Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 274 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
103,222
shares
|
$8.7 Million
0.05% of portfolio
|
Q4 2024
Reduced 4.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
100,409
shares
|
$8.46 Million
0.01% of portfolio
|
Q4 2024
Added 12.07%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
77,156
shares
|
$6.5 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.8%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
72,600
shares
|
$6.12 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
67,289
shares
|
$5.67 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
65,696
shares
|
$5.54 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
61,497
shares
|
$5.18 Million
0.03% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
60,810
shares
|
$5.12 Million
0.2% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Southern Capital Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
58,963
shares
|
$4.97 Million
2.58% of portfolio
|
Q4 2024
Added 15.07%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
58,787
shares
|
$4.95 Million
1.29% of portfolio
|
Q1 2023
Reduced 0.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
52,367
shares
|
$4.41 Million
0.01% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
51,917
shares
|
$4.37 Million
10.27% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
45,105
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Added 75.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
43,917
shares
|
$3.7 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.97%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
37,643
shares
|
$3.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
35,795
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 17.72%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
35,096
shares
|
$2.96 Million
0.0% of portfolio
|
Q2 2024
Added 211.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
34,785
shares
|
$2.93 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
32,760
shares
|
$2.76 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Feb 10, 2025 Q4 2024 |
32,112
shares
|
$2.71 Million
0.24% of portfolio
|
Q4 2024
Reduced 1.98%
|
|
|
Family Firm, Inc.
|
Feb 10, 2025 Q4 2024 |
32,033
shares
|
$2.7 Million
0.43% of portfolio
|
Q4 2024
Reduced 7.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
30,887
shares
|
$2.6 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
28,572
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 27.35%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
27,672
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,381
shares
|
$2.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|