iShares U.S. Financial ServiIYGETF
13F holders, Q3 2024 (September 30)230holders +2
25new positions
23sold out
3famous investors
$71.09avg. 13F price*
At the end of Q3 2024, 230 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 2 from Q2 2024. 25 opened new positions and 23 sold out. The largest holders were RiverFront Investment Group, LLC ($107.0M), Envestnet Asset Management Inc. ($103.6M) and Goldman Sachs Group Inc. ($79.6M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Israel Englander (0.0% of Millennium Management'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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $6.7M |
| Exits | 23 | $7.6M |
All 13F filers, Q2 2024 → Q3 2024: 362,334 shares bought and 493,481 shares sold, net −131,147 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 230 holders
| RiverFront Investment Group, LLC | 2.52% | Add +4.0% | 1,506,690 | $107.0M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -3.4% | 1,458,998 | $103.6M |
| Goldman Sachs Group Inc. | 0.02% | Add +0.1% | 1,121,508 | $79.6M |
| Morgan Stanley | 0.01% | Add +3.0% | 981,435 | $69.7M |
| Raymond James & Associates | 0.02% | Reduce -0.5% | 561,686 | $39.9M |
| Royal Bank of Canada | 0.01% | Reduce -3.3% | 470,931 | $33.4M |
| Bank of America Corp. | 0.00% | Reduce -28.9% | 426,626 | $30.3M |
| LPL Financial LLC | 0.01% | Add +8.6% | 415,933 | $29.5M |
| Wells Fargo & Company | 0.01% | Add +8.0% | 391,895 | $27.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.48% | Add +2.2% | 381,794 | $27.1M |
| Circle Wealth Management, LLC | 0.46% | No change | 294,600 | $20.9M |
| Kozak & Associates, Inc. | 4.44% | Reduce -1.6% | 250,549 | $18.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.2% | 261,570 | $18.6M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -1.7% | 243,119 | $17.3M |
| UBS Group AG | 0.00% | Add +1.6% | 205,819 | $14.6M |
| Captrust Financial Advisors | 0.04% | Add +16.2% | 184,956 | $13.1M |
| Ferguson Wellman Capital Management, Inc. | 0.22% | Reduce -0.5% | 158,706 | $11.3M |
| Bank of Montreal | 0.01% | Add +1.4% | 150,368 | $10.6M |
| Arkansas Financial Group, Inc. | 1.61% | Reduce -0.6% | 138,701 | $9.9M |
| SAM Advisors, LLC | 3.14% | Reduce -0.9% | 120,311 | $8.5M |
| PGIM Custom Harvest LLC | 0.17% | Add +1.7% | 119,391 | $8.5M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.26% | Add +0.1% | 116,721 | $8.3M |
| Howard Capital Management Group, LLC | 0.57% | Add +2.1% | 114,452 | $8.1M |
| Private Advisor Group, LLC | 0.05% | Reduce -2.8% | 107,539 | $7.6M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 89,596 | $6.4M |
| Truist Financial Corp. | 0.01% | Reduce -5.3% | 77,775 | $5.5M |
| BlackRock, Inc. | 0.00% | — | 75,624 | $5.4M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +1.4% | 69,885 | $5.0M |
| Scotia Capital Inc. | 0.03% | Add +2.1% | 68,356 | $4.9M |
| J.W. Cole Advisors, Inc. | 0.18% | Reduce -0.6% | 61,239 | $4.3M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +7.0% | 55,744 | $4.0M |
| Wealthgate Family Office, LLC | 10.27% | Reduce -6.1% | 51,917 | $3.7M |
| Southern Capital Advisors, LLC | 2.05% | Add +8.3% | 51,239 | $3.6M |
| IHT Wealth Management, LLC | 0.10% | Add +107.2% | 50,463 | $3.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -34.6% | 48,528 | $3.4M |
| Mariner, LLC | 0.00% | Reduce -1.6% | 39,066 | $2.8M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -2.0% | 38,024 | $2.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -1.7% | 36,257 | $2.6M |
| Jane Street Group, LLC | 0.00% | New | 35,149 | $2.5M |
| Family Firm, Inc. | 0.54% | Reduce -4.3% | 34,739 | $2.5M |
| Diversified, LLC | 0.26% | Reduce -3.4% | 32,760 | $2.3M |
| Diversified Enterprises, LLC | 0.26% | — | 32,760 | $2.3M |
| Citadel Advisors | 0.00% | Add +2.4% | 31,690 | $2.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.5% | 30,728 | $2.2M |
| Ameriprise Financial Inc. | 0.00% | Reduce -7.9% | 30,408 | $2.2M |
| Merit Financial Group, LLC | 0.04% | No change | 27,672 | $2.0M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -4.3% | 26,381 | $1.9M |
| Cetera Investment Advisers | 0.00% | Reduce -21.2% | 25,775 | $1.8M |
| GeoWealth Management, LLC | 0.06% | Reduce -2.1% | 25,540 | $1.8M |
| National Bank of Canada | 0.00% | Add +14.9% | 22,774 | $1.6M |
| Patten & Patten Inc. | 0.11% | No change | 22,731 | $1.6M |
| Comerica Bank | 0.01% | Add +6.7% | 22,435 | $1.6M |
| Fifth Third Securities, Inc. | 0.15% | Reduce -6.8% | 21,624 | $1.5M |
| Creative Planning | 0.00% | Add +0.0% | 21,182 | $1.5M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -3.5% | 20,751 | $1.5M |
| Geneos Wealth Management Inc. | 0.06% | Reduce -2.4% | 20,646 | $1.5M |
| Stephens Inc. | 0.02% | Reduce -7.0% | 19,175 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Add +0.6% | 17,934 | $1.3M |
| Cobblestone Capital Advisors LLC | 0.07% | No change | 17,910 | $1.3M |
| Advisory Services Network, LLC | 0.03% | No change | 18,925 | $1.2M |
| FMR LLC | 0.00% | Reduce -0.3% | 15,999 | $1.1M |
| MML Investors Services, LLC | 0.00% | Add +20.8% | 15,672 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -9.7% | 15,408 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -9.5% | 14,703 | $1.0M |
| Litman Gregory Wealth Management LLC | 0.09% | No change | 14,385 | $1.0M |
| Source Financial Advisors LLC | 0.30% | Reduce -3.8% | 14,273 | $1.0M |
| Prudential Financial Inc. | 0.00% | Add +3.8% | 14,179 | $1.0M |
| Advisors Capital Management, LLC | 0.02% | Add +0.8% | 13,708 | $974K |
| Garrison Point Advisors, LLC | 0.60% | Reduce -1.4% | 13,645 | $969K |
| Cottonwood Capital Advisors, LLC | 0.68% | Reduce -11.4% | 13,019 | $925K |
| Equitable Holdings, Inc. | 0.01% | Reduce -52.5% | 12,384 | $880K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.40% | Reduce -1.0% | 12,047 | $856K |
| Burke & Herbert Bank & Trust Co. | 0.20% | No change | 11,928 | $847K |
| Jones Financial Companies LLLP | 0.00% | Add +19.2% | 11,769 | $833K |
| Wedbush Securities Inc. | 0.03% | Add +2.6% | 11,055 | $785K |
| US Bancorp \de | 0.00% | Reduce -1.0% | 10,947 | $777K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +18.9% | 10,324 | $733K |
| OMNI 360 Wealth, Inc. | 0.49% | Add +11.8% | 10,030 | $712K |
| Castle Rock Wealth Management, LLC | 0.17% | Reduce -5.3% | 9,993 | $712K |
| Susquehanna International Group, LLP | 0.00% | Reduce -18.4% | 9,614 | $683K |
| Sunbelt Securities, Inc. | 0.07% | Add +0.1% | 9,525 | $676K |
| NewEdge Advisors, LLC | 0.00% | Add +1.7% | 9,367 | $665K |
| AMG National Trust Bank | 0.02% | Reduce -0.6% | 9,157 | $650K |
| Bank Hapoalim BM | 0.10% | Reduce -3.8% | 8,966 | $637K |
| Mercer Global Advisors Inc. | 0.00% | Add +15.0% | 8,687 | $612K |
| Quadrant Private Wealth Management, LLC | 0.15% | No change | 8,583 | $610K |
| Prospera Financial Services Inc | 0.02% | No change | 8,466 | $601K |
| Cordatus Wealth Management LLC | 0.21% | No change | 8,256 | $586K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -8.3% | 8,215 | $583K |
| Cresset Asset Management, LLC | 0.00% | Reduce -3.0% | 8,068 | $573K |
| Apexium Financial, LP | 0.04% | No change | 7,980 | $567K |
| Millennium Management | 0.00% | Reduce -79.2% | 7,970 | $566K |
| Financial Partners Group, Inc | 0.08% | Reduce -6.4% | 7,661 | $544K |
| Cerity Partners LLC | 0.00% | Add +113.8% | 7,472 | $531K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -57.4% | 6,298 | $513K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -3.3% | 7,118 | $506K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -18.3% | 6,875 | $486K |
| Marcum Wealth, LLC | 0.04% | Reduce -0.6% | 6,381 | $453K |
| Baird Financial Group, Inc. | 0.00% | Reduce -10.1% | 6,363 | $452K |
"% 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.