Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 292 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 $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
232
shares
|
$20,023
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Tsfg, LLC
|
Apr 24, 2025 Q1 2025 |
225
shares
|
$19,419
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
216
shares
|
$18,642
0.0% of portfolio
|
Q2 2024
Added 148.28%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
207
shares
|
$17,866
0.0% of portfolio
|
Q1 2025
Reduced 34.29%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
201
shares
|
$17,348
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
200
shares
|
$17,262
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
189
shares
|
$16,312
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
May 14, 2025 Q1 2025 |
165
shares
|
$14,241
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
150
shares
|
$12,946
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 22, 2025 Q1 2025 |
147
shares
|
$12,687
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$12,601
0.01% of portfolio
|
Q4 2022
Reduced 27.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
141
shares
|
$12,169
0.0% of portfolio
|
Q4 2021
Reduced 97.06%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
132
shares
|
$11,392
0.01% of portfolio
|
Q3 2024
Added 76.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
132
shares
|
$11,392
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
126
shares
|
$10,875
0.0% of portfolio
|
Q1 2024
Reduced 80.19%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
126
shares
|
$10,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$10,788
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
111
shares
|
$9,580
0.0% of portfolio
|
Q3 2024
Reduced 84.86%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
105
shares
|
$9,062
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
105
shares
|
$9,062
0.0% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
100
shares
|
$8,631
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
99
shares
|
$8,544
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
99
shares
|
$8,544
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
81
shares
|
$6,991
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Apr 25, 2025 Q1 2025 |
60
shares
|
$5,178
0.0% of portfolio
|
Q2 2024
New holding
|