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 |
|---|---|---|---|---|---|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,438
shares
|
$659,453
0.13% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,398
shares
|
$655,906
0.0% of portfolio
|
Q2 2025
Added 139.34%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,323
shares
|
$649,257
0.09% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
7,235
shares
|
$641,455
0.08% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
7,043
shares
|
$624,432
0.51% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,833
shares
|
$605,813
0.0% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,668
shares
|
$591,184
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
6,644
shares
|
$589,057
0.53% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,422
shares
|
$569,374
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
6,388
shares
|
$566,360
0.22% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
6,286
shares
|
$557,316
0.29% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,252
shares
|
$554,302
0.0% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,207
shares
|
$550,312
0.07% of portfolio
|
Q1 2024
Added 157.77%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
6,182
shares
|
$548,096
0.26% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,156
shares
|
$545,790
0.04% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,060
shares
|
$537,279
0.19% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,033
shares
|
$534,885
0.04% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,020
shares
|
$533,733
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,994
shares
|
$531,428
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,934
shares
|
$526,108
0.0% of portfolio
|
Q2 2025
Added 91.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,912
shares
|
$524,157
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,861
shares
|
$519,636
0.58% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,512
shares
|
$488,693
0.02% of portfolio
|
Q3 2022
Reduced 29.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
5,490
shares
|
$486,743
0.09% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
5,444
shares
|
$482,665
0.03% of portfolio
|
Q2 2025
Added 26.78%
|