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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

255 managers (255 13F filers) reported a position in IYG shares at 2025-03-31, 13,442,257 shares in all. 30 filers opened a position and 21 filers sold out during the quarter.

Managers
255
13F filers
255
New
30
Added
88
Reduced
64
Sold out
21
Shares held by filers
13,442,257

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
RiverFront Investment Group, LLC1,626,775$128M2.84%+70,34213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,427,297$112M0.04%-11,22913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,087,482$85.4M0.02%-50,21913F-HR/ATimelineGroup
MORGAN STANLEYin group MORGAN STANLEY953,215$74.9M0.01%+42,75213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC554,176$43.5M0.02%-2,20813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/490,655$38.5M<0.01%+28,45013F-HRTimelineGroup
Foundations Investment Advisors, LLC484,931$38.1M0.7%new13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA464,453$36.5M0.01%-5,16413F-HR/ATimelineGroup
LPL Financial LLC459,449$36.1M0.01%+24,82813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN398,101$31.3M0.01%+8,11413F-HRTimelineGroup
Baltimore-Washington Financial Advisors…396,609$31.2M1.65%+6,81513F-HRTimeline
Circle Wealth Management, LLC294,600$23.1M0.54%013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO284,768$22.4M<0.01%+18,09513F-HRTimelineGroup
Kozak & Associates, Inc.269,566$20M4.98%+7,93013F-HRTimeline
Janney Montgomery Scott LLC234,946$18.5M0.05%-4,87113F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC214,564$16.9M0.4%+78,10213F-HRTimelineGroup
UBS Group AGin group UBS Group AG174,867$13.7M<0.01%-8,76413F-HRTimelineGroup
CAPTRUST FINANCIAL ADVISORS166,724$13.1M0.03%-2,97713F-HRTimeline
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC157,911$12.4M0.24%-41513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/157,540$12.4M0.01%+5,37813F-HRTimelineGroup
Private Advisor Group, LLC155,282$12.2M0.07%+52,06013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …126,342$9.92M1.51%+9,67613F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…125,619$9.87M3.64%new13F-HRTimelineGroup
SAM Advisors, LLC113,554$8.92M3.34%-4,06113F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.119,976$8.64M1.49%-4,01713F-HR/ATimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP100,595$7.9M0.01%+18613F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS100,000$7.86M0.01%+50,00013F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC99,392$7.81M<0.01%+63,59713F-HRTimelineGroup
Howard Capital Management Group, LLC99,147$7.79M0.61%-14,74513F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP73,915$5.81M0.01%-3,24113F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$5.7M0.01%013F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC70,113$5.51M0.06%+4,41713F-HRTimeline
SCOTIA CAPITAL INC.67,143$5.27M0.03%-14613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.63,279$4.97M0.01%+5,19213F-HRTimelineGroup
Federation des caisses Desjardins du Qu…62,859$4.94M0.02%+1,36213F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC60,606$4.76M2.64%+1,64313F-HRTimeline
J.W. COLE ADVISORS, INC.59,342$4.66M0.14%-1,46813F-HRTimeline
HighTower Advisors, LLC53,800$4.23M0.01%+1,43313F-HRTimeline
Cetera Investment Advisers45,419$3.57M0.01%+31413F-HRTimeline
IHT Wealth Management, LLC43,405$3.41M0.11%-51213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.42,570$3.34M<0.01%-29,74413F-HRTimelineGroup
Geneos Wealth Management Inc.38,458$3.02M0.04%+16,70213F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC36,482$2.87M<0.01%-1,16113F-HRTimeline
Bernard Wealth Management Corp.35,324$2.77M1.35%-3713F-HRTimeline
AdvisorNet Financial, Inc34,903$2.74M0.2%+32,31413F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…32,598$2.56M<0.01%new13F-HRTimelineGroup
Diversified Enterprises, LLC31,914$2.51M0.21%-19813F-HRTimeline
Family Firm, Inc.31,898$2.51M0.56%-13513F-HRTimeline
Focus Financial Network, Inc.30,524$2.4M0.1%+13,08413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,751$2.34M<0.01%-1,13613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP29,112$2.26M<0.01%+11,95613F-HR/ATimelineGroup
COMERICA BANK28,477$2.24M0.01%-9513F-HRTimeline
Merit Financial Group, LLC27,672$2.17M0.03%013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,131$2.05M<0.01%+1,18813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,455$1.92M<0.01%+79013F-HRTimelineGroup
Creative Planningin group Creative Planning23,781$1.87M<0.01%+18613F-HRTimelineGroup
VestGen Advisors, LLC22,945$1.8M0.08%13F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,840$1.79M0.15%+20413F-HRTimelineGroup
PATTEN & PATTEN INC/TN22,516$1.77M0.12%013F-HRTimeline
Koshinski Asset Management, Inc.20,683$1.62M0.14%-15413F-HRTimeline
MML INVESTORS SERVICES, LLC20,257$1.59M0.01%-1,94713F-HRTimeline
GTS SECURITIES LLC19,583$1.54M0.07%new13F-HRTimeline
Advisory Services Network, LLC19,535$1.53M0.03%+1,13413F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,935$1.49M0.02%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,200$1.43M0.01%+6,07413F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,910$1.41M0.08%013F-HRTimeline
Cambridge Investment Research Advisors,…17,640$1.39M<0.01%+2,35413F-HRTimeline
Caliber Wealth Management, LLC / KS16,542$1.3M0.18%13F-HRTimeline
FMR LLCin group FMR LLC15,592$1.22M<0.01%+46813F-HRTimelineGroup
CWM, LLCin group CWM, LLC14,656$1.15M<0.01%+2513F-HRTimelineGroup
Litman Gregory Wealth Management LLC14,385$1.13M0.1%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC13,688$1.08M0.01%+5,23813F-HRTimelineGroup
GeoWealth Management, LLC13,514$1.06M0.04%-73813F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC13,490$1.06M0.01%-62513F-HR/ATimelineGroup
BROWN ADVISORY INCin group BROWN ADVISORY INC13,350$1.05M<0.01%new13F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC13,305$1.05M0.51%-34013F-HRTimeline
OMNI 360 Wealth, Inc.12,793$1M0.67%+1,13913F-HR/ATimeline
COTTONWOOD CAPITAL ADVISORS, LLC12,477$980K0.72%-18113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,081$949K0.46%+2813F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,928$937K0.23%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,069$869K<0.01%-38013F-HRTimelineGroup
Prospera Financial Services Inc10,401$817K0.02%+1,34013F-HRTimeline
NewEdge Advisors, LLC10,232$804K<0.01%+1,51713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,238$726K<0.01%+1,75713F-HRTimelineGroup
AMG National Trust Bank9,160$720K0.02%+213F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,841$694K<0.01%+1,54213F-HRTimeline
WEDBUSH SECURITIES INC8,643$679K0.02%-65813F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd8,538$670K0.01%new13F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,465$665K<0.01%+38213F-HRTimeline
Sanctuary Advisors, LLC8,400$660K<0.01%+2,48813F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,374$658K<0.01%+12713F-HRTimelineGroup
Cordatus Wealth Management LLC8,256$649K0.18%013F-HRTimeline
Lakeshore Capital Group, Inc.8,219$646K0.62%new13F-HRTimeline
Quantinno Capital Management LP8,173$642K<0.01%-1,53713F-HRTimeline
Apexium Financial, LP7,980$627K0.04%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM7,918$622K0.09%-20213F-HRTimelineGroup
C2P Capital Advisory Group, LLC d.b.a. …7,857$616K0.05%+1,16713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …7,680$603K0.01%+2,38213F-HRTimelineGroup
Quadrant Private Wealth Management, LLC7,438$584K0.15%-94513F-HRTimeline
Castle Rock Wealth Management, LLC7,077$553K0.15%+413F-HRTimeline
New Insight Wealth Advisors7,023$552K0.25%+1,17713F-HRTimeline
Financial Partners Group, Inc6,984$549K0.08%+5113F-HRTimeline
Carnegie Investment Counsel7,650$547K0.01%+2,32713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,826$536K<0.01%+68513F-HR/ATimelineGroup
TWO SIGMA SECURITIES, LLC6,821$536K0.08%new13F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,720$528K<0.01%+2,34813F-HRTimeline
Cresset Asset Management, LLC6,422$504K<0.01%013F-HRTimeline
Charter Oak Capital Management, LLC6,414$504K0.05%new13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP6,411$504K<0.01%+1,16113F-HRTimelineGroup
TRUE Private Wealth Advisors6,207$488K0.06%013F-HRTimeline
Marcum Wealth, LLC6,156$484K0.04%-16313F-HRTimeline
Investmark Advisory Group LLC6,149$483K0.24%+1613F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,994$471K0.01%-15613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC5,997$467K0.01%013F-HRTimelineGroup
Objective Capital Management, LLC5,857$460K0.59%+213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC5,847$459K0.19%+7613F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC5,747$451K0.04%+13013F-HRTimelineGroup
RPS ADVISORY SOLUTIONS LLC5,652$444K0.31%new13F-HRTimeline
Kesler, Norman & Wride, LLC5,306$417K0.08%-18413F-HRTimeline
B. Riley Wealth Advisors, Inc.5,196$408K0.01%-1,30513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC4,913$386K0.04%-2,15113F-HR/ATimeline
Horizon Family Wealth, Inc.4,839$380K0.25%-33513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,801$377K<0.01%+41413F-HRTimelineGroup
Avidian Wealth Enterprises, LLC4,654$366K0.02%+113F-HRTimeline
Sowell Financial Services LLC4,590$361K0.02%new13F-HRTimeline
Register Financial Advisors LLC4,482$352K0.18%+1013F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,444$349K0.32%13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.4,161$327K0.16%-9613F-HRTimeline
D.A. DAVIDSON & CO.4,119$324K<0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,954$311K<0.01%013F-HRTimelineGroup
HBK Sorce Advisory LLC3,944$310K0.01%013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,882$305K0.02%+313F-HRTimeline
Prime Capital Investment Advisors, LLC3,809$299K<0.01%+60813F-HRTimeline
&PARTNERS3,685$296K<0.01%+42713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …3,759$295K0.01%+55013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,668$288K0.04%-12013F-HRTimeline
WBH ADVISORY INC3,571$281K0.03%new13F-HRTimeline
Chicago Partners Investment Group LLC3,512$277K0.01%+23713F-HRTimeline
Interchange Capital Partners, LLC3,422$269K0.08%-6113F-HRTimeline
Lion Street Advisors, LLC3,385$266K0.08%-6613F-HRTimeline
Athena Investment Management3,345$263K0.16%013F-HRTimeline
Fisher Asset Management, LLC3,328$261K<0.01%-89313F-HRTimeline
Valmark Advisers, Inc.3,276$257K<0.01%new13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,216$253K<0.01%new13F-HRTimelineGroup
Asset Dedication, LLC3,213$252K0.02%013F-HRTimeline
Sensible Money, LLC3,213$252K0.11%013F-HRTimeline
Atria Wealth Solutions, Inc.3,184$250K<0.01%+113F-HRTimeline
Wealth Forward, LLC3,165$249K0.18%013F-HRTimeline
Sigma Planning Corp3,163$248K0.01%+27513F-HRTimeline
Sequoia Financial Advisors, LLC3,153$248K<0.01%new13F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP3,111$244K<0.01%-61913F-HRTimelineGroup
Orion Porfolio Solutions, LLC3,106$244K<0.01%-21513F-HRTimeline
Orion Portfolio Solutions, LLC3,106$244K<0.01%-21513F-HR/ATimeline
Swisher Financial Concepts, Inc.3,101$244K0.2%new13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC3,091$243K<0.01%013F-HRTimelineGroup
Moors & Cabot, Inc.3,077$242K0.01%-6513F-HRTimeline
Magnus Financial Group LLC3,035$238K0.02%+39913F-HRTimeline
TOWNSQUARE CAPITAL LLC3,022$237K<0.01%new13F-HRTimeline
DAVENPORT & Co LLC3,020$237K<0.01%+1913F-HRTimeline
Union Bancaire Privee, UBP SA3,000$233K<0.01%013F-HRTimeline
Black Diamond Financial, LLC2,931$230K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,917$229K0.02%-39013F-HRTimeline
OneDigital Investment Advisors LLC2,890$227K<0.01%+213F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,843$223K0.13%+613F-HRTimeline
Capital Investment Advisors, LLC2,834$223K<0.01%013F-HRTimeline
Curi Capital, LLC2,790$219K0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…2,765$217K<0.01%-7,56213F-HRTimeline
Mutual Advisors, LLC2,800$215K0.01%-69913F-HRTimeline
WOLVERINE TRADING, LLC2,695$209K0.01%-3,99213F-HRTimeline
PROMETHIUM ADVISORS,LLC2,640$207K0.13%013F-HRTimeline
One Capital Management, LLC2,600$204K0.01%new13F-HRTimeline
Pointe Capital Management LLC2,586$203K0.12%-9013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,581$203K<0.01%new13F-HRTimelineGroup
AllSquare Wealth Management LLC2,406$189K0.11%013F-HRTimeline
BLAIR WILLIAM & CO/IL2,282$179K<0.01%+2713F-HRTimeline
Founders Financial Alliance, LLC2,273$179K0.04%+513F-HRTimeline
Aptus Capital Advisors, LLC2,090$164K<0.01%-9413F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC2,058$162K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2,046$161K<0.01%-2013F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,008$158K<0.01%-21113F-HRTimelineGroup
MAI Capital Management1,900$149K<0.01%-41013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,774$139K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)1,674$131K0.16%-10713F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,500$118K0.01%013F-HRTimeline
GAMMA Investing LLC1,323$104K0.01%013F-HR/ATimeline
3Chopt Investment Partners, LLC1,283$101K0.03%new13F-HRTimeline
Financial Freedom, LLC1,187$93.2K0.05%-1,11313F-HRTimeline
PRIVATE TRUST CO NA1,160$91.1K0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.1,136$89.3K<0.01%-6013F-HRTimeline
Sunbelt Securities, Inc.1,022$80.3K0.01%-7,08113F-HRTimeline
SIGNATUREFD, LLC1,018$80K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,014$79.7K0.05%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC923$72.5K<0.01%+56013F-HRTimeline
Arax Advisory Partners907$71.2K<0.01%+4913F-HRTimeline
Rosenberg Matthew Hamilton900$70.7K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.833$65K0.01%new13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC750$58.9K<0.01%new13F-HRTimeline
Tidemark, LLC717$56.3K0.02%013F-HRTimeline
CENTRAL TRUST Co712$55.9K<0.01%+213F-HRTimeline
Hopwood Financial Services, Inc.707$55.5K0.04%+213F-HRTimeline