iShares U.S. Financial ServiIYGETF
13F holders, Q3 2025 (September 30)252holders +3
26new positions
19sold out
$89.49avg. 13F price*
At the end of Q3 2025, 252 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 3 from Q2 2025. 26 opened new positions and 19 sold out. The largest holders were RiverFront Investment Group, LLC ($128.9M), Envestnet Asset Management Inc. ($118.6M) and Morgan Stanley ($96.4M).
- Company
- iShares U.S. Financial Servi
- CUSIP
- 464287770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $6.3M |
| Exits | 19 | $4.6M |
All 13F filers, Q2 2025 → Q3 2025: 728,490 shares bought and 332,992 shares sold, net +395,498 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 252 holders
| RiverFront Investment Group, LLC | 2.26% | Add +1.4% | 1,438,932 | $128.9M |
| Envestnet Asset Management Inc. | 0.03% | Add +2.1% | 1,323,623 | $118.6M |
| Morgan Stanley | 0.01% | Add +1.4% | 1,075,795 | $96.4M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.4% | 1,051,016 | $94.2M |
| Bank of America Corp. | 0.00% | Add +1.8% | 502,126 | $45.0M |
| Royal Bank of Canada | 0.01% | Add +7.8% | 493,088 | $44.2M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.7% | 480,607 | $43.1M |
| LPL Financial LLC | 0.01% | Add +6.5% | 455,489 | $40.8M |
| Baltimore-Washington Financial Advisors, Inc. | 1.56% | Add +2.8% | 404,827 | $36.3M |
| Kozak & Associates, Inc. | 7.06% | Add +30.8% | 417,733 | $35.9M |
| Foundations Investment Advisors, LLC | 0.50% | Reduce -23.7% | 385,817 | $34.6M |
| Wells Fargo & Company | 0.01% | Reduce -0.8% | 384,302 | $34.4M |
| JPMorgan Chase & Co. | 0.00% | Add +3.1% | 308,166 | $27.6M |
| PGIM Custom Harvest LLC | 0.41% | Reduce -1.4% | 300,762 | $27.0M |
| Circle Wealth Management, LLC | 0.51% | No change | 294,600 | $26.4M |
| MML Investors Services, LLC | 0.06% | Add +844.3% | 236,146 | $21.2M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -1.6% | 209,734 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Add +79.4% | 188,153 | $16.9M |
| Private Advisor Group, LLC | 0.08% | Add +4.9% | 171,228 | $15.3M |
| Captrust Financial Advisors | 0.03% | Reduce -1.4% | 162,150 | $14.5M |
| Bank of Montreal | 0.01% | Add +1.7% | 161,539 | $14.5M |
| Ferguson Wellman Capital Management, Inc. | 0.22% | Reduce -2.2% | 153,351 | $13.7M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 2.00% | Add +6.7% | 138,724 | $12.4M |
| Arkansas Financial Group, Inc. | 1.53% | Reduce -2.1% | 116,059 | $10.4M |
| UBS Group AG | 0.00% | Reduce -8.6% | 115,641 | $10.4M |
| SAM Advisors, LLC | 3.34% | Reduce -0.3% | 115,522 | $10.4M |
| Stifel Financial Corp. | 0.01% | Add +0.3% | 104,525 | $9.4M |
| Howard Capital Management Group, LLC | 0.54% | Reduce -1.9% | 96,013 | $8.6M |
| Anfield Capital Management, LLC | 2.25% | Reduce -31.3% | 85,127 | $7.6M |
| Scotia Capital Inc. | 0.03% | Add +0.0% | 72,683 | $6.5M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $6.5M |
| Two Sigma Investments, LP | 0.01% | Add +28.2% | 69,100 | $6.2M |
| Truist Financial Corp. | 0.01% | Reduce -4.3% | 65,970 | $5.9M |
| Osaic Holdings, Inc. | 0.01% | Reduce -3.6% | 65,748 | $5.9M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +2.2% | 65,559 | $5.9M |
| Southern Capital Advisors, LLC | 2.75% | Add +3.5% | 65,355 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.10% | Add +3.9% | 60,937 | $5.5M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -17.7% | 53,498 | $4.8M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.7% | 49,981 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Add +262.5% | 49,656 | $4.5M |
| Cetera Investment Advisers | 0.01% | Add +12.5% | 49,457 | $4.4M |
| IHT Wealth Management, LLC | 0.10% | Add +3.0% | 45,665 | $4.1M |
| Bernard Wealth Management Corp. | 1.70% | Add +2.0% | 45,536 | $4.1M |
| Commonwealth Equity Services, LLC | 0.00% | Add +2.9% | 38,618 | $3.5M |
| AdvisorNet Financial, Inc | 0.19% | Add +10.2% | 37,867 | $3.4M |
| Jones Financial Companies LLLP | 0.00% | Add +9.2% | 36,018 | $3.2M |
| Merit Financial Group, LLC | 0.03% | Add +0.0% | 32,414 | $2.9M |
| Diversified Enterprises, LLC | 0.19% | Reduce -1.4% | 31,354 | $2.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -2.6% | 29,339 | $2.6M |
| Advisory Services Network, LLC | 0.04% | Add +0.2% | 28,151 | $2.5M |
| Comerica Bank | 0.01% | Add +0.5% | 27,416 | $2.5M |
| VestGen Advisors, LLC | 0.08% | Add +2.3% | 26,448 | $2.4M |
| Mariner, LLC | 0.00% | Reduce -2.7% | 25,666 | $2.3M |
| National Bank of Canada | 0.00% | Reduce -5.8% | 23,470 | $2.1M |
| Fifth Third Securities, Inc. | 0.14% | Reduce -3.9% | 22,793 | $2.0M |
| Susquehanna International Group, LLP | 0.00% | Add +5.3% | 22,693 | $2.0M |
| Focus Financial Network, Inc. | 0.07% | Reduce -34.0% | 22,119 | $2.0M |
| Creative Planning | 0.00% | Reduce -6.8% | 22,045 | $2.0M |
| Patten & Patten Inc. | 0.12% | Reduce -0.9% | 21,976 | $2.0M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -0.2% | 21,110 | $1.9M |
| Geneos Wealth Management Inc. | 0.05% | No change | 20,457 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -3.0% | 18,359 | $1.6M |
| Equitable Holdings, Inc. | 0.01% | Reduce -2.8% | 18,311 | $1.6M |
| Cobblestone Capital Advisors LLC | 0.08% | No change | 17,910 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -20.6% | 16,705 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.16% | Reduce -0.9% | 16,357 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +4.4% | 15,664 | $1.4M |
| FMR LLC | 0.00% | Add +1.4% | 15,631 | $1.4M |
| BlackRock, Inc. | 0.00% | New | 14,456 | $1.3M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 14,385 | $1.3M |
| Cwm, LLC | 0.00% | No change | 14,111 | $1.3M |
| OMNI 360 Wealth, Inc. | 0.70% | Add +4.9% | 14,021 | $1.3M |
| Brown Advisory Inc. | 0.00% | No change | 13,350 | $1.2M |
| Groupe la Francaise | 0.02% | New | 15,000 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.82% | Add +1.2% | 12,490 | $1.1M |
| Garrison Point Advisors, LLC | 0.46% | Reduce -4.7% | 12,106 | $1.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.44% | Add +0.2% | 12,050 | $1.1M |
| Burke & Herbert Bank & Trust Co. | 0.23% | No change | 11,928 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -0.5% | 11,328 | $1.0M |
| US Bancorp \de | 0.00% | Add +0.8% | 11,310 | $1.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.7% | 11,326 | $1.0M |
| Prospera Financial Services Inc | 0.02% | No change | 10,554 | $946K |
| Baird Financial Group, Inc. | 0.00% | Add +15.8% | 10,068 | $902K |
| Oppenheimer & Co. Inc. | 0.01% | Add +6.5% | 9,456 | $848K |
| AMG National Trust Bank | 0.02% | Reduce -2.2% | 9,200 | $825K |
| WBH Advisory Inc. | 0.06% | Reduce -0.2% | 8,972 | $804K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -0.4% | 8,863 | $794K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.3% | 8,393 | $752K |
| Cordatus Wealth Management LLC | 0.17% | No change | 8,256 | $740K |
| Cresset Asset Management, LLC | 0.00% | Add +53.3% | 8,217 | $737K |
| Apexium Financial, LP | 0.03% | No change | 7,980 | $715K |
| Sequent Planning LLC | 0.19% | New | 7,620 | $683K |
| Quadrant Private Wealth Management, LLC | 0.12% | No change | 7,438 | $667K |
| Financial Partners Group, Inc | 0.08% | Add +5.3% | 7,323 | $656K |
| Bank Hapoalim BM | 0.08% | Reduce -2.7% | 7,235 | $649K |
| Lakeshore Capital Group, Inc. | 0.51% | Add +0.7% | 7,043 | $631K |
| Rockefeller Capital Management L.P. | 0.00% | New | 6,928 | $621K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -0.0% | 6,908 | $619K |
| Harbor Asset Planning, Inc. | 0.53% | Add +3.3% | 6,644 | $595K |
| Castle Rock Wealth Management, LLC | 0.13% | Add +0.1% | 6,668 | $589K |
"% 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.