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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
4,387
shares
|
$340,738
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
4,372
shares
|
$339,573
0.0% of portfolio
|
Q4 2024
Added 24.66%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
4,368
shares
|
$339,262
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
4,284
shares
|
$332,738
0.06% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Jan 22, 2025 Q4 2024 |
4,257
shares
|
$330,641
0.17% of portfolio
|
Q4 2024
Added 2.41%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
4,221
shares
|
$327,845
0.0% of portfolio
|
Q4 2024
Added 20.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
4,119
shares
|
$319,922
0.0% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
3,954
shares
|
$307,107
0.0% of portfolio
|
Q3 2024
Added 5.44%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
3,944
shares
|
$306,330
0.01% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Centaurus Financial, Inc.
|
Mar 12, 2025 Q4 2024 |
3,879
shares
|
$301,281
0.02% of portfolio
|
Q4 2024
Reduced 9.01%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
3,788
shares
|
$294,213
0.04% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
3,730
shares
|
$289,709
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,663
shares
|
$284,505
0.0% of portfolio
|
Q1 2024
Added 183.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,499
shares
|
$271,767
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Interchange Capital Partners, LLC
|
Feb 11, 2025 Q4 2024 |
3,483
shares
|
$270,524
0.1% of portfolio
|
Q4 2024
Reduced 15.87%
|
|
|
Lion Street Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
3,451
shares
|
$268,039
0.09% of portfolio
|
Q2 2024
Added 199.05%
|
|
|
Athena Investment Management
|
Feb 05, 2025 Q4 2024 |
3,345
shares
|
$259,806
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
3,321
shares
|
$257,942
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
3,321
shares
|
$257,942
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,307
shares
|
$256,854
0.02% of portfolio
|
Q4 2024
Reduced 98.73%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
3,275
shares
|
$254,369
0.01% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
3,258
shares
|
$253,048
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
3,213
shares
|
$249,553
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
3,213
shares
|
$249,553
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
3,209
shares
|
$249,243
0.01% of portfolio
|
Q2 2024
New holding
|