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 |
|---|---|---|---|---|---|
|
Sam Advisors, LLC
|
May 07, 2025 Q1 2025 |
113,554
shares
|
$8.82 Million
3.37% of portfolio
|
Q1 2025
Reduced 3.45%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
103,922
shares
|
$8.07 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.73%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
100,595
shares
|
$7.82 Million
0.01% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
99,392
shares
|
$7.72 Million
0.0% of portfolio
|
Q1 2025
Added 177.67%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
99,147
shares
|
$7.7 Million
0.6% of portfolio
|
Q1 2025
Reduced 12.95%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
73,915
shares
|
$5.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Bank Of Nova Scotia
|
May 09, 2025 Q1 2025 |
72,600
shares
|
$5.64 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
70,113
shares
|
$5.45 Million
0.06% of portfolio
|
Q1 2025
Added 6.72%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
67,143
shares
|
$5.22 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
63,279
shares
|
$4.92 Million
0.01% of portfolio
|
Q1 2025
Added 81.91%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
62,859
shares
|
$4.88 Million
0.03% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Southern Capital Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
60,606
shares
|
$4.71 Million
2.71% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
59,342
shares
|
$4.61 Million
0.15% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
58,787
shares
|
$4.57 Million
1.29% of portfolio
|
Q1 2023
Reduced 0.09%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
53,800
shares
|
$4.18 Million
0.01% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
51,917
shares
|
$4.03 Million
10.27% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
45,419
shares
|
$3.53 Million
0.01% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
43,405
shares
|
$3.37 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
36,482
shares
|
$2.83 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Apr 16, 2025 Q1 2025 |
35,324
shares
|
$2.74 Million
1.35% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
35,096
shares
|
$2.73 Million
0.0% of portfolio
|
Q2 2024
Added 211.47%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
34,903
shares
|
$2.71 Million
0.21% of portfolio
|
Q1 2025
Added 1248.13%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
32,760
shares
|
$2.55 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
32,598
shares
|
$2.53 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
May 15, 2025 Q1 2025 |
31,914
shares
|
$2.48 Million
0.21% of portfolio
|
Q1 2025
Reduced 0.62%
|