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 |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
6,381
shares
|
$504,035
0.04% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,363
shares
|
$502,613
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
6,327
shares
|
$499,769
0.24% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
6,298
shares
|
$497,479
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
6,207
shares
|
$490,290
0.06% of portfolio
|
Q1 2024
Added 157.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,151
shares
|
$485,867
0.01% of portfolio
|
Q3 2024
Added 590.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
6,150
shares
|
$485,788
0.01% of portfolio
|
Q1 2024
Added 179.55%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,113
shares
|
$482,865
0.22% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,081
shares
|
$480,338
0.01% of portfolio
|
Q2 2024
Reduced 9.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,020
shares
|
$475,519
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,008
shares
|
$474,571
0.19% of portfolio
|
Q3 2024
Reduced 14.01%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,853
shares
|
$462,328
0.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
5,654
shares
|
$446,609
0.04% of portfolio
|
Q3 2024
Added 9.7%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,512
shares
|
$435,392
0.02% of portfolio
|
Q3 2022
Reduced 29.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
5,416
shares
|
$427,809
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,293
shares
|
$418,094
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,250
shares
|
$414,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
5,188
shares
|
$409,800
0.01% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,144
shares
|
$406,324
0.0% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
5,087
shares
|
$401,822
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
4,662
shares
|
$368,251
0.25% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
4,652
shares
|
$367,461
0.02% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Nov 05, 2024 Q3 2024 |
4,463
shares
|
$352,532
0.2% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,461
shares
|
$352,374
0.16% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,388
shares
|
$346,608
0.0% of portfolio
|
Q3 2024
New holding
|