Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 297 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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
8,400
shares
|
$737,352
0.0% of portfolio
|
Q3 2025
Added 21.58%
|
|
|
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%
|
|
|
Sequent Planning LLC
Omaha, NE |
Nov 12, 2025 Q3 2025 |
7,620
shares
|
$668,883
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Oct 30, 2025 Q3 2025 |
7,438
shares
|
$652,907
0.13% of portfolio
|
Q1 2025
Reduced 11.27%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
7,323
shares
|
$642,812
0.09% of portfolio
|
Q3 2025
Added 5.32%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
7,235
shares
|
$635,088
0.08% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
Oct 17, 2025 Q3 2025 |
7,043
shares
|
$618,234
0.51% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
6,928
shares
|
$608,139
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
6,668
shares
|
$585,317
0.15% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
6,644
shares
|
$583,210
0.53% of portfolio
|
Q3 2025
Added 3.31%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
6,558
shares
|
$575,661
0.0% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Oct 29, 2025 Q3 2025 |
6,388
shares
|
$560,738
0.22% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
6,252
shares
|
$548,800
0.0% of portfolio
|
Q3 2025
Reduced 32.37%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
6,207
shares
|
$544,850
0.07% of portfolio
|
Q1 2024
Added 157.77%
|
|
|
Investmark Advisory Group LLC
|
Oct 23, 2025 Q3 2025 |
6,182
shares
|
$542,655
0.26% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
6,156
shares
|
$540,373
0.04% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
6,033
shares
|
$529,576
0.04% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,020
shares
|
$528,435
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
5,994
shares
|
$526,153
0.01% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
5,861
shares
|
$514,478
0.58% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Consolidated Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
5,615
shares
|
$492,884
0.18% of portfolio
|
Q3 2025
Reduced 7.34%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
5,512
shares
|
$483,843
0.02% of portfolio
|
Q3 2022
Reduced 29.13%
|
|