iShares U.S. Financial ServiIYGETF
13F holders, Q4 2024 (December 31)249holders +19
32new positions
17sold out
2famous investors
$77.83avg. 13F price*
At the end of Q4 2024, 249 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 19 from Q3 2024. 32 opened new positions and 17 sold out. The largest holders were RiverFront Investment Group, LLC ($121.1M), Envestnet Asset Management Inc. ($111.9M) and Goldman Sachs Group Inc. ($88.5M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $20.0M |
| Exits | 17 | $6.2M |
All 13F filers, Q3 2024 → Q4 2024: 533,799 shares bought and 340,346 shares sold, net +193,453 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| RiverFront Investment Group, LLC | 2.76% | Add +3.3% | 1,556,433 | $121.1M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -1.4% | 1,438,526 | $111.9M |
| Goldman Sachs Group Inc. | 0.02% | Add +1.4% | 1,137,701 | $88.5M |
| Morgan Stanley | 0.01% | Reduce -7.2% | 910,463 | $70.8M |
| Raymond James Financial Inc. | 0.02% | — | 556,384 | $43.3M |
| Royal Bank of Canada | 0.01% | Reduce -0.3% | 469,617 | $36.5M |
| Bank of America Corp. | 0.00% | Add +8.3% | 462,205 | $36.0M |
| LPL Financial LLC | 0.01% | Add +4.5% | 434,621 | $33.8M |
| Wells Fargo & Company | 0.01% | Reduce -0.5% | 389,987 | $30.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.58% | Add +2.1% | 389,794 | $30.3M |
| Circle Wealth Management, LLC | 0.49% | No change | 294,600 | $22.9M |
| JPMorgan Chase & Co. | 0.00% | Add +1.9% | 266,673 | $20.7M |
| Kozak & Associates, Inc. | 4.69% | Add +4.4% | 261,636 | $20.5M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -1.4% | 239,817 | $18.7M |
| UBS Group AG | 0.00% | Reduce -10.8% | 183,631 | $14.3M |
| Captrust Financial Advisors | 0.04% | Reduce -8.3% | 169,701 | $13.2M |
| Ferguson Wellman Capital Management, Inc. | 0.23% | Reduce -0.2% | 158,326 | $12.3M |
| Bank of Montreal | 0.01% | Add +1.2% | 152,162 | $11.8M |
| PGIM Custom Harvest LLC | 0.21% | Add +14.3% | 136,462 | $10.6M |
| Independent Advisor Alliance | 0.13% | New | 127,252 | $9.9M |
| Arkansas Financial Group, Inc. | 1.56% | Reduce -10.6% | 123,993 | $9.6M |
| SAM Advisors, LLC | 3.31% | Reduce -2.2% | 117,615 | $9.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.37% | Reduce -0.1% | 116,666 | $9.1M |
| Howard Capital Management Group, LLC | 0.61% | Reduce -0.5% | 113,892 | $8.9M |
| Private Advisor Group, LLC | 0.05% | Reduce -4.0% | 103,222 | $8.0M |
| Stifel Financial Corp. | 0.01% | Add +12.1% | 100,409 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -0.8% | 77,156 | $6.0M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $5.6M |
| BlackRock, Inc. | 0.00% | Reduce -4.4% | 72,314 | $5.6M |
| Scotia Capital Inc. | 0.03% | Reduce -1.6% | 67,289 | $5.2M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -6.0% | 65,696 | $5.1M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +10.3% | 61,497 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.19% | Reduce -0.7% | 60,810 | $4.7M |
| Southern Capital Advisors, LLC | 2.54% | Add +15.1% | 58,963 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Add +60.2% | 58,087 | $4.5M |
| HighTower Advisors, LLC | 0.01% | Add +7.9% | 52,367 | $4.1M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $3.9M |
| Cetera Investment Advisers | 0.01% | Add +75.0% | 45,105 | $3.5M |
| IHT Wealth Management, LLC | 0.11% | Reduce -13.0% | 43,917 | $3.4M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.0% | 37,643 | $2.9M |
| Ameriprise Financial Inc. | 0.00% | Add +17.7% | 35,795 | $2.8M |
| Bernard Wealth Management Corp. | 1.29% | — | 35,361 | $2.8M |
| Diversified Enterprises, LLC | 0.24% | Reduce -2.0% | 32,112 | $2.5M |
| Family Firm, Inc. | 0.55% | Reduce -7.8% | 32,033 | $2.5M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 30,887 | $2.4M |
| Comerica Bank | 0.01% | Add +27.4% | 28,572 | $2.2M |
| Merit Financial Group, LLC | 0.04% | No change | 27,672 | $2.2M |
| Mariner, LLC | 0.00% | Reduce -36.1% | 24,943 | $1.9M |
| National Bank of Canada | 0.00% | Add +3.9% | 23,665 | $1.8M |
| Creative Planning | 0.00% | Add +11.4% | 23,595 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Add +4.7% | 22,636 | $1.8M |
| Patten & Patten Inc. | 0.12% | Reduce -0.9% | 22,516 | $1.8M |
| MML Investors Services, LLC | 0.01% | Add +41.7% | 22,204 | $1.7M |
| Geneos Wealth Management Inc. | 0.06% | Add +5.4% | 21,756 | $1.7M |
| Koshinski Asset Management, Inc. | 0.14% | Add +0.4% | 20,837 | $1.6M |
| Stephens Inc. | 0.02% | Reduce -1.3% | 18,935 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Reduce -2.8% | 18,401 | $1.4M |
| Cobblestone Capital Advisors LLC | 0.08% | No change | 17,910 | $1.4M |
| Focus Financial Network, Inc. | 0.05% | Reduce -2.8% | 17,440 | $1.4M |
| Jones Financial Companies LLLP | 0.00% | Add +45.8% | 17,156 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -0.8% | 15,286 | $1.2M |
| FMR LLC | 0.00% | Reduce -5.5% | 15,124 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -0.5% | 14,631 | $1.1M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 14,385 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -44.2% | 14,252 | $1.1M |
| Savant Capital, LLC | 0.01% | New | 14,115 | $1.1M |
| Garrison Point Advisors, LLC | 0.50% | No change | 13,645 | $1.1M |
| Advisors Capital Management, LLC | 0.02% | Reduce -5.6% | 12,941 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.71% | Reduce -2.8% | 12,658 | $985K |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.1% | 12,126 | $944K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.43% | Add +0.1% | 12,053 | $938K |
| Burke & Herbert Bank & Trust Co. | 0.22% | No change | 11,928 | $928K |
| OMNI 360 Wealth, Inc. | 0.60% | Add +16.2% | 11,654 | $907K |
| US Bancorp \de | 0.00% | Add +4.6% | 11,449 | $891K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 10,327 | $804K |
| Quantinno Capital Management LP | 0.01% | New | 9,710 | $756K |
| Wedbush Securities Inc. | 0.03% | Reduce -15.9% | 9,301 | $724K |
| AMG National Trust Bank | 0.02% | Add +0.0% | 9,158 | $712K |
| Prospera Financial Services Inc | 0.02% | Add +7.0% | 9,061 | $705K |
| NewEdge Advisors, LLC | 0.00% | Reduce -7.0% | 8,715 | $678K |
| Kestra Advisory Services, LLC | 0.00% | Add +2.9% | 8,450 | $657K |
| Quadrant Private Wealth Management, LLC | 0.16% | Reduce -2.3% | 8,383 | $652K |
| Cordatus Wealth Management LLC | 0.17% | No change | 8,256 | $642K |
| Baird Financial Group, Inc. | 0.00% | Add +29.6% | 8,247 | $642K |
| Bank Hapoalim BM | 0.11% | Reduce -9.4% | 8,120 | $632K |
| Sunbelt Securities, Inc. | 0.06% | Reduce -14.9% | 8,103 | $630K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -7.0% | 8,083 | $629K |
| Apexium Financial, LP | 0.04% | No change | 7,980 | $621K |
| Castle Rock Wealth Management, LLC | 0.14% | Reduce -29.2% | 7,073 | $596K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 7,481 | $582K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.5% | 7,299 | $568K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 7,064 | $550K |
| Financial Partners Group, Inc | 0.08% | Reduce -9.5% | 6,933 | $539K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 6,690 | $521K |
| Wolverine Trading, LLC | 0.01% | Add +52.4% | 6,687 | $520K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -5.4% | 6,501 | $506K |
| Cresset Asset Management, LLC | 0.00% | Reduce -20.4% | 6,422 | $500K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -6.1% | 5,912 | $497K |
| Marcum Wealth, LLC | 0.04% | Reduce -1.0% | 6,319 | $492K |
| TRUE Private Wealth Advisors | 0.06% | No change | 6,207 | $483K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 6,150 | $479K |
| Focus Partners Wealth | 0.00% | Add +60.8% | 6,141 | $478K |
| Investmark Advisory Group LLC | 0.23% | Add +0.3% | 6,133 | $477K |
| Principal Securities, Inc. | 0.01% | Reduce -1.4% | 5,997 | $467K |
| Objective Capital Management, LLC | 0.30% | Add +0.0% | 5,855 | $456K |
| New Insight Wealth Advisors | 0.23% | Reduce -7.6% | 5,846 | $455K |
| Consolidated Capital Management, LLC | 0.20% | Reduce -3.9% | 5,771 | $449K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -0.7% | 5,617 | $437K |
| Cibc World Market Inc. | 0.00% | Add +7.3% | 5,518 | $429K |
| Kesler, Norman & Wride, LLC | 0.09% | Add +1.4% | 5,490 | $427K |
| Carnegie Investment Counsel | 0.01% | Add +2.6% | 5,323 | $414K |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.1% | 5,298 | $412K |
| Northern Trust Corp. | 0.00% | No change | 5,250 | $409K |
| Horizon Family Wealth, Inc. | 0.27% | Add +11.0% | 5,174 | $403K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -3.0% | 4,932 | $384K |
| Maia Wealth LLC | 0.08% | New | 4,368 | $364K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.0% | 4,653 | $362K |
| Riggs Capital Management LLC | 0.35% | — | 4,580 | $356K |
| Register Financial Advisors LLC | 0.17% | Add +0.3% | 4,472 | $348K |
| Park Avenue Securities LLC | 0.00% | New | 4,387 | $341K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +24.7% | 4,372 | $340K |
| Private Portfolio Partners LLC | 0.06% | Add +0.0% | 4,284 | $333K |
| Wetzel Investment Advisors, Inc. | 0.17% | Add +2.4% | 4,257 | $331K |
| Fisher Asset Management | 0.00% | Add +20.3% | 4,221 | $328K |
| D.A. Davidson & Co. | 0.00% | No change | 4,119 | $320K |
| Commerce Bank | 0.00% | No change | 3,954 | $308K |
| HBK Sorce Advisory LLC | 0.01% | Add +0.0% | 3,944 | $307K |
| Centaurus Financial, Inc. | 0.02% | Reduce -9.0% | 3,879 | $302K |
| Signet Financial Management, LLC | 0.04% | Reduce -1.3% | 3,788 | $295K |
| Corient Private Wealth LP | 0.00% | Add +0.9% | 3,730 | $290K |
| Mutual Advisors, LLC | 0.01% | No change | 3,499 | $282K |
| Debussy Capital Management LP | 0.04% | New | 3,321 | $277K |
| Interchange Capital Partners, LLC | 0.10% | Reduce -15.9% | 3,483 | $271K |
| Lion Street Advisors, LLC | 0.09% | No change | 3,451 | $269K |
| Athena Investment Management | 0.15% | No change | 3,345 | $260K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 3,321 | $258K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 3,321 | $258K |
| International Assets Investment Management, LLC | 0.02% | Reduce -10.0% | 3,307 | $257K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.1% | 3,275 | $256K |
| &partners | 0.00% | New | 3,258 | $255K |
| Sensible Money, LLC | 0.11% | No change | 3,213 | $250K |
| Asset Dedication, LLC | 0.02% | No change | 3,213 | $250K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 3,209 | $250K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,201 | $249K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +12.0% | 3,183 | $248K |
| Wealth Forward, LLC | 0.17% | No change | 3,165 | $246K |
| Moors & Cabot, Inc. | 0.01% | New | 3,142 | $244K |
| Citadel Advisors | 0.00% | Reduce -90.3% | 3,091 | $241K |
| DAVENPORT & Co LLC | 0.00% | Reduce -0.7% | 3,001 | $234K |
| Verum Partners LLC | 0.07% | No change | 3,000 | $233K |
| Union Bancaire Privee, UBP SA | 0.00% | — | 3,000 | $233K |
| Black Diamond Financial, LLC | 0.03% | No change | 2,931 | $228K |
| OneDigital Investment Advisors LLC | 0.00% | Add +0.0% | 2,888 | $225K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 2,888 | $225K |
| Yarger Wealth Strategies, LLC | 0.13% | Add +0.3% | 2,837 | $221K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 2,834 | $221K |
| Curi Capital, LLC | 0.01% | New | 2,790 | $217K |
| Pointe Capital Management LLC | 0.12% | New | 2,676 | $208K |
| Promethium Advisors,llc | 0.14% | New | 2,640 | $205K |
| Magnus Financial Group LLC | 0.02% | New | 2,636 | $205K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -1.8% | 2,589 | $201K |
| AllSquare Wealth Management LLC | 0.11% | No change | 2,406 | $187K |
| MAI Capital Management | 0.00% | New | 2,310 | $180K |
| Financial Freedom, LLC | 0.09% | Reduce -16.5% | 2,300 | $179K |
| Founders Financial Alliance, LLC | 0.05% | Add +0.3% | 2,268 | $176K |
| Blair William & Co. | 0.00% | Reduce -3.1% | 2,255 | $175K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -11.2% | 2,219 | $173K |
| Aptus Capital Advisors, LLC | 0.00% | Add +308.2% | 2,184 | $170K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -6.7% | 2,097 | $163K |
| Citigroup Inc. | 0.00% | No change | 2,066 | $161K |
| TD Private Client Wealth LLC | 0.00% | Reduce -0.7% | 2,058 | $160K |
| Cypress Capital Management LLC (WY) | 0.16% | Reduce -1.1% | 1,781 | $139K |
| Rothschild Investment LLC | 0.01% | No change | 1,774 | $138K |
| ORG Partners LLC | 0.02% | No change | 1,500 | $117K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,500 | $117K |
| AlphaMark Advisors, LLC | 0.05% | No change | 1,388 | $108K |
| GAMMA Investing LLC | 0.01% | No change | 1,323 | $103K |
| Harbour Investments, Inc. | 0.00% | Reduce -2.0% | 1,196 | $93K |
| Private Trust Co. NA | 0.01% | Add +103.5% | 1,160 | $90K |
| Signaturefd, LLC | 0.00% | No change | 1,018 | $79K |
| Millstone Evans Group, LLC | 0.05% | — | 1,014 | $79K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 900 | $70K |
| Keener Financial Planning LLC | 0.04% | No change | 900 | $70K |
| Arax Advisory Partners | 0.00% | Add +63.4% | 858 | $67K |
| Tidemark, LLC | 0.02% | No change | 717 | $56K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 710 | $55K |
| Hopwood Financial Services, Inc. | 0.04% | — | 705 | $55K |
| Comprehensive Financial Planning, Inc. | 0.04% | — | 641 | $50K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 620 | $48K |
| Cassady Schiller Wealth Management, LLC | 0.02% | No change | 600 | $47K |
| Carolinas Wealth Consulting LLC | 0.01% | No change | 600 | $47K |
| Mather Group, Llc. | 0.00% | No change | 543 | $42K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 534 | $42K |
| Physician Wealth Advisors, Inc. | 0.01% | New | 527 | $41K |
| AE Wealth Management LLC | 0.00% | New | 473 | $37K |
| Salem Investment Counselors Inc. | 0.00% | No change | 450 | $35K |
| Financial Avengers, Inc. | 0.01% | No change | 400 | $31K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 363 | $28K |
| Y.D. More Investments Ltd | 0.00% | No change | 350 | $27K |
| Fairscale Capital, LLC | 0.02% | No change | 342 | $27K |
| Frazier Financial Advisors, LLC | 0.02% | Reduce -30.7% | 339 | $26K |
| SOA Wealth Advisors, LLC. | 0.00% | Add +0.3% | 338 | $26K |
| Roxbury Financial LLC | 0.02% | — | 301 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | Add +0.3% | 315 | $25K |
| Johnson Financial Group, Inc. | 0.00% | No change | 273 | $23K |
| Glenmede Trust Co. NA | 0.00% | No change | 288 | $22K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 270 | $21K |
| Allworth Financial LP | 0.00% | Add +2.6% | 237 | $19K |
| NFSG Corp | 0.01% | New | 249 | $19K |
| Atala Financial Inc | 0.01% | — | 240 | $19K |
| Ancora Advisors LLC | 0.00% | No change | 240 | $19K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 232 | $18K |
| Tsfg, LLC | 0.00% | No change | 225 | $18K |
| Bessemer Group Inc. | 0.00% | No change | 225 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 216 | $17K |
| Indiana Trust & Investment Management Co | 0.01% | No change | 201 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 189 | $15K |
| Fortis Group Advisors, LLC | 0.00% | Reduce -25.8% | 178 | $14K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 165 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 147 | $11K |
| North Star Investment Management Corp. | 0.00% | New | 138 | $11K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 132 | $10K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 123 | $10K |
| IFP Advisors, Inc | 0.00% | New | 129 | $10K |
| Capital Advisors, Ltd. LLC | 0.00% | New | 125 | $10K |
| Quadrant Capital Group LLC | 0.00% | No change | 126 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | New | 125 | $9K |
| Spire Wealth Management | 0.00% | No change | 111 | $9K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 108 | $8K |
| Tucker Asset Management LLC | 0.00% | Reduce -69.6% | 105 | $8K |
| Colonial Trust Co / SC | 0.00% | No change | 105 | $8K |
| Golden State Wealth Management, LLC | 0.00% | — | 99 | $8K |
| Transce3nd, LLC | 0.00% | — | 83 | $6K |
| 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 | $5K |
| Nova Wealth Management, Inc. | 0.00% | — | 57 | $4K |
| GoalVest Advisory LLC | 0.00% | New | 56 | $4K |
| Bellwether Advisors, LLC | 0.00% | New | 42 | $3K |
| Tower View Wealth Management LLC | 0.00% | New | 39 | $3K |
| Sound Income Strategies, LLC | 0.00% | New | 33 | $3K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 30 | $2K |
| Kiely Wealth Advisory Group, Inc. | 0.00% | No change | 27 | $2K |
| Global Retirement Partners, LLC | 0.00% | No change | 24 | $2K |
| Key Financial Inc | 0.00% | No change | 18 | $1K |
| FAS Wealth Partners, Inc. | 0.00% | New | 18 | $1K |
| Hemington Wealth Management | 0.00% | No change | 15 | $1K |
| CoreCap Advisors, LLC | 0.00% | Reduce -99.5% | 6 | $467 |
"% 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.