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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
1,323
shares
|
$115,087
0.01% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,297
shares
|
$112,826
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
1,187
shares
|
$103,257
0.05% of portfolio
|
Q1 2025
Reduced 48.39%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
1,160
shares
|
$100,908
0.01% of portfolio
|
Q4 2024
Added 103.51%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
1,136
shares
|
$98,820
0.0% of portfolio
|
Q1 2025
Reduced 5.02%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,062
shares
|
$92,383
0.06% of portfolio
|
Q1 2023
Added 10.4%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
1,022
shares
|
$88,903
0.01% of portfolio
|
Q1 2025
Reduced 87.39%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
1,014
shares
|
$88,207
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
989
shares
|
$86,033
0.0% of portfolio
|
Q2 2025
Reduced 2.85%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
950
shares
|
$82,640
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
923
shares
|
$80,291
0.0% of portfolio
|
Q1 2025
Added 154.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
907
shares
|
$78,899
0.0% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Rosenberg Matthew Hamilton
|
Apr 28, 2025 Q1 2025 |
900
shares
|
$78,291
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
824
shares
|
$71,679
0.0% of portfolio
|
Q2 2025
Reduced 59.96%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
750
shares
|
$65,242
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
717
shares
|
$62,371
0.02% of portfolio
|
Q2 2024
Reduced 33.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
712
shares
|
$61,936
0.0% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
707
shares
|
$61,501
0.04% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
650
shares
|
$56,543
0.0% of portfolio
|
Q1 2025
Added 85.71%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
644
shares
|
$56,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
643
shares
|
$55,934
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
634
shares
|
$55,151
0.0% of portfolio
|
Q1 2024
Added 159.84%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
623
shares
|
$54,194
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
600
shares
|
$52,194
0.01% of portfolio
|
Q2 2024
Added 344.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
600
shares
|
$52,194
0.02% of portfolio
|
Q1 2024
Added 200.0%
|