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 |
|---|---|---|---|---|---|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
253
shares
|
$22,663
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
251
shares
|
$22,484
0.0% of portfolio
|
Q1 2025
Added 100.8%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
250
shares
|
$22,395
0.0% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
240
shares
|
$21,499
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
237
shares
|
$21,230
0.0% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
225
shares
|
$20,155
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
216
shares
|
$19,349
0.0% of portfolio
|
Q2 2024
Added 148.28%
|
|
|
Indiana Trust & Investment Management CO
|
Jul 23, 2025 Q2 2025 |
201
shares
|
$18,005
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
189
shares
|
$16,930
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Aug 14, 2025 Q2 2025 |
165
shares
|
$14,780
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
150
shares
|
$13,437
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
147
shares
|
$13,168
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$13,078
0.01% of portfolio
|
Q4 2022
Reduced 27.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
141
shares
|
$12,630
0.0% of portfolio
|
Q4 2021
Reduced 97.06%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
132
shares
|
$11,824
0.01% of portfolio
|
Q3 2024
Added 76.0%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
126
shares
|
$11,287
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$11,197
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
105
shares
|
$9,405
0.0% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
105
shares
|
$9,405
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
105
shares
|
$9,405
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
99
shares
|
$8,868
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
98
shares
|
$8,778
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
81
shares
|
$7,255
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
60
shares
|
$5,374
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
57
shares
|
$5,106
0.0% of portfolio
|
Q1 2025
New holding
|