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 14.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
1,626,775
shares
|
$126 Million
2.93% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
1,427,297
shares
|
$111 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
1,087,482
shares
|
$84.5 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.41%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
953,215
shares
|
$74.1 Million
0.01% of portfolio
|
Q1 2025
Added 4.7%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,686
shares
|
$43.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
554,176
shares
|
$43.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
490,655
shares
|
$38.1 Million
0.0% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
484,931
shares
|
$37.7 Million
0.75% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
464,453
shares
|
$36.1 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
459,449
shares
|
$35.7 Million
0.01% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
398,101
shares
|
$30.9 Million
0.01% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
396,609
shares
|
$30.8 Million
1.73% of portfolio
|
Q1 2025
Added 1.75%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
May 14, 2025 Q1 2025 |
294,600
shares
|
$22.9 Million
0.51% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
284,768
shares
|
$22.1 Million
0.0% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
269,566
shares
|
$20.9 Million
5.11% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
234,946
shares
|
$18.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
214,564
shares
|
$16.7 Million
0.41% of portfolio
|
Q1 2025
Added 57.23%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
174,867
shares
|
$13.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
166,724
shares
|
$13 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
157,911
shares
|
$12.3 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
157,540
shares
|
$12.2 Million
0.01% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
155,282
shares
|
$12.1 Million
0.08% of portfolio
|
Q1 2025
Added 50.43%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
126,342
shares
|
$9.82 Million
1.53% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
May 12, 2025 Q1 2025 |
125,619
shares
|
$9.76 Million
3.82% of portfolio
|
Q1 2025
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
119,976
shares
|
$9.32 Million
1.54% of portfolio
|
Q1 2025
Reduced 3.24%
|