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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

255 managers (255 13F filers) reported a position in IYG shares at 2025-03-31, 13,442,257 shares in all. 30 filers opened a position and 21 filers sold out during the quarter.

Managers
255
13F filers
255
New
30
Added
88
Reduced
64
Sold out
21
Shares held by filers
13,442,257

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Y.D. More Investments Ltdin group Y.D. More Investments Ltd650$50.8K<0.01%+30013F-HRTimelineGroup
Qube Research & Technologies Ltd644$50.6K<0.01%new13F-HRTimeline
Comprehensive Financial Planning, Inc./…643$50.5K0.05%+213F-HRTimeline
Parallel Advisors, LLC622$48.8K<0.01%+213F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC600$47.1K0.01%013F-HRTimeline
MATHER GROUP, LLC.543$42.7K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…534$41.9K0.01%013F-HRTimeline
AE Wealth Management LLC528$41.5K<0.01%+5513F-HRTimeline
Physician Wealth Advisors, Inc.528$41.5K0.01%+113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC450$35.3K<0.01%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC351$28K<0.01%+12613F-HRTimelineGroup
Fairscale Capital, LLC342$26.9K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC339$26.6K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.339$26.6K0.01%+113F-HRTimeline
Roxbury Financial LLC302$25.2K0.02%+113F-HRTimeline
Park Square Financial Group, LLC300$23.6K0.02%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$21.4K<0.01%013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC270$21.2K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC251$20K<0.01%+12613F-HRTimeline
NFSG Corp250$19.6K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$18.9K<0.01%013F-HRTimelineGroup
Atala Financial Inc240$18.9K0.01%013F-HRTimeline
Allworth Financial LP237$18.2K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…232$18.2K<0.01%013F-HRTimelineGroup
TSFG, LLC225$18K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC216$17K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…207$16.3K<0.01%-10813F-HRTimeline
Indiana Trust & Investment Management Co201$15.8K0.01%013F-HRTimeline
Financial Avengers, Inc.200$15.7K0.01%-20013F-HR/ATimeline
Mascoma Wealth Management LLC189$14.8K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC165$13K0.01%13F-HRTimeline
Medallion Wealth Advisors, LLC165$12.9K0.01%013F-HRTimeline
Front Row Advisors LLC150$11.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$11.5K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.132$10.4K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC126$9.9K<0.01%013F-HRTimeline
Rise Advisors, LLC126$9.9K<0.01%new13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management111$8.72K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC105$8.25K<0.01%013F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors105$8.15K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC99$7.78K<0.01%013F-HR/ATimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…100$7.45K<0.01%new13F-HRTimelineGroup
SIMPLEX TRADING, LLC99$7K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc81$6.36K<0.01%013F-HRTimeline
New Millennium Group LLC60$4.71K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.57$4.48K<0.01%013F-HR/ATimeline
GoalVest Advisory LLC56$4.4K<0.01%013F-HRTimeline
Bellwether Advisors, LLC42$3.3K<0.01%013F-HRTimeline
AlphaCore Capital LLC41$3.22K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC33$2.59K<0.01%013F-HRTimeline
Costello Asset Management, INC30$2.36K<0.01%new13F-HRTimeline
FAS Wealth Partners, Inc.18$1.41K<0.01%013F-HRTimeline
Key Financial Inc18$1.41K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$79<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-12313F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.