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 |
|---|---|---|---|---|---|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
705
shares
|
$54,757
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
641
shares
|
$49,786
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
634
shares
|
$49,242
0.0% of portfolio
|
Q1 2024
Added 159.84%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
620
shares
|
$48,155
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
600
shares
|
$46,602
0.02% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
600
shares
|
$46,602
0.01% of portfolio
|
Q2 2024
Added 344.44%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
543
shares
|
$42,174
0.0% of portfolio
|
Q3 2024
Reduced 10.4%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
534
shares
|
$41,475
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
527
shares
|
$40,932
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
473
shares
|
$36,737
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
450
shares
|
$34,951
0.0% of portfolio
|
Q1 2024
Added 200.0%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Feb 14, 2025 Q4 2024 |
400
shares
|
$31,068
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
363
shares
|
$28,194
0.0% of portfolio
|
Q3 2024
Added 1412.5%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
360
shares
|
$27,961
0.0% of portfolio
|
Q2 2020
Reduced 4.85%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
350
shares
|
$27,184
0.0% of portfolio
|
Q2 2024
Reduced 41.67%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
349
shares
|
$27,106
0.08% of portfolio
|
Q3 2022
Added 0.29%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
342
shares
|
$26,563
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
339
shares
|
$26,330
0.02% of portfolio
|
Q4 2024
Reduced 30.67%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
338
shares
|
$26,252
0.0% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
315
shares
|
$24,466
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
314
shares
|
$24,388
0.04% of portfolio
|
Q4 2020
Reduced 89.4%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
311
shares
|
$24,155
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Roxbury Financial LLC
Mount Arlington, NJ |
Jan 30, 2025 Q4 2024 |
301
shares
|
$23,378
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
288
shares
|
$22,368
0.0% of portfolio
|
Q3 2024
Reduced 40.37%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
273
shares
|
$21,203
0.0% of portfolio
|
Q3 2024
Added 30.0%
|