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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
32,405
shares
|
$2.9 Million
0.03% of portfolio
|
Q2 2025
Added 17.1%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Jul 16, 2025 Q2 2025 |
31,801
shares
|
$2.85 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
31,367
shares
|
$2.81 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
30,116
shares
|
$2.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
28,084
shares
|
$2.52 Million
0.04% of portfolio
|
Q2 2025
Added 43.76%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
27,285
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
26,384
shares
|
$2.36 Million
0.0% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,381
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
25,847
shares
|
$2.32 Million
0.09% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
25,008
shares
|
$2.24 Million
0.01% of portfolio
|
Q2 2025
Added 23.45%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
24,927
shares
|
$2.23 Million
0.0% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
23,707
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
23,657
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Patten & Patten Inc
|
Jul 28, 2025 Q2 2025 |
22,176
shares
|
$1.99 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
21,552
shares
|
$1.93 Million
0.0% of portfolio
|
Q2 2025
Reduced 33.89%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
21,149
shares
|
$1.89 Million
0.14% of portfolio
|
Q2 2025
Added 2.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
21,043
shares
|
$1.89 Million
0.01% of portfolio
|
Q2 2025
Added 53.73%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
20,457
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
18,923
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
18,831
shares
|
$1.69 Million
0.01% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
17,910
shares
|
$1.6 Million
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,687
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.35%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
16,501
shares
|
$1.48 Million
0.15% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
15,001
shares
|
$1.34 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
14,385
shares
|
$1.29 Million
0.1% of portfolio
|
Q1 2024
Added 200.0%
|