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 |
|---|---|---|---|---|---|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
2,722
shares
|
$243,836
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
2,684
shares
|
$240,432
0.01% of portfolio
|
Q2 2025
Reduced 15.14%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,683
shares
|
$240,343
0.01% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
2,626
shares
|
$235,237
0.0% of portfolio
|
Q2 2025
Reduced 13.05%
|
|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
2,586
shares
|
$231,653
0.12% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
2,562
shares
|
$229,503
0.0% of portfolio
|
Q2 2025
Reduced 17.65%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,514
shares
|
$225,204
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$215,529
0.12% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
2,406
shares
|
$215,529
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
2,400
shares
|
$214,992
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Aug 14, 2025 Q2 2025 |
2,400
shares
|
$214,992
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Aug 11, 2025 Q2 2025 |
2,390
shares
|
$214,096
0.12% of portfolio
|
Q2 2025
Reduced 9.47%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
2,379
shares
|
$213,110
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
2,368
shares
|
$212,125
0.0% of portfolio
|
Q2 2025
Added 267.7%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,282
shares
|
$204,421
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
2,268
shares
|
$203,167
0.0% of portfolio
|
Q2 2025
Added 8.52%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,170
shares
|
$194,388
0.03% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,029
shares
|
$181,757
0.07% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,029
shares
|
$181,757
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,008
shares
|
$179,876
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,900
shares
|
$170,202
0.0% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,774
shares
|
$158,914
0.01% of portfolio
|
Q3 2024
Added 571.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$134,370
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,500
shares
|
$134,370
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,418
shares
|
$127,024
0.0% of portfolio
|
Q2 2025
Added 53.63%
|