| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| TRUIST FINANCIAL CORP | 3.9% | -28% | $2,631,410 | -$32,031 | 47,319 | -1.2% | TRUIST FINANCIAL CORP | 30 Sep 2025 |
As of 31 Dec 2025, 34 institutional investors reported holding 643,314 shares of iSHARES TRUST - Exchange Traded Fund (EUHY). This represents 53% of the company’s total 1,213,308 outstanding shares.
The largest institutional shareholders of iSHARES TRUST - Exchange Traded Fund (EUHY) together control 53% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| JANE STREET GROUP, LLC | 11% | 130,260 | +85% | 0.01% | $6,942,102 |
| Kovitz Investment Group Partners, LLC | 5.3% | 64,008 | +4.2% | 0.08% | $3,411,277 |
| Obsido Oy | 5.1% | 61,370 | +4% | 2% | $3,270,665 |
| LPL Financial LLC | 4.4% | 53,083 | +89% | 0% | $2,829,041 |
| AE Wealth Management LLC | 4% | 49,083 | +26% | 0.02% | $2,615,811 |
| Patriot Financial Group Insurance Agency, LLC | 3.6% | 44,198 | +9.1% | 0.28% | $2,355,495 |
| US BANCORP \DE\ | 3% | 36,140 | +4.2% | 0% | $1,926,048 |
| BANK OF AMERICA CORP /DE/ | 2.8% | 34,331 | +31% | 0% | $1,829,636 |
| Breakwater Investment Management | 2.4% | 29,657 | 0% | 0.57% | $1,580,547 |
| MORGAN STANLEY | 2.1% | 25,394 | -0% | 0% | $1,353,353 |
| TRUIST FINANCIAL CORP | 1.8% | 21,691 | -54% | 0% | $1,156,004 |
| OSAIC HOLDINGS, INC. | 1.3% | 16,150 | +60% | 0% | $860,867 |
| WESBANCO BANK INC | 0.82% | 10,000 | 0.01% | $532,942 | |
| Cambridge Financial Group, LLC | 0.62% | 7,524 | 0% | 0.13% | $377,472 |
| Insight Wealth Strategies, LLC | 0.57% | 6,947 | +8.8% | 0.04% | $370,249 |
| Synergy Asset Management, LLC | 0.57% | 6,857 | 0.04% | $365,438 | |
| Wagner Wealth Management, Corp | 0.54% | 6,516 | 0% | 0.34% | $347,265 |
| Hyposwiss Advisors SA | 0.53% | 6,420 | 0% | 0.34% | $342,250 |
| Haven Private, LLC | 0.53% | 6,375 | +13% | 0.15% | $339,751 |
| BANK OF MONTREAL /CAN/ | 0.45% | 5,458 | 0% | $283,980 | |
| CAPTRUST FINANCIAL ADVISORS | 0.4% | 4,865 | 0% | $259,276 | |
| GOLDMAN SACHS GROUP INC | 0.33% | 3,993 | 0% | $212,804 | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.33% | 3,973 | -5.9% | 0% | $211,740 |
| Bank Julius Baer & Co. Ltd, Zurich | 0.25% | 2,976 | +0.27% | 0% | $158,654 |
| JONES FINANCIAL COMPANIES LLLP | 0.15% | 1,770 | +2429% | 0% | $94,330 |
| Period | Reported Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2025 Q4 | 643,314 | $34,255,326 | +$5,748,834 | $53.29 | 34 |
| 2025 Q3 | 521,498 | $28,996,578 | +$11,279,116 | $55.61 | 29 |
| 2025 Q2 | 314,091 | $17,246,172 | -$3,577,382 | $54.92 | 25 |
| 2025 Q1 | 390,966 | $19,247,638 | +$850,693 | $49.23 | 21 |
| 2024 Q4 | 380,071 | $17,887,687 | -$716,458 | $47.01 | 21 |
| 2024 Q3 | 342,042 | $17,936,994 | -$1,486,647 | $52.39 | 23 |
| 2024 Q2 | 372,531 | $18,173,855 | +$663,623 | $48.70 | 24 |
| 2024 Q1 | 354,056 | $17,240,226 | -$138,503 | $48.69 | 23 |
| 2023 Q4 | 354,780 | $17,599,032 | -$6,746,486 | $49.65 | 19 |
| 2023 Q3 | 492,490 | $22,712,604 | -$285,756 | $46.10 | 22 |
| 2023 Q2 | 499,187 | $23,470,081 | -$8,960,659 | $47.05 | 18 |
| 2023 Q1 | 689,975 | $31,842,210 | +$15,508,207 | $46.15 | 21 |
| 2022 Q4 | 324,659 | $14,374,070 | -$1,945,345 | $44.28 | 22 |
| 2022 Q3 | 374,658 | $14,274,265 | +$2,768,376 | $38.64 | 18 |
| 2022 Q2 | 296,200 | $12,331,598 | -$5,309,716 | $41.63 | 19 |
| 2022 Q1 | 419,889 | $20,512,746 | -$11,195,253 | $48.85 | 21 |
| 2021 Q4 | 648,298 | $34,209,520 | +$1,333,161 | $52.77 | 25 |
| 2021 Q3 | 622,273 | $34,240,902 | +$13,005,645 | $55.03 | 25 |
| 2021 Q2 | 385,211 | $21,673,383 | +$3,267,116 | $56.26 | 26 |
| 2021 Q1 | 327,608 | $18,100,196 | +$4,889,441 | $55.25 | 26 |
| 2020 Q4 | 238,058 | $13,461,000 | -$4,587,980 | $56.54 | 18 |
| 2020 Q3 | 321,380 | $16,768,435 | -$3,225,171 | $52.18 | 23 |
| 2020 Q2 | 383,966 | $18,852,100 | -$2,351,921 | $49.10 | 17 |
| 2020 Q1 | 433,840 | $18,774,000 | +$9,747,741 | $43.28 | 16 |
| 2019 Q4 | 208,124 | $10,786,366 | -$69,656 | $51.83 | 17 |
| 2019 Q3 | 221,552 | $11,069,000 | -$3,172,496 | $49.95 | 24 |
| 2019 Q2 | 284,175 | $14,610,000 | -$10,818,521 | $51.41 | 22 |
| 2019 Q1 | 495,956 | $24,717,000 | +$335,016 | $49.82 | 23 |
| 2018 Q4 | 490,612 | $23,701,000 | -$16,487,093 | $48.30 | 26 |
| 2018 Q3 | 828,103 | $43,572,000 | -$5,163,318 | $52.65 | 30 |
| 2018 Q2 | 926,965 | $48,082,000 | -$14,499,229 | $51.86 | 36 |
| 2018 Q1 | 1,206,990 | $66,963,000 | +$23,066,288 | $55.48 | 38 |
| 2017 Q4 | 789,808 | $43,013,000 | -$5,768,020 | $54.45 | 34 |
| 2017 Q3 | 867,151 | $46,440,000 | +$21,862,337 | $53.56 | 25 |
| 2017 Q2 | 458,950 | $23,399,000 | -$1,028,226 | $50.99 | 19 |
| 2017 Q1 | 483,288 | $22,638,000 | -$11,696,649 | $46.86 | 19 |
| 2016 Q4 | 773,368 | $35,457,000 | -$85,994,006 | $45.85 | 26 |
| 2016 Q3 | 2,536,013 | $121,820,000 | +$6,000,868 | $48.04 | 29 |
| 2016 Q2 | 2,436,323 | $112,613,000 | -$2,047,931 | $46.39 | 27 |
| 2016 Q1 | 2,453,787 | $115,552,000 | +$973,879 | $47.09 | 25 |
| 2015 Q4 | 2,420,764 | $107,379,000 | -$107,228,138 | $44.36 | 25 |
| 2015 Q3 | 4,795,322 | $218,116,000 | +$24,148,908 | $45.81 | 26 |
| 2015 Q2 | 4,255,130 | $200,025,582 | -$676,463 | $47.01 | 29 |
| 2015 Q1 | 4,271,440 | $199,273,842 | +$62,161,804 | $46.64 | 30 |
| 2014 Q4 | 2,915,490 | $147,931,176 | +$144,474,707 | $50.74 | 31 |
| 2014 Q3 | 61,224 | $3,272,382 | -$2,935,878 | $53.45 | 3 |
| 2014 Q2 | 112,627 | $6,650,658 | +$4,985,260 | $59.09 | 5 |
| 2014 Q1 | 57,345 | $3,381,690 | +$3,209,794 | $58.96 | 3 |