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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

252 managers (252 13F filers) reported a position in IYG shares at 2025-09-30, 13,451,999 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
252
13F filers
252
New
26
Added
81
Reduced
74
Sold out
19
Shares held by filers
13,451,999

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
AE Wealth Management LLC621$55.7K<0.01%+7313F-HRTimeline
3Chopt Investment Partners, LLC580$52K0.01%013F-HRTimeline
PRIVATE TRUST CO NA570$51.1K<0.01%013F-HRTimeline
MATHER GROUP, LLC.543$48.7K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.529$47.4K0.01%013F-HRTimeline
AlphaCore Capital LLC523$46.9K<0.01%+113F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC451$40.4K<0.01%-17113F-HRTimelineGroup
SALEM INVESTMENT COUNSELORS INC450$40.3K<0.01%013F-HRTimeline
Hopwood Financial Services, Inc.415$37.2K0.02%-24313F-HRTimeline
Smartleaf Asset Management LLC402$36.3K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC383$34.3K<0.01%013F-HRTimeline
Fairscale Capital, LLC342$30.7K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.341$30.5K0.01%+113F-HRTimeline
Frazier Financial Advisors, LLC339$30.4K0.02%013F-HRTimeline
CX Institutional330$30K<0.01%-62013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC306$27.4K0.01%new13F-HRTimeline
Roxbury Financial LLC302$27K0.02%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC297$27K<0.01%-70913F-HRTimelineGroup
Strategic Wealth Partners, Ltd.300$26.9K<0.01%013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$24.5K<0.01%013F-HRTimelineGroup
Capital Advisors, Ltd. LLC252$23K<0.01%+113F-HRTimeline
Painted Porch Advisors LLC255$22.9K0.01%new13F-HRTimeline
NFSG Corp251$22.5K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$21.5K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC216$19.4K<0.01%013F-HRTimeline
MANNING & NAPIER ADVISORS LLC213$19.1K<0.01%new13F-HRTimeline
Indiana Trust & Investment Management Co201$18K0.01%013F-HRTimeline
SIMPLEX TRADING, LLC200$17K<0.01%new13F-HRTimeline
Mascoma Wealth Management LLC189$16.9K<0.01%013F-HRTimeline
TSFG, LLC175$16K<0.01%-5013F-HRTimeline
Wealth Preservation Advisors, LLC165$14.8K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC165$14.8K0.01%013F-HRTimeline
Front Row Advisors LLC150$13.4K<0.01%013F-HRTimeline
Heartwood Wealth Advisors LLC150$13.4K<0.01%new13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$13.2K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC126$11.3K<0.01%new13F-HRTimeline
Colonial Trust Co / SCin group Colonial Trust Advisors105$9.47K<0.01%013F-HRTimelineGroup
Washington Trust Advisors, Inc.105$9.41K<0.01%013F-HRTimeline
Golden State Wealth Management, LLC99$8.87K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98$8.79K<0.01%013F-HRTimelineGroup
Turim 21 Investimentos Ltda.95$8.26K<0.01%new13F-HRTimeline
Blue Trust, Inc.81$7.26K<0.01%new13F-HRTimeline
Gen-Wealth Partners Inc81$7.26K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC69$6.18K<0.01%new13F-HRTimeline
WEST PACES ADVISORS INC.64$5.74K<0.01%-29913F-HRTimeline
Financial Life Planners60$5.42K<0.01%new13F-HRTimeline
New Millennium Group LLC60$5.38K<0.01%013F-HRTimeline
Global Retirement Partners, LLC24$2.15K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$2.06K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.18$1.61K<0.01%013F-HRTimeline
Key Financial Inc18$1.6K<0.01%013F-HRTimeline
Parkside Financial Bank & Trust1$91<0.01%013F-HRTimeline