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 |
|---|---|---|---|---|---|
|
Rps Advisory Solutions LLC
Louisville, KY |
May 09, 2025 Q1 2025 |
5,652
shares
|
$439,160
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,512
shares
|
$428,282
0.02% of portfolio
|
Q3 2022
Reduced 29.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Apr 30, 2025 Q1 2025 |
5,306
shares
|
$412,276
0.08% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
4,913
shares
|
$381,740
0.01% of portfolio
|
Q1 2025
Reduced 30.45%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
4,839
shares
|
$375,990
0.27% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
4,801
shares
|
$373,037
0.0% of portfolio
|
Q1 2025
Added 9.44%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
4,654
shares
|
$361,615
0.02% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
4,590
shares
|
$356,643
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,580
shares
|
$355,866
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
4,482
shares
|
$348,251
0.18% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
May 07, 2025 Q1 2025 |
4,444
shares
|
$345,298
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,284
shares
|
$332,866
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Apr 22, 2025 Q1 2025 |
4,161
shares
|
$323,309
0.17% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
4,119
shares
|
$320,046
0.0% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
3,954
shares
|
$307,225
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
3,944
shares
|
$306,448
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,882
shares
|
$301,631
0.02% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
3,809
shares
|
$295,959
0.0% of portfolio
|
Q1 2025
Added 18.99%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
3,759
shares
|
$292,074
0.01% of portfolio
|
Q1 2025
Added 17.14%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,685
shares
|
$286,324
0.0% of portfolio
|
Q1 2025
Added 13.11%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
3,668
shares
|
$285,003
0.04% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,663
shares
|
$284,615
0.0% of portfolio
|
Q1 2024
Added 183.29%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
3,571
shares
|
$277,466
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
May 16, 2025 Q1 2025 |
3,521
shares
|
$273,581
0.0% of portfolio
|
Q1 2025
Reduced 79.48%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
3,512
shares
|
$272,882
0.01% of portfolio
|
Q1 2025
Added 7.24%
|