# ISHARES TR (IYG)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/IYG/

- Reporting holders: 9
- Reported value: $14.5M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [FERGUSON WELLMAN CAPITAL MANAGEMENT, INC](https://holderbook.com/funds/869353-ferguson-wellman-capital-management-inc/) | $13.2M | 147,151 | 0.2% | 32 |
| [Castle Rock Wealth Management, LLC](https://holderbook.com/funds/1727605-castle-rock-wealth-management-llc/) | $575.3K | 6,325 | 0.1% | 24 |
| [Avidian Wealth Enterprises, LLC](https://holderbook.com/funds/1471474-avidian-wealth-enterprises-llc/) | $333.7K | 3,711 | 0.0% | 10 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $190.9K | 2,123 | 0.0% | 12 |
| [Rosenberg Matthew Hamilton](https://holderbook.com/funds/1812103-rosenberg-matthew-hamilton/) | $80.9K | 900 | 0.0% | 21 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $57.1K | 635 | 0.0% | 4 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $46.2K | 514 | 0.0% | 1 |
| [Roxbury Financial LLC](https://holderbook.com/funds/2054149-roxbury-financial-llc/) | $27.4K | 304 | 0.0% | 8 |
| [Olistico Wealth, LLC](https://holderbook.com/funds/1962695-olistico-wealth-llc/) | $6.2K | 69 | 0.0% | 1 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $27 | 300 | 0.0% | 6 |
| [Polaris Financial Partners](https://holderbook.com/funds/2103435-polaris-financial-partners/) | $7 | 54 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 9 | $14.5M |
| Q2 2026 | 262 | $1.6B |
| Q1 2026 | 264 | $1.6B |
| Q4 2025 | 262 | $1.4B |
| Q3 2025 | 253 | $1.2B |
| Q2 2025 | 249 | $1.2B |
| Q1 2025 | 254 | $1.1B |
| Q4 2024 | 250 | $969.2M |
| Q3 2024 | 230 | $897.9M |
| Q2 2024 | 229 | $824.7M |
| Q1 2024 | 224 | $984.8M |
| Q4 2023 | 220 | $823.9M |