iShares U.S. Financial ServiIYGETF
13F holders, Q2 2024 (June 30)228holders +4
20new positions
17sold out
4famous investors
$65.27avg. 13F price*
At the end of Q2 2024, 228 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 4 from Q1 2024. 20 opened new positions and 17 sold out. The largest holders were Envestnet Asset Management Inc. ($98.5M), RiverFront Investment Group, LLC ($94.4M) and Goldman Sachs Group Inc. ($73.1M). 4 famous investors held it, including Israel Englander (0.0% of Millennium Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $9.1M |
| Exits | 17 | $15.4M |
All 13F filers, Q1 2024 → Q2 2024: 631,785 shares bought and 641,653 shares sold, net −9,868 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 228 holders
| Envestnet Asset Management Inc. | 0.03% | Add +12.0% | 1,509,858 | $98.5M |
| RiverFront Investment Group, LLC | 2.52% | Add +2.7% | 1,448,241 | $94.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -4.9% | 1,120,783 | $73.1M |
| Morgan Stanley | 0.00% | Reduce -1.0% | 952,822 | $62.1M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 600,118 | $39.1M |
| Raymond James & Associates | 0.02% | Add +14.5% | 564,529 | $36.8M |
| Royal Bank of Canada | 0.01% | Reduce -7.8% | 486,800 | $31.7M |
| LPL Financial LLC | 0.01% | Add +6.7% | 383,159 | $25.0M |
| Baltimore-Washington Financial Advisors, Inc. | 1.44% | Add +3.4% | 373,427 | $24.4M |
| Wells Fargo & Company | 0.01% | Add +0.4% | 362,725 | $23.7M |
| Circle Wealth Management, LLC | 0.44% | No change | 294,600 | $19.2M |
| Kozak & Associates, Inc. | 4.15% | Add +10.9% | 254,585 | $16.8M |
| JPMorgan Chase & Co. | 0.00% | Add +6.0% | 255,980 | $16.7M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -4.7% | 247,399 | $16.1M |
| UBS Group AG | 0.00% | Reduce -3.0% | 202,498 | $13.2M |
| Ferguson Wellman Capital Management, Inc. | 0.21% | Reduce -2.8% | 159,499 | $10.4M |
| Captrust Financial Advisors | 0.03% | Reduce -10.0% | 159,154 | $10.4M |
| Bank of Montreal | 0.00% | Reduce -2.1% | 148,236 | $9.8M |
| Arkansas Financial Group, Inc. | 1.62% | Reduce -0.8% | 139,581 | $9.1M |
| SAM Advisors, LLC | 2.90% | Reduce -1.6% | 121,411 | $7.9M |
| PGIM Custom Harvest LLC | 0.17% | Add +10.6% | 117,348 | $7.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.62% | Reduce -1.5% | 116,665 | $7.6M |
| Howard Capital Management Group, LLC | 0.54% | Add +3.4% | 112,060 | $7.3M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.3% | 110,580 | $7.2M |
| Stifel Financial Corp. | 0.01% | Add +0.6% | 89,375 | $5.8M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 82,149 | $5.4M |
| HighTower Advisors, LLC | 0.01% | Add +48.8% | 74,218 | $4.8M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $4.7M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +0.0% | 68,953 | $4.5M |
| Scotia Capital Inc. | 0.03% | Reduce -14.7% | 66,931 | $4.4M |
| J.W. Cole Advisors, Inc. | 0.19% | Add +0.1% | 61,595 | $4.0M |
| Wealthgate Family Office, LLC | 8.87% | Add +0.0% | 55,306 | $3.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +4.2% | 52,095 | $3.4M |
| Southern Capital Advisors, LLC | 1.91% | Add +2.5% | 47,322 | $3.1M |
| Pinnacle Family Advisors, LLC | 1.67% | New | 46,462 | $3.0M |
| Mariner, LLC | 0.01% | Reduce -1.0% | 39,723 | $2.6M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -8.2% | 38,820 | $2.5M |
| Millennium Management | 0.00% | New | 38,313 | $2.5M |
| Osaic Holdings, Inc. | 0.01% | Add +3.1% | 36,890 | $2.4M |
| Family Firm, Inc. | 0.53% | Reduce -4.0% | 36,316 | $2.4M |
| BlackRock Inc. | 0.00% | Add +211.5% | 35,096 | $2.3M |
| Diversified, LLC | 0.26% | Reduce -0.5% | 33,916 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Add +3.8% | 33,019 | $2.2M |
| Cetera Investment Advisers | 0.00% | Add +1.8% | 32,701 | $2.1M |
| Citadel Advisors | 0.00% | Add +132.8% | 30,943 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.0% | 29,977 | $2.0M |
| Merit Financial Group, LLC | 0.04% | No change | 27,672 | $1.8M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -0.6% | 27,569 | $1.8M |
| GeoWealth Management, LLC | 0.07% | Reduce -0.8% | 26,102 | $1.7M |
| Equitable Holdings, Inc. | 0.02% | Reduce -52.6% | 26,082 | $1.7M |
| IHT Wealth Management, LLC | 0.06% | Add +10.5% | 24,359 | $1.6M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -14.5% | 23,204 | $1.5M |
| Patten & Patten Inc. | 0.10% | Reduce -1.9% | 22,731 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Add +229.3% | 21,507 | $1.4M |
| Creative Planning | 0.00% | Add +8.2% | 21,180 | $1.4M |
| Geneos Wealth Management Inc. | 0.06% | No change | 21,146 | $1.4M |
| Comerica Bank | 0.01% | Add +2.5% | 21,035 | $1.4M |
| Stephens Inc. | 0.02% | Add +2.3% | 20,629 | $1.3M |
| National Bank of Canada | 0.00% | Add +2.9% | 19,825 | $1.3M |
| Focus Financial Network, Inc. | 0.05% | Reduce -0.2% | 17,830 | $1.2M |
| Advisory Services Network, LLC | 0.03% | Reduce -0.7% | 18,925 | $1.2M |
| Cobblestone Capital Advisors LLC | 0.07% | No change | 17,910 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.5% | 17,060 | $1.1M |
| Cwm, LLC | 0.01% | Add +9.1% | 16,242 | $1.1M |
| FMR LLC | 0.00% | Add +6.5% | 16,044 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.76% | Reduce -2.4% | 14,694 | $973K |
| Source Financial Advisors LLC | 0.30% | Reduce -1.6% | 14,836 | $967K |
| Sanctuary Advisors, LLC | 0.01% | — | 14,786 | $954K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -87.2% | 14,513 | $946K |
| Litman Gregory Wealth Management LLC | 0.08% | No change | 14,385 | $938K |
| Garrison Point Advisors, LLC | 0.60% | No change | 13,845 | $903K |
| Prudential Financial Inc. | 0.00% | Reduce -7.7% | 13,659 | $891K |
| Advisors Capital Management, LLC | 0.02% | Reduce -3.5% | 13,603 | $887K |
| MML Investors Services, LLC | 0.00% | Add +135.7% | 12,973 | $846K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.39% | Add +1.2% | 12,169 | $794K |
| Burke & Herbert Bank & Trust Co. | 0.19% | New | 11,928 | $778K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.9% | 11,774 | $768K |
| US Bancorp \de | 0.00% | Add +13.8% | 11,061 | $721K |
| Wedbush Securities Inc. | 0.03% | Add +7.5% | 10,772 | $702K |
| KKM Financial LLC | 0.33% | Reduce -45.9% | 5,197 | $700K |
| Castle Rock Wealth Management, LLC | 0.17% | Add +0.0% | 10,552 | $690K |
| Jones Financial Companies LLLP | 0.00% | Add +91.9% | 9,872 | $644K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -0.0% | 9,513 | $620K |
| Bank Hapoalim BM | 0.09% | Reduce -9.0% | 9,321 | $608K |
| NewEdge Advisors, LLC | 0.00% | Reduce -11.1% | 9,214 | $601K |
| AMG National Trust Bank | 0.02% | Add +3.0% | 9,212 | $601K |
| OMNI 360 Wealth, Inc. | 0.44% | Add +36.4% | 8,974 | $585K |
| Kestra Advisory Services, LLC | 0.00% | Add +5.9% | 8,961 | $584K |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.8% | 8,680 | $566K |
| Quadrant Private Wealth Management, LLC | 0.13% | No change | 8,583 | $560K |
| Prospera Financial Services Inc | 0.02% | No change | 8,466 | $552K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +139.5% | 8,416 | $549K |
| Cresset Asset Management, LLC | 0.00% | Reduce -9.9% | 8,315 | $542K |
| Cordatus Wealth Management LLC | 0.20% | New | 8,256 | $538K |
| Financial Partners Group, Inc | 0.08% | Reduce -17.3% | 8,185 | $534K |
| Apexium Financial, LP | 0.04% | No change | 7,980 | $520K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -10.8% | 7,554 | $493K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -4.0% | 7,361 | $480K |
| Baird Financial Group, Inc. | 0.00% | Reduce -8.7% | 7,074 | $461K |
| Consolidated Capital Management, LLC | 0.22% | Reduce -54.7% | 6,987 | $456K |
"% 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.