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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, 16,363,998 shares in all. 24 filers opened a position and 26 filers sold out during the quarter.

Managers
258
13F filers
262
New
24
Added
74
Reduced
86
Sold out
26
Shares held by filers
16,363,998

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
Parallel Advisors, LLC627$56.8K<0.01%+113F-HRTimeline
TD Waterhouse Canada Inc.603$55.6K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC583$52.8K<0.01%013F-HRTimeline
3Chopt Investment Partners, LLC580$52.5K0.01%013F-HRTimeline
High Point Wealth Management, LLC544$49.2K0.04%+113F-HRTimeline
MATHER GROUP, LLC.543$49.1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.531$48.1K0.01%013F-HRTimeline
AlphaCore Capital LLC500$45.2K<0.01%-2,27613F-HRTimeline
Ashton Thomas Private Wealth, LLC497$45K<0.01%013F-HRTimeline
Swisher Financial Concepts, Inc.462$41.8K0.03%-2,07513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC450$40.7K<0.01%013F-HRTimeline
Merrithew & Thorsten Inc425$38K0.03%+113F-HRTimeline
JPL Wealth Management, LLC391$35.4K0.01%new13F-HRTimeline
Highland Investment Advisors LLC373$33.8K0.01%13F-HRTimeline
Keating Financial Advisory Services, In…345$31.2K<0.01%+17113F-HRTimeline
SOA Wealth Advisors, LLC.344$31.1K0.01%+113F-HRTimeline
Fairscale Capital, LLC342$30.9K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC339$30.7K0.02%013F-HRTimeline
Synergy Investment Management, LLC310$28K0.01%+9113F-HRTimeline
Roxbury Financial LLC303$27.4K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.300$27.1K<0.01%013F-HRTimeline
CX Institutional283$26K<0.01%-2,92113F-HRTimeline
Buck Wealth Strategies, LLC285$25.8K<0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$24.7K<0.01%013F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.254$23K<0.01%+14013F-HRTimelineGroup
Farther Finance Advisors, LLC253$22.9K<0.01%+7013F-HRTimeline
NFSG Corp253$22.9K<0.01%013F-HRTimeline
Hilton Head Capital Partners, LLC249$22.5K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$21.7K<0.01%013F-HRTimelineGroup
Markowski Investments239$21.6K<0.01%13F-HRTimeline
Glen Eagle Advisors, LLC216$19.5K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC195$17.6K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC189$17.1K<0.01%013F-HRTimeline
TSFG, LLC175$16K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC165$14.9K<0.01%013F-HRTimeline
Monetary Solutions, Ltd162$14.7K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co158$14.3K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$13.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…125$11.3K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp121$10.9K0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…120$10.9K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors105$9.51K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC99$8.96K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management85$7.69K<0.01%-1313F-HRTimelineGroup
LOWE BROCKENBROUGH & CO INC69$6.24K<0.01%013F-HRTimeline
Financial Life Planners61$5.52K<0.01%013F-HRTimeline
WHITTIER TRUST CO57$5.39K<0.01%new13F-HRTimeline
Triumph Capital Management49$4.43K<0.01%-23913F-HRTimeline
Washington Trust Advisors, Inc.49$4.43K<0.01%013F-HRTimeline
EVOLUTION WEALTH MANAGEMENT INC.32$2.9K<0.01%new13F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.28$2.55K<0.01%013F-HRTimeline
Global Retirement Partners, LLC24$2.17K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$2.08K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.18$1.63K<0.01%013F-HRTimeline
Key Financial Inc18$1.63K<0.01%013F-HRTimeline
PlanVest Financial, Inc13$1.18K<0.01%013F-HRTimeline
Larson Financial Group LLC5$452<0.01%new13F-HRTimeline
Parkside Financial Bank & Trust1$92<0.01%013F-HRTimeline