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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
42
shares
|
$3,762
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,956
0.0% of portfolio
|
Q2 2024
Reduced 97.06%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,418
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
24
shares
|
$2,149
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
23
shares
|
$2,060
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
18
shares
|
$1,612
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$1,612
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1
shares
|
$89
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|