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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

259 managers (261 13F filers) reported a position in IYG shares at 2025-12-31, 15,503,261 shares in all. 29 filers opened a position and 27 filers sold out during the quarter.

Managers
259
13F filers
261
New
29
Added
92
Reduced
68
Sold out
27
Shares held by filers
15,503,261

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,449,021$134M2.2%+10,08913F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,329,086$123M0.04%+5,46313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,079,849$99.6M0.01%+4,05413F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,031,721$95.2M0.01%+723,55513F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,021,757$94.3M0.01%-29,25913F-HR/ATimelineGroup
OpenArc Corporate Advisory, LLC603,090$55.6M0.92%13F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC576,423$53.2M0.97%new13F-HRTimeline
Dynasty Wealth Management, LLC532,080$49.1M0.48%new13F-HRTimeline
LPL Financial LLC479,941$44.3M0.01%+24,45213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/475,540$43.9M<0.01%-26,58613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC449,860$41.5M0.01%-30,74713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA443,794$40.9M0.01%-49,29413F-HRTimelineGroup
Kozak & Associates, Inc.420,525$39.7M7.66%+2,79213F-HRTimeline
Baltimore-Washington Financial Advisors…416,568$38.4M1.6%+11,74113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN354,927$32.7M0.01%-29,37513F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC295,907$27.3M0.4%-4,85513F-HRTimelineGroup
Circle Wealth Management, LLC294,600$27.2M0.42%013F-HRTimeline
MML INVESTORS SERVICES, LLC253,715$23.4M0.06%+17,56913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC227,801$21M<0.01%+39,64813F-HRTimelineGroup
Janney Montgomery Scott LLC204,367$18.9M0.04%-5,36713F-HRTimeline
Private Advisor Group, LLC178,608$16.5M0.08%+7,38013F-HRTimeline
CAPTRUST FINANCIAL ADVISORS169,342$15.6M0.03%+7,19213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/166,669$15.4M0.01%+5,13013F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC150,941$13.9M0.22%-2,41013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …148,034$13.7M1.83%+9,31013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.122,417$11.3M1.63%+6,35813F-HRTimeline
UBS Group AGgroup of 2 filers holding113,595$10.5M-2,046Timeline
SAM Advisors, LLC113,453$10.5M3.31%-2,06913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP102,820$9.48M0.01%-1,70513F-HRTimelineGroup
Howard Capital Management Group, LLC93,130$8.59M0.54%-2,88313F-HRTimeline
Beacon Pointe Advisors, LLC80,632$7.44M0.05%+27,13413F-HRTimeline
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$6.7M0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.71,802$6.62M0.03%-88113F-HRTimeline
Federation des caisses Desjardins du Qu…65,969$6.09M0.02%+41013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP65,795$6.07M0.01%-17513F-HRTimelineGroup
SOUTHERN CAPITAL ADVISORS, LLC64,529$5.95M2.75%-82613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.64,259$5.93M0.01%-1,48913F-HRTimelineGroup
J.W. COLE ADVISORS, INC.62,262$5.74M0.14%+1,32513F-HRTimeline
UNIQUE WEALTH, LLC59,817$5.52M0.77%new13F-HRTimeline
Centerline Wealth Advisors, LLC50,796$4.69M1.7%new13F-HRTimeline
Cetera Investment Advisers49,113$4.53M<0.01%-34413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…48,848$4.51M0.05%new13F-HRTimelineGroup
HighTower Advisors, LLC48,845$4.51M<0.01%-1,13613F-HRTimeline
NewEdge Advisors, LLC47,307$4.36M0.02%-2,34913F-HRTimeline
IHT Wealth Management, LLC47,173$4.35M0.11%+1,50813F-HRTimeline
Bernard Wealth Management Corp.46,224$4.26M1.73%+68813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP41,203$3.8M<0.01%+5,18513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC38,982$3.6M<0.01%+36413F-HRTimeline
Merit Financial Group, LLC32,094$2.96M0.02%-32013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…31,879$2.94M<0.01%+2,54013F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC31,662$2.92M<0.01%+30,01213F-HRTimelineGroup
Diversified Enterprises, LLC31,426$2.9M0.17%+7213F-HRTimeline
Advisory Services Network, LLC28,947$2.67M0.04%+79613F-HRTimeline
Mariner, LLCin group Mariner, LLC25,588$2.36M<0.01%-7813F-HRTimelineGroup
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…24,884$2.3M0.15%+2,09113F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/23,969$2.21M<0.01%+49913F-HRTimelineGroup
COMERICA BANK22,922$2.11M0.01%-4,49413F-HRTimeline
Creative Planningin group Creative Planning22,831$2.11M<0.01%+78613F-HRTimelineGroup
Focus Financial Network, Inc.22,539$2.08M0.07%+42013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding22,304$2.06M+16,253Timeline
PATTEN & PATTEN INC/TN21,226$1.96M0.11%-75013F-HRTimeline
Koshinski Asset Management, Inc.20,333$1.88M0.12%-77713F-HRTimeline
Geneos Wealth Management Inc.19,797$1.83M0.04%-66013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…18,259$1.68M0.02%-10013F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC17,146$1.58M0.01%+44113F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…16,623$1.53M<0.01%-6,07013F-HRTimelineGroup
Cambridge Investment Research Advisors,…16,557$1.53M<0.01%+89313F-HRTimeline
Caliber Wealth Management, LLC / KS16,292$1.5M0.16%-6513F-HRTimeline
FMR LLCin group FMR LLC16,107$1.49M<0.01%+47613F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.15,912$1.47M0.01%-2,39913F-HRTimelineGroup
OMNI 360 Wealth, Inc.15,069$1.38M0.71%+1,04813F-HRTimeline
Litman Gregory Wealth Management LLC14,385$1.33M0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC14,111$1.3M<0.01%013F-HRTimelineGroup
&PARTNERS13,564$1.25M0.01%+8,60113F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,104$1.21M<0.01%-24613F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC12,886$1.19M0.85%+39613F-HRTimeline
Cyndeo Wealth Partners, LLC12,760$1.18M0.06%new13F-HRTimeline
GARRISON POINT ADVISORS, LLC12,720$1.17M0.52%+61413F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,014$1.11M0.43%-3613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…11,095$1.06M<0.01%-23113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,034$1.02M<0.01%-27613F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,019$1.02M0.01%+7,98013F-HRTimelineGroup
GTS SECURITIES LLC10,972$1.01M0.03%new13F-HRTimeline
Prospera Financial Services Inc10,554$974K0.02%013F-HRTimeline
Brendel Financial Advisors LLC10,293$950K0.47%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC10,077$930K0.01%-1,25113F-HRTimelineGroup
Sequent Planning LLC9,776$902K0.23%+2,15613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.9,523$878K<0.01%-54513F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …9,431$870K0.01%-2513F-HRTimelineGroup
AMG National Trust Bank9,201$849K0.02%+113F-HRTimeline
Cresset Asset Management, LLC9,146$844K<0.01%+92913F-HRTimeline
WBH ADVISORY INC9,070$837K0.06%+9813F-HRTimeline
Sequoia Financial Advisors, LLC8,898$821K<0.01%+3513F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…8,558$790K<0.01%+1,63013F-HR/ATimelineGroup
Sanctuary Advisors, LLC8,330$768K<0.01%+1,42213F-HRTimeline
Mosley Wealth Management8,630$764K0.35%13F-HRTimeline
Cordatus Wealth Management LLC8,256$762K0.18%013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,240$760K<0.01%-15313F-HRTimeline
Quadrant Private Wealth Management, LLC7,356$679K0.11%-8213F-HRTimeline
Harbor Asset Planning, Inc.7,036$649K0.55%+39213F-HRTimeline
Lakeshore Capital Group, Inc.6,976$643K0.51%-6713F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,947$641K<0.01%+69513F-HRTimelineGroup
BANK HAPOALIM BMin group BANK HAPOALIM BM6,932$639K0.06%-30313F-HRTimelineGroup
Financial Partners Group, Inc6,942$627K0.07%-38113F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,743$622K0.03%+1,86613F-HRTimelineGroup
Castle Rock Wealth Management, LLC6,672$603K0.13%+413F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC6,301$581K0.18%+68613F-HRTimeline
BURKE & HERBERT BANK & TRUST CO6,231$575K0.16%-5,69713F-HRTimeline
TRUE Private Wealth Advisors6,207$573K0.06%013F-HRTimeline
Quantinno Capital Management LP6,203$572K<0.01%-35513F-HRTimeline
Investmark Advisory Group LLC6,199$572K0.24%+1713F-HRTimeline
New Insight Wealth Advisors5,873$542K0.19%-51513F-HRTimeline
Objective Capital Management, LLC5,863$541K0.55%+213F-HRTimeline
Foundations Investment Advisors, LLC5,757$531K0.01%-380,06013F-HRTimeline
Forvis Mazars Wealth Advisors, LLC5,389$497K0.01%-60513F-HRTimeline
EARNED WEALTH ADVISORS, LLC5,132$473K0.03%new13F-HR/ATimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,115$472K<0.01%013F-HRTimelineGroup
TRITONPOINT WEALTH, LLCin group TritonPoint Partners, LLC4,941$456K0.05%+33213F-HRTimelineGroup
Waverly Advisors, LLC4,916$454K<0.01%+1,84513F-HRTimeline
Horizon Family Wealth, Inc.4,714$435K0.23%-48013F-HRTimeline
Avidian Wealth Enterprises, LLC4,657$430K0.02%+113F-HRTimeline
Wagner Wealth Management, Corp4,629$427K0.42%13F-HRTimeline
D.A. DAVIDSON & CO.4,598$424K<0.01%+47913F-HRTimeline
Register Financial Advisors LLC4,570$422K0.16%+1013F-HRTimeline
Magnus Financial Group LLC4,545$419K0.03%+93113F-HRTimeline
AdvisorNet Financial, Inc4,475$413K0.02%-33,39213F-HRTimeline
KKM Financial LLC4,153$383K0.07%new13F-HRTimeline
Steward Partners Investment Advisory, L…4,098$378K<0.01%+2113F-HRTimeline
CX Institutional3,973$366K0.01%+3,64313F-HRTimeline
CENTAURUS FINANCIAL, INC.3,967$366K0.02%+613F-HRTimeline
Charter Oak Capital Management, LLC3,963$366K0.03%-2,07013F-HRTimeline
WEDBUSH SECURITIES INC3,898$360K0.01%-46513F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,866$357K<0.01%-1,13213F-HRTimelineGroup
HBK Sorce Advisory LLC3,806$350K0.01%-2813F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,687$340K0.14%+313F-HRTimeline
COMMERCE BANKin group COMMERCE BANK3,580$330K<0.01%-18713F-HRTimelineGroup
Valmark Advisers, Inc.3,519$325K<0.01%+2613F-HRTimeline
Prime Capital Investment Advisors, LLC3,507$324K<0.01%013F-HRTimeline
Chicago Partners Investment Group LLC3,531$317K0.01%+1513F-HRTimeline
INTEGRITY ALLIANCE, LLC.3,369$311K0.01%new13F-HRTimeline
Athena Investment Management3,345$309K0.16%013F-HRTimeline
Fairvoy Private Wealth, LLC3,313$306K0.07%new13F-HRTimeline
Argos Wealth Advisors, LLC3,246$299K0.08%13F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,336$299K<0.01%013F-HRTimelineGroup
BRANDYWINE OAK PRIVATE WEALTH LLC3,216$297K0.02%new13F-HRTimeline
Asset Dedication, LLC3,213$296K0.02%013F-HRTimeline
Sensible Money, LLC3,213$296K0.09%013F-HRTimeline
Qube Research & Technologies Ltd3,194$295K<0.01%+1,95113F-HRTimeline
Wealth Forward, LLC3,165$292K0.16%013F-HRTimeline
Sigma Planning Corp3,121$288K0.01%+43413F-HRTimeline
Union Bancaire Privee, UBP SA3,000$279K<0.01%013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC3,001$277K0.03%-30413F-HRTimeline
Interchange Capital Partners, LLC2,964$274K0.05%-20413F-HRTimeline
Black Diamond Financial, LLC2,931$270K0.03%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,928$270K0.02%013F-HRTimeline
Capital Investment Advisors, LLC2,881$266K<0.01%+5013F-HRTimeline
Fiduciary Alliance LLC2,875$265K0.02%+10013F-HRTimeline
Sowell Financial Services LLC2,875$265K0.01%+3413F-HRTimeline
YARGER WEALTH STRATEGIES, LLC2,860$264K0.11%+613F-HRTimeline
Clearstead Advisors, LLC2,848$263K<0.01%013F-HRTimeline
Mutual Advisors, LLC2,800$258K0.01%013F-HRTimeline
Pointe Capital Management LLC2,786$257K0.13%+20013F-HRTimeline
AlphaCore Capital LLC2,774$256K0.01%+2,25113F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,732$252K<0.01%013F-HRTimelineGroup
Swisher Financial Concepts, Inc.2,693$248K0.14%013F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …2,644$244K0.01%+413F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP2,628$244K<0.01%+9013F-HR/ATimelineGroup
Matthew Goff Investment Advisor, LLC1,620$240K0.04%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,598$240K<0.01%+59013F-HRTimelineGroup
DAVENPORT & Co LLC2,577$238K<0.01%+5413F-HRTimeline
Quotient Wealth Partners, LLC2,486$229K0.01%new13F-HRTimeline
U.S. Capital Wealth Advisors, LLC2,448$226K0.01%013F-HRTimeline
Moors & Cabot, Inc.2,404$222K0.01%-213F-HRTimeline
ADELL HARRIMAN & CARPENTER INC2,400$221K0.01%013F-HRTimeline
Royal Capital Wealth Management, LLC2,400$221K0.13%013F-HRTimeline
Crescent Grove Advisors, LLC2,379$219K0.02%013F-HRTimeline
OneDigital Investment Advisors LLC2,346$216K<0.01%013F-HRTimeline
MAI Capital Management2,330$215K<0.01%+42313F-HRTimeline
Bravera Wealth2,325$214K0.11%13F-HRTimeline
Curi Capital, LLC2,306$213K<0.01%-1,63213F-HRTimeline
BLAIR WILLIAM & CO/IL2,282$211K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,271$210K<0.01%+213F-HRTimeline
PROMETHIUM ADVISORS,LLC2,240$207K0.11%013F-HRTimeline
Pinnacle Financial Group, LLC / IL2,220$205K0.06%new13F-HRTimeline
Samalin Investment Counsel, LLC2,192$202K0.07%new13F-HRTimeline
LANARK FINANCIAL, INC.1,990$184K0.01%+62513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,775$164K0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,756$162K<0.01%+15013F-HRTimeline
Allworth Financial LP1,746$161K<0.01%+95713F-HRTimeline
HARBOUR INVESTMENTS, INC.1,577$146K<0.01%+27413F-HRTimeline
Sunbelt Securities, Inc.1,563$144K0.01%-2913F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…1,477$136K<0.01%-1,00813F-HRTimelineGroup
GAMMA Investing LLC1,446$133K0.01%013F-HRTimeline
Cypress Capital Management LLC (WY)1,384$128K0.12%-813F-HRTimeline
Commonwealth Retirement Investments LLC1,218$112K0.04%new13F-HRTimeline
Financial Freedom, LLC1,144$106K0.05%+313F-HRTimeline
Arax Advisory Partners1,107$102K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,050$100K<0.01%new13F-HRTimelineGroup
Root Financial Partners, LLC1,040$96K<0.01%new13F-HRTimeline
Millstone Evans Group, LLC1,014$93.5K0.06%013F-HRTimeline