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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
2,184
shares
|
$169,631
0.0% of portfolio
|
Q4 2024
Added 308.22%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,170
shares
|
$168,543
0.03% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
2,097
shares
|
$162,873
0.0% of portfolio
|
Q4 2024
Reduced 6.68%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
2,066
shares
|
$160,466
0.0% of portfolio
|
Q3 2024
Added 141.64%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
2,058
shares
|
$159,844
0.0% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,029
shares
|
$157,592
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,029
shares
|
$157,592
0.07% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Cypress Capital Management LLC (Wy)
|
Jan 23, 2025 Q4 2024 |
1,781
shares
|
$138,330
0.16% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
1,774
shares
|
$137,786
0.01% of portfolio
|
Q3 2024
Added 571.97%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
1,500
shares
|
$116,505
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,500
shares
|
$116,505
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
1,500
shares
|
$116,505
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jan 21, 2025 Q4 2024 |
1,388
shares
|
$107,805
0.05% of portfolio
|
Q2 2024
Reduced 19.91%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
1,323
shares
|
$102,757
0.01% of portfolio
|
Q2 2024
Added 42.72%
|
|
|
Wealthpoint, LLC
|
Oct 12, 2023 Q3 2023 |
1,297
shares
|
$100,737
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,196
shares
|
$92,893
0.0% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
1,160
shares
|
$90,097
0.01% of portfolio
|
Q4 2024
Added 103.51%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
1,062
shares
|
$82,485
0.06% of portfolio
|
Q1 2023
Added 10.4%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
1,018
shares
|
$79,068
0.0% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
1,014
shares
|
$78,757
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Rosenberg Matthew Hamilton
|
Jan 13, 2025 Q4 2024 |
900
shares
|
$69,903
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Keener Financial Planning LLC
Keller, TX |
Jan 29, 2025 Q4 2024 |
900
shares
|
$69,903
0.04% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
858
shares
|
$66,640
0.0% of portfolio
|
Q4 2024
Added 63.43%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
717
shares
|
$55,689
0.02% of portfolio
|
Q2 2024
Reduced 33.86%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
710
shares
|
$55,145
0.0% of portfolio
|
Q4 2024
Added 0.28%
|