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 |
|---|---|---|---|---|---|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,928
shares
|
$942,192
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
11,928
shares
|
$942,192
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
11,769
shares
|
$929,633
0.0% of portfolio
|
Q3 2024
Added 19.22%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
11,055
shares
|
$873,234
0.03% of portfolio
|
Q3 2024
Added 2.63%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
10,947
shares
|
$864,703
0.0% of portfolio
|
Q3 2024
Reduced 1.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,324
shares
|
$815,492
0.01% of portfolio
|
Q3 2024
Added 18.94%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 24, 2024 Q3 2024 |
10,030
shares
|
$792,269
0.47% of portfolio
|
Q3 2024
Added 11.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,993
shares
|
$789,347
0.18% of portfolio
|
Q3 2024
Reduced 5.3%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
9,614
shares
|
$759,409
0.0% of portfolio
|
Q3 2024
Reduced 18.35%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
9,525
shares
|
$752,379
0.07% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
9,367
shares
|
$739,899
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
9,157
shares
|
$723,311
0.02% of portfolio
|
Q3 2024
Reduced 0.6%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
8,966
shares
|
$708,224
0.1% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
8,687
shares
|
$686,186
0.0% of portfolio
|
Q3 2024
Added 15.0%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
8,583
shares
|
$677,971
0.15% of portfolio
|
Q1 2024
Added 154.01%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
8,466
shares
|
$668,729
0.02% of portfolio
|
Q2 2024
Added 200.0%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
8,256
shares
|
$652,141
0.21% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
8,215
shares
|
$648,902
0.0% of portfolio
|
Q3 2024
Reduced 8.32%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
8,068
shares
|
$637,291
0.0% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
7,980
shares
|
$630,340
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
7,970
shares
|
$629,550
0.0% of portfolio
|
Q3 2024
Reduced 79.2%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
7,661
shares
|
$605,142
0.08% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,472
shares
|
$590,213
0.0% of portfolio
|
Q3 2024
Added 113.85%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
7,118
shares
|
$562,250
0.0% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,875
shares
|
$543,056
0.01% of portfolio
|
Q3 2024
Reduced 18.31%
|