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 |
|---|---|---|---|---|---|
|
Groupe La Francaise
Paris, I0 |
Nov 13, 2025 Q3 2025 |
15,000
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
14,385
shares
|
$1.26 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
|
$1.25 Million
0.3% of portfolio
|
Q3 2024
Reduced 3.79%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
14,111
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Oct 20, 2025 Q3 2025 |
14,021
shares
|
$1.23 Million
0.7% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
13,350
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cottonwood Capital Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
12,490
shares
|
$1.1 Million
0.89% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
12,106
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2025
Reduced 4.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
12,050
shares
|
$1.06 Million
0.44% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
11,928
shares
|
$1.05 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
11,928
shares
|
$1.05 Million
0.28% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
11,334
shares
|
$994,898
0.01% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
11,326
shares
|
$994,196
0.0% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
11,310
shares
|
$992,791
0.0% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
10,554
shares
|
$926,430
0.02% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
10,068
shares
|
$883,769
0.0% of portfolio
|
Q3 2025
Added 15.8%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
9,456
shares
|
$830,047
0.01% of portfolio
|
Q3 2025
Added 6.52%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
9,204
shares
|
$807,927
0.0% of portfolio
|
Q3 2025
Added 43.32%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
9,200
shares
|
$807,576
0.02% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
8,972
shares
|
$787,562
0.06% of portfolio
|
Q3 2025
Reduced 0.18%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
8,863
shares
|
$777,994
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
8,393
shares
|
$736,737
0.0% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
8,276
shares
|
$726,467
0.0% of portfolio
|
Q2 2025
Reduced 6.39%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
8,256
shares
|
$724,711
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
7,980
shares
|
$700,484
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|