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 |
| New Insight Wealth Advisors | 0.24% | Reduce -9.4% | 6,327 | $449K |
| TRUE Private Wealth Advisors | 0.05% | No change | 6,207 | $441K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +590.4% | 6,151 | $437K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,150 | $437K |
| Investmark Advisory Group LLC | 0.21% | Add +0.3% | 6,113 | $434K |
| Principal Securities, Inc. | 0.01% | No change | 6,081 | $432K |
| Consolidated Capital Management, LLC | 0.19% | Reduce -14.0% | 6,008 | $427K |
| Objective Capital Management, LLC | 0.24% | — | 5,853 | $416K |
| Tritonpoint Wealth, LLC | 0.04% | Add +9.7% | 5,654 | $400K |
| Kesler, Norman & Wride, LLC | 0.08% | New | 5,416 | $385K |
| Oppenheimer & Co. Inc. | 0.01% | New | 5,293 | $376K |
| Northern Trust Corp. | 0.00% | New | 5,250 | $373K |
| Carnegie Investment Counsel | 0.01% | Add +5.2% | 5,188 | $368K |
| Cibc World Market Inc. | 0.00% | Reduce -0.3% | 5,144 | $365K |
| Stratos Wealth Partners, LTD. | 0.01% | New | 5,087 | $361K |
| Horizon Family Wealth, Inc. | 0.24% | Add +1.8% | 4,662 | $331K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +0.0% | 4,652 | $330K |
| Register Financial Advisors LLC | 0.16% | Add +0.3% | 4,461 | $317K |
| Swisher Financial Concepts, Inc. | 0.20% | Add +0.0% | 4,463 | $313K |
| Wolverine Trading, LLC | 0.01% | New | 4,388 | $310K |
| Private Portfolio Partners LLC | 0.06% | New | 4,283 | $304K |
| Centaurus Financial, Inc. | 0.02% | Reduce -2.3% | 4,263 | $303K |
| Wetzel Investment Advisors, Inc. | 0.15% | Add +5.5% | 4,157 | $295K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -3.3% | 4,140 | $294K |
| D.A. Davidson & Co. | 0.00% | No change | 4,119 | $293K |
| Commerce Bank | 0.00% | Add +5.4% | 3,954 | $281K |
| HBK Sorce Advisory LLC | 0.01% | No change | 3,943 | $280K |
| Gsa Capital Partners LLP | 0.02% | Add +22.7% | 3,892 | $276K |
| Signet Financial Management, LLC | 0.03% | Reduce -1.7% | 3,839 | $273K |
| Focus Partners Wealth | 0.00% | New | 3,818 | $271K |
| Corient Private Wealth LP | 0.00% | Add +18.9% | 3,697 | $263K |
| International Assets Investment Management, LLC | 0.02% | Add +11.1% | 3,673 | $261K |
| Mutual Advisors, LLC | 0.01% | No change | 3,499 | $260K |
| Fisher Asset Management | 0.00% | Add +0.6% | 3,508 | $249K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +6.5% | 3,507 | $249K |
| Lion Street Advisors, LLC | 0.09% | No change | 3,451 | $245K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 3,273 | $243K |
| Athena Investment Management | 0.14% | No change | 3,345 | $238K |
| Sensible Money, LLC | 0.10% | No change | 3,213 | $228K |
| Asset Dedication, LLC | 0.02% | No change | 3,213 | $228K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,209 | $228K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,201 | $227K |
| Capital Wealth Alliance, LLC | 0.13% | Reduce -27.0% | 3,174 | $225K |
| Wealth Forward, LLC | 0.16% | No change | 3,165 | $225K |
| Raymond James Trust N.A. | 0.00% | Reduce -27.6% | 3,069 | $218K |
| DAVENPORT & Co LLC | 0.00% | Reduce -3.9% | 3,023 | $215K |
| Verum Partners LLC | 0.06% | New | 3,000 | $213K |
| Black Diamond Financial, LLC | 0.04% | New | 2,931 | $208K |
| Sigma Planning Corp | 0.01% | New | 2,909 | $207K |
| OneDigital Investment Advisors LLC | 0.00% | New | 2,887 | $205K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 2,841 | $202K |
| Capital Investment Advisors, LLC | 0.00% | New | 2,833 | $201K |
| Yarger Wealth Strategies, LLC | 0.11% | New | 2,830 | $201K |
| Financial Freedom, LLC | 0.10% | Reduce -6.5% | 2,754 | $196K |
| AdvisorNet Financial, Inc | 0.01% | No change | 2,637 | $187K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.8% | 2,499 | $178K |
| AllSquare Wealth Management LLC | 0.10% | No change | 2,406 | $171K |
| Blair William & Co. | 0.00% | Add +3.3% | 2,327 | $165K |
| Founders Financial Alliance, LLC | 0.04% | Add +0.2% | 2,262 | $161K |
| EP Wealth Advisors, LLC | 0.00% | Add +28.2% | 2,247 | $160K |
| TD Private Client Wealth LLC | 0.00% | Reduce -2.3% | 2,073 | $147K |
| Citigroup Inc. | 0.00% | Add +141.6% | 2,066 | $147K |
| Cypress Capital Management LLC (WY) | 0.14% | New | 1,800 | $128K |
| Rothschild Investment LLC | 0.01% | Add +572.0% | 1,774 | $126K |
| ORG Partners LLC | 0.02% | No change | 1,500 | $107K |
| AlphaMark Advisors, LLC | 0.03% | No change | 1,388 | $99K |
| GAMMA Investing LLC | 0.01% | No change | 1,323 | $94K |
| CoreCap Advisors, LLC | 0.00% | New | 1,281 | $91K |
| Harbour Investments, Inc. | 0.00% | Add +154.4% | 1,221 | $87K |
| Ashton Thomas Securities, LLC | 0.01% | No change | 1,062 | $75K |
| Planned Solutions, Inc. | 0.03% | New | 1,026 | $73K |
| Signaturefd, LLC | 0.00% | Reduce -3.4% | 1,018 | $72K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 900 | $64K |
| Keener Financial Planning LLC | 0.04% | No change | 900 | $63K |
| Lanark Financial, Inc. | 0.01% | No change | 876 | $62K |
| Tidemark, LLC | 0.02% | No change | 717 | $51K |
| CENTRAL TRUST Co | 0.00% | Add +0.4% | 708 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 619 | $44K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 600 | $43K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 600 | $43K |
| Private Trust Co. NA | 0.00% | No change | 570 | $40K |
| Mather Group, Llc. | 0.00% | Reduce -10.4% | 543 | $39K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 535 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 534 | $38K |
| Arax Advisory Partners | 0.00% | No change | 525 | $37K |
| Frazier Financial Advisors, LLC | 0.03% | No change | 489 | $35K |
| Salem Investment Counselors Inc. | 0.00% | No change | 450 | $32K |
| Financial Avengers, Inc. | 0.01% | New | 400 | $28K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +1412.5% | 363 | $27K |
| Y.D. More Investments Ltd | 0.00% | No change | 350 | $25K |
| Tucker Asset Management LLC | 0.01% | No change | 345 | $25K |
| Fairscale Capital, LLC | 0.02% | No change | 342 | $24K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.3% | 337 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.3% | 314 | $22K |
| Glenmede Trust Co. NA | 0.00% | Reduce -40.4% | 288 | $20K |
| Johnson Financial Group, Inc. | 0.00% | Add +30.0% | 273 | $19K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 270 | $19K |
| Blue Trust, Inc. | 0.00% | No change | 288 | $19K |
| Aspire Wealth Management Corp | 0.01% | No change | 253 | $18K |
| Fortis Group Advisors, LLC | 0.00% | No change | 240 | $17K |
| Ancora Advisors LLC | 0.00% | No change | 240 | $17K |
| Allworth Financial LP | 0.00% | Reduce -0.4% | 231 | $16K |
| Tsfg, LLC | 0.00% | No change | 225 | $16K |
| Bessemer Group Inc. | 0.00% | No change | 225 | $16K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 216 | $15K |
| Trust Co | 0.00% | No change | 207 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 201 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 189 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $11K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 147 | $10K |
| Jaffetilchin Investment Partners, LLC | 0.00% | New | 136 | $10K |
| Family Asset Management, LLC | 0.01% | Add +76.0% | 132 | $9K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 132 | $9K |
| Quadrant Capital Group LLC | 0.00% | No change | 126 | $9K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 123 | $9K |
| Spire Wealth Management | 0.00% | Reduce -84.9% | 111 | $8K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 108 | $8K |
| Colonial Trust Co / SC | 0.00% | No change | 105 | $7K |
| Truvestments Capital LLC | 0.00% | New | 99 | $7K |
| Gen-Wealth Partners Inc | 0.00% | No change | 81 | $6K |
| Venturi Wealth Management, LLC | 0.00% | No change | 66 | $5K |
| New Millennium Group LLC | 0.00% | No change | 60 | $4K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 48 | $3K |
| POM Investment Strategies, LLC | 0.00% | New | 34 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | Reduce -25.0% | 27 | $2K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 30 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 24 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $1K |
| Hemington Wealth Management | 0.00% | New | 15 | $1K |
| Hantz Financial Services, Inc. | 0.00% | New | 15 | $1K |
"% 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.