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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

259 managers (261 13F filers) reported a position in IYG shares at 2025-12-31, 15,503,261 shares in all. 29 filers opened a position and 27 filers sold out during the quarter.

Managers
259
13F filers
261
New
29
Added
92
Reduced
68
Sold out
27
Shares held by filers
15,503,261

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Rosenberg Matthew Hamilton900$83K0.02%013F-HRTimeline
AE Wealth Management LLC809$74.7K<0.01%+18813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.750$69.2K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co718$66.2K<0.01%+213F-HRTimeline
Tidemark, LLC717$66.1K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC660$60.9K<0.01%-3213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd650$60K<0.01%013F-HRTimelineGroup
Comprehensive Financial Planning, Inc./…648$59.8K0.04%+113F-HRTimeline
Parallel Advisors, LLC625$57.7K<0.01%+213F-HRTimeline
Founders Financial Alliance, LLC602$55.5K0.01%-1,68013F-HRTimeline
Smartleaf Asset Management LLC594$55.2K<0.01%+19213F-HRTimeline
3Chopt Investment Partners, LLC580$53.5K0.01%013F-HRTimeline
High Point Wealth Management, LLC541$49.9K0.05%13F-HRTimeline
Physician Wealth Advisors, Inc.530$48.9K0.01%+113F-HRTimeline
Merrithew & Thorsten Inc423$39K0.04%13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC383$35.3K<0.01%013F-HRTimeline
Fairscale Capital, LLC342$31.6K0.02%013F-HRTimeline
SOA Wealth Advisors, LLC.342$31.5K0.01%+113F-HRTimeline
Frazier Financial Advisors, LLC339$31.3K0.02%013F-HRTimeline
Farther Finance Advisors, LLC315$29.1K<0.01%new13F-HRTimeline
Annis Gardner Whiting Capital Advisors,…306$28.2K0.01%new13F-HRTimeline
Roxbury Financial LLC302$27.8K0.02%013F-HRTimeline
Strategic Wealth Partners, Ltd.300$27.7K<0.01%013F-HRTimeline
Triumph Capital Management288$26.6K0.01%new13F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$25.2K<0.01%013F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC261$24.1K0.01%-4513F-HRTimeline
NFSG Corp252$23.2K<0.01%+113F-HRTimeline
Capital Advisors, Ltd. LLC253$23K<0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC249$23K0.01%13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$22.1K<0.01%013F-HRTimelineGroup
Glen Eagle Advisors, LLC216$19.9K<0.01%013F-HRTimeline
Mascoma Wealth Management LLC189$17.4K<0.01%013F-HRTimeline
TSFG, LLC175$16K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC165$15.2K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC165$15.2K0.01%013F-HRTimeline
Monetary Solutions, Ltd162$14.9K0.01%13F-HRTimeline
Indiana Trust & Investment Management Co158$14.6K<0.01%-4313F-HRTimeline
Front Row Advisors LLC150$13.8K<0.01%013F-HRTimeline
Keating Financial Advisory Services, In…149$13.7K<0.01%13F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$13.6K<0.01%013F-HRTimeline
Sound Income Strategies, LLC130$12K<0.01%new13F-HRTimeline
QUADRANT CAPITAL GROUP LLC126$11.6K<0.01%013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.114$10.5K<0.01%-14,34213F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors105$9.76K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC99$9.13K<0.01%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98$9.04K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc81$7.47K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC69$6.37K<0.01%013F-HRTimeline
New Millennium Group LLC60$5.54K<0.01%013F-HRTimeline
Washington Trust Advisors, Inc.49$4.52K<0.01%-5613F-HRTimeline
SIMPLEX TRADING, LLC44$4.06K<0.01%-15613F-HRTimeline
Blue Trust, Inc.33$3.04K<0.01%-4813F-HRTimeline
Global Retirement Partners, LLC24$2.21K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$2.12K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.18$1.66K<0.01%013F-HRTimeline
Key Financial Inc18$1.66K<0.01%013F-HRTimeline
SageView Advisory Group, LLC12$1.11K<0.01%new13F-HRTimeline
Key Capital Management, INC10$923<0.01%13F-HRTimeline
Parkside Financial Bank & Trust1$94<0.01%013F-HRTimeline