Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $982 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
25,775
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.18%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
25,540
shares
|
$1.99 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
22,774
shares
|
$1.77 Million
0.0% of portfolio
|
Q3 2024
Added 14.88%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
22,731
shares
|
$1.77 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.94%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
22,435
shares
|
$1.74 Million
0.01% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
21,624
shares
|
$1.68 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.81%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
21,182
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
20,751
shares
|
$1.61 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
20,646
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
19,175
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.05%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
18,925
shares
|
$1.47 Million
0.03% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
17,934
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
17,910
shares
|
$1.39 Million
0.07% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,687
shares
|
$1.38 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
15,672
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Added 20.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
15,408
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.68%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
14,703
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.48%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
14,385
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
14,273
shares
|
$1.11 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
14,179
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
13,708
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
13,645
shares
|
$1.06 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Cottonwood Capital Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
13,019
shares
|
$1.01 Million
0.72% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
12,384
shares
|
$963,227
0.01% of portfolio
|
Q3 2024
Reduced 52.52%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
12,047
shares
|
$937,015
0.4% of portfolio
|
Q3 2024
Reduced 1.0%
|