Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $802 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
River Front Investment Group, LLC
Richmond, VA |
May 02, 2024 Q1 2024 |
1,410,030
shares
|
$91.9 Million
2.63% of portfolio
|
Q1 2024
Added 210.67%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
1,348,212
shares
|
$87.9 Million
0.03% of portfolio
|
Q1 2024
Added 177.15%
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
1,178,323
shares
|
$76.8 Million
0.01% of portfolio
|
Q1 2024
Added 193.42%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
962,336
shares
|
$62.8 Million
0.01% of portfolio
|
Q1 2024
Added 186.34%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
616,374
shares
|
$40.2 Million
0.0% of portfolio
|
Q1 2024
Added 189.02%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
528,239
shares
|
$34.4 Million
0.01% of portfolio
|
Q1 2024
Added 189.33%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
493,209
shares
|
$32.2 Million
0.02% of portfolio
|
Q1 2024
Added 191.55%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
361,340
shares
|
$23.6 Million
0.01% of portfolio
|
Q1 2024
Added 198.31%
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 08, 2024 Q1 2024 |
361,113
shares
|
$23.5 Million
1.53% of portfolio
|
Q1 2024
Added 210.56%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
358,989
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2024
Added 244.86%
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2024 Q1 2024 |
294,600
shares
|
$19.2 Million
0.48% of portfolio
|
Q1 2024
Added 200.0%
|
|
Janney Montgomery Scott LLC
|
May 01, 2024 Q1 2024 |
259,536
shares
|
$16.9 Million
0.05% of portfolio
|
Q1 2024
Added 189.39%
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
241,533
shares
|
$15.8 Million
0.0% of portfolio
|
Q1 2024
Added 211.83%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
May 17, 2024 Q1 2024 |
229,580
shares
|
$15 Million
4.17% of portfolio
|
Q1 2024
Added 209.59%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
208,778
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2024
Added 132.34%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
176,897
shares
|
$11.5 Million
0.04% of portfolio
|
Q1 2024
Added 195.97%
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 09, 2024 Q1 2024 |
164,106
shares
|
$10.7 Million
0.23% of portfolio
|
Q1 2024
Added 185.89%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
151,424
shares
|
$9.87 Million
0.01% of portfolio
|
Q1 2023
Reduced 59.83%
|
|
Arkansas Financial Group, Inc.
|
Apr 15, 2024 Q1 2024 |
140,769
shares
|
$9.18 Million
1.65% of portfolio
|
Q1 2024
Added 193.17%
|
|
Sam Advisors, LLC
|
May 13, 2024 Q1 2024 |
123,325
shares
|
$8.04 Million
3.03% of portfolio
|
Q1 2024
Added 199.26%
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2024 Q1 2024 |
118,390
shares
|
$7.72 Million
1.3% of portfolio
|
Q1 2024
Added 196.2%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
115,503
shares
|
$7.53 Million
0.06% of portfolio
|
Q1 2024
Added 186.35%
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
113,421
shares
|
$7.4 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2024 Q1 2024 |
108,426
shares
|
$7.07 Million
0.55% of portfolio
|
Q1 2024
Added 197.82%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 15, 2024 Q1 2024 |
106,118
shares
|
$6.92 Million
0.18% of portfolio
|
Q1 2024
Added 192.79%
|