Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 291 institutions that hold shares in the stock, with a total of 13.8 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 |
|---|---|---|---|---|---|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
115,522
shares
|
$10.2 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
104,856
shares
|
$9.27 Million
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
104,178
shares
|
$9.21 Million
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
96,013
shares
|
$8.49 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
72,676
shares
|
$6.42 Million
0.03% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
72,600
shares
|
$6.42 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
68,204
shares
|
$6.03 Million
0.01% of portfolio
|
Q2 2025
Added 49.06%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
65,970
shares
|
$5.83 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
65,355
shares
|
$5.78 Million
2.81% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
65,026
shares
|
$5.75 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
64,126
shares
|
$5.67 Million
0.03% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
60,937
shares
|
$5.39 Million
0.11% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
58,787
shares
|
$5.2 Million
1.29% of portfolio
|
Q1 2023
Reduced 0.09%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
53,900
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
51,917
shares
|
$4.59 Million
10.27% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
49,981
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
45,536
shares
|
$4.03 Million
1.7% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,347
shares
|
$3.92 Million
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,951
shares
|
$3.89 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,618
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
37,867
shares
|
$3.35 Million
0.2% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
36,018
shares
|
$3.18 Million
0.0% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
35,096
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2024
Added 211.47%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
32,760
shares
|
$2.9 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,414
shares
|
$2.87 Million
0.03% of portfolio
|
Q3 2025
Added 0.03%
|