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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

249 managers (249 13F filers) reported a position in IYG shares at 2024-12-31, 12,415,747 shares in all. 32 filers opened a position and 18 filers sold out during the quarter.

Managers
249
13F filers
249
New
32
Added
66
Reduced
70
Sold out
18
Shares held by filers
12,415,747

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Frazier Financial Advisors, LLC339$26.4K0.02%-15013F-HRTimeline
SOA Wealth Advisors, LLC.338$26.3K<0.01%+113F-HR/ATimeline
Roxbury Financial LLC301$24.8K0.02%13F-HRTimeline
Capital Investment Advisory Services, L…315$24.5K<0.01%+113F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$22.9K<0.01%013F-HRTimelineGroup
GLENMEDE TRUST CO NAin group GLENMEDE TRUST CO NA288$22.4K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC270$21K<0.01%013F-HRTimeline
Allworth Financial LP237$19.4K<0.01%+613F-HRTimeline
NFSG Corp249$19.4K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$18.7K<0.01%013F-HRTimelineGroup
Atala Financial Inc240$18.7K0.01%13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…232$18.1K<0.01%new13F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC225$18K<0.01%013F-HRTimelineGroup
TSFG, LLC225$18K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC216$16.8K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co201$15.6K0.01%013F-HRTimeline
Mascoma Wealth Management LLC189$14.7K<0.01%013F-HRTimeline
Fortis Group Advisors, LLC178$13.8K<0.01%-6213F-HRTimeline
Medallion Wealth Advisors, LLC165$12.8K0.01%13F-HRTimeline
Front Row Advisors LLC150$11.7K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$11.4K<0.01%013F-HRTimeline
North Star Investment Management Corp.138$10.7K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.132$10.3K<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…123$10.1K<0.01%013F-HRTimeline
IFP Advisors, Inc129$10K<0.01%new13F-HRTimeline
Capital Advisors, Ltd. LLC125$10K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC126$9.8K<0.01%013F-HRTimeline
Householder Group Estate & Retirement S…125$9K0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management111$8.64K<0.01%013F-HRTimelineGroup
Coppell Advisory Solutions LLC108$8.4K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC105$8.17K<0.01%-24013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors105$7.9K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC99$7.7K<0.01%13F-HRTimeline
Transce3nd, LLC83$6.46K<0.01%13F-HRTimeline
Gen-Wealth Partners Inc81$6.3K<0.01%013F-HRTimeline
Venturi Wealth Management, LLC66$5.14K<0.01%013F-HRTimeline
New Millennium Group LLC60$4.67K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.57$4.43K<0.01%13F-HRTimeline
GoalVest Advisory LLC56$4.36K<0.01%new13F-HRTimeline
Bellwether Advisors, LLC42$3.27K<0.01%new13F-HRTimeline
Tower View Wealth Management LLC39$3.04K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC33$2.57K<0.01%new13F-HRTimeline
Laurel Wealth Advisors LLC30$2.33K<0.01%013F-HRTimeline
Kiely Wealth Advisory Group, Inc.27$2.25K<0.01%013F-HRTimeline
Global Retirement Partners, LLC24$1.87K<0.01%013F-HRTimeline
FAS Wealth Partners, Inc.18$1.4K<0.01%new13F-HRTimeline
Key Financial Inc18$1.4K<0.01%013F-HRTimeline
Hemington Wealth Management15$1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC6$467<0.01%-1,27513F-HRTimeline