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 |
|---|---|---|---|---|---|
|
Sam Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
115,807
shares
|
$10.4 Million
3.46% of portfolio
|
Q2 2025
Added 1.98%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
104,856
shares
|
$9.39 Million
0.0% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
104,178
shares
|
$9.33 Million
0.01% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
97,912
shares
|
$8.77 Million
0.58% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
72,676
shares
|
$6.51 Million
0.03% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Bank Of Nova Scotia
|
Aug 13, 2025 Q2 2025 |
72,600
shares
|
$6.5 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
68,958
shares
|
$6.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
68,204
shares
|
$6.11 Million
0.01% of portfolio
|
Q2 2025
Added 49.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
65,026
shares
|
$5.83 Million
0.06% of portfolio
|
Q2 2025
Reduced 7.26%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
64,126
shares
|
$5.74 Million
0.03% of portfolio
|
Q2 2025
Added 2.02%
|
|
|
Southern Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
63,160
shares
|
$5.66 Million
2.82% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
58,787
shares
|
$5.27 Million
1.29% of portfolio
|
Q1 2023
Reduced 0.09%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
58,660
shares
|
$5.25 Million
0.11% of portfolio
|
Q2 2025
Reduced 1.15%
|
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2025 Q2 2025 |
53,900
shares
|
$4.83 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
51,917
shares
|
$4.65 Million
10.27% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
51,375
shares
|
$4.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Jul 24, 2025 Q2 2025 |
44,626
shares
|
$4 Million
1.77% of portfolio
|
Q2 2025
Added 26.33%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
44,347
shares
|
$3.97 Million
0.11% of portfolio
|
Q2 2025
Added 2.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
43,951
shares
|
$3.94 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
37,544
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
35,096
shares
|
$3.14 Million
0.0% of portfolio
|
Q2 2024
Added 211.47%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
34,350
shares
|
$3.08 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
33,509
shares
|
$3 Million
0.11% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
32,970
shares
|
$2.95 Million
0.0% of portfolio
|
Q2 2025
Added 13.25%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
32,760
shares
|
$2.93 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.41%
|