Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
1,418,402
shares
|
$122 Million
2.48% of portfolio
|
Q2 2025
Reduced 12.81%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
1,296,325
shares
|
$111 Million
0.03% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
1,065,359
shares
|
$91.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.03%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,061,357
shares
|
$91.3 Million
0.01% of portfolio
|
Q2 2025
Added 11.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,686
shares
|
$48.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
505,496
shares
|
$43.5 Million
0.74% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
493,269
shares
|
$42.4 Million
0.0% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
488,952
shares
|
$42.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
457,296
shares
|
$39.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
427,775
shares
|
$36.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
393,663
shares
|
$33.9 Million
1.66% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
387,595
shares
|
$33.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 10, 2025 Q2 2025 |
319,466
shares
|
$27.5 Million
5.67% of portfolio
|
Q2 2025
Added 18.51%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
305,036
shares
|
$26.2 Million
0.54% of portfolio
|
Q2 2025
Added 42.17%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 14, 2025 Q2 2025 |
294,600
shares
|
$25.3 Million
0.55% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
284,768
shares
|
$24.5 Million
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
213,026
shares
|
$18.3 Million
0.05% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
164,474
shares
|
$14.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
163,185
shares
|
$14 Million
0.08% of portfolio
|
Q2 2025
Added 5.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
158,887
shares
|
$13.7 Million
0.01% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 10, 2025 Q2 2025 |
156,766
shares
|
$13.5 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
130,064
shares
|
$11.2 Million
1.94% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
126,556
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 27.63%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
123,991
shares
|
$10.7 Million
3.73% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
116,174
shares
|
$9.99 Million
1.55% of portfolio
|
Q2 2025
Reduced 3.17%
|