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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,943
shares
|
$1.94 Million
0.0% of portfolio
|
Q4 2024
Reduced 36.15%
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
23,665
shares
|
$1.84 Million
0.0% of portfolio
|
Q4 2024
Added 3.91%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
23,595
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
22,636
shares
|
$1.76 Million
0.15% of portfolio
|
Q4 2024
Added 4.68%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
22,516
shares
|
$1.75 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
22,204
shares
|
$1.72 Million
0.01% of portfolio
|
Q4 2024
Added 41.68%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
21,756
shares
|
$1.69 Million
0.06% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
20,837
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
18,935
shares
|
$1.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
18,401
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
17,910
shares
|
$1.39 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
|
$1.37 Million
0.01% of portfolio
|
Q3 2023
Reduced 5.35%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
17,440
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
17,156
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
15,286
shares
|
$1.19 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.79%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,631
shares
|
$1.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Litman Gregory Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,385
shares
|
$1.12 Million
0.1% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
14,273
shares
|
$1.11 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
14,252
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 44.2%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
14,115
shares
|
$1.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Feb 13, 2025 Q4 2024 |
13,645
shares
|
$1.06 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.44%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
12,941
shares
|
$1.01 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.6%
|
|
|
Cottonwood Capital Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
12,658
shares
|
$983,146
0.76% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
12,126
shares
|
$941,826
0.01% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jan 23, 2025 Q4 2024 |
12,053
shares
|
$936,156
0.43% of portfolio
|
Q4 2024
Added 0.05%
|