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 |
|---|---|---|---|---|---|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
32,760
shares
|
$2.88 Million
0.27% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
32,414
shares
|
$2.85 Million
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Family Firm, Inc.
|
Aug 08, 2025 Q2 2025 |
31,367
shares
|
$2.75 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Oct 10, 2025 Q3 2025 |
31,354
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.41%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
29,339
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.58%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
28,151
shares
|
$2.47 Million
0.04% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
27,416
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
26,448
shares
|
$2.32 Million
0.08% of portfolio
|
Q3 2025
Added 2.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
26,381
shares
|
$2.32 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.31%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
25,666
shares
|
$2.25 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.72%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
23,470
shares
|
$2.06 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.85%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
22,793
shares
|
$2 Million
0.14% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
22,693
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2025
Added 5.29%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
22,119
shares
|
$1.94 Million
0.07% of portfolio
|
Q3 2025
Reduced 33.99%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,045
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.81%
|
|
|
Patten & Patten Inc
|
Oct 31, 2025 Q3 2025 |
21,976
shares
|
$1.93 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
21,110
shares
|
$1.85 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
20,457
shares
|
$1.8 Million
0.05% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
18,359
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,311
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.76%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
17,910
shares
|
$1.57 Million
0.08% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
17,687
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.35%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
16,705
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 20.61%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
16,357
shares
|
$1.44 Million
0.16% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
15,664
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 4.42%
|
|