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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

250 managers (250 13F filers) reported a position in IYG shares at 2025-06-30, 13,101,341 shares in all. 17 filers opened a position and 25 filers sold out during the quarter.

Managers
250
13F filers
250
New
17
Added
83
Reduced
79
Sold out
25
Shares held by filers
13,101,341

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
RiverFront Investment Group, LLC1,418,402$121M2.37%-208,37313F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,296,325$111M0.03%-130,97213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,065,359$91.2M0.01%-22,12313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,061,357$90.9M0.01%+108,14213F-HRTimelineGroup
Foundations Investment Advisors, LLC505,496$43.3M0.68%+20,56513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/493,269$42.2M<0.01%+2,61413F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC488,952$41.9M0.01%-65,22413F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA457,296$39.1M0.01%-7,15713F-HR/ATimelineGroup
LPL Financial LLC427,775$36.6M0.01%-31,67413F-HRTimeline
Baltimore-Washington Financial Advisors…393,663$33.7M1.57%-2,94613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN387,595$33.2M0.01%-10,50613F-HRTimelineGroup
Kozak & Associates, Inc.319,466$27.6M5.62%+49,90013F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC305,036$26.1M0.54%+90,47213F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO298,829$25.6M<0.01%+14,06113F-HRTimelineGroup
Circle Wealth Management, LLC294,600$25.2M0.56%013F-HRTimeline
Janney Montgomery Scott LLC213,026$18.2M0.05%-21,92013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS164,474$14.1M0.03%-2,25013F-HRTimeline
Private Advisor Group, LLC163,185$14M0.08%+7,90313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/158,887$13.6M0.01%+1,34713F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC156,766$13.4M0.24%-1,14513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …130,064$11.1M1.92%+3,72213F-HRTimeline
UBS Group AGin group UBS Group AG126,556$10.8M<0.01%-48,31113F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…123,991$10.6M3.51%-1,62813F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.118,513$10.1M1.58%-1,46313F-HR/ATimeline
SAM Advisors, LLC115,807$9.91M3.43%+2,25313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC104,856$8.97M<0.01%+5,46413F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,178$8.92M0.01%+3,58313F-HRTimelineGroup
Howard Capital Management Group, LLC97,912$8.38M0.58%-1,23513F-HRTimeline
SCOTIA CAPITAL INC.72,676$6.22M0.03%+5,53313F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$6.21M0.01%013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP68,958$5.9M0.01%-4,95713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.68,204$5.84M0.01%+4,92513F-HR/ATimelineGroup
Beacon Pointe Advisors, LLC65,026$5.57M0.06%-5,08713F-HRTimeline
Federation des caisses Desjardins du Qu…64,126$5.49M0.02%+1,26713F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC63,160$5.41M2.77%+2,55413F-HRTimeline
J.W. COLE ADVISORS, INC.58,660$5.02M0.11%-68213F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP53,900$4.61M0.01%new13F-HRTimelineGroup
HighTower Advisors, LLC51,375$4.4M0.01%-2,42513F-HRTimeline
Bernard Wealth Management Corp.44,626$3.82M1.77%+9,30213F-HRTimeline
IHT Wealth Management, LLC44,347$3.8M0.1%+94213F-HRTimeline
Cetera Investment Advisers43,951$3.76M0.01%-1,46813F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC37,544$3.21M<0.01%+1,06213F-HRTimeline
AdvisorNet Financial, Inc34,350$2.94M0.19%-55313F-HRTimeline
Focus Financial Network, Inc.33,509$2.87M0.11%+2,98513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP32,970$2.8M<0.01%+3,85813F-HRTimelineGroup
Merit Financial Group, LLC32,405$2.77M0.03%+4,73313F-HRTimeline
Diversified Enterprises, LLC31,801$2.72M0.2%-11313F-HRTimeline
Family Firm, Inc.31,367$2.68M0.65%-53113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…30,116$2.58M<0.01%+36513F-HRTimelineGroup
Advisory Services Network, LLC28,084$2.44M0.04%+8,54913F-HRTimeline
COMERICA BANK27,285$2.34M0.01%-1,19213F-HRTimeline
Mariner, LLCin group Mariner, LLC26,384$2.26M<0.01%+25313F-HRTimelineGroup
VestGen Advisors, LLC25,847$2.21M0.09%+2,90213F-HRTimeline
MML INVESTORS SERVICES, LLC25,008$2.14M0.01%+4,75113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,927$2.13M<0.01%+47213F-HR/ATimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…23,707$2.03M0.15%+86713F-HRTimelineGroup
Creative Planningin group Creative Planning23,657$2.03M<0.01%-12413F-HRTimelineGroup
PATTEN & PATTEN INC/TN22,176$1.9M0.12%-34013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…21,552$1.84M<0.01%-11,04613F-HRTimelineGroup
Koshinski Asset Management, Inc.21,149$1.81M0.14%+46613F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC21,043$1.8M0.01%+7,35513F-HRTimelineGroup
Geneos Wealth Management Inc.20,457$1.75M0.04%-18,00113F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,923$1.62M0.02%-1213F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,831$1.61M0.01%+63113F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,910$1.53M0.08%013F-HRTimeline
Caliber Wealth Management, LLC / KS16,501$1.41M0.15%-4113F-HRTimeline
FMR LLCin group FMR LLC15,417$1.32M<0.01%-17513F-HRTimelineGroup
Cambridge Investment Research Advisors,…15,001$1.28M<0.01%-2,63913F-HRTimeline
Litman Gregory Wealth Management LLC14,385$1.23M0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC14,111$1.21M<0.01%-54513F-HRTimelineGroup
NewEdge Advisors, LLC13,697$1.17M0.01%+3,46513F-HRTimeline
OMNI 360 Wealth, Inc.13,362$1.14M0.71%+56913F-HR/ATimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,350$1.14M<0.01%013F-HRTimelineGroup
GARRISON POINT ADVISORS, LLC12,705$1.09M0.5%-60013F-HRTimeline
COTTONWOOD CAPITAL ADVISORS, LLC12,345$1.06M0.71%-13213F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,025$1.03M0.46%-5613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,928$1.02M0.23%013F-HRTimeline
GeoWealth Management, LLC11,642$997K0.04%-1,87213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,379$974K0.01%-2,11113F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,225$961K<0.01%+15613F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…10,923$955K<0.01%+4,20313F-HRTimeline
Prospera Financial Services Inc10,554$903K0.02%+15313F-HRTimeline
AMG National Trust Bank9,411$806K0.02%+25113F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,245$791K<0.01%+713F-HRTimelineGroup
WBH ADVISORY INC8,988$769K0.07%+5,41713F-HRTimeline
Sequoia Financial Advisors, LLC8,898$762K0.01%+5,74513F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,877$760K0.01%+1,19713F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.8,694$744K<0.01%+32013F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV8,416$720K<0.01%-4913F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.8,276$708K<0.01%-56513F-HRTimeline
Cordatus Wealth Management LLC8,256$707K0.17%013F-HRTimeline
Apexium Financial, LP7,980$683K0.04%013F-HRTimeline
WEDBUSH SECURITIES INC7,557$647K0.02%-1,08613F-HRTimeline
Quadrant Private Wealth Management, LLC7,438$637K0.13%013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM7,435$636K0.09%-48313F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,398$633K<0.01%+4,30713F-HRTimelineGroup
Sunbelt Securities, Inc.8,103$630K0.06%+7,08113F-HRTimeline
Lakeshore Capital Group, Inc.6,997$599K0.53%-1,22213F-HRTimeline
New Insight Wealth Advisors6,985$598K0.25%-3813F-HRTimeline
Financial Partners Group, Inc6,953$595K0.08%-3113F-HRTimeline
Sanctuary Advisors, LLC6,909$591K<0.01%-1,49113F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,902$591K0.04%-95513F-HR/ATimeline
Quantinno Capital Management LP6,833$585K<0.01%-1,34013F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,826$584K<0.01%013F-HRTimelineGroup
Castle Rock Wealth Management, LLC6,664$581K0.14%-41313F-HRTimeline
Harbor Asset Planning, Inc.6,431$550K0.53%13F-HRTimeline
RPS ADVISORY SOLUTIONS LLC6,286$537K0.29%+63413F-HRTimeline
TRUE Private Wealth Advisors6,207$531K0.06%013F-HRTimeline
Investmark Advisory Group LLC6,166$528K0.25%+1713F-HRTimeline
Charter Oak Capital Management, LLC6,083$521K0.04%-33113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC6,060$519K0.19%+21313F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,994$513K0.01%013F-HRTimeline
Orion Porfolio Solutions, LLC5,934$508K<0.01%+2,82813F-HR/ATimeline
Objective Capital Management, LLC5,859$502K0.56%+213F-HRTimeline
Cresset Asset Management, LLC5,360$459K<0.01%-1,06213F-HR/ATimeline
Kesler, Norman & Wride, LLC5,340$457K0.08%+3413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,250$449K<0.01%-1,16113F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC5,035$431K<0.01%+23413F-HRTimelineGroup
Horizon Family Wealth, Inc.4,913$421K0.26%+7413F-HRTimeline
Avidian Wealth Enterprises, LLC4,655$398K0.02%+113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,609$395K0.04%-1,13813F-HRTimelineGroup
FLORIDA FINANCIAL ADVISORS, LLC4,604$394K0.13%new13F-HR/ATimeline
Register Financial Advisors LLC4,491$384K0.17%+913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,444$380K0.33%013F-HR/ATimeline
WETZEL INVESTMENT ADVISORS, INC.4,124$353K0.16%-3713F-HRTimeline
D.A. DAVIDSON & CO.4,119$353K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,008$343K<0.01%+1,24313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,954$338K<0.01%013F-HRTimelineGroup
Curi Capital, LLC3,938$337K0.01%+1,14813F-HRTimeline
CENTAURUS FINANCIAL, INC.3,941$337K0.02%+5913F-HRTimeline
HBK Sorce Advisory LLC3,834$328K0.01%-11013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,812$326K0.04%+14413F-HRTimeline
ORRSTOWN FINANCIAL SERVICES INC3,683$315K0.07%new13F-HRTimeline
&PARTNERS3,680$315K<0.01%-513F-HRTimeline
Magnus Financial Group LLC3,659$313K0.03%+62413F-HRTimeline
Chicago Partners Investment Group LLC3,514$309K0.01%+213F-HRTimeline
Prime Capital Investment Advisors, LLC3,507$300K<0.01%-30213F-HRTimeline
Valmark Advisers, Inc.3,471$297K<0.01%+19513F-HRTimeline
Lion Street Advisors, LLC3,385$290K0.09%013F-HRTimeline
Athena Investment Management3,345$286K0.16%013F-HRTimeline
Interchange Capital Partners, LLC3,293$282K0.07%-12913F-HR/ATimeline
Valeo Financial Advisors, LLC3,273$280K0.01%new13F-HR/ATimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,216$275K<0.01%013F-HRTimelineGroup
Asset Dedication, LLC3,213$275K0.02%013F-HRTimeline
Sensible Money, LLC3,213$275K0.1%013F-HRTimeline
Wealth Forward, LLC3,165$271K0.18%013F-HRTimeline
Swisher Financial Concepts, Inc.3,101$265K0.17%013F-HRTimeline
Waverly Advisors, LLC3,085$264K<0.01%new13F-HRTimeline
Union Bancaire Privee, UBP SA3,000$254K<0.01%013F-HRTimeline
Black Diamond Financial, LLC2,931$251K0.04%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,928$251K0.02%+1113F-HRTimeline
Mutual Advisors, LLC2,800$248K0.01%013F-HRTimeline
OneDigital Investment Advisors LLC2,891$247K<0.01%+113F-HRTimeline
Carnegie Investment Counsel2,860$245K<0.01%-4,79013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,849$244K0.13%+613F-HRTimeline
Clearstead Advisors, LLC2,848$244K<0.01%new13F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC2,845$244K0.02%-2,06813F-HRTimeline
Sowell Financial Services LLC2,838$243K0.01%-1,75213F-HRTimeline
Capital Investment Advisors, LLC2,835$243K<0.01%+113F-HR/ATimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,731$234K<0.01%+15013F-HRTimelineGroup
Atria Wealth Solutions, Inc.2,683$233K0.01%-50113F-HRTimeline
Fiduciary Alliance LLC2,725$233K0.02%new13F-HRTimeline
Benchmark Financial Wealth Advisors, LLC2,722$233K0.08%new13F-HRTimeline
Sigma Planning Corp2,684$230K0.01%-47913F-HRTimeline
DAVENPORT & Co LLC2,626$225K<0.01%-39413F-HRTimeline
Pointe Capital Management LLC2,586$221K0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,563$219K<0.01%-54813F-HR/ATimelineGroup
EP Wealth Advisors, LLC2,514$215K<0.01%new13F-HRTimeline
Moors & Cabot, Inc.2,406$206K0.01%-67113F-HRTimeline
AllSquare Wealth Management LLC2,406$206K0.12%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,400$205K0.01%new13F-HRTimeline
Royal Capital Wealth Management, LLC2,400$205K0.14%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC2,390$205K0.12%-25013F-HRTimeline
Crescent Grove Advisors, LLC2,379$204K0.02%new13F-HRTimeline
Qube Research & Technologies Ltd2,368$203K<0.01%+1,72413F-HRTimeline
BLAIR WILLIAM & CO/IL2,282$195K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,268$194K<0.01%+17813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,008$172K<0.01%013F-HRTimelineGroup
MAI Capital Management1,903$163K<0.01%+313F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,774$152K0.01%013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,500$128K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,418$121K<0.01%+49513F-HRTimeline
Cypress Capital Management LLC (WY)1,395$119K0.13%-27913F-HRTimeline
LANARK FINANCIAL, INC.1,372$117K0.01%+53913F-HRTimeline
GAMMA Investing LLC1,323$113K0.01%013F-HRTimeline
Financial Freedom, LLC1,139$97.5K0.05%-4813F-HRTimeline
HARBOUR INVESTMENTS, INC.1,136$97.3K<0.01%013F-HRTimeline
Millstone Evans Group, LLC1,014$86.8K0.06%013F-HRTimeline
BESSEMER GROUP INCin group BESSEMER GROUP INC1,006$86K<0.01%+65513F-HRTimelineGroup
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,000$85K0.01%+35013F-HRTimelineGroup
SIGNATUREFD, LLC989$84.7K<0.01%-2913F-HRTimeline
CX Institutional950$81K<0.01%new13F-HR/ATimeline
Arax Advisory Partners922$78.9K<0.01%+1513F-HRTimeline
Glenmede Investment Management, LP900$77K<0.01%13F-HRTimeline
Rosenberg Matthew Hamilton900$77K0.02%013F-HRTimeline
Keener Financial Planning LLC900$77K0.04%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC850$72.8K<0.01%-1,19613F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC824$70.5K<0.01%-1,23413F-HRTimeline
Tidemark, LLC717$61.4K0.02%013F-HRTimeline
CENTRAL TRUST Co714$61.1K<0.01%+213F-HRTimeline