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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

249 managers (249 13F filers) reported a position in IYG shares at 2024-12-31, 12,415,747 shares in all. 32 filers opened a position and 18 filers sold out during the quarter.

Managers
249
13F filers
249
New
32
Added
66
Reduced
70
Sold out
18
Shares held by filers
12,415,747

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
RiverFront Investment Group, LLC1,556,433$121M2.76%+49,74313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,438,526$112M0.04%-20,47213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,137,701$88.5M0.02%+16,19313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY910,463$70.8M<0.01%-70,97213F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC556,384$43.3M0.02%13F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA469,617$36.5M0.01%-1,31413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/462,205$36M<0.01%+35,57913F-HRTimelineGroup
LPL Financial LLC434,621$33.8M0.01%+18,68813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN389,987$30.3M0.01%-1,90813F-HRTimelineGroup
Baltimore-Washington Financial Advisors…389,794$30.3M1.56%+8,00013F-HRTimeline
Circle Wealth Management, LLC294,600$22.9M0.49%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO266,673$20.7M<0.01%+5,10313F-HRTimelineGroup
Kozak & Associates, Inc.261,636$20.5M4.69%+11,08713F-HRTimeline
Janney Montgomery Scott LLC239,817$18.7M0.05%-3,30213F-HRTimeline
UBS Group AGin group UBS Group AG183,631$14.3M<0.01%-22,18813F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS169,701$13.2M0.04%-15,25513F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC158,326$12.3M0.23%-38013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/152,162$11.8M0.01%+1,79413F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC136,462$10.6M0.21%+17,07113F-HRTimelineGroup
Independent Advisor Alliance127,252$9.9M0.13%new13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.123,993$9.65M1.56%-14,70813F-HRTimeline
SAM Advisors, LLC117,615$9.14M3.31%-2,69613F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …116,666$9.08M1.37%-5513F-HRTimeline
Howard Capital Management Group, LLC113,892$8.86M0.61%-56013F-HRTimeline
Private Advisor Group, LLC103,222$8.03M0.05%-4,31713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,409$7.81M0.01%+10,81313F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP77,156$6M0.01%-61913F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$5.65M0.01%013F-HR/ATimelineGroup
BlackRock, Inc.in group BlackRock, Inc.72,314$5.63M<0.01%-3,31013F-HRTimelineGroup
SCOTIA CAPITAL INC.67,289$5.24M0.03%-1,06713F-HRTimeline
Beacon Pointe Advisors, LLC65,696$5.11M0.06%-4,18913F-HRTimeline
Federation des caisses Desjardins du Qu…61,497$4.79M0.02%+5,75313F-HRTimeline
J.W. COLE ADVISORS, INC.60,810$4.73M0.19%-42913F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC58,963$4.59M2.54%+7,72413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.58,087$4.52M0.01%+21,83013F-HR/ATimelineGroup
HighTower Advisors, LLC52,367$4.07M0.01%+3,83913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$3.89M<0.01%new13F-HRTimelineGroup
Cetera Investment Advisers45,105$3.51M0.01%+19,33013F-HRTimeline
IHT Wealth Management, LLC43,917$3.42M0.11%-6,54613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,643$2.93M<0.01%-38113F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC35,795$2.79M<0.01%+5,38713F-HRTimelineGroup
Bernard Wealth Management Corp.35,361$2.75M1.29%13F-HR/ATimeline
Diversified Enterprises, LLC32,112$2.5M0.24%-64813F-HRTimeline
Family Firm, Inc.32,033$2.49M0.55%-2,70613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,887$2.4M<0.01%+15913F-HRTimelineGroup
COMERICA BANK28,572$2.22M0.01%+6,13713F-HR/ATimeline
Merit Financial Group, LLC27,672$2.15M0.04%013F-HRTimeline
Mariner, LLCin group Mariner, LLC24,943$1.94M<0.01%-14,12313F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,665$1.84M<0.01%+89113F-HRTimelineGroup
Creative Planningin group Creative Planning23,595$1.84M<0.01%+2,41313F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,636$1.76M0.15%+1,01213F-HRTimelineGroup
PATTEN & PATTEN INC/TN22,516$1.75M0.12%-21513F-HRTimeline
MML INVESTORS SERVICES, LLC22,204$1.73M0.01%+6,53213F-HRTimeline
Geneos Wealth Management Inc.21,756$1.69M0.06%+1,11013F-HRTimeline
Koshinski Asset Management, Inc.20,837$1.62M0.15%+8613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,935$1.47M0.02%-24013F-HRTimelineGroup
Advisory Services Network, LLC18,401$1.43M0.03%-52413F-HRTimeline
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,910$1.39M0.08%013F-HRTimeline
Focus Financial Network, Inc.17,440$1.36M0.05%-49413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,156$1.33M<0.01%+5,38713F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,286$1.19M<0.01%-12213F-HRTimeline
FMR LLCin group FMR LLC15,124$1.18M<0.01%-87513F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,631$1.14M<0.01%-7213F-HRTimelineGroup
Litman Gregory Wealth Management LLC14,385$1.12M0.1%013F-HRTimeline
GeoWealth Management, LLC14,252$1.11M0.04%-11,28813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC14,115$1.1M0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC13,645$1.06M0.5%013F-HRTimeline
Advisors Capital Management, LLC12,941$1.01M0.02%-76713F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC12,658$985K0.71%-36113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.12,126$944K0.01%-25813F-HRTimelineGroup
Mine & Arao Wealth Creation & Managemen…12,053$938K0.43%+613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,928$928K0.22%013F-HRTimeline
OMNI 360 Wealth, Inc.11,654$907K0.6%+1,62413F-HR/ATimeline
US BANCORP \DE\in group US BANCORP \DE\11,449$891K<0.01%+50213F-HRTimelineGroup
Steward Partners Investment Advisory, L…10,327$804K0.01%+313F-HRTimeline
Quantinno Capital Management LP9,710$756K0.01%new13F-HRTimeline
WEDBUSH SECURITIES INC9,301$724K0.03%-1,75413F-HRTimeline
AMG National Trust Bank9,158$712K0.02%+113F-HRTimeline
Prospera Financial Services Inc9,061$705K0.02%+59513F-HRTimeline
NewEdge Advisors, LLC8,715$678K<0.01%-65213F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC8,450$657K<0.01%+23513F-HRTimelineGroup
Quadrant Private Wealth Management, LLC8,383$652K0.16%-20013F-HRTimeline
Cordatus Wealth Management LLC8,256$642K0.17%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,247$642K<0.01%+1,88413F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM8,120$632K0.1%-84613F-HRTimelineGroup
Sunbelt Securities, Inc.8,103$630K0.06%-1,42213F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,083$629K<0.01%-60413F-HRTimeline
Apexium Financial, LP7,980$621K0.04%013F-HRTimeline
Castle Rock Wealth Management, LLC7,073$596K0.14%-2,92013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,481$582K<0.01%+913F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.7,299$568K<0.01%+18113F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC7,064$550K0.04%new13F-HRTimeline
Financial Partners Group, Inc6,933$539K0.08%-72813F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,690$521K0.04%new13F-HR/ATimeline
WOLVERINE TRADING, LLC6,687$520K0.01%+2,29913F-HRTimeline
B. Riley Wealth Advisors, Inc.6,501$506K0.02%-37413F-HRTimeline
Cresset Asset Management, LLC6,422$500K<0.01%-1,64613F-HRTimeline
Sanctuary Advisors, LLC5,912$497K<0.01%-38613F-HRTimeline
Marcum Wealth, LLC6,319$492K0.04%-6213F-HRTimeline
TRUE Private Wealth Advisors6,207$483K0.06%013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC6,150$479K0.01%013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,141$478K<0.01%+2,32313F-HR/ATimelineGroup
Investmark Advisory Group LLC6,133$477K0.23%+2013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,997$467K0.01%-8413F-HRTimelineGroup
Objective Capital Management, LLC5,855$456K0.3%+213F-HRTimeline
New Insight Wealth Advisors5,846$455K0.23%-48113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC5,771$449K0.2%-23713F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,617$437K0.04%-3713F-HRTimelineGroup
CIBC WORLD MARKET INC.5,518$429K<0.01%+37413F-HRTimeline
Kesler, Norman & Wride, LLC5,490$427K0.09%+7413F-HRTimeline
Carnegie Investment Counsel5,323$414K0.01%+13513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …5,298$412K0.01%+513F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,250$409K<0.01%013F-HRTimelineGroup
Horizon Family Wealth, Inc.5,174$403K0.27%+51213F-HRTimeline
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.4,932$384K0.01%-15513F-HRTimelineGroup
Maia Wealth LLC4,368$364K0.08%new13F-HRTimeline
Avidian Wealth Enterprises, LLC4,653$362K0.02%+113F-HRTimeline
Riggs Capital Management LLC4,580$356K0.35%13F-HRTimeline
Register Financial Advisors LLC4,472$348K0.17%+1113F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,387$341K<0.01%new13F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…4,372$340K<0.01%+86513F-HR/ATimeline
Private Portfolio Partners LLC4,284$333K0.06%+113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,257$331K0.16%+10013F-HRTimeline
Fisher Asset Management, LLC4,221$328K<0.01%+71313F-HRTimeline
D.A. DAVIDSON & CO.4,119$320K<0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,954$308K<0.01%013F-HRTimelineGroup
HBK Sorce Advisory LLC3,944$307K0.01%+113F-HRTimeline
CENTAURUS FINANCIAL, INC.3,879$302K0.02%-38413F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,788$295K0.04%-5113F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,730$290K<0.01%+3313F-HRTimelineGroup
Mutual Advisors, LLC3,499$282K0.01%013F-HRTimeline
DEBUSSY CAPITAL MANAGEMENT LP3,321$277K0.04%new13F-HRTimeline
Interchange Capital Partners, LLC3,483$271K0.1%-65713F-HRTimeline
Lion Street Advisors, LLC3,451$269K0.09%013F-HRTimeline
Athena Investment Management3,345$260K0.15%013F-HRTimeline
Orion Porfolio Solutions, LLC3,321$258K<0.01%new13F-HRTimeline
Orion Portfolio Solutions, LLC3,321$258K<0.01%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…3,307$257K0.02%-257,52713F-HRTimeline
Chicago Partners Investment Group LLC3,275$256K0.01%+213F-HRTimeline
&PARTNERS3,258$255K<0.01%new13F-HRTimeline
Asset Dedication, LLC3,213$250K0.02%013F-HRTimeline
Sensible Money, LLC3,213$250K0.11%013F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,209$250K0.01%013F-HRTimelineGroup
Prime Capital Investment Advisors, LLC3,201$249K<0.01%013F-HRTimeline
Atria Wealth Solutions, Inc.3,183$248K<0.01%+34213F-HRTimeline
Wealth Forward, LLC3,165$246K0.17%013F-HRTimeline
Moors & Cabot, Inc.3,142$244K0.01%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,091$241K<0.01%-28,59913F-HRTimelineGroup
DAVENPORT & Co LLC3,001$234K<0.01%-2213F-HRTimeline
Verum Partners LLC3,000$233K0.07%013F-HRTimeline
Union Bancaire Privee, UBP SA3,000$233K<0.01%13F-HR/ATimeline
Black Diamond Financial, LLC2,931$228K0.03%013F-HRTimeline
OneDigital Investment Advisors LLC2,888$225K<0.01%+113F-HRTimeline
Sigma Planning Corp2,888$225K0.01%-2113F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,837$221K0.13%+713F-HRTimeline
Capital Investment Advisors, LLC2,834$221K<0.01%+113F-HRTimeline
Curi Capital, LLC2,790$217K0.01%new13F-HRTimeline
Pointe Capital Management LLC2,676$208K0.12%new13F-HR/ATimeline
PROMETHIUM ADVISORS,LLC2,640$205K0.14%new13F-HRTimeline
Magnus Financial Group LLC2,636$205K0.02%new13F-HRTimeline
AdvisorNet Financial, Inc2,589$201K0.02%-4813F-HRTimeline
AllSquare Wealth Management LLC2,406$187K0.11%013F-HRTimeline
MAI Capital Management2,310$180K<0.01%new13F-HRTimeline
Financial Freedom, LLC2,300$179K0.09%-45413F-HRTimeline
Founders Financial Alliance, LLC2,268$176K0.05%+613F-HRTimeline
BLAIR WILLIAM & CO/IL2,255$175K<0.01%-7213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,219$173K<0.01%-28013F-HRTimelineGroup
Aptus Capital Advisors, LLC2,184$170K<0.01%+1,64913F-HRTimeline
EP Wealth Advisors, LLC2,097$163K<0.01%-15013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,066$161K<0.01%013F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC2,058$160K<0.01%-1513F-HRTimeline
Cypress Capital Management LLC (WY)1,781$139K0.16%-1913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,774$138K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,500$117K0.01%new13F-HRTimeline
ORG Partners LLC1,500$117K0.02%013F-HRTimeline
AlphaMark Advisors, LLC1,388$108K0.05%013F-HRTimeline
GAMMA Investing LLC1,323$103K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,196$93.1K<0.01%-2513F-HRTimeline
PRIVATE TRUST CO NA1,160$90.3K0.01%+59013F-HRTimeline
SIGNATUREFD, LLC1,018$79.2K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,014$78.9K0.05%13F-HRTimeline
Rosenberg Matthew Hamilton900$70K0.02%013F-HRTimeline
Keener Financial Planning LLC900$70K0.04%013F-HRTimeline
Arax Advisory Partners858$66.8K<0.01%+33313F-HRTimeline
Tidemark, LLC717$55.8K0.02%013F-HRTimeline
CENTRAL TRUST Co710$55.3K<0.01%+213F-HRTimeline
Hopwood Financial Services, Inc.705$54.8K0.04%13F-HRTimeline
Comprehensive Financial Planning, Inc./…641$49.9K0.04%13F-HRTimeline
Parallel Advisors, LLC620$48.3K<0.01%+113F-HRTimeline
CAROLINAS WEALTH CONSULTING LLC600$46.7K0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC600$46.7K0.02%013F-HRTimeline
MATHER GROUP, LLC.543$42.3K<0.01%013F-HRTimeline
THURSTON, SPRINGER, MILLER, HERD & TITA…534$41.5K0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.527$41K0.01%new13F-HRTimeline
AE Wealth Management LLC473$36.8K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC450$35K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Financial Avengers, Inc.400$31.1K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC363$28.2K<0.01%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd350$27K<0.01%013F-HRTimelineGroup
Fairscale Capital, LLC342$26.6K0.02%013F-HRTimeline