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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
4,998
shares
|
$438,724
0.0% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
4,963
shares
|
$435,652
0.0% of portfolio
|
Q3 2025
Added 34.86%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
4,877
shares
|
$428,103
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
4,656
shares
|
$408,703
0.02% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
4,609
shares
|
$404,578
0.04% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
4,580
shares
|
$402,032
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
4,560
shares
|
$400,276
0.16% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Allium Financial Advisors, LLC
Lake Oswego, OR |
Nov 14, 2025 Q3 2025 |
4,444
shares
|
$390,094
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
4,363
shares
|
$382,984
0.01% of portfolio
|
Q3 2025
Reduced 42.27%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,284
shares
|
$376,049
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
4,119
shares
|
$361,565
0.0% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,077
shares
|
$357,879
0.0% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,961
shares
|
$347,696
0.02% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Rmb Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
3,938
shares
|
$345,677
0.01% of portfolio
|
Q2 2025
Added 41.15%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Oct 16, 2025 Q3 2025 |
3,834
shares
|
$336,548
0.01% of portfolio
|
Q3 2025
Reduced 7.59%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
3,767
shares
|
$330,667
0.0% of portfolio
|
Q3 2025
Reduced 4.73%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 27, 2025 Q3 2025 |
3,684
shares
|
$323,381
0.16% of portfolio
|
Q3 2025
Reduced 10.67%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,663
shares
|
$321,538
0.0% of portfolio
|
Q1 2024
Added 183.29%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,614
shares
|
$317,236
0.03% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
3,516
shares
|
$308,634
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
3,507
shares
|
$307,844
0.0% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
3,493
shares
|
$306,615
0.0% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Wallace Hart LLC
Lexington, KY |
Nov 04, 2025 Q3 2025 |
3,434
shares
|
$301,436
0.23% of portfolio
|
Q3 2025
New holding
|
|
|
Athena Investment Management
|
Nov 13, 2025 Q3 2025 |
3,345
shares
|
$293,624
0.17% of portfolio
|
Q1 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
3,336
shares
|
$292,834
0.0% of portfolio
|
Q3 2025
Added 3.73%
|
|