Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 294 institutions that hold shares in the stock, with a total of 14.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.26 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
115,641
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.62%
|
|
|
Sam Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
115,522
shares
|
$10.1 Million
3.36% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
104,525
shares
|
$9.18 Million
0.01% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
96,013
shares
|
$8.43 Million
0.55% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 12, 2025 Q3 2025 |
85,127
shares
|
$7.47 Million
2.44% of portfolio
|
Q3 2025
Reduced 31.34%
|
|
|
Scotia Capital Inc.
|
Nov 14, 2025 Q3 2025 |
72,683
shares
|
$6.38 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
72,600
shares
|
$6.37 Million
0.01% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2025 Q3 2025 |
69,100
shares
|
$6.07 Million
0.01% of portfolio
|
Q3 2025
Added 28.2%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
65,970
shares
|
$5.79 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.33%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
65,748
shares
|
$5.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
65,559
shares
|
$5.75 Million
0.02% of portfolio
|
Q3 2025
Added 2.23%
|
|
|
Southern Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
65,355
shares
|
$5.74 Million
2.81% of portfolio
|
Q3 2025
Added 3.48%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
60,937
shares
|
$5.35 Million
0.11% of portfolio
|
Q3 2025
Added 3.88%
|
|
|
Quantitative Advantage, LLC
Minnetonka, MN |
May 12, 2023 Q1 2023 |
58,787
shares
|
$5.16 Million
1.29% of portfolio
|
Q1 2023
Reduced 0.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
53,498
shares
|
$4.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 17.73%
|
|
|
Wealthgate Family Office, LLC
|
Nov 08, 2024 Q3 2024 |
51,917
shares
|
$4.56 Million
10.27% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
49,981
shares
|
$4.39 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
49,656
shares
|
$4.36 Million
0.02% of portfolio
|
Q3 2025
Added 262.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
49,457
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2025
Added 12.53%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
45,665
shares
|
$4.01 Million
0.11% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Oct 14, 2025 Q3 2025 |
45,536
shares
|
$4 Million
1.7% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
38,618
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Added 2.86%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
37,867
shares
|
$3.32 Million
0.2% of portfolio
|
Q3 2025
Added 10.24%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
36,018
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2025
Added 9.24%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
35,096
shares
|
$3.08 Million
0.0% of portfolio
|
Q2 2024
Added 211.47%
|
|