Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 293 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 |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
623
shares
|
$54,686
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
621
shares
|
$54,511
0.0% of portfolio
|
Q3 2025
Added 13.32%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
600
shares
|
$52,668
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Oct 20, 2025 Q3 2025 |
580
shares
|
$50,912
0.01% of portfolio
|
Q2 2025
Reduced 54.79%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
570
shares
|
$50,034
0.0% of portfolio
|
Q2 2025
Reduced 50.86%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
543
shares
|
$47,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
529
shares
|
$46,435
0.01% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
523
shares
|
$45,908
0.0% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
451
shares
|
$39,588
0.0% of portfolio
|
Q3 2025
Reduced 27.49%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
450
shares
|
$39,501
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
415
shares
|
$36,428
0.02% of portfolio
|
Q3 2025
Reduced 36.93%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
402
shares
|
$35,287
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
383
shares
|
$33,619
0.0% of portfolio
|
Q2 2025
Added 41.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$31,600
0.0% of portfolio
|
Q2 2020
Reduced 4.85%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
349
shares
|
$30,635
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Nov 05, 2025 Q3 2025 |
342
shares
|
$30,020
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
341
shares
|
$29,932
0.0% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Oct 31, 2025 Q3 2025 |
339
shares
|
$29,757
0.02% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
330
shares
|
$28,967
0.0% of portfolio
|
Q3 2025
Reduced 65.26%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
314
shares
|
$27,562
0.04% of portfolio
|
Q4 2020
Reduced 89.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
311
shares
|
$27,299
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Oct 01, 2025 Q3 2025 |
302
shares
|
$26,509
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
300
shares
|
$26,334
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
297
shares
|
$26,070
0.0% of portfolio
|
Q3 2025
Reduced 70.48%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
273
shares
|
$23,963
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|