Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 275 institutions that hold shares in the stock, with a total of 13.2 Million shares, which have been reported (via 13F filing form) to have a value of $985 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
1,556,433
shares
|
$116 Million
2.83% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,438,526
shares
|
$107 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
1,137,701
shares
|
$84.6 Million
0.01% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
910,463
shares
|
$67.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
561,686
shares
|
$41.8 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
556,384
shares
|
$41.4 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
469,617
shares
|
$34.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
462,205
shares
|
$34.4 Million
0.0% of portfolio
|
Q4 2024
Added 8.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
434,621
shares
|
$32.3 Million
0.01% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
389,987
shares
|
$29 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
389,794
shares
|
$29 Million
1.64% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Feb 14, 2025 Q4 2024 |
294,600
shares
|
$21.9 Million
0.49% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Apr 15, 2025 Q1 2025 |
269,566
shares
|
$20 Million
5.11% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
266,673
shares
|
$19.8 Million
0.0% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
234,946
shares
|
$17.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
183,631
shares
|
$13.7 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
169,701
shares
|
$12.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.25%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Apr 15, 2025 Q1 2025 |
157,911
shares
|
$11.7 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
152,162
shares
|
$11.3 Million
0.01% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
136,462
shares
|
$10.1 Million
0.21% of portfolio
|
Q4 2024
Added 14.3%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
127,252
shares
|
$9.46 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
119,976
shares
|
$8.92 Million
1.54% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Sam Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
117,615
shares
|
$8.74 Million
3.32% of portfolio
|
Q4 2024
Reduced 2.24%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
116,666
shares
|
$8.67 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
103,922
shares
|
$7.73 Million
0.01% of portfolio
|
Q1 2025
Reduced 98.73%
|