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 |
|---|---|---|---|---|---|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
4,283
shares
|
$338,314
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
4,263
shares
|
$336,734
0.02% of portfolio
|
Q3 2024
Reduced 2.29%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
4,157
shares
|
$328,361
0.15% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,140
shares
|
$327,018
0.11% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
4,119
shares
|
$325,359
0.0% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
3,954
shares
|
$312,326
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
3,943
shares
|
$311,457
0.01% of portfolio
|
Q1 2024
Added 200.08%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
3,892
shares
|
$307,429
0.02% of portfolio
|
Q3 2024
Added 22.7%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
3,839
shares
|
$303,242
0.03% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
3,697
shares
|
$292,026
0.0% of portfolio
|
Q3 2024
Added 18.95%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,663
shares
|
$289,340
0.0% of portfolio
|
Q1 2024
Added 183.29%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
3,508
shares
|
$277,096
0.0% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,507
shares
|
$277,017
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,499
shares
|
$276,386
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,451
shares
|
$272,594
0.09% of portfolio
|
Q2 2024
Added 199.05%
|
|
|
Athena Investment Management
|
Nov 12, 2024 Q3 2024 |
3,345
shares
|
$264,221
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,273
shares
|
$258,534
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,213
shares
|
$253,794
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,213
shares
|
$253,794
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
3,209
shares
|
$253,478
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
3,201
shares
|
$252,846
0.0% of portfolio
|
Q2 2024
Reduced 15.79%
|
|
|
Capital Wealth Alliance, LLC
|
Oct 30, 2024 Q3 2024 |
3,174
shares
|
$250,714
0.14% of portfolio
|
Q3 2024
Reduced 26.98%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
3,165
shares
|
$250,003
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$242,420
0.0% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
3,023
shares
|
$238,786
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|