IYH institutional holders

ISHARES TR · 13F, 2026Q2

Managers holding529
Shares held23,124,059
Reported value$1.6bn
Quarter flows60 new, 138 added, 155 trimmed, 46 exited

Top 25 holders

ManagerSharesValue% of manager's 13F
UBS Group AG2,577,753$172.7m0.0%
MORGAN STANLEY2,203,857$147.7m0.0%
BANK OF AMERICA CORP /DE/1,527,301$102.3m0.0%
LPL Financial LLC1,482,478$99.3m0.0%
PGIM Custom Harvest LLC1,054,594$70.7m0.9%
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1,029,546$69.0m0.0%
WELLS FARGO & COMPANY/MN915,094$61.3m0.0%
ROYAL BANK OF CANADA849,727$56.9m0.0%
RAYMOND JAMES FINANCIAL INC756,281$50.7m0.0%
OAKWORTH CAPITAL, INC.609,679$41.0m1.9%
GOLDMAN SACHS GROUP INC590,123$39.5m0.0%
Kestra Advisory Services, LLC420,482$28.2m0.1%
OSAIC HOLDINGS, INC.373,872$25.1m0.0%
COMMONWEALTH EQUITY SERVICES, LLC322,764$21.6m0.0%
AMERIPRISE FINANCIAL INC278,971$18.7m0.0%
HighTower Advisors, LLC268,677$18.0m0.0%
JONES FINANCIAL COMPANIES LLLP192,084$13.0m0.0%
Cetera Investment Advisers183,420$12.3m0.0%
PARK AVENUE SECURITIES LLC173,804$11.6m0.1%
Cambridge Investment Research Advisors, Inc.169,204$11.3m0.0%
JPMORGAN CHASE & CO165,234$11.2m0.0%
Concurrent Investment Advisors, LLC163,818$11.0m0.1%
CONSOLIDATED CAPITAL MANAGEMENT, LLC157,311$10.5m2.8%
ARKANSAS FINANCIAL GROUP, INC.156,064$10.5m1.4%
Steward Partners Investment Advisory, LLC126,850$8.5m0.0%

Every holder, line by line, and the full history since 2013: yf.Client().holders("IYH"). IYH price history · All 13F data

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