iShares U.S. Financial ServiIYGETF
13F holders, Q2 2025 (June 30)249holders −5
17new positions
24sold out
1famous investor
$85.62avg. 13F price*
At the end of Q2 2025, 249 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, down 5 from Q1 2025. 17 opened new positions and 24 sold out. The largest holders were RiverFront Investment Group, LLC ($121.4M), Envestnet Asset Management Inc. ($111.0M) and Goldman Sachs Group Inc. ($91.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares U.S. Financial Servi
- CUSIP
- 464287770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 17 | $7.6M |
| Exits | 24 | $15.8M |
All 13F filers, Q1 2025 → Q2 2025: 510,410 shares bought and 829,079 shares sold, net −318,669 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 249 holders
| RiverFront Investment Group, LLC | 2.37% | Reduce -12.8% | 1,418,402 | $121.4M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -9.2% | 1,296,325 | $111.0M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.0% | 1,065,359 | $91.2M |
| Morgan Stanley | 0.01% | Add +11.3% | 1,061,357 | $90.9M |
| Foundations Investment Advisors, LLC | 0.68% | Add +4.2% | 505,496 | $43.3M |
| Bank of America Corp. | 0.00% | Add +0.5% | 493,269 | $42.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -11.8% | 488,952 | $41.9M |
| Royal Bank of Canada | 0.01% | Reduce -1.5% | 457,296 | $39.1M |
| LPL Financial LLC | 0.01% | Reduce -6.9% | 427,775 | $36.6M |
| Baltimore-Washington Financial Advisors, Inc. | 1.57% | Reduce -0.7% | 393,663 | $33.7M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 387,595 | $33.2M |
| Kozak & Associates, Inc. | 5.62% | Add +18.5% | 319,466 | $27.6M |
| PGIM Custom Harvest LLC | 0.54% | Add +42.2% | 305,036 | $26.1M |
| JPMorgan Chase & Co. | 0.00% | Add +4.9% | 298,829 | $25.6M |
| Circle Wealth Management, LLC | 0.56% | No change | 294,600 | $25.2M |
| Janney Montgomery Scott LLC | 0.05% | Reduce -9.3% | 213,026 | $18.2M |
| Captrust Financial Advisors | 0.03% | Reduce -1.4% | 164,474 | $14.1M |
| Private Advisor Group, LLC | 0.08% | Add +5.1% | 163,185 | $14.0M |
| Bank of Montreal | 0.01% | Add +0.9% | 158,887 | $13.6M |
| Ferguson Wellman Capital Management, Inc. | 0.24% | Reduce -0.7% | 156,766 | $13.4M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.92% | Add +3.0% | 130,064 | $11.1M |
| UBS Group AG | 0.00% | Reduce -27.6% | 126,556 | $10.8M |
| Anfield Capital Management, LLC | 3.51% | Reduce -1.3% | 123,991 | $10.6M |
| Arkansas Financial Group, Inc. | 1.58% | Reduce -1.2% | 118,513 | $10.1M |
| SAM Advisors, LLC | 3.43% | Add +2.0% | 115,807 | $9.9M |
| Ameriprise Financial Inc. | 0.00% | Add +5.5% | 104,856 | $9.0M |
| Stifel Financial Corp. | 0.01% | Add +3.6% | 104,178 | $8.9M |
| Howard Capital Management Group, LLC | 0.58% | Reduce -1.3% | 97,912 | $8.4M |
| Scotia Capital Inc. | 0.03% | Add +8.2% | 72,676 | $6.2M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -6.7% | 68,958 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Add +7.8% | 68,204 | $5.8M |
| Beacon Pointe Advisors, LLC | 0.06% | Reduce -7.3% | 65,026 | $5.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.0% | 64,126 | $5.5M |
| Southern Capital Advisors, LLC | 2.77% | Add +4.2% | 63,160 | $5.4M |
| J.W. Cole Advisors, Inc. | 0.11% | Reduce -1.1% | 58,660 | $5.0M |
| Two Sigma Investments, LP | 0.01% | New | 53,900 | $4.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -4.5% | 51,375 | $4.4M |
| Bernard Wealth Management Corp. | 1.77% | Add +26.3% | 44,626 | $3.8M |
| IHT Wealth Management, LLC | 0.10% | Add +2.2% | 44,347 | $3.8M |
| Cetera Investment Advisers | 0.01% | Reduce -3.2% | 43,951 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 37,544 | $3.2M |
| AdvisorNet Financial, Inc | 0.19% | Reduce -1.6% | 34,350 | $2.9M |
| Focus Financial Network, Inc. | 0.11% | Add +9.8% | 33,509 | $2.9M |
| Jones Financial Companies LLLP | 0.00% | Add +13.3% | 32,970 | $2.8M |
| Merit Financial Group, LLC | 0.03% | Add +17.1% | 32,405 | $2.8M |
| Diversified Enterprises, LLC | 0.20% | Reduce -0.3% | 31,801 | $2.7M |
| Family Firm, Inc. | 0.65% | Reduce -1.7% | 31,367 | $2.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.2% | 30,116 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +43.8% | 28,084 | $2.4M |
| Comerica Bank | 0.01% | Reduce -4.2% | 27,285 | $2.3M |
| Mariner, LLC | 0.00% | Add +1.0% | 26,384 | $2.3M |
| VestGen Advisors, LLC | 0.09% | Add +12.7% | 25,847 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +23.4% | 25,008 | $2.1M |
| National Bank of Canada | 0.00% | Add +1.9% | 24,927 | $2.1M |
| Fifth Third Securities, Inc. | 0.15% | Add +3.8% | 23,707 | $2.0M |
| Creative Planning | 0.00% | Reduce -0.5% | 23,657 | $2.0M |
| Patten & Patten Inc. | 0.12% | Reduce -1.5% | 22,176 | $1.9M |
| Susquehanna International Group, LLP | 0.00% | Reduce -33.9% | 21,552 | $1.8M |
| Koshinski Asset Management, Inc. | 0.14% | Add +2.3% | 21,149 | $1.8M |
| Kestra Advisory Services, LLC | 0.01% | Add +53.7% | 21,043 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | Add +13.6% | 20,457 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -0.1% | 18,923 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Add +3.5% | 18,831 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.08% | No change | 17,910 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.15% | Reduce -0.3% | 16,501 | $1.4M |
| FMR LLC | 0.00% | Reduce -1.1% | 15,417 | $1.3M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -15.0% | 15,001 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 14,385 | $1.2M |
| Cwm, LLC | 0.00% | Reduce -3.7% | 14,111 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Add +33.9% | 13,697 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.71% | Add +4.5% | 13,362 | $1.1M |
| Brown Advisory Inc. | 0.00% | No change | 13,350 | $1.1M |
| Garrison Point Advisors, LLC | 0.50% | Reduce -4.5% | 12,705 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.71% | Reduce -1.1% | 12,345 | $1.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.46% | Reduce -0.5% | 12,025 | $1.0M |
| Burke & Herbert Bank & Trust Co. | 0.23% | No change | 11,928 | $1.0M |
| GeoWealth Management, LLC | 0.04% | Reduce -13.8% | 11,642 | $997K |
| Savant Capital, LLC | 0.01% | Reduce -15.7% | 11,379 | $974K |
| US Bancorp \de | 0.00% | Add +1.4% | 11,225 | $961K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +62.5% | 10,923 | $955K |
| Prospera Financial Services Inc | 0.02% | Add +1.5% | 10,554 | $903K |
| AMG National Trust Bank | 0.02% | Add +2.7% | 9,411 | $806K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 9,245 | $791K |
| WBH Advisory Inc. | 0.07% | Add +151.7% | 8,988 | $769K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +182.2% | 8,898 | $762K |
| Oppenheimer & Co. Inc. | 0.01% | Add +15.6% | 8,877 | $760K |
| Baird Financial Group, Inc. | 0.00% | Add +3.8% | 8,694 | $744K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.6% | 8,416 | $720K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -6.4% | 8,276 | $708K |
| Cordatus Wealth Management LLC | 0.17% | No change | 8,256 | $707K |
| Apexium Financial, LP | 0.04% | No change | 7,980 | $683K |
| Wedbush Securities Inc. | 0.02% | Reduce -12.6% | 7,557 | $647K |
| Quadrant Private Wealth Management, LLC | 0.13% | No change | 7,438 | $637K |
| Bank Hapoalim BM | 0.09% | Reduce -6.1% | 7,435 | $636K |
| Citadel Advisors | 0.00% | Add +139.3% | 7,398 | $633K |
| Sunbelt Securities, Inc. | 0.06% | Add +692.9% | 8,103 | $630K |
| Lakeshore Capital Group, Inc. | 0.53% | Reduce -14.9% | 6,997 | $599K |
| New Insight Wealth Advisors | 0.25% | Reduce -0.5% | 6,985 | $598K |
| Financial Partners Group, Inc | 0.08% | Reduce -0.4% | 6,953 | $595K |
"% 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.