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 |
|---|---|---|---|---|---|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,297
shares
|
$102,450
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,281
shares
|
$101,186
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
1,221
shares
|
$96,446
0.0% of portfolio
|
Q3 2024
Added 154.38%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,062
shares
|
$83,887
0.06% of portfolio
|
Q1 2023
Added 10.4%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
1,062
shares
|
$83,887
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Planned Solutions, Inc.
|
Oct 08, 2024 Q3 2024 |
1,026
shares
|
$81,043
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,018
shares
|
$80,411
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Rosenberg Matthew Hamilton
|
Oct 28, 2024 Q3 2024 |
900
shares
|
$71,091
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Oct 18, 2024 Q3 2024 |
900
shares
|
$71,091
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
876
shares
|
$69,195
0.01% of portfolio
|
Q1 2024
Added 189.11%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
717
shares
|
$56,635
0.02% of portfolio
|
Q2 2024
Reduced 33.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
708
shares
|
$55,924
0.0% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
634
shares
|
$50,079
0.0% of portfolio
|
Q1 2024
Added 159.84%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
619
shares
|
$48,894
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
600
shares
|
$47,394
0.01% of portfolio
|
Q2 2024
Added 344.44%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
600
shares
|
$47,394
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
570
shares
|
$45,024
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
543
shares
|
$42,891
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
535
shares
|
$42,259
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
534
shares
|
$42,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
525
shares
|
$41,469
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
489
shares
|
$38,626
0.03% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
450
shares
|
$35,545
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
402
shares
|
$31,753
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
400
shares
|
$31,595
0.01% of portfolio
|
Q3 2024
New holding
|