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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

250 managers (250 13F filers) reported a position in IYG shares at 2025-06-30, 13,101,341 shares in all. 17 filers opened a position and 25 filers sold out during the quarter.

Managers
250
13F filers
250
New
17
Added
83
Reduced
79
Sold out
25
Shares held by filers
13,101,341

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Hopwood Financial Services, Inc.658$56.4K0.04%-4913F-HRTimeline
Comprehensive Financial Planning, Inc./…645$55.2K0.04%+213F-HRTimeline
Parallel Advisors, LLC623$53.3K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC622$53.2K<0.01%-5,37513F-HRTimelineGroup
Founders Financial Alliance, LLC599$51.3K0.01%-1,67413F-HRTimeline
3Chopt Investment Partners, LLC580$49.6K0.01%-70313F-HRTimeline
PRIVATE TRUST CO NA570$48.8K<0.01%-59013F-HRTimeline
AE Wealth Management LLC548$46.9K<0.01%+2013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…534$45.7K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.529$45.3K0.01%+113F-HRTimeline
AlphaCore Capital LLC522$44.7K<0.01%+48113F-HRTimeline
SALEM INVESTMENT COUNSELORS INC450$38.5K<0.01%013F-HR/ATimeline
EVOLUTION WEALTH MANAGEMENT INC.417$35.7K0.04%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC383$32.8K<0.01%+11313F-HRTimeline
WEST PACES ADVISORS INC.363$31.1K0.01%new13F-HRTimeline
Fairscale Capital, LLC342$29.8K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.340$29.1K0.01%+113F-HRTimeline
Frazier Financial Advisors, LLC339$29K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…306$26.2K0.01%new13F-HRTimeline
Roxbury Financial LLC302$25.8K0.03%013F-HRTimeline
Strategic Wealth Partners, Ltd.300$25.7K<0.01%13F-HRTimeline
Park Square Financial Group, LLC300$25.7K0.02%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$23.4K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC251$22K<0.01%013F-HRTimeline
NFSG Corp250$21.4K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$20.5K<0.01%013F-HRTimelineGroup
Allworth Financial LP237$20.3K<0.01%013F-HRTimeline
TSFG, LLC225$19K<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC216$18.5K<0.01%013F-HRTimeline
Indiana Trust & Investment Management Co201$17.2K0.01%013F-HRTimeline
Mascoma Wealth Management LLC189$16.2K<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC165$14.2K0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC165$14.1K0.01%013F-HRTimeline
Front Row Advisors LLC150$12.8K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$12.6K<0.01%013F-HRTimeline
Rise Advisors, LLC126$10.8K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.105$8.99K<0.01%-2713F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors105$8.9K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC99$8.47K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98$8.39K<0.01%-1313F-HRTimelineGroup
Gen-Wealth Partners Inc81$6.93K<0.01%013F-HRTimeline
New Millennium Group LLC60$5.14K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.57$4.88K<0.01%013F-HRTimeline
Bellwether Advisors, LLC42$3.6K<0.01%013F-HRTimeline
Global Retirement Partners, LLC24$2.05K<0.01%13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$1.97K<0.01%new13F-HRTimelineGroup
FAS Wealth Partners, Inc.18$1.54K<0.01%013F-HRTimeline
Key Financial Inc18$1.54K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$87<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.