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 $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
622
shares
|
$55,718
0.0% of portfolio
|
Q2 2025
Reduced 89.63%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
600
shares
|
$53,748
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
599
shares
|
$53,658
0.01% of portfolio
|
Q2 2025
Reduced 73.65%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Jul 24, 2025 Q2 2025 |
580
shares
|
$51,956
0.01% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
570
shares
|
$51,060
0.0% of portfolio
|
Q2 2025
Reduced 50.86%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
548
shares
|
$49,089
0.0% of portfolio
|
Q2 2025
Added 3.79%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
534
shares
|
$47,835
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
529
shares
|
$47,387
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
522
shares
|
$46,760
0.0% of portfolio
|
Q2 2025
Added 1173.17%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
450
shares
|
$40,311
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
417
shares
|
$37,354
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
383
shares
|
$34,309
0.0% of portfolio
|
Q2 2025
Added 41.85%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 23, 2025 Q2 2025 |
363
shares
|
$32,517
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$32,248
0.0% of portfolio
|
Q2 2020
Reduced 4.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
349
shares
|
$31,263
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
342
shares
|
$30,636
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
340
shares
|
$30,457
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
339
shares
|
$30,367
0.02% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
314
shares
|
$28,128
0.04% of portfolio
|
Q4 2020
Reduced 89.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
311
shares
|
$27,859
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
306
shares
|
$27,411
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jul 07, 2025 Q2 2025 |
302
shares
|
$27,053
0.03% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
300
shares
|
$26,874
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
300
shares
|
$26,874
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
273
shares
|
$24,455
0.0% of portfolio
|
Q3 2024
Added 30.0%
|