Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 249 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
1,506,690
shares
|
$121 Million
2.58% of portfolio
|
Q3 2024
Added 4.04%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
1,458,998
shares
|
$117 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
1,121,508
shares
|
$89.7 Million
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
981,435
shares
|
$78.5 Million
0.01% of portfolio
|
Q3 2024
Added 3.0%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,686
shares
|
$44.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
470,931
shares
|
$37.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
426,626
shares
|
$34.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
415,933
shares
|
$33.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
391,895
shares
|
$31.3 Million
0.01% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
381,794
shares
|
$30.5 Million
1.51% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Nov 14, 2024 Q3 2024 |
294,600
shares
|
$23.6 Million
0.46% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
261,570
shares
|
$20.9 Million
0.0% of portfolio
|
Q3 2024
Added 2.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
260,834
shares
|
$20.9 Million
0.01% of portfolio
|
Q3 2024
Added 7787.33%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
250,549
shares
|
$20 Million
4.3% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
243,119
shares
|
$19.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
205,819
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
184,956
shares
|
$14.8 Million
0.04% of portfolio
|
Q3 2024
Added 16.21%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Nov 06, 2024 Q3 2024 |
158,706
shares
|
$12.7 Million
0.23% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
150,368
shares
|
$12 Million
0.0% of portfolio
|
Q3 2024
Added 1.44%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
138,701
shares
|
$11.1 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Sam Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
120,311
shares
|
$9.62 Million
3.16% of portfolio
|
Q3 2024
Reduced 0.91%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
119,391
shares
|
$9.55 Million
0.17% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
116,721
shares
|
$9.34 Million
1.27% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
114,452
shares
|
$9.16 Million
0.57% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
107,539
shares
|
$8.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|