ISHARES TR (IYG)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
250
Reporting holders
$1.5B
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | $139.8M | 1,545,194 | 1.04% | 3q | -29.1%-$57.3M |
| RiverFront Investment Group, LLC | $137.8M | 1,523,347 | 1.82% | 31q | +3.1%+$4.1M |
| GOLDMAN SACHS GROUP INC | $125.5M | 1,387,734 | 0.01% | 31q | +34.3%+$32.1M |
| JPMORGAN CHASE & CO | $110.9M | 1,224,738 | 0.01% | 31q | -12.1%-$15.3M |
| ENVESTNET ASSET MANAGEMENT INC | $110.6M | 1,222,231 | 0.03% | 31q | -1.9%-$2.2M |
| MORGAN STANLEY | $98.5M | 1,088,602 | 0.01% | 35q | +5.2%+$4.9M |
| SAGESPRING WEALTH PARTNERS, LLC | $66.9M | 739,777 | 1.03% | 3q | -17.4%-$14.1M |
| OpenArc Corporate Advisory, LLC | $44.1M | 487,555 | 0.52% | 3q | -36.3%-$25.1M |
| BANK OF AMERICA CORP /DE/ | $43.4M | 479,885 | 0.00% | 31q | +2.0%+$869.1K |
| RAYMOND JAMES FINANCIAL INC | $41.7M | 461,178 | 0.01% | 7q | +2.4%+$960.0K |
| LPL Financial LLC | $40.6M | 448,681 | 0.01% | 31q | -4.0%-$1.7M |
| ROYAL BANK OF CANADA | $39.5M | 436,095 | 0.01% | 31q | +3.9%+$1.5M |
| PGIM Custom Harvest LLC | $32.8M | 362,421 | 0.41% | 15q | -0.8%-$261.5K |
| WELLS FARGO & COMPANY/MN | $31.2M | 344,920 | 0.01% | 31q | -51.4%-$33.1M |
| Kozak & Associates, Inc. | $28.2M | 305,432 | 4.89% | 21q | -29.0%-$11.5M |
| Circle Wealth Management, LLC | $26.7M | 294,600 | 0.33% | 12q | HELD |
| BANK OF MONTREAL /CAN/ | $17.5M | 193,645 | 0.01% | 31q | +3.3%+$556.4K |
| TWO SIGMA INVESTMENTS, LP | $14.1M | 155,400 | 0.01% | 2q | -16.9%-$2.8M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | $13.9M | 153,440 | 1.63% | 31q | +3.9%+$521.2K |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $13.4M | 148,491 | 0.16% | 31q | HELD |
| AMERIPRISE FINANCIAL INC | $13.3M | 145,844 | 0.00% | 31q | -63.4%-$23.0M |
| Private Advisor Group, LLC | $12.0M | 133,068 | 0.06% | 25q | -36.3%-$6.9M |
| ARKANSAS FINANCIAL GROUP, INC. | $11.8M | 130,414 | 1.54% | 26q | +2.0%+$234.1K |
| SAM Advisors, LLC | $10.8M | 119,266 | 2.95% | 16q | +2.9%+$304.0K |
| Baltimore-Washington Financial Advisors, Inc. | $10.5M | 116,377 | 0.39% | 31q | -72.9%-$28.3M |
| UBS Group AG | $10.1M | 111,801 | 0.00% | 31q | +0.5%+$55.0K |
| Beacon Pointe Advisors, LLC | $8.8M | 97,752 | 0.04% | 21q | -3.5%-$324.2K |
| STIFEL FINANCIAL CORP | $8.8M | 96,853 | 0.01% | 31q | HELD |
| Howard Capital Management Group, LLC | $8.4M | 93,198 | 0.52% | 21q | -1.0%-$81.9K |
| Merit Financial Group, LLC | $7.9M | 87,512 | 0.02% | 10q | +94.6%+$3.8M |
| OSAIC HOLDINGS, INC. | $7.6M | 84,053 | 0.01% | 26q | +8.6%+$602.0K |
| BANK OF NOVA SCOTIA | $6.6M | 72,600 | 0.01% | 23q | HELD |
| Federation des caisses Desjardins du Quebec | $6.4M | 70,874 | 0.02% | 37q | +5.7%+$345.1K |
| SCOTIA CAPITAL INC. | $6.3M | 69,435 | 0.02% | 31q | -4.2%-$274.4K |
| UNIQUE WEALTH, LLC | $6.1M | 66,997 | 0.71% | 3q | -13.6%-$951.6K |
| J.W. COLE ADVISORS, INC. | $6.0M | 65,846 | 0.10% | new | NEW |
| TRUIST FINANCIAL CORP | $5.2M | 57,130 | 0.01% | 27q | -3.8%-$202.2K |
| Concurrent Investment Advisors, LLC | $4.9M | 54,092 | 0.04% | 3q | -1.2%-$59.6K |
| JONES FINANCIAL COMPANIES LLLP | $4.5M | 50,139 | 0.00% | 11q | +8.8%+$365.7K |
| Cetera Investment Advisers | $4.3M | 47,831 | 0.00% | 13q | -6.2%-$286.9K |
| Centerline Wealth Advisors, LLC | $4.2M | 46,093 | 1.31% | 3q | -30.5%-$1.8M |
| FORTE ASSET MANAGEMENT LLC | $4.2M | 45,898 | 1.70% | 2q | +60.4%+$1.6M |
| Bernard Wealth Management Corp. | $4.0M | 43,980 | 1.47% | 7q | -4.6%-$193.1K |
| COMMONWEALTH EQUITY SERVICES, LLC | $3.5M | 38,867 | 0.00% | 31q | +1.4%+$48.0K |
| HighTower Advisors, LLC | $3.3M | 36,564 | 0.00% | 31q | -1.6%-$53.6K |
| Mariner, LLC | $3.2M | 35,200 | 0.00% | 20q | -4.1%-$135.3K |
| IHT Wealth Management, LLC | $3.0M | 33,463 | 0.06% | 23q | -21.1%-$811.7K |
| Advisory Services Network, LLC | $2.8M | 31,430 | 0.03% | 31q | +3.8%+$104.1K |
| Storen Legacy Partners, LLC | $2.8M | 31,125 | 0.77% | 2q | -25.7%-$975.5K |
| Diversified Enterprises, LLC | $2.8M | 30,843 | 0.14% | 8q | -1.2%-$34.8K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $2.5M | 24,320 | 0.00% | 30q | +27.8%+$540.3K |
| MML INVESTORS SERVICES, LLC | $2.4M | 26,741 | 0.00% | 31q | -88.1%-$17.9M |
| Fifth Third Securities, Inc. | $2.3M | 25,693 | 0.13% | 17q | +2.7%+$62.0K |
| NATIONAL BANK OF CANADA /FI/ | $2.2M | 24,666 | 0.00% | 19q | +1.3%+$28.2K |
| CAPTRUST FINANCIAL ADVISORS | $2.1M | 23,401 | 0.00% | 25q | HELD |
| Focus Financial Network, Inc. | $2.1M | 23,235 | 0.07% | 17q | +4.8%+$96.0K |
| Steward Partners Investment Advisory, LLC | $2.1M | 22,812 | 0.01% | 31q | -2.9%-$61.2K |
| Creative Planning | $2.0M | 21,779 | 0.00% | 23q | -5.5%-$115.4K |
| PATTEN & PATTEN INC/TN | $1.9M | 21,176 | 0.10% | 31q | HELD |
| Koshinski Asset Management, Inc. | $1.9M | 20,836 | 0.10% | 10q | HELD |
| MERCER GLOBAL ADVISORS INC /ADV | $1.8M | 20,396 | 0.00% | 20q | +146.7%+$1.1M |
| FIFTH THIRD BANCORP | $1.8M | 20,234 | 0.00% | 2q | +1.5%+$27.8K |
| Geneos Wealth Management Inc. | $1.8M | 19,797 | 0.04% | 42q | HELD |
| AMG National Trust Bank | $1.7M | 19,094 | 0.04% | 31q | +6.3%+$101.9K |
| BLAIR WILLIAM & CO/IL | $1.7M | 18,973 | 0.00% | 24q | +731.4%+$1.5M |
| STEPHENS INC /AR/ | $1.7M | 18,260 | 0.02% | 31q | HELD |
| Focus Partners Advisor Solutions, LLC | $1.6M | 17,727 | 0.01% | 3q | +12.6%+$178.9K |
| OMNI 360 Wealth, Inc. | $1.5M | 16,775 | 0.70% | 10q | +13.4%+$178.9K |
| FMR LLC | $1.5M | 16,695 | 0.00% | 31q | HELD |
| Kestra Advisory Services, LLC | $1.5M | 16,393 | 0.00% | 24q | -16.0%-$283.3K |
| Caliber Wealth Management, LLC / KS | $1.5M | 16,293 | 0.14% | 6q | HELD |
| Equitable Holdings, Inc. | $1.4M | 15,019 | 0.01% | 15q | -7.1%-$103.9K |
| BROWN ADVISORY INC | $1.2M | 13,104 | 0.00% | 6q | HELD |
| COTTONWOOD CAPITAL ADVISORS, LLC | $1.2M | 12,822 | 0.70% | 19q | HELD |
| GARRISON POINT ADVISORS, LLC | $1.1M | 12,575 | 0.46% | 31q | -1.1%-$13.1K |
| Sequent Planning LLC | $1.1M | 12,317 | 0.24% | 4q | +11.2%+$111.8K |
| Mine & Arao Wealth Creation & Management, LLC. | $1.1M | 12,073 | 0.40% | 27q | HELD |
| NewEdge Advisors, LLC | $1.1M | 12,062 | 0.00% | 25q | +35.8%+$287.6K |
| OPPENHEIMER & CO INC | $1.1M | 11,752 | 0.01% | 8q | +9.6%+$93.2K |
| Qube Research & Technologies Ltd | $1.0M | 11,457 | 0.00% | new | NEW |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | $996.9K | 11,019 | 0.01% | 4q | HELD |
| &PARTNERS | $984.5K | 10,882 | 0.00% | 7q | -22.2%-$280.6K |
| US BANCORP \DE\ | $978.2K | 10,812 | 0.00% | 31q | -4.2%-$43.2K |
| Savant Capital, LLC | $967.3K | 10,692 | 0.00% | 7q | HELD |
| Cyndeo Wealth Partners, LLC | $949.9K | 10,499 | 0.04% | 3q | -34.9%-$509.0K |
| Prospera Financial Services Inc | $943.5K | 10,429 | 0.01% | 14q | HELD |
| Baird Financial Group, Inc. | $937.2K | 10,359 | 0.00% | 31q | -1.4%-$13.2K |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | $890.3K | 9,840 | 0.00% | 31q | +0.5%+$4.4K |
| Sanctuary Advisors, LLC | $837.5K | 9,257 | 0.00% | 9q | -12.3%-$117.8K |
| Sequoia Financial Advisors, LLC | $837.2K | 9,254 | 0.00% | 6q | -12.1%-$115.5K |
| WBH ADVISORY INC | $805.5K | 8,903 | 0.05% | 6q | -1.7%-$14.1K |
| Quotient Wealth Partners, LLC | $764.7K | 8,453 | 0.02% | 3q | +1.4%+$10.6K |
| Cerity Partners LLC | $747.4K | 8,261 | 0.00% | 10q | +18.8%+$118.1K |
| Cordatus Wealth Management LLC | $746.9K | 8,256 | 0.16% | 9q | HELD |
| Focus Partners Wealth | $722.8K | 7,989 | 0.00% | 8q | +8.2%+$54.8K |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $678.4K | 7,247 | 0.00% | 9q | +1.3%+$8.9K |
| Financial Partners Group, Inc | $626.2K | 6,922 | 0.06% | 18q | +1.0%+$6.0K |
| Lakeshore Capital Group, Inc. | $623.4K | 6,891 | 0.46% | 6q | HELD |
| Harbor Asset Planning, Inc. | $607.9K | 6,719 | 0.46% | 5q | -4.7%-$30.1K |
| Castle Rock Wealth Management, LLC | $583.5K | 6,322 | 0.11% | 23q | -4.1%-$25.0K |
Showing the largest 100 of 261 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 250 | $1.5B | 16,192,015 | 24 | 57 | 73 | 0.0% |
| Q1 2026 | 254 | $1.5B | 18,499,445 | 32 | 69 | 53 | 0.1% |
| Q4 2025 | 251 | $1.4B | 15,244,739 | 30 | 65 | 59 | 0.1% |
| Q3 2025 | 239 | $1.2B | 13,467,727 | 25 | 53 | 59 | 0.1% |
| Q2 2025 | 233 | $1.1B | 13,221,623 | 16 | 62 | 68 | 0.8% |
| Q1 2025 | 238 | $1.0B | 13,081,199 | 27 | 63 | 52 | 0.6% |
| Q4 2024 | 232 | $940.3M | 12,057,352 | 30 | 42 | 60 | 0.1% |
| Q3 2024 | 209 | $866.5M | 12,178,591 | 23 | 45 | 58 | 0.1% |
| Q2 2024 | 208 | $798.6M | 12,223,510 | 17 | 48 | 58 | 0.1% |
| Q1 2024 | 200 | $956.7M | 14,122,363 | 23 | 170 | 5 | 0.1% |
| Q4 2023 | 191 | $793.7M | 4,475,202 | 27 | 35 | 59 | 0.1% |
| Q3 2023 | 172 | $682.2M | 4,457,820 | 10 | 26 | 58 | 0.2% |
| Q2 2023 | 178 | $656.4M | 4,243,550 | 12 | 49 | 52 | 0.3% |
| Q1 2023 | 179 | $615.7M | 4,065,339 | 9 | 37 | 73 | 0.3% |
| Q4 2022 | 185 | $587.8M | 3,743,178 | 23 | 38 | 61 | 0.3% |
| Q3 2022 | 220 | $763.3M | 5,321,806 | 17 | 53 | 75 | 0.2% |
| Q2 2022 | 233 | $779.0M | 5,249,448 | 25 | 38 | 96 | 0.1% |
| Q1 2022 | 265 | $1.6B | 8,598,079 | 27 | 81 | 82 | 0.3% |
| Q4 2021 | 276 | $1.8B | 9,528,532 | 28 | 90 | 66 | 0.3% |
| Q3 2021 | 243 | $1.7B | 9,448,530 | 30 | 90 | 48 | 0.1% |
| Q2 2021 | 233 | $1.7B | 8,945,003 | 37 | 78 | 56 | 0.1% |
| Q1 2021 | 213 | $916.8M | 5,345,547 | 30 | 64 | 59 | 0.1% |
| Q4 2020 | 205 | $721.7M | 4,803,072 | 27 | 27 | 91 | 0.1% |
| Q3 2020 | 218 | $1.4B | 11,199,493 | 28 | 94 | 54 | 0.1% |
| Q2 2020 | 217 | $1.3B | 10,738,498 | 92 | 56 | 31 | 0.1% |
| Q1 2020 | 140 | $451.9M | 4,806,530 | 23 | 28 | 48 | 0.1% |
| Q4 2019 | 159 | $813.8M | 5,354,517 | 19 | 46 | 29 | 0.1% |
| Q3 2019 | 144 | $681.8M | 4,975,900 | 13 | 23 | 61 | 0.4% |
| Q2 2019 | 147 | $697.1M | 5,145,737 | 15 | 29 | 58 | 1.1% |
| Q1 2019 | 154 | $808.6M | 6,448,879 | 23 | 31 | 53 | 0.4% |
| Q4 2018 | 148 | $851.9M | 7,561,964 | 1 | 3 | 5 | 0.3% |