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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
1,446
shares
|
$127,826
0.01% of portfolio
|
Q3 2025
Added 9.3%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,418
shares
|
$125,351
0.0% of portfolio
|
Q2 2025
Added 53.63%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 03, 2025 Q3 2025 |
1,392
shares
|
$123,052
0.13% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,388
shares
|
$122,699
0.05% of portfolio
|
Q2 2024
Reduced 19.91%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,372
shares
|
$121,284
0.01% of portfolio
|
Q2 2025
Added 64.71%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,297
shares
|
$114,654
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Aug 13, 2025 Q2 2025 |
1,139
shares
|
$100,687
0.05% of portfolio
|
Q2 2025
Reduced 4.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,136
shares
|
$100,422
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
1,062
shares
|
$93,880
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,062
shares
|
$93,880
0.06% of portfolio
|
Q1 2023
Added 10.4%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
1,014
shares
|
$89,637
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 11, 2025 Q2 2025 |
1,000
shares
|
$88,400
0.01% of portfolio
|
Q2 2025
Added 53.85%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
967
shares
|
$85,482
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
922
shares
|
$81,504
0.0% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Rosenberg Matthew Hamilton
|
Jul 28, 2025 Q2 2025 |
900
shares
|
$79,560
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
900
shares
|
$79,560
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Keener Financial Planning LLC
Keller, TX |
Nov 07, 2025 Q3 2025 |
900
shares
|
$79,560
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
850
shares
|
$75,140
0.0% of portfolio
|
Q2 2025
Reduced 58.46%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 03, 2025 Q3 2025 |
717
shares
|
$63,382
0.02% of portfolio
|
Q2 2024
Reduced 33.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
716
shares
|
$63,294
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
692
shares
|
$61,172
0.0% of portfolio
|
Q3 2025
Reduced 16.02%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Aug 08, 2025 Q2 2025 |
645
shares
|
$57,018
0.04% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
634
shares
|
$56,045
0.0% of portfolio
|
Q1 2024
Added 159.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
623
shares
|
$55,073
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
622
shares
|
$54,984
0.0% of portfolio
|
Q2 2025
Reduced 89.63%
|