IYH — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IYH? 29 Institutions Hold $23.9M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IYH)? 29 institutions reported holding $23.95M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: First Citizens Financial Corp ($6.6M), Gerald Baker Financial Group LLC ($5.8M), Castle Rock Wealth Management, LLC ($2.4M).

Rank	Institution	Value	Shares	Change
1	First Citizens Financial Corp	$6.6M	92,342	Trimmed
2	Gerald Baker Financial Group LLC	$5.8M	80,522	Added
3	Castle Rock Wealth Management, LLC	$2.4M	34,277	New
4	Apella Capital, LLC	$1.2M	17,096	Added
5	SILVIA MCCOLL WEALTH MANAGEMENT, LLC	$1.1M	15,800	Hold
6	Asempa Wealth Advisors	$776,380	11,028	Added
7	FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	$666,939	9,320	Hold
8	Acropolis Investment Management, LLC	$648,334	9,060	Trimmed
9	Farther Finance Advisors, LLC	$589,772	8,242	Trimmed
10	MRA Advisory Group	$496,559	6,939	Added
11	Weaver Consulting Group	$489,312	6,838	Hold
12	CONGRESS ASSET MANAGEMENT CO	$362,666	5,068	New
13	Graves Light Lenhart Wealth, Inc.	$349,141	4,879	Hold
14	CoreCap Advisors, LLC	$328,818	4,595	Trimmed
15	Sunburst Financial Group, LLC	$288,888	4,037	Trimmed
16	Atlas Brown,Inc.	$268,258	3,749	Added
17	Kaydan Wealth Management, Inc.	$263,443	3,681	Hold
18	RHODES INVESTMENT ADVISORS INC /ADV	$252,249	3,525	New
19	First Heartland Consultants, Inc.	$241,553	3,376	Trimmed
20	Valeo Financial Advisors, LLC	$221,212	3,091	Added
21	Cadent Capital Advisors, LLC	$214,680	3,000	Hold
22	FINANCIAL MANAGEMENT NETWORK INC	$211,200	3,000	Hold
23	Davis Capital Management	$70,487	985	Trimmed
24	NORTH POINT PORTFOLIO MANAGERS CORP/OH	$21,468	300	New
25	CX Institutional	$17,000	240	Trimmed

Source: SEC Form 13F filings · as of 2026-09-30