Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 257 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $1.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,875
shares
|
$575,437
0.01% of portfolio
|
Q3 2024
Reduced 18.31%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,690
shares
|
$559,953
0.04% of portfolio
|
Q4 2024
Reduced 93.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
6,363
shares
|
$532,583
0.0% of portfolio
|
Q3 2024
Reduced 10.05%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
6,327
shares
|
$529,569
0.24% of portfolio
|
Q3 2024
Reduced 9.42%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
6,319
shares
|
$528,900
0.04% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
6,207
shares
|
$519,525
0.06% of portfolio
|
Q1 2024
Added 157.77%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
6,151
shares
|
$514,838
0.01% of portfolio
|
Q3 2024
Added 590.35%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
6,150
shares
|
$514,755
0.01% of portfolio
|
Q1 2024
Added 179.55%
|
|
|
Investmark Advisory Group LLC
|
Nov 14, 2024 Q3 2024 |
6,113
shares
|
$511,658
0.22% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,020
shares
|
$503,874
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
5,997
shares
|
$501,948
0.01% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,912
shares
|
$494,834
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
5,853
shares
|
$489,896
0.25% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Consolidated Capital Management, LLC
|
Jan 16, 2025 Q4 2024 |
5,771
shares
|
$483,032
0.2% of portfolio
|
Q4 2024
Reduced 3.94%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
5,617
shares
|
$470,142
0.04% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
5,518
shares
|
$461,856
0.0% of portfolio
|
Q4 2024
Added 7.27%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,512
shares
|
$461,354
0.02% of portfolio
|
Q3 2022
Reduced 29.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
5,416
shares
|
$453,319
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
5,323
shares
|
$445,535
0.01% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
5,293
shares
|
$443,024
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
5,250
shares
|
$439,425
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
4,932
shares
|
$412,808
0.01% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
4,662
shares
|
$390,209
0.25% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
4,653
shares
|
$389,456
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
4,472
shares
|
$374,306
0.17% of portfolio
|
Q4 2024
Added 0.25%
|