Institutional Ownership Ishares Tr (IYG)
This table provides information about the institutional ownership of Ishares Tr (IYG). We have compiled data on the 251 institutions that hold shares in the stock, with a total of 12.7 Million shares, which have been reported (via 13F filing form) to have a value of $935 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Wealth Alliance, LLC
|
Jul 24, 2024 Q2 2024 |
4,347
shares
|
$323,155
0.17% of portfolio
|
Q2 2024
Reduced 2.16%
|
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
4,236
shares
|
$314,904
0.01% of portfolio
|
Q2 2024
Added 12.69%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
4,157
shares
|
$309,031
0.15% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
4,140
shares
|
$307,767
0.11% of portfolio
|
Q3 2024
Reduced 3.25%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
4,119
shares
|
$306,206
0.0% of portfolio
|
Q2 2024
Reduced 21.77%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
4,068
shares
|
$302,415
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
3,943
shares
|
$293,122
0.01% of portfolio
|
Q1 2024
Added 200.08%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
3,839
shares
|
$285,391
0.03% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 12, 2024 Q2 2024 |
3,750
shares
|
$278,775
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
3,663
shares
|
$272,307
0.0% of portfolio
|
Q1 2024
Added 183.29%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
3,507
shares
|
$260,710
0.0% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,499
shares
|
$260,115
0.01% of portfolio
|
Q2 2024
Added 2.19%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
3,494
shares
|
$259,743
0.0% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
3,486
shares
|
$259,149
0.0% of portfolio
|
Q1 2024
Added 167.33%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
3,451
shares
|
$256,547
0.09% of portfolio
|
Q2 2024
Added 199.05%
|
|
|
Athena Investment Management
|
Aug 07, 2024 Q2 2024 |
3,345
shares
|
$248,667
0.14% of portfolio
|
Q1 2024
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
3,273
shares
|
$243,314
0.01% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
3,213
shares
|
$238,854
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
3,213
shares
|
$238,854
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
3,209
shares
|
$238,557
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
3,201
shares
|
$237,962
0.0% of portfolio
|
Q2 2024
Reduced 15.79%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
3,172
shares
|
$235,806
0.01% of portfolio
|
Q2 2024
Reduced 22.52%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
3,165
shares
|
$235,286
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
3,138
shares
|
$233,278
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
3,108
shares
|
$231,048
0.0% of portfolio
|
Q1 2024
New holding
|