IYG ISHARES TR
FollowU.S. FIN SVC ETF (fund)
Filings received so far for Q3 2026: 12 13F filers report a position in IYG shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 147,151 | $13.2M | 0.16% | -1,340 | 13F-HRTimeline |
| Castle Rock Wealth Management, LLC | 6,325 | $575K | 0.11% | +3 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 3,711 | $334K | 0.01% | +48 | 13F-HRTimeline |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 2,885 | $259K | 0.07% | -63 | 13F-HRTimeline |
| GAMMA Investing LLC | 2,123 | $191K | 0.01% | 0 | 13F-HRTimeline |
| Rosenberg Matthew Hamilton | 900 | $80.9K | 0.01% | 0 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 635 | $57.1K | <0.01% | +382 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 514 | $46.2K | <0.01% | new | 13F-HRTimeline |
| Roxbury Financial LLC | 304 | $27.4K | 0.02% | +1 | 13F-HRTimeline |
| CX Institutional | 300 | $27K | <0.01% | +17 | 13F-HRTimeline |
| Polaris Financial Partners | 54 | $7K | <0.01% | 13F-HRTimeline | |
| Olistico Wealth, LLC | 69 | $6.2K | <0.01% | new | 13F-HRTimeline |