iShares U.S. Financial ServiIYGETF
13F holders, Q1 2024 (March 31)224holders
3famous investors
$67.84avg. 13F price*
At the end of Q1 2024, 224 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings. The largest holders were RiverFront Investment Group, LLC ($93.5M), Envestnet Asset Management Inc. ($89.4M) and Goldman Sachs Group Inc. ($78.1M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Fisher (0.0% of Fisher 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 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $24.1M |
| Exits | 19 | $2.8M |
Ownership 224 holders
| RiverFront Investment Group, LLC | 2.63% | Reduce -6.5% | 1,409,958 | $93.5M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -7.6% | 1,348,212 | $89.4M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -2.2% | 1,178,323 | $78.1M |
| Morgan Stanley | 0.01% | Reduce -4.5% | 962,336 | $63.8M |
| Bank of America Corp. | 0.00% | Reduce -3.7% | 616,374 | $40.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.6% | 528,239 | $35.0M |
| Raymond James & Associates | 0.02% | Reduce -2.8% | 493,209 | $32.7M |
| Bank of Montreal | 0.01% | Reduce -5.2% | 151,424 | $28.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 361,340 | $24.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.52% | Add +3.5% | 361,113 | $23.9M |
| LPL Financial LLC | 0.01% | Add +14.9% | 358,989 | $23.8M |
| Circle Wealth Management, LLC | 0.49% | No change | 294,600 | $19.5M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -3.5% | 259,536 | $17.2M |
| JPMorgan Chase & Co. | 0.00% | Add +3.9% | 241,533 | $16.0M |
| Kozak & Associates, Inc. | 4.11% | Add +3.2% | 229,580 | $15.3M |
| UBS Group AG | 0.00% | Reduce -22.6% | 208,778 | $13.8M |
| Captrust Financial Advisors | 0.04% | Reduce -1.3% | 176,897 | $11.7M |
| Ferguson Wellman Capital Management, Inc. | 0.22% | Reduce -4.7% | 164,106 | $10.9M |
| BNP Paribas Financial Markets | 0.01% | New | 150,000 | $9.9M |
| Arkansas Financial Group, Inc. | 1.64% | Reduce -2.3% | 140,769 | $9.3M |
| SAM Advisors, LLC | 3.02% | Reduce -0.3% | 123,325 | $8.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.29% | Reduce -1.3% | 118,390 | $7.8M |
| Private Advisor Group, LLC | 0.06% | Reduce -4.5% | 115,503 | $7.7M |
| Rockefeller Capital Management L.P. | 0.02% | New | 113,421 | $7.5M |
| Howard Capital Management Group, LLC | 0.55% | Reduce -0.7% | 108,426 | $7.2M |
| PGIM Custom Harvest LLC | 0.17% | Reduce -2.4% | 106,118 | $7.0M |
| Stifel Financial Corp. | 0.01% | Reduce -2.3% | 88,852 | $5.9M |
| Truist Financial Corp. | 0.01% | Reduce -57.8% | 79,442 | $5.3M |
| Scotia Capital Inc. | 0.03% | Reduce -1.3% | 78,504 | $5.2M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $4.8M |
| Beacon Pointe Advisors, LLC | 0.05% | Reduce -16.8% | 68,950 | $4.6M |
| J.W. Cole Advisors, Inc. | 0.21% | Reduce -4.6% | 61,543 | $4.1M |
| Wealthgate Family Office, LLC | 9.52% | No change | 55,295 | $3.7M |
| Equitable Holdings, Inc. | 0.04% | Add +133.6% | 54,993 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +5.7% | 49,997 | $3.3M |
| HighTower Advisors, LLC | 0.01% | Add +1.4% | 49,880 | $3.3M |
| Southern Capital Advisors, LLC | 1.86% | Reduce -16.3% | 46,167 | $3.1M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.9% | 42,264 | $2.8M |
| Jane Street Group, LLC | 0.00% | Add +718.2% | 40,867 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | Reduce -39.5% | 40,477 | $2.7M |
| Mariner, LLC | 0.01% | Add +0.9% | 40,116 | $2.7M |
| Family Firm, Inc. | 0.61% | No change | 37,840 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Reduce -6.7% | 35,793 | $2.4M |
| Diversified, LLC | 0.31% | Reduce -5.0% | 34,068 | $2.3M |
| Cetera Investment Advisers | 0.01% | Add +672.8% | 32,132 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 31,821 | $2.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -70.2% | 30,582 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -2.2% | 27,722 | $1.8M |
| Fifth Third Securities, Inc. | 0.17% | Reduce -8.0% | 27,144 | $1.8M |
| Merit Financial Group, LLC | 0.04% | New | 27,672 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Reduce -26.4% | 26,324 | $1.7M |
| Patten & Patten Inc. | 0.11% | Reduce -2.5% | 23,181 | $1.5M |
| IHT Wealth Management, LLC | 0.06% | Reduce -3.4% | 22,043 | $1.5M |
| Geneos Wealth Management Inc. | 0.06% | Add +184.1% | 21,146 | $1.4M |
| Comerica Bank | 0.01% | Reduce -1.4% | 20,518 | $1.4M |
| Stephens Inc. | 0.02% | Reduce -1.5% | 20,164 | $1.3M |
| Creative Planning | 0.00% | Reduce -5.7% | 19,576 | $1.3M |
| National Bank of Canada | 0.00% | Add +16.3% | 19,260 | $1.3M |
| Advisory Services Network, LLC | 0.03% | Add +2.5% | 19,061 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | No change | 17,910 | $1.2M |
| Focus Financial Network, Inc. | 0.05% | — | 17,867 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -18.9% | 16,333 | $1.1M |
| Consolidated Capital Management, LLC | 0.49% | Reduce -6.7% | 15,410 | $1.0M |
| Source Financial Advisors LLC | 0.30% | Reduce -38.5% | 15,075 | $999K |
| FMR LLC | 0.00% | Reduce -15.6% | 15,061 | $999K |
| Cwm, LLC | 0.00% | Add +4.2% | 14,882 | $987K |
| Prudential Financial Inc. | 0.00% | Reduce -5.3% | 14,800 | $981K |
| Litman Gregory Wealth Management LLC | 0.09% | No change | 14,385 | $954K |
| Cottonwood Capital Advisors, LLC | 0.75% | Reduce -1.9% | 15,061 | $945K |
| Advisors Capital Management, LLC | 0.02% | Add +1.6% | 14,093 | $934K |
| Garrison Point Advisors, LLC | 0.59% | Reduce -0.4% | 13,845 | $918K |
| Citadel Advisors | 0.00% | Reduce -59.5% | 13,293 | $881K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.39% | Reduce -6.4% | 12,023 | $797K |
| Summit Financial Group, Inc. | 0.28% | No change | 11,928 | $791K |
| BlackRock Inc. | 0.00% | New | 11,268 | $747K |
| Tower Research Capital LLC (TRC) | 0.02% | Reduce -31.4% | 10,736 | $712K |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.4% | 10,361 | $687K |
| Bank Hapoalim BM | 0.09% | Reduce -14.2% | 10,242 | $679K |
| Castle Rock Wealth Management, LLC | 0.18% | No change | 10,548 | $670K |
| Wedbush Securities Inc. | 0.02% | Add +7.5% | 10,017 | $664K |
| Financial Partners Group, Inc | 0.10% | Add +1.2% | 9,901 | $656K |
| US Bancorp \de | 0.00% | Add +17.3% | 9,715 | $644K |
| KKM Financial LLC | 0.31% | Add +160.5% | 9,612 | $637K |
| Sunbelt Securities, Inc. | 0.07% | Reduce -11.6% | 9,517 | $631K |
| Cresset Asset Management, LLC | 0.00% | Add +10.4% | 9,227 | $612K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +3.3% | 9,024 | $598K |
| AMG National Trust Bank | 0.02% | Reduce -4.5% | 8,940 | $593K |
| Quadrant Private Wealth Management, LLC | 0.14% | Reduce -15.3% | 8,583 | $569K |
| Prospera Financial Services Inc | 0.02% | No change | 8,466 | $561K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -2.9% | 8,464 | $561K |
| Mercer Global Advisors Inc. | 0.00% | Add +14.2% | 8,467 | $561K |
| New Insight Wealth Advisors | 0.35% | Reduce -2.1% | 8,386 | $556K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -58.2% | 3,514 | $546K |
| Apexium Financial, LP | 0.04% | No change | 7,980 | $529K |
| Baird Financial Group, Inc. | 0.00% | No change | 7,749 | $514K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.5% | 7,670 | $509K |
| Marcum Wealth, LLC | 0.05% | Reduce -3.6% | 7,065 | $468K |
| Principal Securities, Inc. | 0.01% | Reduce -1.8% | 6,756 | $448K |
| Financial Freedom, LLC | 0.26% | Reduce -51.3% | 6,604 | $438K |
| OMNI 360 Wealth, Inc. | 0.36% | New | 6,580 | $436K |
"% 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.