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 |
|---|---|---|---|---|---|
|
Interchange Capital Partners, LLC
|
Apr 29, 2025 Q1 2025 |
3,422
shares
|
$265,889
0.08% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
3,385
shares
|
$263,014
0.09% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
3,345
shares
|
$259,906
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
3,328
shares
|
$258,585
0.0% of portfolio
|
Q1 2025
Reduced 21.16%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
3,276
shares
|
$254,545
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
3,216
shares
|
$249,883
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
3,213
shares
|
$249,650
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
3,213
shares
|
$249,650
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
3,184
shares
|
$247,396
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
3,165
shares
|
$245,920
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
3,163
shares
|
$245,765
0.01% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
3,153
shares
|
$244,988
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
3,111
shares
|
$241,724
0.0% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,106
shares
|
$241,336
0.0% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Apr 09, 2025 Q1 2025 |
3,101
shares
|
$240,947
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
3,091
shares
|
$240,170
0.0% of portfolio
|
Q4 2024
Reduced 90.25%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
3,077
shares
|
$239,082
0.01% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$238,461
0.0% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
3,035
shares
|
$235,819
0.02% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
3,022
shares
|
$234,809
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
3,020
shares
|
$234,654
0.0% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
3,000
shares
|
$233,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
2,931
shares
|
$227,738
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
2,917
shares
|
$226,650
0.02% of portfolio
|
Q1 2025
Reduced 11.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
2,890
shares
|
$224,553
0.0% of portfolio
|
Q1 2025
Added 0.07%
|