Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 273 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
11,928
shares
|
$933,843
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,928
shares
|
$933,843
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
11,654
shares
|
$912,391
0.57% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
11,449
shares
|
$896,342
0.0% of portfolio
|
Q4 2024
Added 4.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
10,327
shares
|
$808,500
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Quantinno Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
9,710
shares
|
$760,195
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
9,301
shares
|
$728,175
0.03% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
9,158
shares
|
$716,979
0.02% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
9,061
shares
|
$709,385
0.02% of portfolio
|
Q4 2024
Added 7.03%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
8,715
shares
|
$682,297
0.0% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
8,450
shares
|
$661,550
0.0% of portfolio
|
Q4 2024
Added 2.86%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
8,383
shares
|
$656,305
0.16% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
8,256
shares
|
$646,362
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
8,247
shares
|
$645,657
0.0% of portfolio
|
Q4 2024
Added 29.61%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
8,120
shares
|
$635,714
0.1% of portfolio
|
Q4 2024
Reduced 9.44%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
8,103
shares
|
$634,383
0.06% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
8,083
shares
|
$632,818
0.0% of portfolio
|
Q4 2024
Reduced 6.95%
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
7,980
shares
|
$624,754
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
7,509
shares
|
$587,879
0.8% of portfolio
|
Q4 2024
Added 370.91%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,481
shares
|
$585,687
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
7,299
shares
|
$571,438
0.0% of portfolio
|
Q4 2024
Added 2.54%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
7,073
shares
|
$553,745
0.15% of portfolio
|
Q4 2024
Reduced 29.22%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
7,064
shares
|
$553,040
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
6,933
shares
|
$542,784
0.08% of portfolio
|
Q4 2024
Reduced 9.5%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,690
shares
|
$523,760
0.04% of portfolio
|
Q4 2024
Reduced 93.16%
|