Skip to content
Disclosery

IYG ISHARES TR

Follow

U.S. FIN SVC ETF (fund)

261 managers (265 13F filers) reported a position in IYG shares at 2026-03-31, 18,194,612 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
261
13F filers
265
New
32
Added
93
Reduced
72
Sold out
25
Shares held by filers
18,194,612

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Tidemark, LLC717$59.4K0.02%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC685$56.7K<0.01%+2513F-HRTimeline
Comprehensive Financial Planning, Inc./…650$53.9K0.04%+213F-HRTimeline
Parallel Advisors, LLC626$51.9K<0.01%+113F-HR/ATimeline
AE Wealth Management LLC609$50.4K<0.01%-20013F-HRTimeline
3Chopt Investment Partners, LLC580$48K0.01%013F-HRTimeline
Smartleaf Asset Management LLC583$47.1K<0.01%-1113F-HRTimeline
MATHER GROUP, LLC.543$45K<0.01%new13F-HRTimeline
High Point Wealth Management, LLC543$45K0.04%+213F-HRTimeline
Physician Wealth Advisors, Inc.531$44K0.01%+113F-HRTimeline
Ashton Thomas Private Wealth, LLC497$41.2K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC450$37.3K<0.01%new13F-HR/ATimeline
Merrithew & Thorsten Inc424$35K0.03%+113F-HRTimeline
Capital Advisors, Ltd. LLC379$31K<0.01%+12613F-HRTimeline
SOA Wealth Advisors, LLC.343$28.4K0.01%+113F-HRTimeline
Fairscale Capital, LLC342$28.3K0.02%013F-HRTimeline
Frazier Financial Advisors, LLC339$28.1K0.02%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…306$25.4K<0.01%013F-HRTimeline
Roxbury Financial LLC303$25.1K0.02%+113F-HRTimeline
Strategic Wealth Partners, Ltd.300$24.9K<0.01%013F-HRTimeline
Triumph Capital Management288$23.9K<0.01%013F-HRTimeline
Ascentis Independent Advisorsin group Ascentis Wealth Management, L…287$23.8K<0.01%new13F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.273$22.6K<0.01%013F-HRTimelineGroup
NFSG Corp253$20.9K<0.01%+113F-HRTimeline
Hilton Head Capital Partners, LLC249$20.6K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC240$19.9K<0.01%013F-HRTimelineGroup
Capital Advisor Network LLC221$18.3K0.03%13F-HR/ATimeline
Synergy Investment Management, LLC219$18.1K0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC216$17.9K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC195$16.2K<0.01%-6613F-HRTimeline
Mascoma Wealth Management LLC189$15.7K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC183$15.2K<0.01%-13213F-HRTimeline
Keating Financial Advisory Services, In…174$14.4K<0.01%+2513F-HRTimeline
TSFG, LLC175$14K<0.01%013F-HRTimeline
Wealth Preservation Advisors, LLC165$13.7K0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC165$13.7K<0.01%013F-HRTimeline
Monetary Solutions, Ltd162$13.4K0.01%013F-HRTimeline
Indiana Trust & Investment Management Co158$13.1K<0.01%013F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC153$12.7K<0.01%new13F-HRTimeline
Front Row Advisors LLC150$12.4K<0.01%013F-HRTimeline
Moisand Fitzgerald Tamayo, LLC147$12.2K<0.01%013F-HRTimeline
KERR FINANCIAL PLANNING Corp121$10.6K0.01%new13F-HR/ATimeline
QUADRANT CAPITAL GROUP LLC126$10.4K<0.01%013F-HR/ATimeline
Capital Investment Advisory Services, L…125$10.4K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…120$9.94K<0.01%new13F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.114$9.44K<0.01%013F-HRTimelineGroup
Colonial Trust Co / SCin group Colonial Trust Advisors105$8.49K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC99$8.2K<0.01%013F-HRTimeline
Sound Income Strategies, LLC98$8.13K<0.01%-3213F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management98$8.12K<0.01%013F-HRTimelineGroup
Gen-Wealth Partners Inc81$6.71K<0.01%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC69$5.72K<0.01%013F-HRTimeline
Financial Life Planners61$5.04K<0.01%new13F-HRTimeline
Washington Trust Advisors, Inc.49$4.06K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.28$2.33K<0.01%new13F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC23$1.91K<0.01%013F-HRTimelineGroup
FAS Wealth Partners, Inc.18$1.49K<0.01%013F-HRTimeline
Key Financial Inc18$1.49K<0.01%013F-HRTimeline
PlanVest Financial, Inc13$1.08K<0.01%13F-HRTimeline
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …10$828<0.01%new13F-HRTimelineGroup
Parkside Financial Bank & Trust1$84<0.01%013F-HRTimeline