iSHARES TRUST - IYG

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.432B

QoQ value delta ($000)

+$273.6M (+23.62%)

Implied price effect (QoQ)

+3.16%

Total shares

15,513,611

QoQ shares delta

+2,567,757 (+19.83%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 3 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
RiverFront Investment Group, LLC	133,672	1,449,021	2.2%
ENVESTNET ASSET MANAGEMENT INC	122,608	1,329,086	0.04%
MORGAN STANLEY	99,616	1,079,849	0.01%
JPMORGAN CHASE & CO	95,176	1,031,721	0.01%
GOLDMAN SACHS GROUP INC	94,257	1,021,757	0.01%
OpenArc Corporate Advisory, LLC	55,635	603,090	0.92%
SAGESPRING WEALTH PARTNERS, LLC	53,175	576,423	0.97%
Dynasty Wealth Management, LLC	49,084	532,080	0.48%
LPL Financial LLC	44,274	479,941	0.01%
BANK OF AMERICA CORP /DE/	43,868	475,540	0.0%
RAYMOND JAMES FINANCIAL INC	41,499	449,860	0.01%
ROYAL BANK OF CANADA	40,940	443,794	0.01%
Kozak & Associates, Inc.	39,663	420,525	7.66%
Baltimore-Washington Financial Advisors, Inc.	38,428	416,568	1.6%
WELLS FARGO & COMPANY/MN	32,742	354,927	0.01%
PGIM Custom Harvest LLC	27,297	295,907	0.4%
Circle Wealth Management, LLC	27,176	294,600	0.42%
MML INVESTORS SERVICES, LLC	23,405	253,715	0.06%
AMERIPRISE FINANCIAL INC	21,011	227,801	0.0%
Janney Montgomery Scott LLC	18,853	204,367	0.04%
Private Advisor Group, LLC	16,476	178,608	0.08%
CAPTRUST FINANCIAL ADVISORS	15,621	169,342	0.03%
BANK OF MONTREAL /CAN/	15,375	166,669	0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	13,924	150,941	0.22%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	13,656	148,034	1.83%