Who Owns ISHARES (IYG)? -- Institutional Holders (2026-06-30)

289 institutions reported holding $1.48B of ISHARES (IYG) in SEC 13F filings for 2026-06-30. Largest institutional holders: Dynasty Wealth Management, LLC ($139.8M), RiverFront Investment Group, LLC ($137.8M), GOLDMAN SACHS GROUP INC ($125.5M), JPMORGAN CHASE & CO ($110.9M), ENVESTNET ASSET MANAGEMENT INC ($110.6M). Source: SEC Form 13F.

RankInstitutionValueSharesChange
1Dynasty Wealth Management, LLC$139.8M1.5MTrimmed
2RiverFront Investment Group, LLC$137.8M1.5MAdded
3GOLDMAN SACHS GROUP INC$125.5M1.4MAdded
4JPMORGAN CHASE & CO$110.9M1.2MTrimmed
5ENVESTNET ASSET MANAGEMENT INC$110.6M1.2MTrimmed
6MORGAN STANLEY$98.5M1.1MAdded
7SAGESPRING WEALTH PARTNERS, LLC$66.9M739,777Trimmed
8OpenArc Corporate Advisory, LLC$44.1M487,555Trimmed
9BANK OF AMERICA CORP /DE/$43.4M479,885Added
10RAYMOND JAMES FINANCIAL INC$41.7M461,178Added
11LPL Financial LLC$40.6M448,681Trimmed
12Royal Bank of Canada$39.5M436,095Added
13PGIM Custom Harvest LLC$32.8M362,421Trimmed
14WELLS FARGO & COMPANY/MN$31.2M344,920Trimmed
15Kozak & Associates, Inc.$28.2M305,432Trimmed
16Circle Wealth Management, LLC$26.7M294,600Hold
17Janney Montgomery Scott LLC$17.8M196,911Trimmed
18BANK OF MONTREAL /CAN/$17.5M193,645Added
19TWO SIGMA INVESTMENTS, LP$14.1M155,400Trimmed
20Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.$13.9M153,440Added
21FERGUSON WELLMAN CAPITAL MANAGEMENT, INC$13.4M148,491Hold
22AMERIPRISE FINANCIAL INC$13.3M145,844Trimmed
23Private Advisor Group, LLC$12.0M133,068Trimmed
24ARKANSAS FINANCIAL GROUP, INC.$11.8M130,414Added
25SAM Advisors, LLC$10.8M119,266Added

来源：SEC 13F 申报文件 · 截至 2026-06-30