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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,688
shares
|
$1.06 Million
0.01% of portfolio
|
Q1 2025
Added 61.99%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
13,514
shares
|
$1.05 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
13,496
shares
|
$1.05 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
13,350
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
13,305
shares
|
$1.03 Million
0.51% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
12,941
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Apr 30, 2025 Q1 2025 |
12,793
shares
|
$994,016
0.59% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Cottonwood Capital Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,477
shares
|
$969,462
0.78% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
May 02, 2025 Q1 2025 |
12,081
shares
|
$938,693
0.46% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,928
shares
|
$926,805
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
11,928
shares
|
$926,805
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
11,069
shares
|
$860,061
0.0% of portfolio
|
Q1 2025
Reduced 3.32%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
10,401
shares
|
$808,157
0.02% of portfolio
|
Q1 2025
Added 14.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,232
shares
|
$795,026
0.0% of portfolio
|
Q1 2025
Added 17.41%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
9,238
shares
|
$717,792
0.0% of portfolio
|
Q1 2025
Added 23.49%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
9,160
shares
|
$711,732
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
8,841
shares
|
$686,945
0.0% of portfolio
|
Q1 2025
Added 21.13%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
8,643
shares
|
$671,561
0.02% of portfolio
|
Q1 2025
Reduced 7.07%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
8,538
shares
|
$663,402
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,465
shares
|
$657,730
0.0% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
8,374
shares
|
$650,659
0.0% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
8,256
shares
|
$641,491
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Apr 10, 2025 Q1 2025 |
8,219
shares
|
$638,616
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,173
shares
|
$635,042
0.0% of portfolio
|
Q1 2025
Reduced 15.83%
|