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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
14,273
shares
|
$1.26 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,111
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
14,021
shares
|
$1.24 Million
0.7% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
13,697
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 33.86%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,350
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,490
shares
|
$1.1 Million
0.89% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,106
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
12,050
shares
|
$1.07 Million
0.44% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,928
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
11,928
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,642
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,334
shares
|
$1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,326
shares
|
$1 Million
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,225
shares
|
$992,290
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,554
shares
|
$932,973
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,456
shares
|
$835,910
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
9,411
shares
|
$831,932
0.02% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
8,972
shares
|
$793,124
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,863
shares
|
$783,489
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,694
shares
|
$768,549
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,416
shares
|
$743,974
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,276
shares
|
$731,598
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
8,256
shares
|
$729,830
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,103
shares
|
$716,305
0.06% of portfolio
|
Q2 2025
Added 692.86%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
7,980
shares
|
$705,432
0.04% of portfolio
|
Q1 2024
Added 200.0%
|