Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 290 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 $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Family Firm, Inc.
|
May 01, 2025 Q1 2025 |
31,898
shares
|
$2.77 Million
0.56% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
31,801
shares
|
$2.77 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
29,751
shares
|
$2.59 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
29,112
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
Added 726.81%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
28,477
shares
|
$2.48 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,381
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,131
shares
|
$2.27 Million
0.0% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
24,455
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
23,781
shares
|
$2.07 Million
0.0% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
23,707
shares
|
$2.06 Million
0.16% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
22,945
shares
|
$2 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Patten & Patten Inc
|
May 07, 2025 Q1 2025 |
22,516
shares
|
$1.96 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
20,683
shares
|
$1.8 Million
0.14% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
20,257
shares
|
$1.76 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.77%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,583
shares
|
$1.7 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
19,535
shares
|
$1.7 Million
0.03% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
18,935
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
18,200
shares
|
$1.58 Million
0.01% of portfolio
|
Q1 2025
Added 50.09%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
18,001
shares
|
$1.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 12.01%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
17,910
shares
|
$1.56 Million
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,687
shares
|
$1.54 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
17,640
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
May 06, 2025 Q1 2025 |
16,542
shares
|
$1.44 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
14,656
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
14,385
shares
|
$1.25 Million
0.1% of portfolio
|
Q1 2024
Added 200.0%
|