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 |
|---|---|---|---|---|---|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
5,306
shares
|
$461,568
0.08% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,035
shares
|
$437,994
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
4,839
shares
|
$420,944
0.27% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,654
shares
|
$404,851
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
4,609
shares
|
$400,936
0.04% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,580
shares
|
$398,414
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,491
shares
|
$390,672
0.17% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
4,444
shares
|
$386,583
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,284
shares
|
$372,665
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jul 18, 2025 Q2 2025 |
4,124
shares
|
$358,746
0.19% of portfolio
|
Q2 2025
Reduced 0.89%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,119
shares
|
$358,311
0.0% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,954
shares
|
$343,958
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,944
shares
|
$343,088
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,882
shares
|
$337,695
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
3,812
shares
|
$331,605
0.04% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,685
shares
|
$320,558
0.0% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
3,683
shares
|
$320,384
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,663
shares
|
$318,644
0.0% of portfolio
|
Q1 2024
Added 183.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
3,659
shares
|
$318,296
0.03% of portfolio
|
Q2 2025
Added 20.56%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,571
shares
|
$310,641
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,512
shares
|
$305,508
0.01% of portfolio
|
Q1 2025
Added 7.24%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
3,507
shares
|
$305,073
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,471
shares
|
$301,942
0.0% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,422
shares
|
$297,679
0.08% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,385
shares
|
$294,461
0.09% of portfolio
|
Q1 2025
Reduced 1.91%
|