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

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions26$6.3M
Exits19$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
Quantinno Capital Management LP 0.00% Reduce -4.0% 6,558 $588K
New Insight Wealth Advisors 0.22% Reduce -8.6% 6,388 $573K
Cerity Partners LLC 0.00% Reduce -32.4% 6,252 $560K
TRUE Private Wealth Advisors 0.06% No change 6,207 $556K
Investmark Advisory Group LLC 0.24% Add +0.3% 6,182 $554K
Focus Partners Wealth 0.00% Reduce -11.3% 6,051 $542K
Charter Oak Capital Management, LLC 0.04% Reduce -0.8% 6,033 $541K
Forvis Mazars Wealth Advisors, LLC 0.01% No change 5,994 $537K
Objective Capital Management, LLC 0.54% Add +0.0% 5,861 $525K
Consolidated Capital Management, LLC 0.18% Reduce -7.3% 5,615 $503K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.03% Reduce -21.1% 5,444 $488K
Horizon Family Wealth, Inc. 0.27% Add +5.7% 5,194 $466K
Northern Trust Corp. 0.00% Reduce -2.6% 5,115 $459K
Park Avenue Securities LLC 0.00% Reduce -0.7% 4,998 $448K
&partners 0.00% Add +34.9% 4,963 $445K
StoneX Group Inc. 0.02% New 4,877 $437K
Kesler, Norman & Wride, LLC 0.08% Add +2.8% 5,490 $427K
Avidian Wealth Enterprises, LLC 0.02% Add +0.0% 4,656 $417K
Tritonpoint Wealth, LLC 0.04% No change 4,609 $413K
Register Financial Advisors LLC 0.16% Add +1.5% 4,560 $409K
Allium Financial Advisors, LLC 0.33% No change 4,444 $398K
Wedbush Securities Inc. 0.01% Reduce -42.3% 4,363 $391K
D.A. Davidson & Co. 0.00% No change 4,119 $369K
Steward Partners Investment Advisory, LLC 0.00% Add +1.7% 4,077 $365K
Centaurus Financial, Inc. 0.02% Add +0.5% 3,961 $355K
Curi Capital, LLC 0.01% No change 3,938 $353K
HBK Sorce Advisory LLC 0.01% No change 3,834 $340K
Commerce Bank 0.00% Reduce -4.7% 3,767 $338K
Wetzel Investment Advisors, Inc. 0.14% Reduce -10.7% 3,684 $330K
Magnus Financial Group LLC 0.03% Reduce -1.2% 3,614 $324K
Prime Capital Investment Advisors, LLC 0.00% No change 3,507 $314K
Valmark Advisers, Inc. 0.00% Add +0.6% 3,493 $313K
Chicago Partners Investment Group LLC 0.01% Add +0.1% 3,516 $312K
Wallace Hart LLC 0.23% New 3,434 $308K
Athena Investment Management 0.16% No change 3,345 $300K
Lido Advisors, LLC 0.00% Add +3.7% 3,336 $299K
Signet Financial Management, LLC 0.03% Reduce -13.3% 3,305 $296K
Sensible Money, LLC 0.10% No change 3,213 $288K
Asset Dedication, LLC 0.02% No change 3,213 $288K
Interchange Capital Partners, LLC 0.06% Reduce -3.8% 3,168 $284K
Wealth Forward, LLC 0.16% No change 3,165 $284K
Benchmark Financial Wealth Advisors, LLC 0.08% Add +13.0% 3,077 $276K
Waverly Advisors, LLC 0.00% Reduce -0.5% 3,071 $275K
United Capital Financial Advisors, LLC 0.00% New 3,039 $272K
Union Bancaire Privee, UBP SA 0.00% No change 3,000 $269K
Black Diamond Financial, LLC 0.03% No change 2,931 $263K
Yarger Wealth Strategies, LLC 0.12% Add +0.2% 2,854 $256K
Clearstead Advisors, LLC 0.00% No change 2,848 $255K
Sowell Financial Services LLC 0.01% Add +0.1% 2,841 $255K
Capital Investment Advisors, LLC 0.00% Reduce -0.1% 2,831 $254K
International Assets Investment Management, LLC 0.02% No change 2,928 $252K
Carnegie Investment Counsel 0.00% Reduce -2.8% 2,780 $249K
Fiduciary Alliance LLC 0.02% Add +1.8% 2,775 $249K
Mutual Advisors, LLC 0.01% No change 2,800 $245K
Apollon Wealth Management, LLC 0.00% Add +0.0% 2,732 $245K
Swisher Financial Concepts, Inc. 0.14% Reduce -13.2% 2,693 $241K
Sigma Planning Corp 0.01% Add +0.1% 2,687 $241K
Diversify Advisory Services, LLC 0.01% New 2,640 $232K
Pointe Capital Management LLC 0.11% No change 2,586 $232K
Corient Private Wealth LP 0.00% Reduce -1.0% 2,538 $228K
DAVENPORT & Co LLC 0.00% Reduce -3.9% 2,523 $226K
Tower Research Capital LLC (TRC) 0.01% New 2,485 $223K
U.S. Capital Wealth Advisors, LLC 0.01% New 2,448 $219K
AllSquare Wealth Management LLC 0.11% No change 2,406 $216K
Moors & Cabot, Inc. 0.01% No change 2,406 $216K
Royal Capital Wealth Management, LLC 0.13% No change 2,400 $215K
Adell Harriman & Carpenter Inc. 0.01% No change 2,400 $215K
Crescent Grove Advisors, LLC 0.02% No change 2,379 $213K
OneDigital Investment Advisors LLC 0.00% Reduce -18.9% 2,346 $210K
Blair William & Co. 0.00% No change 2,282 $205K
Founders Financial Alliance, LLC 0.04% Add +281.0% 2,282 $205K
Aptus Capital Advisors, LLC 0.00% Add +0.0% 2,269 $203K
Leeward Financial Partners, LLC 0.06% New 2,250 $202K
SPC Financial, Inc. 0.02% New 2,250 $202K
Promethium Advisors,llc 0.12% Reduce -6.3% 2,240 $201K
PNC Financial Services Group, Inc. 0.00% No change 2,008 $180K
MAI Capital Management 0.00% Add +0.2% 1,907 $171K
Wealthspire Advisors, LLC 0.00% New 1,883 $169K
Rothschild Investment LLC 0.01% Add +0.1% 1,775 $159K
Citigroup Inc. 0.00% Add +94.1% 1,650 $148K
O'shaughnessy Asset Management, LLC 0.00% Add +13.3% 1,606 $144K
Sunbelt Securities, Inc. 0.01% Reduce -80.3% 1,592 $143K
GAMMA Investing LLC 0.01% Add +9.3% 1,446 $130K
Cypress Capital Management LLC (WY) 0.13% Reduce -0.2% 1,392 $125K
Lanark Financial, Inc. 0.01% Reduce -0.5% 1,365 $122K
Harbour Investments, Inc. 0.00% Add +14.7% 1,303 $117K
Qube Research & Technologies Ltd 0.00% Reduce -47.5% 1,243 $111K
Financial Freedom, LLC 0.05% Add +0.2% 1,141 $102K
Ashton Thomas Securities, LLC 0.01% New 1,062 $95K
Millstone Evans Group, LLC 0.06% No change 1,014 $91K
Signaturefd, LLC 0.00% Reduce -2.2% 967 $87K
Rosenberg Matthew Hamilton 0.02% No change 900 $81K
Keener Financial Planning LLC 0.04% No change 900 $80K
Allworth Financial LP 0.00% Add +232.9% 789 $71K
Tidemark, LLC 0.02% No change 717 $64K
CENTRAL TRUST Co 0.00% Add +0.3% 716 $64K
TD Private Client Wealth LLC 0.00% Reduce -16.0% 692 $62K
Comprehensive Financial Planning, Inc. 0.04% Add +0.3% 647 $58K
Y.D. More Investments Ltd 0.00% Reduce -35.0% 650 $58K
Parallel Advisors, LLC 0.00% No change 623 $56K
AE Wealth Management LLC 0.00% Add +13.3% 621 $56K
3Chopt Investment Partners, LLC 0.01% No change 580 $52K
Private Trust Co. NA 0.00% No change 570 $51K
Mather Group, Llc. 0.00% New 543 $49K
Physician Wealth Advisors, Inc. 0.01% No change 529 $47K
AlphaCore Capital LLC 0.00% Add +0.2% 523 $47K
Principal Securities, Inc. 0.00% Reduce -27.5% 451 $40K
Salem Investment Counselors Inc. 0.00% No change 450 $40K
Hopwood Financial Services, Inc. 0.02% Reduce -36.9% 415 $37K
Smartleaf Asset Management LLC 0.00% New 402 $36K
Harbor Investment Advisory, LLC 0.00% No change 383 $34K
Fairscale Capital, LLC 0.02% No change 342 $31K
SOA Wealth Advisors, LLC. 0.01% Add +0.3% 341 $31K
Frazier Financial Advisors, LLC 0.02% No change 339 $30K
CX Institutional 0.00% Reduce -65.3% 330 $30K
Tucker Asset Management LLC 0.01% New 306 $27K
Roxbury Financial LLC 0.03% No change 302 $27K
Bessemer Group Inc. 0.00% Reduce -70.5% 297 $27K
Strategic Wealth Partners, Ltd. 0.00% No change 300 $27K
Johnson Financial Group, Inc. 0.00% No change 273 $24K
Capital Advisors, Ltd. LLC 0.00% Add +0.4% 252 $23K
Painted Porch Advisors LLC 0.01% New 255 $23K
NFSG Corp 0.00% Add +0.4% 251 $23K
Ancora Advisors LLC 0.00% No change 240 $22K
Glen Eagle Advisors, LLC 0.00% No change 216 $19K
Manning & Napier Advisors LLC 0.00% New 213 $19K
Indiana Trust & Investment Management Co 0.01% No change 201 $18K
Simplex Trading, LLC 0.00% New 200 $17K
Mascoma Wealth Management LLC 0.00% No change 189 $17K
Tsfg, LLC 0.00% Reduce -22.2% 175 $16K
Wealth Preservation Advisors, LLC 0.01% No change 165 $15K
Medallion Wealth Advisors, LLC 0.01% No change 165 $15K
Front Row Advisors LLC 0.00% No change 150 $13K
Heartwood Wealth Advisors LLC 0.00% New 150 $13K
Moisand Fitzgerald Tamayo, LLC 0.00% No change 147 $13K
Quadrant Capital Group LLC 0.00% New 126 $11K
Colonial Trust Co / SC 0.00% No change 105 $9K
Washington Trust Advisors, Inc. 0.00% No change 105 $9K
Golden State Wealth Management, LLC 0.00% No change 99 $9K
Spire Wealth Management 0.00% No change 98 $9K
Turim 21 Investimentos Ltda. 0.00% New 95 $8K
Gen-Wealth Partners Inc 0.00% No change 81 $7K
Blue Trust, Inc. 0.00% New 81 $7K
Lowe Brockenbrough & Co. Inc. 0.00% New 69 $6K
West Paces Advisors Inc. 0.00% Reduce -82.4% 64 $6K
Financial Life Planners 0.00% New 60 $5K
New Millennium Group LLC 0.00% No change 60 $5K
Global Retirement Partners, LLC 0.00% No change 24 $2K
Assetmark, Inc. 0.00% No change 23 $2K
FAS Wealth Partners, Inc. 0.00% No change 18 $2K
Key Financial Inc 0.00% No change 18 $2K
Parkside Financial Bank & Trust 0.00% No change 1 $91

"% 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.