $8.5M | 126,850 | 0.04% | 31q | +13.9%+$1.0M |
| ENVESTNET ASSET MANAGEMENT INC | $7.8M | 116,724 | 0.00% | 31q | -11.5%-$1.0M |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $7.7M | 115,423 | 0.04% | 31q | -1.4%-$107.1K |
| SP Asset Management LLC | $6.9M | 102,390 | 0.55% | 15q | HELD |
| Ninety One SA (Pty) Ltd | $6.8M | 102,200 | 0.37% | new | NEW |
| CAPTRUST FINANCIAL ADVISORS | $6.4M | 95,379 | 0.01% | 31q | +299.8%+$4.8M |
| First Citizens Financial Corp | $6.2M | 92,717 | 2.60% | 26q | HELD |
| Zurich Insurance Group Ltd/FI | $6.0M | 90,190 | 0.04% | 4q | +204.4%+$4.1M |
| BANK OF MONTREAL /CAN/ | $5.4M | 81,135 | 0.00% | 31q | -6.5%-$380.3K |
| Equitable Holdings, Inc. | $5.3M | 79,645 | 0.03% | 27q | +5.2%+$265.8K |
| Gerald Baker Financial Group LLC | $5.3M | 79,533 | 1.52% | 2q | +3.4%+$174.6K |
| FORTE ASSET MANAGEMENT LLC | $5.2M | 77,580 | 2.12% | 5q | +17.6%+$779.2K |
| STIFEL FINANCIAL CORP | $5.2M | 77,115 | 0.00% | 31q | +8.4%+$402.5K |
| Stillwater Capital Advisors, LLC | $4.9M | 73,540 | 0.50% | 31q | -0.8%-$38.9K |
| PETTYJOHN, WOOD & WHITE, INC | $4.8M | 71,435 | 0.70% | 31q | -0.9%-$42.9K |
| HC Advisors, LLC | $4.7M | 69,580 | 2.83% | 25q | -3.8%-$184.2K |
| Capital Investment Advisors, LLC | $4.6M | 68,063 | 0.06% | 31q | -1.7%-$79.0K |
| Private Advisor Group, LLC | $4.3M | 64,414 | 0.02% | 31q | -46.8%-$3.8M |
| Lighthouse Financial LLC | $4.2M | 63,024 | 2.19% | 7q | HELD |
| TRUIST FINANCIAL CORP | $3.8M | 56,535 | 0.00% | 27q | -22.3%-$1.1M |
| MML INVESTORS SERVICES, LLC | $3.7M | 55,543 | 0.01% | 31q | +15.9%+$509.9K |
| Corient Private Wealth LP | $3.7M | 55,524 | 0.00% | 15q | +111.0%+$2.0M |
| National Philanthropic Trust | $3.6M | 54,427 | 0.05% | 10q | +2.4%+$84.6K |
| Sanctuary Advisors, LLC | $3.6M | 53,838 | 0.02% | 9q | HELD |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $3.6M | 52,744 | 0.01% | 12q | -1.2%-$43.9K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.6M | 53,412 | 0.00% | 31q | +223.7%+$2.5M |
| FMR LLC | $3.6M | 53,041 | 0.00% | 31q | +16.2%+$496.7K |
| NATIONAL BANK OF CANADA /FI/ | $3.4M | 50,890 | 0.00% | 19q | -7.0%-$256.2K |
| Creative Planning | $3.4M | 50,058 | 0.00% | 31q | -0.7%-$23.2K |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $3.3M | 49,200 | 0.00% | new | NEW |
| PNC Financial Services Group, Inc. | $3.2M | 47,015 | 0.00% | 31q | -4.1%-$135.4K |
| MERCER GLOBAL ADVISORS INC /ADV | $3.1M | 46,047 | 0.00% | 22q | +83.3%+$1.4M |
| RAINEY & RANDALL WEALTH ADVISORS INC. | $3.1M | 46,017 | 0.44% | 31q | -1.4%-$44.9K |
| Ethos Financial Group, LLC | $3.0M | 45,001 | 0.20% | 6q | -1.6%-$49.9K |
| Mine & Arao Wealth Creation & Management, LLC. | $3.0M | 44,401 | 1.08% | 27q | +2.4%+$68.4K |
| J.W. COLE ADVISORS, INC. | $2.9M | 42,844 | 0.05% | new | NEW |
| MARSHALL WACE, LLP | $2.9M | 42,584 | 0.00% | new | NEW |
| LOM Asset Management Ltd | $2.8M | 42,439 | 0.73% | 5q | +1.5%+$41.3K |
| Smartleaf Asset Management LLC | $2.8M | 41,095 | 0.09% | 3q | HELD |
| Conservest Capital Advisors, Inc. | $2.7M | 40,897 | 0.22% | 31q | HELD |
| Simplicity Wealth,LLC | $2.7M | 39,866 | 0.09% | new | NEW |
| Laurel Wealth Advisors LLC | $2.6M | 38,497 | 0.25% | 31q | HELD |
| MONEY CONCEPTS CAPITAL CORP | $2.5M | 37,430 | 0.12% | 21q | +0.8%+$20.8K |
| CreativeOne Wealth, LLC | $2.4M | 35,947 | 0.05% | 16q | +391.1%+$1.9M |
| CITADEL ADVISORS LLC | $2.4M | 35,075 | 0.00% | 10q | -6.1%-$151.5K |
| Gladstone Institutional Advisory LLC | $2.3M | 34,361 | 0.07% | 21q | +0.9%+$19.5K |
| Essex LLC | $2.3M | 34,140 | 0.35% | 20q | -2.8%-$65.7K |
| Arax Advisory Partners | $2.3M | 33,629 | 0.01% | 3q | +373.6%+$1.8M |
| Empirical Asset Management, LLC | $2.2M | 33,476 | 0.51% | 10q | -5.6%-$133.6K |
| NWF Advisory Services Inc. | $2.2M | 32,437 | 0.20% | 14q | HELD |
| Quest 10 Wealth Builders, Inc. | $2.1M | 31,694 | 1.65% | 7q | -1.6%-$34.4K |
| Arkadios Wealth Advisors | $2.1M | 31,113 | 0.03% | 27q | -0.8%-$17.8K |
| INDEPENDENT FINANCIAL GROUP, LLC | $2.0M | 29,989 | 0.04% | 6q | +3.8%+$74.2K |
| JOHNSON INVESTMENT COUNSEL INC | $2.0M | 29,840 | 0.01% | 31q | +2.6%+$49.9K |
| MGO ONE SEVEN LLC | $2.0M | 29,712 | 0.03% | 14q | -20.2%-$504.1K |
| Fifth Third Securities, Inc. | $2.0M | 29,587 | 0.11% | 9q | +6.6%+$123.2K |
| AUA CAPITAL MANAGEMENT, LLC | $1.9M | 29,093 | 0.90% | 31q | HELD |
| Audent Global Asset Management, LLC | $1.9M | 28,844 | 2.16% | 19q | -38.6%-$1.2M |
| Glenview Trust Co | $1.9M | 29,565 | 0.01% | 31q | +94.9%+$924.8K |
| Rockefeller Capital Management L.P. | $1.8M | 27,592 | 0.00% | 10q | +7.3%+$125.6K |
| MMBG INVESTMENT ADVISORS CO. | $1.8M | 27,470 | 0.15% | 19q | HELD |
| CIBC WORLD MARKET INC. | $1.8M | 27,014 | 0.00% | 31q | -1.3%-$24.7K |
| NewEdge Advisors, LLC | $1.8M | 26,480 | 0.01% | 17q | +65.8%+$704.3K |
| CORRADO ADVISORS, LLC | $1.8M | 26,382 | 0.81% | 10q | +2.0%+$33.8K |
| DAVENPORT & Co LLC | $1.8M | 26,354 | 0.01% | 31q | -0.8%-$14.4K |
| &PARTNERS | $1.7M | 25,697 | 0.01% | 9q | -1.9%-$33.0K |
| US BANCORP \DE\ | $1.7M | 24,895 | 0.00% | 31q | +8.2%+$127.2K |
| Pathstone Holdings, LLC | $1.6M | 24,268 | 0.00% | 11q | +51.6%+$553.7K |
| NORTHERN TRUST CORP | $1.6M | 24,146 | 0.00% | 31q | +8.8%+$131.5K |
| TD Waterhouse Canada Inc. | $1.6M | 23,911 | 0.00% | 19q | -2.2%-$36.1K |
| COMMERCE BANK | $1.6M | 23,592 | 0.01% | 31q | -1.6%-$25.3K |
| Virtue Capital Management, LLC | $1.6M | 23,458 | 0.21% | 2q | -8.1%-$138.5K |
| Merkkuri Wealth Advisors LLC | $1.5M | 23,126 | 0.96% | 9q | +26.3%+$322.7K |
| Focus Partners Wealth | $1.5M | 22,802 | 0.00% | 8q | +32.8%+$377.7K |
| Valmark Advisers, Inc. | $1.5M | 22,724 | 0.02% | 31q | -0.7%-$10.0K |
| Sankala Group LLC | $1.5M | 21,008 | 1.01% | 3q | +16.9%+$217.8K |
| Mariner, LLC | $1.5M | 22,070 | 0.00% | 16q | -57.3%-$2.0M |
| Kovack Advisors, Inc. | $1.5M | 21,917 | 0.07% | 25q | HELD |
Showing the largest 100 of 530 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 513 | $1.5B | 22,587,994 | 51 | 104 | 137 | 0.0% |
| Q1 2026 | 499 | $1.5B | 24,547,675 | 30 | 115 | 141 | 0.0% |
| Q4 2025 | 529 | $1.9B | 29,139,475 | 66 | 100 | 132 | 0.0% |
| Q3 2025 | 460 | $1.3B | 21,686,775 | 33 | 90 | 152 | 0.0% |
| Q2 2025 | 459 | $1.2B | 21,477,126 | 25 | 87 | 158 | 0.0% |
| Q1 2025 | 474 | $1.4B | 22,228,487 | 35 | 94 | 150 | 0.1% |
| Q4 2024 | 478 | $1.3B | 22,158,906 | 27 | 89 | 140 | 0.0% |
| Q3 2024 | 479 | $1.5B | 22,335,071 | 41 | 86 | 137 | 0.1% |
| Q2 2024 | 459 | $1.4B | 22,943,886 | 42 | 86 | 141 | 0.1% |
| Q1 2024 | 447 | $2.0B | 32,355,469 | 41 | 393 | 4 | 0.2% |
| Q4 2023 | 437 | $1.5B | 5,374,109 | 35 | 83 | 152 | 0.2% |
| Q3 2023 | 431 | $1.4B | 5,044,729 | 33 | 103 | 127 | 0.4% |
| Q2 2023 | 425 | $1.4B | 4,952,861 | 33 | 116 | 112 | 0.3% |
| Q1 2023 | 418 | $1.3B | 5,013,120 | 32 | 109 | 118 | 0.1% |
| Q4 2022 | 411 | $1.4B | 4,917,652 | 63 | 116 | 82 | 0.1% |
| Q3 2022 | 427 | $1.3B | 5,196,956 | 41 | 142 | 81 | 0.2% |
| Q2 2022 | 420 | $1.1B | 4,244,730 | 33 | 106 | 98 | 0.3% |
| Q1 2022 | 423 | $1.2B | 4,054,149 | 41 | 95 | 115 | 0.7% |
| Q4 2021 | 426 | $1.5B | 4,932,469 | 34 | 110 | 99 | 0.3% |
| Q3 2021 | 382 | $1.3B | 4,568,846 | 39 | 95 | 91 | 0.1% |
| Q2 2021 | 367 | $1.0B | 3,685,465 | 34 | 79 | 106 | 0.1% |
| Q1 2021 | 360 | $979.9M | 3,908,229 | 22 | 83 | 103 | 0.1% |
| Q4 2020 | 377 | $1.0B | 4,123,659 | 32 | 93 | 76 | 0.2% |
| Q3 2020 | 331 | $929.1M | 4,072,805 | 22 | 76 | 105 | 0.4% |
| Q2 2020 | 330 | $1.0B | 4,605,259 | 50 | 96 | 65 | 0.4% |
| Q1 2020 | 306 | $796.3M | 4,217,770 | 24 | 72 | 105 | 0.5% |
| Q4 2019 | 327 | $935.0M | 4,313,031 | 35 | 59 | 82 | 0.5% |
| Q3 2019 | 280 | $836.2M | 4,408,489 | 20 | 44 | 91 | 0.3% |
| Q2 2019 | 291 | $886.9M | 4,487,479 | 26 | 62 | 109 | 1.2% |
| Q1 2019 | 293 | $1.0B | 5,329,345 | 34 | 59 | 101 | 0.5% |
| Q4 2018 | 289 | $943.6M | 5,185,749 | 2 | 8 | 4 | 0.6% |