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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

258 managers (262 13F filers) reported a position in IYG shares at 2026-06-30, 16,365,205 shares in all. 25 filers opened a position and 26 filers sold out during the quarter.

Managers
258
13F filers
262
New
25
Added
74
Reduced
86
Sold out
26
Shares held by filers
16,365,205

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Dynasty Wealth Management, LLC1,545,194$140M1.04%-633,87713F-HRTimeline
RiverFront Investment Group, LLC1,523,347$138M1.82%+45,26013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,387,734$126M0.01%+354,41213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,224,738$111M0.01%-168,85813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,222,231$111M0.03%-23,96613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,088,602$98.5M0.01%+54,21313F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC739,777$66.9M1.03%-156,32613F-HRTimeline
OpenArc Corporate Advisory, LLC487,555$44.1M0.52%-277,77513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/479,885$43.4M<0.01%+9,60713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC461,178$41.7M0.01%+10,61113F-HRTimelineGroup
LPL Financial LLC448,681$40.6M0.01%-18,77813F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA436,095$39.5M0.01%+16,24313F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC362,421$32.8M0.41%-2,89113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN344,920$31.2M0.01%-10,24613F-HRTimelineGroup
Kozak & Associates, Inc.305,432$28.2M4.89%-124,95113F-HRTimeline
Circle Wealth Management, LLC294,600$26.7M0.33%013F-HRTimeline
Janney Montgomery Scott LLC196,911$17.8M0.03%-1,17213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/193,645$17.5M0.01%+6,15013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP155,400$14.1M0.01%-31,50013F-HRTimelineGroup
Holt Capital Advisors, L.L.C. dba Holt …153,440$13.9M1.63%+5,76113F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC148,491$13.4M0.16%013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC145,844$13.3M<0.01%-53,54113F-HRTimelineGroup
Private Advisor Group, LLC133,068$12M0.06%-75,84813F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.130,414$11.8M1.54%+2,58813F-HRTimeline
SAM Advisors, LLC119,266$10.8M2.95%+3,36013F-HRTimeline
Baltimore-Washington Financial Advisors…116,377$10.5M0.39%-312,32313F-HRTimeline
UBS Group AGgroup of 2 filers holding112,141$10.1M-1,066Timeline
Beacon Pointe Advisors, LLC97,752$8.84M0.04%-3,58313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP96,853$8.76M0.01%-39813F-HRTimelineGroup
Howard Capital Management Group, LLC93,198$8.43M0.52%-90513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.84,053$7.6M0.01%+6,65413F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$6.57M0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…70,874$6.41M0.02%+3,81413F-HRTimeline
SCOTIA CAPITAL INC.69,435$6.28M0.02%-3,03313F-HRTimeline
UNIQUE WEALTH, LLC66,997$6.06M0.71%-10,51813F-HRTimeline
J.W. COLE ADVISORS, INC.65,846$5.96M0.1%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP57,130$5.17M0.01%-2,23513F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,092$4.89M0.04%-65913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP50,139$4.53M<0.01%+4,05213F-HRTimelineGroup
Cetera Investment Advisers47,831$4.33M<0.01%-3,17113F-HRTimeline
Centerline Wealth Advisors, LLC46,093$4.17M1.31%-20,22713F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding45,927$4.15M+992Timeline
FORTE ASSET MANAGEMENT LLC45,898$4.15M1.7%+17,27913F-HRTimeline
Bernard Wealth Management Corp.43,980$3.98M1.47%-2,13413F-HRTimeline
Merit Financial Group, LLC43,756$3.96M0.02%-1,22313F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC38,867$3.52M<0.01%+53113F-HRTimeline
HighTower Advisors, LLC36,564$3.31M<0.01%-59213F-HRTimeline
Mariner, LLCin group Mariner, LLC35,200$3.18M<0.01%-1,49613F-HRTimelineGroup
IHT Wealth Management, LLC33,463$3.03M0.06%-8,97213F-HRTimeline
Advisory Services Network, LLC31,430$2.84M0.03%+1,15113F-HRTimeline
Storen Legacy Partners, LLC31,125$2.82M0.77%-10,78313F-HRTimeline
Diversified Enterprises, LLC30,843$2.79M0.14%-38513F-HRTimeline
MML INVESTORS SERVICES, LLC26,741$2.42M<0.01%-198,08413F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding25,716$2.33M+2,583Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,666$2.23M<0.01%+31213F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…24,320$2.2M<0.01%+5,29713F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS23,401$2.12M<0.01%+6013F-HRTimeline
Focus Financial Network, Inc.23,235$2.1M0.07%+1,06113F-HRTimeline
Steward Partners Investment Advisory, L…22,812$2.06M0.01%-67713F-HRTimeline
Creative Planningin group Creative Planning21,779$1.97M<0.01%-1,27613F-HRTimelineGroup
PATTEN & PATTEN INC/TN21,176$1.92M0.1%-5013F-HRTimeline
Koshinski Asset Management, Inc.20,836$1.89M0.1%+613F-HRTimeline
Geneos Wealth Management Inc.19,797$1.79M0.04%013F-HRTimeline
AMG National Trust Bank19,094$1.73M0.04%+1,12613F-HRTimeline
BLAIR WILLIAM & CO/IL18,973$1.72M<0.01%+16,69113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,260$1.65M0.02%+113F-HRTimelineGroup
OMNI 360 Wealth, Inc.16,775$1.52M0.7%+1,97713F-HRTimeline
FMR LLCin group FMR LLC16,695$1.51M<0.01%+7713F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,393$1.48M<0.01%-3,13113F-HRTimelineGroup
Caliber Wealth Management, LLC / KS16,293$1.47M0.14%+113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,019$1.36M0.01%-1,14813F-HRTimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC13,104$1.19M<0.01%013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC12,822$1.16M0.7%-2213F-HRTimeline
GARRISON POINT ADVISORS, LLC12,575$1.14M0.46%-14513F-HRTimeline
Sequent Planning LLC12,317$1.11M0.24%+1,23613F-HRTimeline
Cambridge Investment Research Advisors,…12,309$1.11M<0.01%-1,93413F-HR/ATimeline
Mine & Arao Wealth Creation & Managemen…12,073$1.09M0.4%+2713F-HRTimeline
NewEdge Advisors, LLC12,062$1.09M<0.01%+1,26813F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …11,752$1.06M0.01%+1,03013F-HRTimelineGroup
Qube Research & Technologies Ltd11,457$1.04M<0.01%new13F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,019$997K0.01%013F-HRTimelineGroup
&PARTNERS10,882$985K<0.01%-3,10213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\10,812$978K<0.01%-47713F-HRTimelineGroup
Savant Capital, LLC10,692$967K<0.01%+213F-HRTimeline
Cyndeo Wealth Partners, LLC10,499$950K0.04%-5,62613F-HRTimeline
Prospera Financial Services Inc10,429$944K0.01%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,359$937K<0.01%-14613F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV10,198$923K<0.01%+1,93013F-HR/ATimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,840$890K<0.01%+4913F-HRTimelineGroup
TritonPoint Partners, LLCgroup of 2 filers holding9,588$867K+1,331Timeline
Sanctuary Advisors, LLC9,257$838K<0.01%-1,30213F-HRTimeline
Sequoia Financial Advisors, LLC9,254$837K<0.01%-1,27713F-HRTimeline
WBH ADVISORY INC8,903$805K0.05%-15613F-HRTimeline
Quotient Wealth Partners, LLC8,453$765K0.02%+11713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC8,261$747K<0.01%+1,30513F-HRTimelineGroup
Cordatus Wealth Management LLC8,256$747K0.16%013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,247$678K<0.01%+9513F-HRTimeline
Financial Partners Group, Inc6,922$626K0.06%+6613F-HRTimeline
Lakeshore Capital Group, Inc.6,891$623K0.46%-1413F-HRTimeline
Harbor Asset Planning, Inc.6,719$608K0.46%-33313F-HRTimeline
Castle Rock Wealth Management, LLC6,322$584K0.11%-27113F-HRTimeline
Cresset Asset Management, LLC6,444$583K<0.01%-2,69013F-HRTimeline
Quantinno Capital Management LP6,389$578K<0.01%-76613F-HRTimeline
Investmark Advisory Group LLC6,235$564K0.21%+1513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO6,231$564K0.14%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd6,213$562K0.01%+3,16613F-HRTimelineGroup
TRUE Private Wealth Advisors6,207$562K0.05%013F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.6,016$544K<0.01%+1,43613F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,927$536K<0.01%+57613F-HRTimelineGroup
Objective Capital Management, LLC5,867$531K0.47%+213F-HRTimeline
Horizon Family Wealth, Inc.5,758$521K0.24%+89313F-HRTimeline
New Insight Wealth Advisors5,395$488K0.14%-43913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM5,327$482K0.03%-1,04513F-HRTimelineGroup
StoneX Group Inc.in group StoneX Group Inc.5,253$475K0.02%-88113F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,115$463K<0.01%-21113F-HRTimelineGroup
EARNED WEALTH ADVISORS, LLC5,018$454K0.03%+20813F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,945$447K0.01%013F-HRTimeline
Arax Advisory Partners4,899$443K<0.01%+3,06913F-HRTimeline
Waverly Advisors, LLC4,683$424K<0.01%-22013F-HRTimeline
Register Financial Advisors LLC4,589$415K0.13%+813F-HRTimeline
PUREfi Wealth, LLC4,450$403K0.22%-34813F-HRTimeline
XP Advisory US, Inc.4,440$402K0.22%13F-HRTimeline
D.A. DAVIDSON & CO.4,373$396K<0.01%-41313F-HRTimeline
HARBOUR INVESTMENTS, INC.4,268$386K0.01%-5013F-HRTimeline
HBK Sorce Advisory LLC3,795$370K0.01%013F-HRTimeline
Chicago Partners Investment Group LLC3,874$364K0.01%+8813F-HRTimeline
Traveka Wealth, LLC3,990$361K0.12%+27413F-HRTimeline
Vise Technologies, Inc.3,849$348K<0.01%new13F-HRTimeline
Summit Financial, LLC3,842$348K<0.01%-40513F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,816$345K0.09%new13F-HRTimeline
AdvisorNet Financial, Inc3,715$336K0.02%-72913F-HRTimeline
Avidian Wealth Enterprises, LLC3,663$331K0.01%-99413F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,580$324K<0.01%013F-HRTimelineGroup
WEDBUSH SECURITIES INC3,543$321K0.01%-11713F-HRTimeline
Fairvoy Private Wealth, LLC3,528$319K0.06%-74613F-HRTimeline
Foundations Investment Advisors, LLC3,508$317K<0.01%-1,61413F-HRTimeline
Valmark Advisers, Inc.3,495$316K<0.01%013F-HRTimeline
Athena Investment Management3,345$303K0.18%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,336$302K<0.01%+12013F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.3,326$301K0.1%-36113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,300$299K0.01%-5713F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,265$295K<0.01%-35913F-HRTimelineGroup
Argos Wealth Advisors, LLC3,246$294K0.08%013F-HRTimeline
Xcelsior Advisor Partners LLC3,232$292K0.04%new13F-HRTimeline
Asset Dedication, LLC3,213$291K0.02%013F-HRTimeline
Sensible Money, LLC3,213$291K0.08%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,103$286K0.02%+20313F-HRTimeline
Wealth Forward, LLC3,165$286K0.14%013F-HRTimeline
Union Bancaire Privee, UBP SA3,000$272K<0.01%013F-HRTimeline
FLOW TRADERS U.S. LLC2,973$269K0.01%-11,96713F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,860$268K0.1%013F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC2,948$267K0.07%+113F-HRTimeline
Sigma Planning Corp2,931$265K0.01%+313F-HRTimeline
Black Diamond Financial, LLC2,931$265K0.02%013F-HRTimeline
Capital Investment Advisors, LLC2,882$261K<0.01%013F-HRTimeline
Clearstead Advisors, LLC2,848$258K<0.01%013F-HRTimeline
Mutual Advisors, LLC2,800$253K<0.01%013F-HRTimeline
Pointe Capital Management LLC2,786$252K0.11%013F-HRTimeline
Fiduciary Alliance LLC2,765$250K0.02%013F-HRTimeline
Moors & Cabot, Inc.2,663$241K0.01%+12013F-HRTimeline
Nuveen, LLCin group TIAA2,652$240K<0.01%new13F-HRTimelineGroup
Clark Asset Management, LLC2,631$238K0.02%new13F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,581$234K<0.01%013F-HRTimelineGroup
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,517$228K<0.01%013F-HRTimelineGroup
ADELL HARRIMAN & CARPENTER INC2,400$217K0.01%new13F-HRTimeline
Royal Capital Wealth Management, LLC2,400$217K0.12%new13F-HRTimeline
Crescent Grove Advisors, LLC2,379$215K0.02%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,371$215K<0.01%new13F-HR/ATimelineGroup
Prime Capital Investment Advisors, LLC2,340$212K<0.01%-7713F-HRTimeline
Bravera Wealth2,325$210K0.08%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,297$208K<0.01%-3713F-HRTimelineGroup
DAVENPORT & Co LLC2,272$206K<0.01%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC2,240$203K0.1%new13F-HRTimeline
Interchange Capital Partners, LLC2,222$201K0.04%-1,20013F-HRTimeline
Pinnacle Financial Group, LLC / IL2,220$201K0.05%new13F-HRTimeline
Founders Financial Alliance, LLC2,192$198K0.03%-10113F-HRTimeline
Aptus Capital Advisors, LLC2,148$194K<0.01%-10813F-HRTimeline
GAMMA Investing LLC2,123$192K0.01%+59213F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,867$169K<0.01%-15,66413F-HRTimelineGroup
LANARK FINANCIAL, INC.1,825$165K0.01%-313F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,777$161K0.01%+113F-HRTimeline
Allworth Financial LP1,767$160K<0.01%+2513F-HRTimeline
Mosley Wealth Management1,388$126K0.04%-7,24313F-HRTimeline
Cypress Capital Management LLC (WY)1,333$121K0.1%-4613F-HRTimeline
EP Wealth Advisors, LLC1,302$118K<0.01%new13F-HRTimeline
Burk Holdings LLC1,233$112K0.04%013F-HRTimeline
Integrated Wealth Concepts LLC1,208$109K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,198$108K<0.01%-91713F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,050$97.6K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC1,014$91.7K0.05%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,000$90K<0.01%new13F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,000$89.9K<0.01%013F-HRTimelineGroup
Rosenberg Matthew Hamilton900$81.4K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC850$76.9K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC754$68.2K<0.01%+6913F-HRTimeline
Activest Wealth Management740$66.9K0.01%new13F-HRTimeline
AE Wealth Management LLC735$66.5K<0.01%+12613F-HRTimeline
CENTRAL TRUST Co720$65.1K<0.01%013F-HRTimeline
Tidemark, LLC717$64.9K0.01%013F-HRTimeline
Institute for Wealth Management, LLC.677$61.2K0.01%new13F-HRTimeline