Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 292 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.23 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
8,173
shares
|
$705,411
0.0% of portfolio
|
Q1 2025
Reduced 15.83%
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
7,980
shares
|
$688,753
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
7,918
shares
|
$683,402
0.09% of portfolio
|
Q1 2025
Reduced 2.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
7,857
shares
|
$678,137
0.05% of portfolio
|
Q1 2025
Added 17.44%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
7,680
shares
|
$662,860
0.01% of portfolio
|
Q1 2025
Added 44.96%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
7,650
shares
|
$660,271
0.01% of portfolio
|
Q1 2025
Added 43.72%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
7,438
shares
|
$641,973
0.15% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
7,077
shares
|
$610,815
0.16% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Apr 30, 2025 Q1 2025 |
7,023
shares
|
$606,155
0.25% of portfolio
|
Q1 2025
Added 20.13%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
6,984
shares
|
$602,789
0.09% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
6,821
shares
|
$588,720
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
6,501
shares
|
$561,101
0.02% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
6,422
shares
|
$554,282
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
6,411
shares
|
$553,333
0.0% of portfolio
|
Q1 2025
Added 22.11%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
6,207
shares
|
$535,726
0.06% of portfolio
|
Q1 2024
Added 157.77%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,156
shares
|
$531,324
0.04% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Investmark Advisory Group LLC
|
May 15, 2025 Q1 2025 |
6,149
shares
|
$530,720
0.24% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,083
shares
|
$525,023
0.04% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,020
shares
|
$519,586
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
5,997
shares
|
$517,601
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
5,994
shares
|
$517,342
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,912
shares
|
$510,264
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
5,857
shares
|
$505,517
0.61% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Consolidated Capital Management, LLC
|
Apr 29, 2025 Q1 2025 |
5,847
shares
|
$504,654
0.2% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
5,747
shares
|
$496,023
0.04% of portfolio
|
Q1 2025
Added 2.31%
|