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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

252 managers (252 13F filers) reported a position in IYG shares at 2025-09-30, 13,451,999 shares in all. 26 filers opened a position and 19 filers sold out during the quarter.

Managers
252
13F filers
252
New
26
Added
81
Reduced
74
Sold out
19
Shares held by filers
13,451,999

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,438,932$129M2.26%+20,53013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,323,623$119M0.03%+27,29813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,075,795$96.4M0.01%+14,43813F-HR/ATimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,051,016$94.2M0.01%-14,34313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/502,126$45M<0.01%+8,85713F-HR/ATimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA493,088$44.2M0.01%+35,79213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC480,607$43.1M0.01%-8,34513F-HRTimelineGroup
LPL Financial LLC455,489$40.8M0.01%+27,71413F-HRTimeline
Baltimore-Washington Financial Advisors…404,827$36.3M1.56%+11,16413F-HRTimeline
Kozak & Associates, Inc.417,733$35.9M7.06%+98,26713F-HRTimeline
Foundations Investment Advisors, LLC385,817$34.6M0.5%-119,67913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN384,302$34.4M0.01%-3,29313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO308,166$27.6M<0.01%+9,33713F-HR/ATimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC300,762$27M0.41%-4,27413F-HRTimelineGroup
Circle Wealth Management, LLC294,600$26.4M0.51%013F-HRTimeline
MML INVESTORS SERVICES, LLC236,146$21.2M0.06%+211,13813F-HRTimeline
Janney Montgomery Scott LLC209,734$18.8M0.04%-3,29213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC188,153$16.9M<0.01%+83,29713F-HRTimelineGroup
Private Advisor Group, LLC171,228$15.3M0.08%+8,04313F-HRTimeline
CAPTRUST FINANCIAL ADVISORS162,150$14.5M0.03%-2,32413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/161,539$14.5M0.01%+2,65213F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC153,351$13.7M0.22%-3,41513F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …138,724$12.4M2%+8,66013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.116,059$10.4M1.53%-2,45413F-HR/ATimeline
UBS Group AGin group UBS Group AG115,641$10.4M<0.01%-10,91513F-HRTimelineGroup
SAM Advisors, LLC115,522$10.4M3.34%-28513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP104,525$9.37M0.01%+34713F-HRTimelineGroup
Howard Capital Management Group, LLC96,013$8.61M0.54%-1,89913F-HRTimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…85,127$7.63M2.25%-38,86413F-HRTimelineGroup
SCOTIA CAPITAL INC.72,683$6.52M0.03%+713F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$6.51M0.01%013F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP69,100$6.19M0.01%+15,20013F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,970$5.91M0.01%-2,98813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.65,748$5.9M0.01%-2,45613F-HRTimelineGroup
Federation des caisses Desjardins du Qu…65,559$5.88M0.02%+1,43313F-HRTimeline
SOUTHERN CAPITAL ADVISORS, LLC65,355$5.86M2.75%+2,19513F-HRTimeline
J.W. COLE ADVISORS, INC.60,937$5.46M0.1%+2,27713F-HRTimeline
Beacon Pointe Advisors, LLC53,498$4.8M0.04%-11,52813F-HRTimeline
HighTower Advisors, LLC49,981$4.48M0.01%-1,39413F-HRTimeline
NewEdge Advisors, LLC49,656$4.45M0.02%+35,95913F-HRTimeline
Cetera Investment Advisers49,457$4.43M0.01%+5,50613F-HRTimeline
IHT Wealth Management, LLC45,665$4.09M0.1%+1,31813F-HRTimeline
Bernard Wealth Management Corp.45,536$4.08M1.7%+91013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,618$3.46M<0.01%+1,07413F-HRTimeline
AdvisorNet Financial, Inc37,867$3.39M0.19%+3,51713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP36,018$3.23M<0.01%+3,04813F-HRTimelineGroup
Merit Financial Group, LLC32,414$2.91M0.03%+913F-HR/ATimeline
Diversified Enterprises, LLC31,354$2.81M0.19%-44713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…29,339$2.63M<0.01%-77713F-HRTimelineGroup
Advisory Services Network, LLC28,151$2.52M0.04%+6713F-HRTimeline
COMERICA BANK27,416$2.46M0.01%+13113F-HRTimeline
VestGen Advisors, LLC26,448$2.37M0.08%+60113F-HRTimeline
Mariner, LLCin group Mariner, LLC25,666$2.3M<0.01%-71813F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,470$2.1M<0.01%-1,45713F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…22,793$2.04M0.14%-91413F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…22,693$2.03M<0.01%+1,14113F-HRTimelineGroup
Focus Financial Network, Inc.22,119$1.98M0.07%-11,39013F-HRTimeline
Creative Planningin group Creative Planning22,045$1.98M<0.01%-1,61213F-HRTimelineGroup
PATTEN & PATTEN INC/TN21,976$1.97M0.12%-20013F-HRTimeline
Koshinski Asset Management, Inc.21,110$1.89M0.13%-3913F-HRTimeline
Geneos Wealth Management Inc.20,457$1.83M0.05%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,359$1.65M0.02%-56413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.18,311$1.64M0.01%-52013F-HRTimelineGroup
COBBLESTONE CAPITAL ADVISORS LLC /NY/17,910$1.61M0.08%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC16,705$1.5M0.01%-4,33813F-HRTimelineGroup
Caliber Wealth Management, LLC / KS16,357$1.47M0.16%-14413F-HRTimeline
Cambridge Investment Research Advisors,…15,664$1.4M<0.01%+66313F-HRTimeline
FMR LLCin group FMR LLC15,631$1.4M<0.01%+21413F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.14,456$1.3M<0.01%new13F-HRTimelineGroup
Litman Gregory Wealth Management LLC14,385$1.29M0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC14,111$1.26M<0.01%013F-HRTimelineGroup
OMNI 360 Wealth, Inc.14,021$1.26M0.7%+65913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,350$1.2M<0.01%013F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise15,000$1.15M0.02%new13F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC12,490$1.12M0.82%+14513F-HRTimeline
GARRISON POINT ADVISORS, LLC12,106$1.09M0.46%-59913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,050$1.08M0.44%+2513F-HRTimeline
BURKE & HERBERT BANK & TRUST CO11,928$1.07M0.23%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC11,328$1.02M0.01%-5113F-HR/ATimelineGroup
US BANCORP \DE\in group US BANCORP \DE\11,310$1.01M<0.01%+8513F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,326$1.01M<0.01%+40313F-HRTimeline
Prospera Financial Services Inc10,554$946K0.02%013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,068$902K<0.01%+1,37413F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,456$848K0.01%+57913F-HRTimelineGroup
AMG National Trust Bank9,200$825K0.02%-21113F-HRTimeline
WBH ADVISORY INC8,972$804K0.06%-1613F-HRTimeline
Sequoia Financial Advisors, LLC8,863$794K<0.01%-3513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,393$752K<0.01%-2313F-HRTimeline
Cordatus Wealth Management LLC8,256$740K0.17%013F-HRTimeline
Cresset Asset Management, LLC8,217$737K<0.01%+2,85713F-HR/ATimeline
Apexium Financial, LP7,980$715K0.03%013F-HRTimeline
Sequent Planning LLC7,620$683K0.19%new13F-HRTimeline
Quadrant Private Wealth Management, LLC7,438$667K0.12%013F-HRTimeline
Financial Partners Group, Inc7,323$656K0.08%+37013F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM7,235$649K0.08%-20013F-HRTimelineGroup
Lakeshore Capital Group, Inc.7,043$631K0.51%+4613F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,928$621K<0.01%new13F-HRTimelineGroup
Sanctuary Advisors, LLC6,908$619K<0.01%-113F-HR/ATimeline
Harbor Asset Planning, Inc.6,644$595K0.53%+21313F-HRTimeline
Castle Rock Wealth Management, LLC6,668$589K0.13%+413F-HRTimeline
Quantinno Capital Management LP6,558$588K<0.01%-27513F-HRTimeline
New Insight Wealth Advisors6,388$573K0.22%-59713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,252$560K<0.01%-2,99313F-HRTimelineGroup
TRUE Private Wealth Advisors6,207$556K0.06%013F-HRTimeline
Investmark Advisory Group LLC6,182$554K0.24%+1613F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth6,051$542K<0.01%-77513F-HRTimelineGroup
Charter Oak Capital Management, LLC6,033$541K0.04%-5013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,994$537K0.01%013F-HRTimeline
Objective Capital Management, LLC5,861$525K0.54%+213F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC5,615$503K0.18%-44513F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …5,444$488K0.03%-1,45813F-HRTimeline
Horizon Family Wealth, Inc.5,194$466K0.27%+28113F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,115$459K<0.01%-13513F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC4,998$448K<0.01%-3713F-HRTimelineGroup
&PARTNERS4,963$445K<0.01%+1,28313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,877$437K0.02%new13F-HRTimelineGroup
Kesler, Norman & Wride, LLC5,490$427K0.08%+15013F-HRTimeline
Avidian Wealth Enterprises, LLC4,656$417K0.02%+113F-HRTimeline
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,609$413K0.04%013F-HRTimelineGroup
Register Financial Advisors LLC4,560$409K0.16%+6913F-HRTimeline
ALLIUM FINANCIAL ADVISORS, LLC4,444$398K0.33%013F-HRTimeline
WEDBUSH SECURITIES INC4,363$391K0.01%-3,19413F-HRTimeline
D.A. DAVIDSON & CO.4,119$369K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…4,077$365K<0.01%+6913F-HRTimeline
CENTAURUS FINANCIAL, INC.3,961$355K0.02%+2013F-HRTimeline
Curi Capital, LLC3,938$353K0.01%013F-HRTimeline
HBK Sorce Advisory LLC3,834$340K0.01%013F-HR/ATimeline
COMMERCE BANKin group COMMERCE BANK3,767$338K<0.01%-18713F-HRTimelineGroup
WETZEL INVESTMENT ADVISORS, INC.3,684$330K0.14%-44013F-HRTimeline
Magnus Financial Group LLC3,614$324K0.03%-4513F-HRTimeline
Prime Capital Investment Advisors, LLC3,507$314K<0.01%013F-HRTimeline
Valmark Advisers, Inc.3,493$313K<0.01%+2213F-HRTimeline
Chicago Partners Investment Group LLC3,516$312K0.01%+213F-HRTimeline
Wallace Hart LLC3,434$308K0.23%new13F-HRTimeline
Athena Investment Management3,345$300K0.16%013F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,336$299K<0.01%+12013F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,305$296K0.03%-50713F-HRTimeline
Asset Dedication, LLC3,213$288K0.02%013F-HRTimeline
Sensible Money, LLC3,213$288K0.1%013F-HRTimeline
Interchange Capital Partners, LLC3,168$284K0.06%-12513F-HRTimeline
Wealth Forward, LLC3,165$284K0.16%013F-HRTimeline
Benchmark Financial Wealth Advisors, LLC3,077$276K0.08%+35513F-HRTimeline
Waverly Advisors, LLC3,071$275K<0.01%-1413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,039$272K<0.01%new13F-HRTimelineGroup
Union Bancaire Privee, UBP SA3,000$269K<0.01%013F-HRTimeline
Black Diamond Financial, LLC2,931$263K0.03%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,854$256K0.12%+513F-HRTimeline
Clearstead Advisors, LLC2,848$255K<0.01%013F-HRTimeline
Sowell Financial Services LLC2,841$255K0.01%+313F-HRTimeline
Capital Investment Advisors, LLC2,831$254K<0.01%-413F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,928$252K0.02%013F-HRTimeline
Carnegie Investment Counsel2,780$249K<0.01%-8013F-HRTimeline
Fiduciary Alliance LLC2,775$249K0.02%+5013F-HRTimeline
Mutual Advisors, LLC2,800$245K0.01%013F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,732$245K<0.01%+113F-HRTimelineGroup
Swisher Financial Concepts, Inc.2,693$241K0.14%-40813F-HRTimeline
Sigma Planning Corp2,687$241K0.01%+313F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,640$232K0.01%new13F-HRTimelineGroup
Pointe Capital Management LLC2,586$232K0.11%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,538$228K<0.01%-2513F-HRTimelineGroup
DAVENPORT & Co LLC2,523$226K<0.01%-10313F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2,485$223K0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC2,448$219K0.01%new13F-HRTimeline
Moors & Cabot, Inc.2,406$216K0.01%013F-HRTimeline
AllSquare Wealth Management LLC2,406$216K0.11%013F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,400$215K0.01%013F-HRTimeline
Royal Capital Wealth Management, LLC2,400$215K0.13%013F-HRTimeline
Crescent Grove Advisors, LLC2,379$213K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC2,346$210K<0.01%-54513F-HRTimeline
BLAIR WILLIAM & CO/IL2,282$205K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC2,282$205K0.04%+1,68313F-HRTimeline
Aptus Capital Advisors, LLC2,269$203K<0.01%+113F-HRTimeline
SPC Financial, Inc.2,250$202K0.02%new13F-HRTimeline
Leeward Financial Partners, LLC2,250$202K0.06%new13F-HRTimeline
PROMETHIUM ADVISORS,LLC2,240$201K0.12%-15013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,008$180K<0.01%013F-HRTimelineGroup
MAI Capital Management1,907$171K<0.01%+413F-HRTimeline
Wealthspire Advisors, LLC1,883$169K<0.01%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,775$159K0.01%+113F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1,650$148K<0.01%+80013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,606$144K<0.01%+18813F-HRTimeline
Sunbelt Securities, Inc.1,592$143K0.01%-6,51113F-HRTimeline
GAMMA Investing LLC1,446$130K0.01%+12313F-HRTimeline
Cypress Capital Management LLC (WY)1,392$125K0.12%-313F-HRTimeline
LANARK FINANCIAL, INC.1,365$122K0.01%-713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,303$117K<0.01%+16713F-HRTimeline
Qube Research & Technologies Ltd1,243$111K<0.01%-1,12513F-HRTimeline
Financial Freedom, LLC1,141$102K0.05%+213F-HRTimeline
ASHTON THOMAS SECURITIES, LLC1,062$95.2K0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,014$90.9K0.06%013F-HRTimeline
SIGNATUREFD, LLC967$86.7K<0.01%-2213F-HRTimeline
Rosenberg Matthew Hamilton900$80.7K0.02%013F-HRTimeline
Keener Financial Planning LLC900$80K0.04%013F-HRTimeline
Allworth Financial LP789$70.8K<0.01%+55213F-HRTimeline
Tidemark, LLC717$64.3K0.02%013F-HRTimeline
CENTRAL TRUST Co716$64.2K<0.01%+213F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC692$62K<0.01%-13213F-HRTimeline
Comprehensive Financial Planning, Inc./…647$58K0.04%+213F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd650$57.9K<0.01%-35013F-HRTimelineGroup
Parallel Advisors, LLC623$55.9K<0.01%013F-HRTimeline