iShares U.S. Financial ServiIYGETF
13F holders, Q2 2026 (June 30)262holders −3
24new positions
26sold out
1famous investor
$90.52avg. 13F price*
At the end of Q2 2026, 262 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, down 3 from Q1 2026. 24 opened new positions and 26 sold out. The largest holders were Dynasty Wealth Management, LLC ($139.8M), RiverFront Investment Group, LLC ($137.8M) and Goldman Sachs Group Inc. ($125.5M). One famous investor held it Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares U.S. Financial Servi
- CUSIP
- 464287770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $10.4M |
| Exits | 26 | $23.1M |
All 13F filers, Q1 2026 → Q2 2026: 708,017 shares bought and 2,520,062 shares sold, net −1,812,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Dynasty Wealth Management, LLC | 1.04% | Reduce -29.1% | 1,545,194 | $139.8M |
| RiverFront Investment Group, LLC | 1.82% | Add +3.1% | 1,523,347 | $137.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.3% | 1,387,734 | $125.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.1% | 1,224,738 | $110.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.9% | 1,222,231 | $110.6M |
| Morgan Stanley | 0.01% | Add +5.2% | 1,088,602 | $98.5M |
| Sagespring Wealth Partners, LLC | 1.03% | Reduce -17.4% | 739,777 | $66.9M |
| OpenArc Corporate Advisory, LLC | 0.52% | Reduce -36.3% | 487,555 | $44.1M |
| Bank of America Corp. | 0.00% | Add +2.0% | 479,885 | $43.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.4% | 461,178 | $41.7M |
| LPL Financial LLC | 0.01% | Reduce -4.0% | 448,681 | $40.6M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 436,095 | $39.5M |
| PGIM Custom Harvest LLC | 0.41% | Reduce -0.8% | 362,421 | $32.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.9% | 344,920 | $31.2M |
| Kozak & Associates, Inc. | 4.89% | Reduce -29.0% | 305,432 | $28.2M |
| Circle Wealth Management, LLC | 0.33% | No change | 294,600 | $26.7M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.6% | 196,911 | $17.8M |
| Bank of Montreal | 0.01% | Add +3.3% | 193,645 | $17.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.9% | 155,400 | $14.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.63% | Add +3.9% | 153,440 | $13.9M |
| Ferguson Wellman Capital Management, Inc. | 0.16% | No change | 148,491 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.9% | 145,844 | $13.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -36.3% | 133,068 | $12.0M |
| Arkansas Financial Group, Inc. | 1.54% | Add +2.0% | 130,414 | $11.8M |
| SAM Advisors, LLC | 2.95% | Add +2.9% | 119,266 | $10.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.40% | Reduce -72.8% | 116,377 | $10.5M |
| UBS Group AG | 0.00% | Add +0.6% | 111,801 | $10.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -3.5% | 97,752 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 96,853 | $8.8M |
| Howard Capital Management Group, LLC | 0.52% | Reduce -1.0% | 93,198 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +8.6% | 84,053 | $7.6M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +5.7% | 70,874 | $6.4M |
| Scotia Capital Inc. | 0.02% | Reduce -4.2% | 69,435 | $6.3M |
| Unique Wealth, LLC | 0.71% | Reduce -13.6% | 66,997 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 65,846 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.8% | 57,130 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.2% | 54,092 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +8.8% | 50,139 | $4.5M |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 47,831 | $4.3M |
| Centerline Wealth Advisors, LLC | 1.31% | Reduce -30.5% | 46,093 | $4.2M |
| Forte Asset Management LLC | 1.70% | Add +60.4% | 45,898 | $4.2M |
| Bernard Wealth Management Corp. | 1.47% | Reduce -4.6% | 43,980 | $4.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.7% | 43,756 | $4.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 38,867 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 36,564 | $3.3M |
| Mariner, LLC | 0.00% | Reduce -4.1% | 35,200 | $3.2M |
| IHT Wealth Management, LLC | 0.06% | Reduce -21.1% | 33,463 | $3.0M |
| Advisory Services Network, LLC | 0.03% | Add +3.8% | 31,430 | $2.8M |
| Storen Legacy Partners, LLC | 0.77% | Reduce -25.7% | 31,125 | $2.8M |
| Diversified Enterprises, LLC | 0.14% | Reduce -1.2% | 30,843 | $2.8M |
| MML Investors Services, LLC | 0.00% | Reduce -88.1% | 26,741 | $2.4M |
| Fifth Third Securities, Inc. | 0.13% | Add +2.7% | 25,693 | $2.3M |
| National Bank of Canada | 0.00% | Add +1.3% | 24,666 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +27.9% | 24,320 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 23,401 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +4.8% | 23,235 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.9% | 22,812 | $2.1M |
| Creative Planning | 0.00% | Reduce -5.5% | 21,779 | $2.0M |
| Patten & Patten Inc. | 0.10% | Reduce -0.2% | 21,176 | $1.9M |
| Koshinski Asset Management, Inc. | 0.10% | Add +0.0% | 20,836 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 20,234 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | No change | 19,797 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +6.3% | 19,094 | $1.7M |
| Blair William & Co. | 0.00% | Add +731.4% | 18,973 | $1.7M |
| Stephens Inc. | 0.02% | Add +0.0% | 18,260 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.6% | 17,727 | $1.6M |
| OMNI 360 Wealth, Inc. | 0.70% | Add +13.4% | 16,775 | $1.5M |
| FMR LLC | 0.00% | Add +0.5% | 16,695 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.0% | 16,393 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.14% | Add +0.0% | 16,293 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.1% | 15,019 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 13,104 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.70% | Reduce -0.2% | 12,822 | $1.2M |
| Garrison Point Advisors, LLC | 0.46% | Reduce -1.1% | 12,575 | $1.1M |
| Sequent Planning LLC | 0.24% | Add +11.2% | 12,317 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 12,309 | $1.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.40% | Add +0.2% | 12,073 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +11.8% | 12,062 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.6% | 11,752 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 11,457 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 11,019 | $997K |
| &partners | 0.00% | Reduce -22.2% | 10,882 | $985K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 10,812 | $978K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 10,692 | $967K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -34.9% | 10,499 | $950K |
| Prospera Financial Services Inc | 0.01% | No change | 10,429 | $944K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 10,359 | $937K |
| Mercer Global Advisors Inc. | 0.00% | Add +23.3% | 10,198 | $923K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 9,840 | $890K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.3% | 9,257 | $838K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -12.1% | 9,254 | $837K |
| WBH Advisory Inc. | 0.05% | Reduce -1.7% | 8,903 | $805K |
| Quotient Wealth Partners, LLC | 0.02% | Add +1.4% | 8,453 | $765K |
| Cerity Partners LLC | 0.00% | Add +18.8% | 8,261 | $747K |
| Cordatus Wealth Management LLC | 0.16% | No change | 8,256 | $747K |
| Focus Partners Wealth | 0.00% | Add +8.2% | 7,989 | $723K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 7,247 | $678K |
| Financial Partners Group, Inc | 0.06% | Add +1.0% | 6,922 | $626K |
| Lakeshore Capital Group, Inc. | 0.46% | Reduce -0.2% | 6,891 | $623K |
"% of holder's portfolio" is IYG's weight in each manager's 13F, not the share of iShares U.S. Financial Servi the manager owns.