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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Nov 24, 2025 Q3 2025 |
2,586
shares
|
$226,999
0.12% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
2,538
shares
|
$222,785
0.0% of portfolio
|
Q3 2025
Reduced 0.98%
|
|
|
Davenport & CO LLC
|
Oct 15, 2025 Q3 2025 |
2,523
shares
|
$221,468
0.0% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
2,514
shares
|
$220,678
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,485
shares
|
$218,133
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
2,448
shares
|
$214,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
2,406
shares
|
$211,198
0.12% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 14, 2025 Q3 2025 |
2,406
shares
|
$211,198
0.01% of portfolio
|
Q2 2025
Reduced 21.81%
|
|
|
Adell Harriman & Carpenter Inc
|
Nov 04, 2025 Q3 2025 |
2,400
shares
|
$210,672
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Royal Capital Wealth Management, LLC
Carmel, IN |
Nov 14, 2025 Q3 2025 |
2,400
shares
|
$210,672
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
2,379
shares
|
$208,828
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
2,346
shares
|
$205,931
0.0% of portfolio
|
Q3 2025
Reduced 18.85%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,282
shares
|
$200,313
0.0% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 07, 2025 Q3 2025 |
2,282
shares
|
$200,313
0.04% of portfolio
|
Q3 2025
Added 280.97%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,269
shares
|
$199,172
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Leeward Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
2,250
shares
|
$197,505
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Spc Financial, Inc.
|
Nov 05, 2025 Q3 2025 |
2,250
shares
|
$197,505
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Promethium Advisors,Llc
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
2,240
shares
|
$196,627
0.12% of portfolio
|
Q3 2025
Reduced 6.28%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
2,170
shares
|
$190,482
0.03% of portfolio
|
Q3 2023
Reduced 0.14%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
2,029
shares
|
$178,105
0.07% of portfolio
|
Q4 2022
Reduced 11.09%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
2,029
shares
|
$178,105
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,008
shares
|
$176,262
0.0% of portfolio
|
Q1 2025
Reduced 9.51%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
1,907
shares
|
$167,396
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,883
shares
|
$165,289
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,775
shares
|
$155,809
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|