iShares U.S. Financial ServiIYGETF
13F holders, Q1 2025 (March 31)254holders +5
29new positions
21sold out
2famous investors
$78.40avg. 13F price*
At the end of Q1 2025, 254 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 5 from Q4 2024. 29 opened new positions and 21 sold out. The largest holders were RiverFront Investment Group, LLC ($127.8M), Envestnet Asset Management Inc. ($112.1M) and Goldman Sachs Group Inc. ($85.4M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $58.5M |
| Exits | 21 | $13.0M |
All 13F filers, Q4 2024 → Q1 2025: 1,325,970 shares bought and 353,695 shares sold, net +972,275 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 254 holders
| RiverFront Investment Group, LLC | 2.84% | Add +4.5% | 1,626,775 | $127.8M |
| Envestnet Asset Management Inc. | 0.04% | Reduce -0.8% | 1,427,297 | $112.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -4.4% | 1,087,482 | $85.4M |
| Morgan Stanley | 0.01% | Add +4.7% | 953,215 | $74.9M |
| Raymond James Financial Inc. | 0.02% | Reduce -0.4% | 554,176 | $43.5M |
| Bank of America Corp. | 0.00% | Add +6.2% | 490,655 | $38.5M |
| Foundations Investment Advisors, LLC | 0.70% | New | 484,931 | $38.1M |
| Royal Bank of Canada | 0.01% | Reduce -1.1% | 464,453 | $36.5M |
| LPL Financial LLC | 0.01% | Add +5.7% | 459,449 | $36.1M |
| Wells Fargo & Company | 0.01% | Add +2.1% | 398,101 | $31.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.68% | Add +1.8% | 396,609 | $31.2M |
| Circle Wealth Management, LLC | 0.54% | No change | 294,600 | $23.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 284,768 | $22.4M |
| Kozak & Associates, Inc. | 4.98% | Add +3.0% | 269,566 | $20.0M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -2.0% | 234,946 | $18.5M |
| PGIM Custom Harvest LLC | 0.40% | Add +57.2% | 214,564 | $16.9M |
| UBS Group AG | 0.00% | Reduce -4.8% | 174,867 | $13.7M |
| Captrust Financial Advisors | 0.03% | Reduce -1.8% | 166,724 | $13.1M |
| Ferguson Wellman Capital Management, Inc. | 0.24% | Reduce -0.3% | 157,911 | $12.4M |
| Bank of Montreal | 0.01% | Add +3.5% | 157,540 | $12.4M |
| Private Advisor Group, LLC | 0.07% | Add +50.4% | 155,282 | $12.2M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.51% | Add +8.3% | 126,342 | $9.9M |
| Anfield Capital Management, LLC | 3.64% | New | 125,619 | $9.9M |
| SAM Advisors, LLC | 3.34% | Reduce -3.5% | 113,554 | $8.9M |
| Arkansas Financial Group, Inc. | 1.49% | Reduce -3.2% | 119,976 | $8.6M |
| Stifel Financial Corp. | 0.01% | Add +0.2% | 100,595 | $7.9M |
| BNP Paribas Financial Markets | 0.01% | Add +100.0% | 100,000 | $7.9M |
| Ameriprise Financial Inc. | 0.00% | Add +177.7% | 99,392 | $7.8M |
| Howard Capital Management Group, LLC | 0.61% | Reduce -12.9% | 99,147 | $7.8M |
| Truist Financial Corp. | 0.01% | Reduce -4.2% | 73,915 | $5.8M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $5.7M |
| Beacon Pointe Advisors, LLC | 0.06% | Add +6.7% | 70,113 | $5.5M |
| Scotia Capital Inc. | 0.03% | Reduce -0.2% | 67,143 | $5.3M |
| Osaic Holdings, Inc. | 0.01% | Add +8.9% | 63,279 | $5.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.2% | 62,859 | $4.9M |
| Southern Capital Advisors, LLC | 2.64% | Add +2.8% | 60,606 | $4.8M |
| J.W. Cole Advisors, Inc. | 0.14% | Reduce -2.4% | 59,342 | $4.7M |
| HighTower Advisors, LLC | 0.01% | Add +2.7% | 53,800 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +0.7% | 45,419 | $3.6M |
| IHT Wealth Management, LLC | 0.11% | Reduce -1.2% | 43,405 | $3.4M |
| BlackRock, Inc. | 0.00% | Reduce -41.1% | 42,570 | $3.3M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.1% | 36,482 | $2.9M |
| Bernard Wealth Management Corp. | 1.35% | Reduce -0.1% | 35,324 | $2.8M |
| AdvisorNet Financial, Inc | 0.20% | Add +1248.1% | 34,903 | $2.7M |
| Susquehanna International Group, LLP | 0.00% | New | 32,598 | $2.6M |
| Diversified Enterprises, LLC | 0.21% | Reduce -0.6% | 31,914 | $2.5M |
| Family Firm, Inc. | 0.56% | Reduce -0.4% | 31,898 | $2.5M |
| Focus Financial Network, Inc. | 0.10% | Add +75.0% | 30,524 | $2.4M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.7% | 29,751 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +69.7% | 29,112 | $2.3M |
| Comerica Bank | 0.01% | Reduce -0.3% | 28,477 | $2.2M |
| Merit Financial Group, LLC | 0.03% | No change | 27,672 | $2.2M |
| Mariner, LLC | 0.00% | Add +4.8% | 26,131 | $2.1M |
| National Bank of Canada | 0.00% | Add +3.3% | 24,455 | $1.9M |
| Creative Planning | 0.00% | Add +0.8% | 23,781 | $1.9M |
| VestGen Advisors, LLC | 0.08% | — | 22,945 | $1.8M |
| Fifth Third Securities, Inc. | 0.15% | Add +0.9% | 22,840 | $1.8M |
| Patten & Patten Inc. | 0.12% | No change | 22,516 | $1.8M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -0.7% | 20,683 | $1.6M |
| MML Investors Services, LLC | 0.01% | Reduce -8.8% | 20,257 | $1.6M |
| GTS Securities LLC | 0.07% | New | 19,583 | $1.5M |
| Advisory Services Network, LLC | 0.03% | Add +6.2% | 19,535 | $1.5M |
| Stephens Inc. | 0.02% | No change | 18,935 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +50.1% | 18,200 | $1.4M |
| Geneos Wealth Management Inc. | 0.05% | Reduce -17.3% | 18,001 | $1.4M |
| Cobblestone Capital Advisors LLC | 0.08% | No change | 17,910 | $1.4M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +15.4% | 17,640 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.18% | — | 16,542 | $1.3M |
| FMR LLC | 0.00% | Add +3.1% | 15,592 | $1.2M |
| Cwm, LLC | 0.00% | Add +0.2% | 14,656 | $1.2M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 14,385 | $1.1M |
| Kestra Advisory Services, LLC | 0.01% | Add +62.0% | 13,688 | $1.1M |
| GeoWealth Management, LLC | 0.04% | Reduce -5.2% | 13,514 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -4.4% | 13,490 | $1.1M |
| Brown Advisory Inc. | 0.00% | New | 13,350 | $1.0M |
| Garrison Point Advisors, LLC | 0.51% | Reduce -2.5% | 13,305 | $1.0M |
| OMNI 360 Wealth, Inc. | 0.67% | Add +9.8% | 12,793 | $1.0M |
| Cottonwood Capital Advisors, LLC | 0.72% | Reduce -1.4% | 12,477 | $980K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.46% | Add +0.2% | 12,081 | $949K |
| Burke & Herbert Bank & Trust Co. | 0.23% | No change | 11,928 | $937K |
| US Bancorp \de | 0.00% | Reduce -3.3% | 11,069 | $869K |
| Prospera Financial Services Inc | 0.02% | Add +14.8% | 10,401 | $817K |
| NewEdge Advisors, LLC | 0.00% | Add +17.4% | 10,232 | $804K |
| Cerity Partners LLC | 0.00% | Add +23.5% | 9,238 | $726K |
| AMG National Trust Bank | 0.02% | Add +0.0% | 9,160 | $720K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.1% | 8,841 | $694K |
| Wedbush Securities Inc. | 0.02% | Reduce -7.1% | 8,643 | $679K |
| Quadrature Capital Ltd | 0.01% | New | 8,538 | $670K |
| Mercer Global Advisors Inc. | 0.00% | Add +4.7% | 8,465 | $665K |
| Sanctuary Advisors, LLC | 0.00% | Add +42.1% | 8,400 | $660K |
| Baird Financial Group, Inc. | 0.00% | Add +1.5% | 8,374 | $658K |
| Cordatus Wealth Management LLC | 0.18% | No change | 8,256 | $649K |
| Lakeshore Capital Group, Inc. | 0.62% | New | 8,219 | $646K |
| Quantinno Capital Management LP | 0.00% | Reduce -15.8% | 8,173 | $642K |
| Apexium Financial, LP | 0.04% | No change | 7,980 | $627K |
| Bank Hapoalim BM | 0.09% | Reduce -2.5% | 7,918 | $622K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +17.4% | 7,857 | $616K |
| Oppenheimer & Co. Inc. | 0.01% | Add +45.0% | 7,680 | $603K |
| Quadrant Private Wealth Management, LLC | 0.15% | Reduce -11.3% | 7,438 | $584K |
| Castle Rock Wealth Management, LLC | 0.15% | Add +0.1% | 7,077 | $553K |
"% 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.