Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 273 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
270
shares
|
$20,970
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
253
shares
|
$19,650
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
249
shares
|
$19,339
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atala Financial Inc
Calabasas, CA |
Feb 10, 2025 Q4 2024 |
240
shares
|
$18,640
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
240
shares
|
$18,640
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
237
shares
|
$18,407
0.0% of portfolio
|
Q4 2024
Added 2.6%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
232
shares
|
$18,019
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
225
shares
|
$17,475
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
225
shares
|
$17,475
0.0% of portfolio
|
Q1 2024
Added 66.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
216
shares
|
$16,776
0.0% of portfolio
|
Q2 2024
Added 148.28%
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
201
shares
|
$15,611
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
189
shares
|
$14,679
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
178
shares
|
$13,825
0.0% of portfolio
|
Q4 2024
Reduced 25.83%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
150
shares
|
$11,650
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
147
shares
|
$11,417
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$11,339
0.01% of portfolio
|
Q4 2022
Reduced 27.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
141
shares
|
$10,951
0.0% of portfolio
|
Q4 2021
Reduced 97.06%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
138
shares
|
$10,718
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
132
shares
|
$10,252
0.01% of portfolio
|
Q3 2024
Added 76.0%
|
|
|
Washington Trust Advisors, Inc.
|
Feb 06, 2025 Q4 2024 |
132
shares
|
$10,252
0.0% of portfolio
|
Q2 2024
Reduced 31.25%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
129
shares
|
$10,019
0.0% of portfolio
|
Q4 2024
Reduced 67.91%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
126
shares
|
$9,786
0.0% of portfolio
|
Q1 2024
Reduced 80.19%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$9,708
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
125
shares
|
$9,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
123
shares
|
$9,553
0.0% of portfolio
|
Q1 2024
Added 200.0%
|