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Disclosery

IYG ISHARES TR

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U.S. FIN SVC ETF (fund)

261 managers (265 13F filers) reported a position in IYG shares at 2026-03-31, 18,194,612 shares in all. 32 filers opened a position and 25 filers sold out during the quarter.

Managers
261
13F filers
265
New
32
Added
93
Reduced
72
Sold out
25
Shares held by filers
18,194,612

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Dynasty Wealth Management, LLC2,179,071$181M1.57%+1,646,99113F-HRTimeline
RiverFront Investment Group, LLC1,478,087$122M1.89%+29,06613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,393,596$113M0.01%+361,87513F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC1,246,197$103M0.03%-82,88913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1,034,389$85.7M0.01%-45,46013F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,033,322$85.6M0.01%+11,56513F-HRTimelineGroup
SAGESPRING WEALTH PARTNERS, LLC896,103$74.2M1.35%+319,68013F-HRTimeline
OpenArc Corporate Advisory, LLC765,330$63.4M0.91%+162,24013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/470,278$39M<0.01%-5,26213F-HRTimelineGroup
LPL Financial LLC467,459$38.7M0.01%-12,48213F-HRTimeline
Kozak & Associates, Inc.430,383$37.4M7.3%+9,85813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC450,567$37.3M0.01%+70713F-HRTimelineGroup
Baltimore-Washington Financial Advisors…428,700$35.5M1.53%+12,13213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA419,852$34.8M0.01%-23,94213F-HRTimelineGroup
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC365,312$30.3M0.47%+69,40513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN355,166$29.4M0.01%+23913F-HR/ATimelineGroup
Circle Wealth Management, LLC294,600$24.4M0.35%013F-HRTimeline
MML INVESTORS SERVICES, LLC224,825$18.6M0.05%-28,89013F-HRTimeline
Private Advisor Group, LLC208,916$17.3M0.08%+30,30813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC199,385$16.5M<0.01%-28,41613F-HR/ATimelineGroup
Janney Montgomery Scott LLC198,083$16.4M0.04%-6,28413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/187,495$15.5M0.01%+20,82613F-HRTimelineGroup
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP186,900$15.5M0.01%new13F-HRTimelineGroup
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC148,491$12.3M0.17%-2,45013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …147,679$12.2M1.65%-35513F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.127,826$11M1.53%+5,40913F-HRTimeline
SAM Advisors, LLC115,906$9.6M3.01%+2,45313F-HRTimeline
UBS Group AGgroup of 2 filers holding113,207$9.38M-388Timeline
Beacon Pointe Advisors, LLC101,335$8.39M0.04%+20,70313F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP97,251$8.06M0.01%-5,56913F-HRTimelineGroup
Howard Capital Management Group, LLC94,103$7.8M0.52%+97313F-HRTimeline
UNIQUE WEALTH, LLC77,515$6.42M0.89%+17,69813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.77,399$6.41M0.01%+13,14013F-HRTimelineGroup
BANK OF NOVA SCOTIAin group BANK OF NOVA SCOTIA72,600$6.01M0.01%013F-HRTimelineGroup
SCOTIA CAPITAL INC.72,468$6M0.02%+66613F-HRTimeline
Federation des caisses Desjardins du Qu…67,060$5.56M0.02%+1,09113F-HRTimeline
Centerline Wealth Advisors, LLC66,320$5.49M1.98%+15,52413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP59,365$4.92M0.01%-6,43013F-HRTimelineGroup
Independent Advisor Alliance56,775$4.7M0.05%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…54,751$4.54M0.05%+5,90313F-HRTimelineGroup
Cetera Investment Advisers51,002$4.23M<0.01%+1,88913F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.14M<0.01%new13F-HRTimelineGroup
Prostatis Group LLC48,379$4.01M1.03%new13F-HRTimeline
Bernard Wealth Management Corp.46,114$3.82M1.63%-11013F-HRTimeline
Merit Financial Group, LLC44,979$3.73M0.03%+12,88513F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding44,935$3.72M+20,051Timeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP46,087$3.69M<0.01%+4,88413F-HRTimelineGroup
IHT Wealth Management, LLC42,435$3.52M0.08%-4,73813F-HRTimeline
Storen Legacy Partners, LLC41,908$3.47M1.09%new13F-HRTimeline
Wallace Hart LLC38,609$3.2M4.41%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC38,336$3.18M<0.01%-64613F-HRTimeline
HighTower Advisors, LLC37,156$3.08M<0.01%-11,68913F-HRTimeline
Mariner, LLCin group Mariner, LLC36,696$3.03M<0.01%+11,10813F-HRTimelineGroup
Diversified Enterprises, LLC31,228$2.59M0.14%-19813F-HRTimeline
Advisory Services Network, LLC30,279$2.51M0.03%+1,33213F-HRTimeline
GTS SECURITIES LLC29,575$2.45M0.09%+18,60313F-HRTimeline
FORTE ASSET MANAGEMENT LLC28,619$2.37M1.04%new13F-HRTimeline
Curi Capital, LLC26,562$2.2M0.04%+24,25613F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/24,354$2.02M<0.01%+38513F-HRTimelineGroup
Steward Partners Investment Advisory, L…23,489$1.95M0.01%+19,39113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS23,341$1.93M<0.01%-146,00113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding23,133$1.92M+829Timeline
Creative Planningin group Creative Planning23,055$1.91M<0.01%+22413F-HRTimelineGroup
Focus Financial Network, Inc.22,174$1.84M0.07%-36513F-HRTimeline
PATTEN & PATTEN INC/TN21,226$1.76M0.11%013F-HRTimeline
Koshinski Asset Management, Inc.20,830$1.73M0.11%+49713F-HRTimeline
Geneos Wealth Management Inc.19,797$1.64M0.04%013F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC19,524$1.62M0.01%+2,37813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…19,023$1.58M<0.01%+2,40013F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…18,259$1.51M0.02%013F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.16,167$1.49M0.01%+25513F-HRTimelineGroup
AMG National Trust Bank17,968$1.49M0.03%+8,76713F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…17,531$1.45M0.04%+16,05413F-HRTimelineGroup
FMR LLCin group FMR LLC16,618$1.38M<0.01%+51113F-HRTimelineGroup
Caliber Wealth Management, LLC / KS16,292$1.35M0.15%013F-HRTimeline
Cyndeo Wealth Partners, LLC16,125$1.34M0.07%+3,36513F-HRTimeline
FLOW TRADERS U.S. LLC14,940$1.24M0.04%new13F-HRTimeline
OMNI 360 Wealth, Inc.14,798$1.23M0.63%-27113F-HRTimeline
Cambridge Investment Research Advisors,…14,243$1.18M<0.01%-2,31413F-HRTimeline
CWM, LLCin group CWM, LLC14,111$1.17M<0.01%013F-HRTimelineGroup
&PARTNERS13,984$1.16M0.01%+42013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,104$1.09M<0.01%013F-HRTimelineGroup
COTTONWOOD CAPITAL ADVISORS, LLC12,844$1.06M0.75%-4213F-HRTimeline
GARRISON POINT ADVISORS, LLC12,720$1.05M0.48%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,046$998K0.42%+3213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\11,289$935K<0.01%+25513F-HRTimelineGroup
Sequent Planning LLC11,081$918K0.22%+1,30513F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…11,019$913K0.01%013F-HRTimelineGroup
NewEdge Advisors, LLC10,794$894K<0.01%-36,51313F-HR/ATimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …10,722$888K0.01%+1,29113F-HRTimelineGroup
Savant Capital, LLCin group Savant Capital, LLC10,690$886K<0.01%+61313F-HRTimelineGroup
Sanctuary Advisors, LLC10,559$875K<0.01%+2,22913F-HRTimeline
Sequoia Financial Advisors, LLC10,531$872K<0.01%+1,63313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.10,505$870K<0.01%+98213F-HRTimelineGroup
Prospera Financial Services Inc10,429$864K0.01%-12513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…9,791$811K<0.01%-22,08813F-HRTimelineGroup
Mosley Wealth Management8,631$774K0.35%+113F-HRTimeline
Cresset Asset Management, LLC9,134$757K<0.01%-1213F-HRTimeline
WBH ADVISORY INC9,059$751K0.06%-1113F-HRTimeline
Quotient Wealth Partners, LLC8,336$691K0.02%+5,85013F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV8,268$685K<0.01%+2813F-HRTimeline
TritonPoint Partners, LLCgroup of 2 filers holding8,257$684K+3,316Timeline
Cordatus Wealth Management LLC8,256$684K0.16%013F-HRTimeline
Quadrant Private Wealth Management, LLC7,457$618K0.1%+10113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…7,152$595K<0.01%-3,94313F-HRTimeline
Quantinno Capital Management LP7,155$593K<0.01%+95213F-HRTimeline
Harbor Asset Planning, Inc.7,052$584K0.49%+1613F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC6,956$576K<0.01%+913F-HRTimelineGroup
Lakeshore Capital Group, Inc.6,905$572K0.47%-7113F-HRTimeline
Financial Partners Group, Inc6,856$568K0.07%-8613F-HRTimeline
Castle Rock Wealth Management, LLC6,593$548K0.12%-7913F-HRTimeline
BANK HAPOALIM BMin group BANK HAPOALIM BM6,372$528K0.08%-56013F-HRTimelineGroup
BURKE & HERBERT BANK & TRUST CO6,231$516K0.14%013F-HRTimeline
Investmark Advisory Group LLC6,220$515K0.22%+2113F-HRTimeline
TRUE Private Wealth Advisors6,207$514K0.05%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,134$508K0.03%-60913F-HRTimelineGroup
Objective Capital Management, LLC5,865$486K0.49%+213F-HRTimeline
New Insight Wealth Advisors5,834$483K0.17%-3913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,351$443K<0.01%-3,20713F-HRTimelineGroup
NORTHERN TRUST CORPin group NORTHERN TRUST CORP5,326$441K<0.01%+21113F-HRTimelineGroup
Foundations Investment Advisors, LLC5,122$424K0.01%-63513F-HRTimeline
Forvis Mazars Wealth Advisors, LLC4,945$410K0.01%-44413F-HRTimeline
Waverly Advisors, LLC4,903$406K<0.01%-1313F-HRTimeline
Horizon Family Wealth, Inc.4,865$403K0.21%+15113F-HRTimeline
EARNED WEALTH ADVISORS, LLC4,810$398K0.03%-32213F-HRTimeline
PUREfi Wealth, LLC4,798$397K0.26%new13F-HRTimeline
D.A. DAVIDSON & CO.4,786$396K<0.01%+18813F-HRTimeline
Avidian Wealth Enterprises, LLC4,657$386K0.01%013F-HRTimeline
KKM Financial LLC4,153$383K0.07%013F-HRTimeline
Register Financial Advisors LLC4,581$379K0.14%+1113F-HRTimeline
Point72 Asset Management, L.P.in group Point72 Asset Management, L.P.4,580$379K<0.01%new13F-HRTimelineGroup
AdvisorNet Financial, Inc4,444$368K0.02%-3113F-HRTimeline
HARBOUR INVESTMENTS, INC.4,318$358K0.01%+2,74113F-HRTimeline
Fairvoy Private Wealth, LLC4,274$354K0.08%+96113F-HRTimeline
Summit Financial, LLC4,247$352K<0.01%new13F-HRTimeline
Accredited Investors Inc.4,182$346K0.02%new13F-HRTimeline
Chicago Partners Investment Group LLC3,786$333K0.01%+25513F-HRTimeline
HBK Sorce Advisory LLC3,795$329K0.01%-1113F-HRTimeline
Traveka Wealth, LLC3,716$308K0.12%new13F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.3,687$305K0.12%013F-HRTimeline
WEDBUSH SECURITIES INC3,660$303K0.01%-23813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC3,624$300K<0.01%-24213F-HRTimelineGroup
COMMERCE BANKin group COMMERCE BANK3,580$297K<0.01%013F-HRTimelineGroup
Valmark Advisers, Inc.3,495$290K<0.01%-2413F-HRTimeline
CENTAURUS FINANCIAL, INC.3,357$278K0.01%-61013F-HRTimeline
Athena Investment Management3,345$277K0.14%013F-HRTimeline
Argos Wealth Advisors, LLC3,246$269K0.08%013F-HRTimeline
Interchange Capital Partners, LLC3,422$269K0.08%+45813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC3,216$266K<0.01%-12013F-HRTimelineGroup
Asset Dedication, LLC3,213$266K0.02%013F-HRTimeline
Sensible Money, LLC3,213$266K0.08%013F-HRTimeline
CX Institutional3,204$265K0.01%-76913F-HRTimeline
Wealth Forward, LLC3,165$262K0.15%013F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd3,047$252K<0.01%new13F-HRTimelineGroup
SIGNET FINANCIAL MANAGEMENT, LLC3,000$249K0.03%-113F-HRTimeline
CONSOLIDATED CAPITAL MANAGEMENT, LLC2,947$244K0.08%-3,35413F-HRTimeline
Fiduciary Alliance LLC2,765$243K0.01%-11013F-HRTimeline
Black Diamond Financial, LLC2,931$243K0.03%013F-HRTimeline
Sigma Planning Corp2,928$243K0.01%-19313F-HRTimeline
Union Bancaire Privee, UBP SA3,000$242K<0.01%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,900$240K0.02%-2813F-HRTimeline
Capital Investment Advisors, LLC2,882$239K<0.01%+113F-HR/ATimeline
YARGER WEALTH STRATEGIES, LLC2,860$237K0.1%013F-HRTimeline
Clearstead Advisors, LLC2,848$236K<0.01%013F-HRTimeline
Mutual Advisors, LLC2,800$232K<0.01%013F-HRTimeline
Pointe Capital Management LLC2,786$231K0.11%013F-HRTimeline
AlphaCore Capital LLC2,776$230K0.01%+213F-HRTimeline
Sowell Financial Services LLC2,727$226K0.01%-14813F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC2,581$214K<0.01%-15113F-HRTimelineGroup
Moors & Cabot, Inc.2,543$211K0.01%+13913F-HRTimeline
Swisher Financial Concepts, Inc.2,537$210K0.12%-15613F-HRTimeline
Charter Oak Capital Management, LLC2,523$209K0.02%-1,44013F-HRTimeline
Pinnacle Financial Partners, Inc.in group Pinnacle Financial Partners, …2,517$209K<0.01%new13F-HRTimelineGroup
U.S. Capital Wealth Advisors, LLC2,448$203K0.01%013F-HRTimeline
Prime Capital Investment Advisors, LLC2,417$200K<0.01%-1,09013F-HRTimeline
ASHTON THOMAS SECURITIES, LLC2,362$196K0.02%new13F-HRTimeline
MAI Capital Management2,335$193K<0.01%+513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,334$193K<0.01%-26413F-HRTimelineGroup
Bravera Wealth2,325$193K0.09%013F-HRTimeline
Founders Financial Alliance, LLC2,293$190K0.03%+1,69113F-HRTimeline
BLAIR WILLIAM & CO/IL2,282$189K<0.01%013F-HRTimeline
Aptus Capital Advisors, LLC2,256$187K<0.01%-1513F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC2,115$175K<0.01%+35913F-HRTimeline
Arax Advisory Partners1,830$152K<0.01%+72313F-HRTimeline
LANARK FINANCIAL, INC.1,828$151K0.01%-16213F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,776$147K0.01%+113F-HRTimeline
Allworth Financial LP1,742$144K<0.01%-413F-HRTimeline
Sunbelt Securities, Inc.1,563$129K0.01%013F-HRTimeline
GAMMA Investing LLC1,531$127K0.01%+8513F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC1,500$124K0.01%new13F-HRTimeline
Cypress Capital Management LLC (WY)1,379$114K0.11%-513F-HRTimeline
Burk Holdings LLC1,233$102K0.04%new13F-HRTimeline
Financial Freedom, LLC1,145$94.8K0.05%+113F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …1,050$87.1K<0.01%013F-HRTimelineGroup
Root Financial Partners, LLC1,029$85.3K<0.01%-1113F-HRTimeline
Millstone Evans Group, LLC1,014$84K0.05%013F-HRTimeline
Y.D. More Investments Ltdin group Y.D. More Investments Ltd1,000$80.5K<0.01%+35013F-HRTimelineGroup
Rosenberg Matthew Hamilton900$74.6K0.02%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC850$70.4K<0.01%-30,81213F-HRTimelineGroup
CENTRAL TRUST Co720$59.7K<0.01%+213F-HRTimeline