Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 293 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
1,438,932
shares
|
$126 Million
2.36% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,323,623
shares
|
$116 Million
0.04% of portfolio
|
Q3 2025
Added 2.11%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,075,795
shares
|
$94.4 Million
0.01% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
1,051,016
shares
|
$92.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,686
shares
|
$49.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
502,126
shares
|
$44.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.8%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
493,088
shares
|
$43.3 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
480,607
shares
|
$42.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.71%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
455,489
shares
|
$40 Million
0.01% of portfolio
|
Q3 2025
Added 6.48%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Nov 18, 2025 Q3 2025 |
417,733
shares
|
$36.7 Million
7.14% of portfolio
|
Q3 2025
Added 30.76%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
404,827
shares
|
$35.5 Million
1.66% of portfolio
|
Q3 2025
Added 2.84%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
385,817
shares
|
$33.9 Million
0.55% of portfolio
|
Q3 2025
Reduced 23.68%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
384,302
shares
|
$33.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
308,166
shares
|
$27.1 Million
0.0% of portfolio
|
Q3 2025
Added 8.22%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
300,762
shares
|
$26.4 Million
0.42% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 13, 2025 Q3 2025 |
294,600
shares
|
$25.9 Million
0.52% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
236,146
shares
|
$20.7 Million
0.06% of portfolio
|
Q3 2025
Added 844.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
209,734
shares
|
$18.4 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
188,153
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2025
Added 79.44%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
171,228
shares
|
$15 Million
0.08% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
162,150
shares
|
$14.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
161,539
shares
|
$14.2 Million
0.01% of portfolio
|
Q3 2025
Added 1.67%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 23, 2025 Q3 2025 |
153,351
shares
|
$13.5 Million
0.23% of portfolio
|
Q3 2025
Reduced 2.18%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
138,724
shares
|
$12.2 Million
2.02% of portfolio
|
Q3 2025
Added 6.66%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
116,223
shares
|
$10.2 Million
1.55% of portfolio
|
Q3 2025
Added 0.04%
|
|