Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
3,385
shares
|
$303,228
0.09% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Athena Investment Management
|
May 12, 2025 Q1 2025 |
3,345
shares
|
$299,645
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
3,293
shares
|
$294,986
0.07% of portfolio
|
Q2 2025
Added 7384.09%
|
|
|
Valeo Financial Advisors, LLC
|
Sep 12, 2025 Q2 2025 |
3,273
shares
|
$293,195
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
3,216
shares
|
$288,089
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
3,213
shares
|
$287,820
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
3,213
shares
|
$287,820
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
3,165
shares
|
$283,520
0.18% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,106
shares
|
$278,235
0.0% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Jul 16, 2025 Q2 2025 |
3,101
shares
|
$277,787
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
3,085
shares
|
$276,354
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$274,921
0.0% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jul 18, 2025 Q2 2025 |
3,000
shares
|
$268,740
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
2,931
shares
|
$262,558
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
2,928
shares
|
$262,290
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
2,891
shares
|
$258,975
0.0% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
2,860
shares
|
$256,198
0.01% of portfolio
|
Q2 2025
Reduced 62.61%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jul 25, 2025 Q2 2025 |
2,849
shares
|
$255,213
0.15% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
2,848
shares
|
$255,123
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
2,845
shares
|
$254,855
0.02% of portfolio
|
Q1 2025
Added 72.69%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
2,838
shares
|
$254,228
0.01% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,835
shares
|
$253,959
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
2,800
shares
|
$250,824
0.01% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
2,731
shares
|
$244,642
0.0% of portfolio
|
Q2 2025
Added 5.81%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
2,725
shares
|
$244,105
0.02% of portfolio
|
Q2 2025
New holding
|