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 |
|---|---|---|---|---|---|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
14,273
shares
|
$1.28 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,111
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
13,697
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 33.86%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Jul 07, 2025 Q2 2025 |
13,362
shares
|
$1.2 Million
0.56% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
13,350
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
12,705
shares
|
$1.14 Million
0.5% of portfolio
|
Q2 2025
Reduced 4.51%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
12,345
shares
|
$1.11 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.06%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
12,025
shares
|
$1.08 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,928
shares
|
$1.07 Million
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
11,928
shares
|
$1.07 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,642
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.85%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
11,385
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
11,225
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 1.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,923
shares
|
$978,482
0.0% of portfolio
|
Q2 2025
Added 62.54%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
10,554
shares
|
$945,427
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
9,411
shares
|
$843,037
0.02% of portfolio
|
Q2 2025
Added 2.74%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,245
shares
|
$828,167
0.0% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
8,988
shares
|
$805,145
0.07% of portfolio
|
Q2 2025
Added 151.69%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
8,877
shares
|
$795,201
0.01% of portfolio
|
Q2 2025
Added 15.59%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
8,694
shares
|
$778,808
0.0% of portfolio
|
Q2 2025
Added 3.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,416
shares
|
$753,905
0.0% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,276
shares
|
$741,364
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
8,256
shares
|
$739,572
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
8,103
shares
|
$725,866
0.06% of portfolio
|
Q2 2025
Added 692.86%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
7,980
shares
|
$714,848
0.04% of portfolio
|
Q1 2024
Added 200.0%
|