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 |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
42
shares
|
$3,263
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
41
shares
|
$3,185
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
33
shares
|
$2,564
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,564
0.0% of portfolio
|
Q2 2024
Reduced 97.06%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
30
shares
|
$2,331
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,097
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24
shares
|
$1,864
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
18
shares
|
$1,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
18
shares
|
$1,398
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1
shares
|
$77
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|