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 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
1,509,858
shares
|
$112 Million
0.03% of portfolio
|
Q2 2024
Added 11.99%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 28, 2024 Q2 2024 |
1,448,241
shares
|
$108 Million
2.56% of portfolio
|
Q2 2024
Added 2.72%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
1,120,783
shares
|
$83.3 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.88%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
952,822
shares
|
$70.8 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.99%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
600,118
shares
|
$44.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
486,800
shares
|
$36.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
383,159
shares
|
$28.5 Million
0.01% of portfolio
|
Q2 2024
Added 6.73%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
373,427
shares
|
$27.8 Million
1.45% of portfolio
|
Q2 2024
Added 3.41%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
362,725
shares
|
$27 Million
0.01% of portfolio
|
Q2 2024
Added 0.38%
|
|
|
Circle Wealth Management, LLC
Summit, NJ |
Aug 13, 2024 Q2 2024 |
294,600
shares
|
$21.9 Million
0.44% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
260,834
shares
|
$19.4 Million
0.01% of portfolio
|
Q3 2024
Added 7787.33%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
255,980
shares
|
$19 Million
0.0% of portfolio
|
Q2 2024
Added 5.98%
|
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Oct 17, 2024 Q3 2024 |
250,549
shares
|
$18.6 Million
4.3% of portfolio
|
Q3 2024
Reduced 1.59%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
243,119
shares
|
$18.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
202,498
shares
|
$15.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
159,154
shares
|
$11.8 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.03%
|
|
|
Ferguson Wellman Capital Management, Inc
|
Oct 18, 2024 Q3 2024 |
156,330
shares
|
$11.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
148,236
shares
|
$11 Million
0.0% of portfolio
|
Q2 2024
Reduced 2.11%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
138,701
shares
|
$10.3 Million
1.52% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Sam Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
121,411
shares
|
$9.03 Million
2.91% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
117,348
shares
|
$8.72 Million
0.17% of portfolio
|
Q2 2024
Added 10.58%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2024 Q2 2024 |
116,665
shares
|
$8.67 Million
1.63% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2024 Q3 2024 |
114,452
shares
|
$8.51 Million
0.57% of portfolio
|
Q3 2024
Added 2.13%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
107,539
shares
|
$7.99 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.75%
|