Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 238 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $802 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Fortis Group Advisors, LLC
Westwood, NJ |
Apr 30, 2024 Q1 2024 |
240
shares
|
$15,650
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
Allworth Financial LP
|
Apr 25, 2024 Q1 2024 |
232
shares
|
$15,128
0.0% of portfolio
|
Q1 2024
Added 201.3%
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
225
shares
|
$14,672
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Huntington National Bank
Columbus, OH |
May 03, 2024 Q1 2024 |
225
shares
|
$14,672
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Tsfg, LLC
|
Apr 16, 2024 Q1 2024 |
225
shares
|
$14,672
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 16, 2024 Q4 2023 |
216
shares
|
$14,085
0.0% of portfolio
|
Q4 2023
Reduced 62.56%
|
|
Ever Source Wealth Advisors, LLC
|
Jun 11, 2024 Q1 2024 |
213
shares
|
$13,889
0.0% of portfolio
|
Q1 2024
New holding
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
207
shares
|
$13,498
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Mather Group, Llc.
Chicago, IL |
Apr 08, 2024 Q1 2024 |
202
shares
|
$13,172
0.0% of portfolio
|
Q1 2024
New holding
|
|
Washington Trust Advisors, Inc.
|
May 07, 2024 Q1 2024 |
192
shares
|
$12,520
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Archer Investment Corp
|
May 09, 2024 Q1 2024 |
150
shares
|
$9,781
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Front Row Advisors LLC
Tiburon, CA |
May 14, 2024 Q1 2024 |
150
shares
|
$9,781
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Apr 16, 2024 Q1 2024 |
147
shares
|
$9,585
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
147
shares
|
$9,585
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$9,520
0.01% of portfolio
|
Q4 2022
Reduced 27.36%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
141
shares
|
$9,194
0.0% of portfolio
|
Q4 2021
Reduced 97.06%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
May 14, 2024 Q1 2024 |
135
shares
|
$8,803
0.0% of portfolio
|
Q1 2024
Reduced 87.26%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 15, 2024 Q1 2024 |
126
shares
|
$8,216
0.0% of portfolio
|
Q1 2024
Reduced 80.19%
|
|
Hazlett, Burt & Watson, Inc.
|
Apr 29, 2024 Q1 2024 |
124
shares
|
$8,086
0.0% of portfolio
|
Q1 2024
Added 202.44%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
123
shares
|
$8,020
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
115
shares
|
$7,499
0.01% of portfolio
|
Q2 2021
Reduced 53.89%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2024 Q1 2024 |
105
shares
|
$6,847
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 15, 2024 Q1 2024 |
81
shares
|
$5,282
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
67
shares
|
$4,369
0.0% of portfolio
|
Q4 2023
Added 34.0%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Apr 23, 2024 Q1 2024 |
66
shares
|
$4,303
0.0% of portfolio
|
Q1 2024
Added 200.0%
|