Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 296 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $1.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
98
shares
|
$8,602
0.0% of portfolio
|
Q2 2025
Reduced 11.71%
|
|
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
Nov 14, 2025 Q3 2025 |
95
shares
|
$8,339
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
81
shares
|
$7,110
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
69
shares
|
$6,056
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
64
shares
|
$5,617
0.0% of portfolio
|
Q3 2025
Reduced 82.37%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
60
shares
|
$5,266
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Nov 07, 2025 Q3 2025 |
60
shares
|
$5,266
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
33
shares
|
$2,896
0.0% of portfolio
|
Q2 2024
Reduced 97.06%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
33
shares
|
$2,896
0.0% of portfolio
|
Q4 2025
Reduced 59.26%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
27
shares
|
$2,370
0.0% of portfolio
|
Q3 2024
Reduced 25.0%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
24
shares
|
$2,106
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
23
shares
|
$2,018
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
18
shares
|
$1,580
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
18
shares
|
$1,580
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1
shares
|
$87
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|