Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 289 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
600
shares
|
$52,194
0.01% of portfolio
|
Q2 2024
Added 344.44%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
534
shares
|
$46,452
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
529
shares
|
$46,017
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
528
shares
|
$45,930
0.0% of portfolio
|
Q1 2025
Added 11.63%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
450
shares
|
$39,145
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
383
shares
|
$33,317
0.0% of portfolio
|
Q2 2025
Added 41.85%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
363
shares
|
$31,577
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$31,316
0.0% of portfolio
|
Q2 2020
Reduced 4.85%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
351
shares
|
$30,533
0.0% of portfolio
|
Q1 2025
Added 56.0%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
349
shares
|
$30,359
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
342
shares
|
$29,750
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
340
shares
|
$29,576
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
339
shares
|
$29,489
0.02% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
314
shares
|
$27,314
0.04% of portfolio
|
Q4 2020
Reduced 89.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
311
shares
|
$27,053
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
302
shares
|
$26,270
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
300
shares
|
$26,097
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
273
shares
|
$23,748
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
253
shares
|
$22,008
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
251
shares
|
$21,834
0.0% of portfolio
|
Q1 2025
Added 100.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
250
shares
|
$21,747
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
240
shares
|
$20,877
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Atala Financial Inc
Calabasas, CA |
Apr 23, 2025 Q1 2025 |
240
shares
|
$20,877
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
237
shares
|
$20,616
0.0% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
232
shares
|
$20,181
0.0% of portfolio
|
Q4 2024
New holding
|