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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
363
shares
|
$28,673
0.0% of portfolio
|
Q3 2024
Added 1412.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$28,436
0.0% of portfolio
|
Q2 2020
Reduced 4.85%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
350
shares
|
$27,646
0.0% of portfolio
|
Q2 2024
Reduced 41.67%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
349
shares
|
$27,567
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
345
shares
|
$27,251
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 12, 2024 Q3 2024 |
342
shares
|
$27,014
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
337
shares
|
$26,619
0.0% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
314
shares
|
$24,802
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
314
shares
|
$24,802
0.04% of portfolio
|
Q4 2020
Reduced 89.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
311
shares
|
$24,565
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
288
shares
|
$22,749
0.0% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
288
shares
|
$22,749
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
273
shares
|
$21,564
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
270
shares
|
$21,327
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
253
shares
|
$19,984
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
240
shares
|
$18,957
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
240
shares
|
$18,957
0.0% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
231
shares
|
$18,246
0.0% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
225
shares
|
$17,772
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
225
shares
|
$17,772
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
216
shares
|
$17,061
0.0% of portfolio
|
Q2 2024
Added 148.28%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
207
shares
|
$16,350
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
201
shares
|
$15,876
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
189
shares
|
$14,929
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
150
shares
|
$11,848
0.0% of portfolio
|
Q1 2024
Added 200.0%
|