ISHARES TR (IYH)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

Reporting holders

$23.9M

Reported value

0.0%

Calls

0.0%

Puts

-508

Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

Filer	Value	Shares	Their book	Held	Change
First Citizens Financial Corp	$6.6M	92,342	2.78%	27q	HELD
Gerald Baker Financial Group LLC	$5.8M	80,522	1.63%	3q	+1.2%+$70.8K
Castle Rock Wealth Management, LLC	$2.4M	34,277	0.46%	new	NEW
Apella Capital, LLC	$1.2M	17,096	0.02%	4q	+2.3%+$27.6K
SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$1.1M	15,800	0.68%	16q	HELD
Asempa Wealth Advisors	$776.4K	11,028	0.59%	4q	HELD
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$666.9K	9,320	0.01%	32q	HELD
Acropolis Investment Management, LLC	$648.3K	9,060	0.03%	32q	-50.1%-$649.8K
Farther Finance Advisors, LLC	$589.8K	8,242	0.00%	16q	-29.1%-$242.3K
MRA Advisory Group	$496.6K	6,939	0.19%	24q	HELD
Weaver Consulting Group	$489.3K	6,838	0.10%	31q	HELD
CONGRESS ASSET MANAGEMENT CO	$362.7K	5,068	0.00%	new	NEW
Graves Light Lenhart Wealth, Inc.	$349.1K	4,879	0.03%	32q	HELD
CoreCap Advisors, LLC	$328.8K	4,595	0.01%	9q	-4.3%-$14.7K
Sunburst Financial Group, LLC	$288.9K	4,037	0.05%	16q	-2.2%-$6.5K
Atlas Brown,Inc.	$268.3K	3,749	0.07%	6q	+3.1%+$8.0K
Kaydan Wealth Management, Inc.	$263.4K	3,681	0.09%	12q	HELD
RHODES INVESTMENT ADVISORS INC /ADV	$252.2K	3,525	0.18%	new	NEW
First Heartland Consultants, Inc.	$241.6K	3,376	0.02%	6q	-44.8%-$195.8K
Valeo Financial Advisors, LLC	$221.2K	3,091	0.00%	2q	HELD
Cadent Capital Advisors, LLC	$214.7K	3,000	0.05%	2q	HELD
FINANCIAL MANAGEMENT NETWORK INC	$211.2K	3,000	0.03%	2q	HELD
Davis Capital Management	$70.5K	985	0.04%	13q	-1.5%-$1.1K
NORTH POINT PORTFOLIO MANAGERS CORP/OH	$21.5K	300	0.00%	new	NEW
TOMPKINS FINANCIAL CORP	$15.7K	220	0.00%	3q	HELD
Pacifica Partners Inc.	$11.3K	160	0.00%	28q	HELD
Retirement Wealth Solutions LLC	$97	1	0.00%	8q	HELD
CX Institutional	$17	240	0.00%	8q	-7.7%

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
Q3 2026	27	$23.9M	335,131	4	3	6	0.0%
Q2 2026	535	$1.6B	23,430,676	53	110	139	0.0%
Q1 2026	515	$1.6B	25,102,277	31	118	146	0.0%
Q4 2025	547	$1.9B	29,785,915	67	104	136	0.0%
Q3 2025	480	$1.3B	22,763,154	34	95	159	0.0%
Q2 2025	485	$1.3B	22,552,617	27	93	167	0.0%
Q1 2025	501	$1.4B	23,449,627	37	99	158	0.1%
Q4 2024	507	$1.4B	23,439,952	29	94	149	0.0%
Q3 2024	515	$1.5B	23,823,059	43	94	151	0.1%
Q2 2024	495	$1.5B	24,264,504	45	94	151	0.1%
Q1 2024	484	$2.1B	33,644,048	43	427	4	0.2%
Q4 2023	480	$1.7B	5,791,356	37	92	168	0.2%
Q3 2023	476	$1.6B	5,762,520	38	111	141	0.3%
Q2 2023	473	$1.5B	5,330,724	36	126	127	0.3%
Q1 2023	476	$1.5B	5,449,382	38	124	136	0.1%
Q4 2022	489	$1.6B	5,502,334	67	145	99	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%