Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 288 institutions that hold shares in the stock, with a total of 13.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.25 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
7,557
shares
|
$676,956
0.02% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
7,438
shares
|
$666,296
0.14% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
7,435
shares
|
$666,027
0.09% of portfolio
|
Q2 2025
Reduced 6.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
7,398
shares
|
$662,712
0.0% of portfolio
|
Q2 2025
Added 139.34%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Jul 23, 2025 Q2 2025 |
6,997
shares
|
$626,791
0.53% of portfolio
|
Q2 2025
Reduced 14.87%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Jul 16, 2025 Q2 2025 |
6,985
shares
|
$625,716
0.25% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
6,953
shares
|
$622,849
0.09% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
6,902
shares
|
$618,281
0.06% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
6,833
shares
|
$612,100
0.0% of portfolio
|
Q2 2025
Reduced 16.4%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
6,664
shares
|
$596,961
0.15% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
6,431
shares
|
$576,088
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
6,422
shares
|
$575,282
0.0% of portfolio
|
Q4 2024
Reduced 20.4%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Aug 06, 2025 Q2 2025 |
6,286
shares
|
$563,099
0.29% of portfolio
|
Q2 2025
Added 11.22%
|
|
|
True Private Wealth Advisors
|
Aug 11, 2025 Q2 2025 |
6,207
shares
|
$556,023
0.07% of portfolio
|
Q1 2024
Added 157.77%
|
|
|
Investmark Advisory Group LLC
|
Aug 14, 2025 Q2 2025 |
6,166
shares
|
$552,350
0.26% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,156
shares
|
$551,454
0.04% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
6,083
shares
|
$544,915
0.04% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
6,060
shares
|
$542,854
0.19% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,020
shares
|
$539,271
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
5,994
shares
|
$536,942
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,934
shares
|
$531,567
0.0% of portfolio
|
Q2 2025
Added 91.05%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
5,912
shares
|
$529,596
0.0% of portfolio
|
Q4 2024
Reduced 6.13%
|
|
|
Objective Capital Management, LLC
|
Aug 14, 2025 Q2 2025 |
5,859
shares
|
$524,849
0.6% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,512
shares
|
$493,764
0.02% of portfolio
|
Q3 2022
Reduced 29.13%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
5,340
shares
|
$478,357
0.09% of portfolio
|
Q2 2025
Added 0.64%
|