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 |
|---|---|---|---|---|---|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
3,305
shares
|
$290,112
0.04% of portfolio
|
Q3 2025
Reduced 13.3%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
3,213
shares
|
$282,037
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
3,213
shares
|
$282,037
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Interchange Capital Partners, LLC
|
Nov 10, 2025 Q3 2025 |
3,168
shares
|
$278,087
0.06% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
3,165
shares
|
$277,823
0.16% of portfolio
|
Q1 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,106
shares
|
$272,644
0.0% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
3,077
shares
|
$270,099
0.08% of portfolio
|
Q3 2025
Added 13.04%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,071
shares
|
$269,572
0.0% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
3,069
shares
|
$269,396
0.0% of portfolio
|
Q3 2024
Reduced 27.55%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
3,039
shares
|
$266,763
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Oct 07, 2025 Q3 2025 |
3,000
shares
|
$263,340
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
2,931
shares
|
$257,283
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
2,928
shares
|
$257,019
0.02% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Nov 03, 2025 Q3 2025 |
2,854
shares
|
$250,524
0.14% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
2,848
shares
|
$249,997
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
2,841
shares
|
$249,382
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,831
shares
|
$248,505
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
2,800
shares
|
$245,784
0.01% of portfolio
|
Q1 2025
Reduced 19.98%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
2,780
shares
|
$244,028
0.0% of portfolio
|
Q3 2025
Reduced 2.8%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
2,775
shares
|
$243,589
0.02% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
2,732
shares
|
$239,814
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Swisher Financial Concepts, Inc.
Westerville, OH |
Oct 20, 2025 Q3 2025 |
2,693
shares
|
$236,391
0.16% of portfolio
|
Q3 2025
Reduced 13.16%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
2,687
shares
|
$235,864
0.01% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
2,683
shares
|
$235,513
0.01% of portfolio
|
Q2 2025
Reduced 15.73%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
2,640
shares
|
$231,739
0.01% of portfolio
|
Q3 2025
New holding
|
|