Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 294 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 |
|---|---|---|---|---|---|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
273
shares
|
$23,963
0.0% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Dec 08, 2025 Q3 2025 |
255
shares
|
$22,383
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
253
shares
|
$22,208
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
252
shares
|
$22,120
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
251
shares
|
$22,032
0.0% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
240
shares
|
$21,067
0.0% of portfolio
|
Q2 2024
Reduced 25.93%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
216
shares
|
$18,960
0.0% of portfolio
|
Q2 2024
Added 148.28%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
213
shares
|
$18,697
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
201
shares
|
$17,643
0.01% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
200
shares
|
$17,556
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
189
shares
|
$16,590
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
175
shares
|
$15,361
0.0% of portfolio
|
Q3 2025
Reduced 22.22%
|
|
|
Wealth Preservation Advisors, LLC
Chattanooga, TN |
Nov 14, 2025 Q3 2025 |
165
shares
|
$14,483
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
150
shares
|
$13,167
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
150
shares
|
$13,167
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
147
shares
|
$12,903
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
146
shares
|
$12,815
0.01% of portfolio
|
Q4 2022
Reduced 27.36%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
141
shares
|
$12,376
0.0% of portfolio
|
Q4 2021
Reduced 97.06%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
132
shares
|
$11,586
0.01% of portfolio
|
Q3 2024
Added 76.0%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 13, 2025 Q3 2025 |
126
shares
|
$11,060
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jan 15, 2025 Q4 2024 |
125
shares
|
$10,972
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
105
shares
|
$9,216
0.0% of portfolio
|
Q4 2024
Reduced 69.57%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
105
shares
|
$9,216
0.0% of portfolio
|
Q2 2025
Reduced 20.45%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
105
shares
|
$9,216
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
99
shares
|
$8,690
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|