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

0100200300 Q1 2024: 224Q1 2024Q2 2024: 228Q2 2024Q3 2024: 230Q3 2024Q4 2024: 249Q4 2024Q1 2025: 254Q1 2025Q2 2025: 249Q2 2025Q3 2025: 252Q3 2025Q4 2025: 261Q4 2025Q1 2026: 265Q1 2026Q2 2026: 262Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions29$58.5M
Exits21$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
New Insight Wealth Advisors 0.25% Add +20.1% 7,023 $552K
Financial Partners Group, Inc 0.08% Add +0.7% 6,984 $549K
Carnegie Investment Counsel 0.01% Add +43.7% 7,650 $547K
Focus Partners Wealth 0.00% Add +11.2% 6,826 $536K
Two Sigma Securities, LLC 0.08% New 6,821 $536K
Wealth Enhancement Advisory Services, LLC 0.00% Add +53.7% 6,720 $528K
Cresset Asset Management, LLC 0.00% No change 6,422 $504K
Charter Oak Capital Management, LLC 0.05% New 6,414 $504K
Northern Trust Corp. 0.00% Add +22.1% 6,411 $504K
TRUE Private Wealth Advisors 0.06% No change 6,207 $488K
Marcum Wealth, LLC 0.04% Reduce -2.6% 6,156 $484K
Investmark Advisory Group LLC 0.24% Add +0.3% 6,149 $483K
Forvis Mazars Wealth Advisors, LLC 0.01% Reduce -2.5% 5,994 $471K
Principal Securities, Inc. 0.01% No change 5,997 $467K
Objective Capital Management, LLC 0.59% Add +0.0% 5,857 $460K
Consolidated Capital Management, LLC 0.19% Add +1.3% 5,847 $459K
Tritonpoint Wealth, LLC 0.04% Add +2.3% 5,747 $451K
RPS Advisory Solutions LLC 0.31% New 5,652 $444K
Kesler, Norman & Wride, LLC 0.08% Reduce -3.4% 5,306 $417K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -20.1% 5,196 $408K
Kingswood Wealth Advisors, LLC 0.04% Reduce -30.4% 4,913 $386K
Horizon Family Wealth, Inc. 0.25% Reduce -6.5% 4,839 $380K
Park Avenue Securities LLC 0.00% Add +9.4% 4,801 $377K
Avidian Wealth Enterprises, LLC 0.02% Add +0.0% 4,654 $366K
Sowell Financial Services LLC 0.02% New 4,590 $361K
Register Financial Advisors LLC 0.18% Add +0.2% 4,482 $352K
Allium Financial Advisors, LLC 0.32% — 4,444 $349K
Wetzel Investment Advisors, Inc. 0.17% Reduce -2.3% 4,161 $327K
D.A. Davidson & Co. 0.00% No change 4,119 $324K
Commerce Bank 0.00% No change 3,954 $311K
HBK Sorce Advisory LLC 0.01% No change 3,944 $310K
Centaurus Financial, Inc. 0.02% Add +0.1% 3,882 $305K
Prime Capital Investment Advisors, LLC 0.00% Add +19.0% 3,809 $299K
&partners 0.00% Add +13.1% 3,685 $296K
Wealthcare Advisory Partners LLC 0.01% Add +17.1% 3,759 $295K
Signet Financial Management, LLC 0.04% Reduce -3.2% 3,668 $288K
WBH Advisory Inc. 0.03% New 3,571 $281K
Chicago Partners Investment Group LLC 0.01% Add +7.2% 3,512 $277K
Interchange Capital Partners, LLC 0.08% Reduce -1.8% 3,422 $269K
Lion Street Advisors, LLC 0.08% Reduce -1.9% 3,385 $266K
Athena Investment Management 0.16% No change 3,345 $263K
Fisher Asset Management 0.00% Reduce -21.2% 3,328 $261K
Valmark Advisers, Inc. 0.00% New 3,276 $257K
Lido Advisors, LLC 0.00% New 3,216 $253K
Sensible Money, LLC 0.11% No change 3,213 $252K
Asset Dedication, LLC 0.02% No change 3,213 $252K
Atria Wealth Solutions, Inc. 0.00% Add +0.0% 3,184 $250K
Wealth Forward, LLC 0.18% No change 3,165 $249K
Sigma Planning Corp 0.01% Add +9.5% 3,163 $248K
Sequoia Financial Advisors, LLC 0.00% New 3,153 $248K
Corient Private Wealth LP 0.00% Reduce -16.6% 3,111 $244K
Orion Porfolio Solutions, LLC 0.00% Reduce -6.5% 3,106 $244K
Orion Portfolio Solutions, LLC 0.00% Reduce -6.5% 3,106 $244K
Swisher Financial Concepts, Inc. 0.20% New 3,101 $244K
Citadel Advisors 0.00% No change 3,091 $243K
Moors & Cabot, Inc. 0.01% Reduce -2.1% 3,077 $242K
Magnus Financial Group LLC 0.02% Add +15.1% 3,035 $238K
Townsquare Capital LLC 0.00% New 3,022 $237K
DAVENPORT & Co LLC 0.00% Add +0.6% 3,020 $237K
Union Bancaire Privee, UBP SA 0.00% No change 3,000 $233K
Black Diamond Financial, LLC 0.03% No change 2,931 $230K
International Assets Investment Management, LLC 0.02% Reduce -11.8% 2,917 $229K
OneDigital Investment Advisors LLC 0.00% Add +0.1% 2,890 $227K
Yarger Wealth Strategies, LLC 0.13% Add +0.2% 2,843 $223K
Capital Investment Advisors, LLC 0.00% No change 2,834 $223K
Curi Capital, LLC 0.01% No change 2,790 $219K
Steward Partners Investment Advisory, LLC 0.00% Reduce -73.2% 2,765 $217K
Mutual Advisors, LLC 0.01% Reduce -20.0% 2,800 $215K
Wolverine Trading, LLC 0.01% Reduce -59.7% 2,695 $209K
Promethium Advisors,llc 0.13% No change 2,640 $207K
One Capital Management, LLC 0.01% New 2,600 $204K
Pointe Capital Management LLC 0.12% Reduce -3.4% 2,586 $203K
Apollon Wealth Management, LLC 0.00% New 2,581 $203K
AllSquare Wealth Management LLC 0.11% No change 2,406 $189K
Blair William & Co. 0.00% Add +1.2% 2,282 $179K
Founders Financial Alliance, LLC 0.04% Add +0.2% 2,273 $179K
Aptus Capital Advisors, LLC 0.00% Reduce -4.3% 2,090 $164K
TD Private Client Wealth LLC 0.00% No change 2,058 $162K
Citigroup Inc. 0.00% Reduce -1.0% 2,046 $161K
PNC Financial Services Group, Inc. 0.00% Reduce -9.5% 2,008 $158K
MAI Capital Management 0.00% Reduce -17.8% 1,900 $149K
Rothschild Investment LLC 0.01% No change 1,774 $139K
Cypress Capital Management LLC (WY) 0.16% Reduce -6.0% 1,674 $131K
Guardian Wealth Advisors, LLC / NC 0.01% No change 1,500 $118K
GAMMA Investing LLC 0.01% No change 1,323 $104K
3Chopt Investment Partners, LLC 0.03% New 1,283 $101K
Financial Freedom, LLC 0.05% Reduce -48.4% 1,187 $93K
Private Trust Co. NA 0.01% No change 1,160 $91K
Harbour Investments, Inc. 0.00% Reduce -5.0% 1,136 $89K
Sunbelt Securities, Inc. 0.01% Reduce -87.4% 1,022 $80K
Signaturefd, LLC 0.00% No change 1,018 $80K
Millstone Evans Group, LLC 0.05% No change 1,014 $80K
O'shaughnessy Asset Management, LLC 0.00% Add +154.3% 923 $73K
Arax Advisory Partners 0.00% Add +5.7% 907 $71K
Rosenberg Matthew Hamilton 0.02% No change 900 $71K
Lanark Financial, Inc. 0.01% — 833 $65K
Coldstream Capital Management Inc. 0.00% New 750 $59K
Tidemark, LLC 0.02% No change 717 $56K
CENTRAL TRUST Co 0.00% Add +0.3% 712 $56K
Hopwood Financial Services, Inc. 0.04% Add +0.3% 707 $56K
Y.D. More Investments Ltd 0.00% Add +85.7% 650 $51K
Qube Research & Technologies Ltd 0.00% New 644 $51K
Comprehensive Financial Planning, Inc. 0.05% Add +0.3% 643 $51K
Parallel Advisors, LLC 0.00% Add +0.3% 622 $49K
Carolinas Wealth Consulting LLC 0.01% No change 600 $47K
Mather Group, Llc. 0.00% No change 543 $43K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.01% No change 534 $42K
AE Wealth Management LLC 0.00% Add +11.6% 528 $42K
Physician Wealth Advisors, Inc. 0.01% Add +0.2% 528 $41K
Salem Investment Counselors Inc. 0.00% No change 450 $35K
Bessemer Group Inc. 0.00% Add +56.0% 351 $28K
Fairscale Capital, LLC 0.02% No change 342 $27K
Frazier Financial Advisors, LLC 0.02% No change 339 $27K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 339 $27K
Roxbury Financial LLC 0.02% Add +0.3% 302 $25K
Park Square Financial Group, LLC 0.02% New 300 $24K
Johnson Financial Group, Inc. 0.00% No change 273 $21K
Harbor Investment Advisory, LLC 0.00% No change 270 $21K
Capital Advisors, Ltd. LLC 0.00% Add +100.8% 251 $20K
NFSG Corp 0.00% Add +0.4% 250 $20K
Atala Financial Inc 0.01% No change 240 $19K
Ancora Advisors LLC 0.00% No change 240 $19K
Allworth Financial LP 0.00% No change 237 $18K
EverSource Wealth Advisors, LLC 0.00% No change 232 $18K
Tsfg, LLC 0.00% No change 225 $18K
Glen Eagle Advisors, LLC 0.00% No change 216 $17K
Capital Investment Advisory Services, LLC 0.00% Reduce -34.3% 207 $16K
Indiana Trust & Investment Management Co 0.01% No change 201 $16K
Financial Avengers, Inc. 0.01% Reduce -50.0% 200 $16K
Mascoma Wealth Management LLC 0.00% No change 189 $15K
Wealth Preservation Advisors, LLC 0.01% — 165 $13K
Medallion Wealth Advisors, LLC 0.01% No change 165 $13K
Front Row Advisors LLC 0.00% No change 150 $12K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 147 $12K
Washington Trust Advisors, Inc. 0.00% No change 132 $10K
Quadrant Capital Group LLC 0.00% No change 126 $10K
Rise Advisors, LLC 0.00% New 126 $10K
Spire Wealth Management 0.00% No change 111 $9K
Tucker Asset Management LLC 0.00% No change 105 $8K
Colonial Trust Co / SC 0.00% No change 105 $8K
Golden State Wealth Management, LLC 0.00% No change 99 $8K
Tower Research Capital LLC (TRC) 0.00% New 100 $7K
Simplex Trading, LLC 0.00% New 99 $7K
Gen-Wealth Partners Inc 0.00% No change 81 $6K
New Millennium Group LLC 0.00% No change 60 $5K
Nova Wealth Management, Inc. 0.00% No change 57 $4K
GoalVest Advisory LLC 0.00% No change 56 $4K
Bellwether Advisors, LLC 0.00% No change 42 $3K
AlphaCore Capital LLC 0.00% New 41 $3K
Sound Income Strategies, LLC 0.00% No change 33 $3K
Costello Asset Management, INC 0.00% New 30 $2K
Key Financial Inc 0.00% No change 18 $1K
FAS Wealth Partners, Inc. 0.00% No change 18 $1K
Parkside Financial Bank & Trust 0.00% New 1 $79

"% 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.