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IYH — ISHARES TR

Reported value held$829.08M
Funds holding (latest)26
Sector—
Funds holding (Q2 2026)17
Institutional value$554.40M · 8.27M sh
New / Add / Cut / Exit4 / 6 / 6 / 3
Top-5 / Top-10 concentration94.4% / 98.8%
Institutional holdings change Reducing -1.7% (-139.35K sh)
Institutional value change Up +6.9%

As of Q2 2026, 17 SEC-registered investment managers reported holding IYH (ISHARES TR) in their latest 13F filings, with a combined reported value of $554.40M across 8.27M shares. That is -1.7% by share count (-139.35K shares) versus the previous quarter, while reported value moved +6.9%. Ownership is concentrated: the five largest holders account for 94.4% of reported value and the top ten for 98.8%.

Compared with the prior quarter, 4 opened new positions, 6 added to existing stakes, 6 trimmed, 3 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.

All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.

Q2 2026 — 17 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 2.58M $172.74M 0.02% Add
Morgan Stanley history 2.20M $147.68M 0.01% Reduce
Bank of America Corp history 1.53M $102.34M 0.01% Hold
Wells Fargo & Co history 915.09K $61.32M 0.01% Reduce
Goldman Sachs Group history 590.12K $39.54M 0.00% Reduce
JPMorgan Chase & Co history 165.23K $11.22M 0.00% New
Fidelity Management & Research (FMR) history 53.04K $3.55M 0.00% Add
Manulife Financial history 49.20K $3.30M 0.00% New
PNC Financial Services history 47.02K $3.15M 0.00% Reduce
Marshall Wace history 42.58K $2.85M 0.00% New
Citadel Advisors history 35.08K $2.35M 0.00% Reduce
Northern Trust Corp history 24.15K $1.62M 0.00% Add
Renaissance Technologies history 14.90K $998.45K 0.00% New
AQR Capital Management history 8.90K $596.72K 0.00% Add
Citigroup Inc history 8.23K $551.56K 0.00% Add
BlackRock Inc history 6.99K $468.12K 0.00% Add
Franklin Resources history 1.64K $109.90K 0.00% Reduce

Q1 2026 — 16 funds

FundSharesValuePortfolio WeightChange
UBS Group AG history 2.53M $155.66M 0.02% Add
Morgan Stanley history 2.23M $137.39M 0.01% Reduce
Bank of America Corp history 1.53M $94.28M 0.01% Reduce
Wells Fargo & Co history 1.05M $64.52M 0.01% Add
Goldman Sachs Group history 694.46K $42.81M 0.01% Add
Two Sigma Investments history 115.99K $7.15M 0.01% Add
Principal Global Investors history 92.46K $5.70M 0.00% Reduce
PNC Financial Services history 49.04K $3.02M 0.00% Reduce
Fidelity Management & Research (FMR) history 45.63K $2.81M 0.00% Add
Citadel Advisors history 37.34K $2.30M 0.00% Add
Northern Trust Corp history 22.18K $1.37M 0.00% Reduce
AQR Capital Management history 7.79K $479.87K 0.00% Add
Point72 Asset Management history 7.47K $460.39K 0.00% New
BlackRock Inc history 4.12K $254.07K 0.00% Add
Citigroup Inc history 1.80K $111.20K 0.00% Add
Franklin Resources history 1.68K $103.25K 0.00% Hold

Q4 2025 — 19 funds

FundSharesValuePortfolio WeightChange
Fidelity International (FIL) history 3.89M $254.63M 0.19% Add
Morgan Stanley history 2.27M $147.75M 0.01% Add
Bank of America Corp history 1.54M $100.32M 0.01% Add
UBS Group AG history 1.20M $78.14M 0.01% Reduce
Wells Fargo & Co history 911.96K $59.37M 0.01% Reduce
Goldman Sachs Group history 603.72K $39.30M 0.01% Reduce
Principal Global Investors history 250.76K $16.32M 0.01% Add
JPMorgan Chase & Co history 126.86K $8.26M 0.00% Add
Marshall Wace history 120.46K $7.84M 0.01% New
PNC Financial Services history 52.04K $3.39M 0.00% Reduce
Fidelity Management & Research (FMR) history 44.77K $2.93M 0.00% Add
Two Sigma Investments history 40.59K $2.64M 0.00% New
Citadel Advisors history 35.71K $2.32M 0.00% Add
Northern Trust Corp history 27.84K $1.81M 0.00% Add
Renaissance Technologies history 16.10K $1.05M 0.00% Add
AQR Capital Management history 7.54K $490.53K 0.00% Add
BlackRock Inc history 3.93K $255.88K 0.00% Add
Franklin Resources history 1.68K $109.04K 0.00% Hold
Citigroup Inc history 3 $195 0.00% Add

Q3 2025 — 19 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2.20M $129.25M 0.01% Add
Bank of America Corp history 1.51M $88.50M 0.01% Reduce
UBS Group AG history 1.24M $73.01M 0.01% Add
Wells Fargo & Co history 933.92K $54.84M 0.01% Add
Manulife Financial history 933.37K $54.81M 0.05% New
Goldman Sachs Group history 634.98K $37.29M 0.01% Reduce
Fidelity International (FIL) history 634.22K $37.24M 0.03% New
Principal Global Investors history 167.83K $9.85M 0.01% New
JPMorgan Chase & Co history 121.86K $7.16M 0.00% Add
PNC Financial Services history 53.92K $3.17M 0.00% Reduce
Fidelity Management & Research (FMR) history 42.64K $2.50M 0.00% Reduce
D. E. Shaw & Co history 34.90K $2.05M 0.00% Add
Northern Trust Corp history 24.75K $1.45M 0.00% Add
Renaissance Technologies history 12.10K $710.51K 0.00% Reduce
Citadel Advisors history 7.00K $411.10K 0.00% Reduce
AQR Capital Management history 6.79K $398.42K 0.00% Hold
BlackRock Inc history 3.49K $205.11K 0.00% Hold
Franklin Resources history 1.68K $98.36K 0.00% Hold
Citigroup Inc history 2 $117 0.00% Reduce

Q2 2025 — 17 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2.11M $119.35M 0.01% Reduce
Bank of America Corp history 1.68M $94.67M 0.01% Reduce
UBS Group AG history 1.12M $63.28M 0.01% Reduce
Wells Fargo & Co history 915.49K $51.71M 0.01% Reduce
Goldman Sachs Group history 660.60K $37.31M 0.01% Add
Two Sigma Investments history 172.49K $9.74M 0.02% Add
JPMorgan Chase & Co history 116.16K $6.56M 0.00% Reduce
Citigroup Inc history 61.34K $3.46M 0.00% Hold
PNC Financial Services history 56.15K $3.17M 0.00% Reduce
Citadel Advisors history 46.18K $2.61M 0.00% Reduce
Fidelity Management & Research (FMR) history 43.33K $2.45M 0.00% Add
Renaissance Technologies history 23.30K $1.32M 0.00% New
Northern Trust Corp history 21.86K $1.23M 0.00% Reduce
AQR Capital Management history 6.79K $383.22K 0.00% Reduce
D. E. Shaw & Co history 4.37K $246.82K 0.00% New
BlackRock Inc history 3.49K $197.12K 0.00% Reduce
Franklin Resources history 1.68K $94.60K 0.00% Reduce

Q1 2025 — 15 funds

FundSharesValuePortfolio WeightChange
Morgan Stanley history 2.13M $129.93M 0.01% Reduce
Bank of America Corp history 1.71M $104.35M 0.01% Reduce
UBS Group AG history 1.31M $79.98M 0.01% Reduce
Wells Fargo & Co history 1.05M $63.71M 0.01% Add
Goldman Sachs Group history 630.68K $38.40M 0.01% Add
JPMorgan Chase & Co history 164.59K $10.02M 0.00% Reduce
Citigroup Inc history 61.34K $3.74M 0.00% Reduce
Citadel Advisors history 59.56K $3.63M 0.00% Add
PNC Financial Services history 56.79K $3.46M 0.00% Hold
Fidelity Management & Research (FMR) history 38.44K $2.34M 0.00% Reduce
Northern Trust Corp history 22.61K $1.38M 0.00% Reduce
Two Sigma Investments history 20.89K $1.27M 0.00% Reduce
AQR Capital Management history 10.84K $660.11K 0.00% Add
Franklin Resources history 6.12K $372.95K 0.00% Hold
BlackRock Inc history 4.26K $259.27K 0.00% Reduce

View all 26 fund holders →

New Positions (Q2 2026)

Fully Exited (vs previous quarter)

Fund Position History — shares by quarter (top 20 funds)

FundQ2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022Q2 2022Q1 2022Q4 2021Q3 2021
UBS Group AG 2.58M 2.53M 1.20M 1.24M 1.12M 1.31M 1.37M 1.48M 1.48M 1.49M 304.29K 289.82K 297.73K 296.59K 349.46K 342.08K 294.17K 282.06K 273.21K 270.29K
Morgan Stanley 2.20M 2.23M 2.27M 2.20M 2.11M 2.13M 2.20M 2.17M 2.15M 3.30M 642.05K 483.05K 530.95K 474.10K 493.02K 405.68K 373.12K 359.71K 380.03K 336.38K
Bank of America Corp 1.53M 1.53M 1.54M 1.51M 1.68M 1.71M 1.91M 1.75M 1.86M 1.77M 381.19K 396.03K 387.55K 411.73K 405.96K 394.10K 361.55K 364.37K 420.68K 469.04K
Wells Fargo & Co 915.09K 1.05M 911.96K 933.92K 915.49K 1.05M 998.04K 998.46K 1.01M 1.10M 213.49K 213.94K 231.24K 235.98K 250.77K 218.93K 209.93K 189.73K 221.93K 231.46K
Goldman Sachs Group 590.12K 694.46K 603.72K 634.98K 660.60K 630.68K 468.74K 556.25K 498.24K 508.06K 185.81K 179.74K 180.13K 153.24K 154.14K 224.89K 174.21K 157.80K 145.76K 98.53K
JPMorgan Chase & Co 165.23K — 126.86K 121.86K 116.16K 164.59K 230.26K 203.98K 202.12K 181.25K 41.06K 103.31K 112.17K 91.72K 85.82K 10.87K 10.81K 10.98K 10.55K 10.80K
Fidelity Management & Research (FMR) 53.04K 45.63K 44.77K 42.64K 43.33K 38.44K 38.81K 41.05K 36.47K 34.96K 6.46K 6.55K 6.28K 5.43K 5.12K 5.14K 5.03K 4.78K 4.58K 4.30K
Manulife Financial 49.20K — — 933.37K — — — — — 2.00M — — 103.47K 40.27K 40.27K 229.53K 102.47K 1.86M 254.64K 327.33K
PNC Financial Services 47.02K 49.04K 52.04K 53.92K 56.15K 56.79K 56.99K 59.69K 63.10K 68.63K 14.15K 14.25K 14.52K 14.26K 14.41K 14.49K 14.03K 13.55K 13.25K 13.53K
Marshall Wace 42.58K — 120.46K — — — — 12.97K 12.49K — — 1.65K — — 1.50K — — — 2.70K 1.50K
Citadel Advisors 35.08K 37.34K 35.71K 7.00K 46.18K 59.56K 18.67K 21.83K 61.56K 51.29K — 39.70K 7.10K 32.77K 1.50K 10.85K 26.90K 749 17.51K 6.99K
Northern Trust Corp 24.15K 22.18K 27.84K 24.75K 21.86K 22.61K 23.18K 23.45K 23.57K 21.17K 4.07K 4.13K 3.72K 3.44K 3.52K 3.18K 2.55K 2.55K 2.62K 2.47K
Renaissance Technologies 14.90K — 16.10K 12.10K 23.30K — — 15.30K — 15.80K 1.60K 900 — 2.00K 2.10K 1.20K — — 4.70K 2.30K
AQR Capital Management 8.90K 7.79K 7.54K 6.79K 6.79K 10.84K 9.21K — — — — — — — — — — — — —
Citigroup Inc 8.23K 1.80K 3 2 61.34K 61.34K 66.20K 61.34K 61.34K 61.34K 12.82K 12.52K 12.52K 13.81K 14.39K 13.34K 14.90K 14.83K 21.55K 27.97K
BlackRock Inc 6.99K 4.12K 3.93K 3.49K 3.49K 4.26K 5.93K 4.06K — — — — — — — — — — — —
Franklin Resources 1.64K 1.68K 1.68K 1.68K 1.68K 6.12K 6.12K 6.12K 6.12K 6.12K 1.23K 335 335 335 335 335 335 250 250 250
Point72 Asset Management — 7.47K — — — — — — — — — — — — — — — — — —
Fidelity International (FIL) — — 3.89M 634.22K — — — 159.11K — 700.68K — — — — — — — — — —
Two Sigma Investments — 115.99K 40.59K — 172.49K 20.89K 288.09K 58.50K 51.80K — — — — — — — — — — —

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