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 |
|---|---|---|---|---|---|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
3,000
shares
|
$236,969
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
2,931
shares
|
$231,519
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
2,909
shares
|
$229,781
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
2,887
shares
|
$228,044
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
2,841
shares
|
$224,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,833
shares
|
$223,778
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
2,830
shares
|
$223,541
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Oct 28, 2024 Q3 2024 |
2,754
shares
|
$217,538
0.1% of portfolio
|
Q3 2024
Reduced 6.45%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
2,637
shares
|
$208,296
0.01% of portfolio
|
Q1 2024
Added 172.14%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
2,499
shares
|
$197,396
0.0% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
2,406
shares
|
$190,049
0.1% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,327
shares
|
$183,809
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
2,262
shares
|
$178,675
0.05% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
2,247
shares
|
$177,490
0.0% of portfolio
|
Q3 2024
Added 28.18%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,170
shares
|
$171,408
0.03% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
2,073
shares
|
$163,746
0.0% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,066
shares
|
$163,193
0.0% of portfolio
|
Q3 2024
Added 141.64%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,029
shares
|
$160,270
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,029
shares
|
$160,270
0.07% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
1,800
shares
|
$142,182
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,774
shares
|
$140,128
0.01% of portfolio
|
Q3 2024
Added 571.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
1,500
shares
|
$118,484
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$118,484
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
1,388
shares
|
$109,638
0.03% of portfolio
|
Q2 2024
Reduced 19.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
1,323
shares
|
$104,503
0.01% of portfolio
|
Q2 2024
Added 42.72%
|