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IYHIYH
Showing 8 of 30 quarters

Position history for UNITED CAPITAL FINANCIAL ADVISORS, LLCUNITED CAPITAL FINANCIAL ADVISORS, LLC's holdings in ISHARES TR

Yes. United Capital Financial Advisors holds 115,423 shares of IYH, worth $7.7M, as of its Q2 2026 13F filing. It reduced the position by 1,597 shares (-1.4%) from Q1 2026. United Capital Financial Advisors has held IYH in every 13F on record since Q1 2019, 30 quarterly filings.

Current Value

$7.7M

Current Shares

115,423

Total Value Change

+$354,079

Total Shares Change

+1,808

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
115,423
-1.4%
$7.7M0.0%$66.83
0
2026-Q1
Decreased
117,020
-1.9%
$7.2M0.0%$65.36
0
2025-Q4
Increased
119,310
+5.8%
$7.8M0.0%$65.50
29
2025-Q3
Decreased
112,735
-0.3%
$6.6M0.0%$57.08
0
2025-Q2
Decreased
113,133
-0.0%
$6.4M0.1%$55.77
0
2025-Q1
Increased
113,170
+1.0%
$6.9M0.1%$59.76
27
2024-Q4
Decreased
112,014
-1.4%
$6.5M0.1%$57.43
0
2024-Q3
Decreased
113,615
-1.6%
$7.4M0.1%$63.57
0

Other major holders of IYH: FIL Ltd, PRUDENTIAL FINANCIAL INC, UBS Group AG, MORGAN STANLEY

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