Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 250 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$11,893
0.01% of portfolio
|
Q4 2022
Reduced 27.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
141
shares
|
$11,485
0.0% of portfolio
|
Q4 2021
Reduced 97.06%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
136
shares
|
$11,078
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
132
shares
|
$10,752
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
132
shares
|
$10,752
0.01% of portfolio
|
Q3 2024
Added 76.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
126
shares
|
$10,263
0.0% of portfolio
|
Q1 2024
Reduced 80.19%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
123
shares
|
$10,019
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
111
shares
|
$9,042
0.0% of portfolio
|
Q3 2024
Reduced 84.86%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
108
shares
|
$8,797
0.0% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
105
shares
|
$8,553
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
99
shares
|
$8,064
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
81
shares
|
$6,598
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
66
shares
|
$5,376
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 08, 2024 Q3 2024 |
60
shares
|
$4,887
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
48
shares
|
$3,910
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
34
shares
|
$2,769
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,688
0.0% of portfolio
|
Q2 2024
Reduced 97.06%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
30
shares
|
$2,443
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
27
shares
|
$2,199
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
24
shares
|
$1,955
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
18
shares
|
$1,466
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
15
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
15
shares
|
$1,221
0.0% of portfolio
|
Q3 2024
New holding
|