iShares U.S. Financial ServiIYGETF
13F holders, Q4 2025 (December 31)261holders +9
29new positions
27sold out
$92.31avg. 13F price*
At the end of Q4 2025, 261 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 9 from Q3 2025. 29 opened new positions and 27 sold out. The largest holders were RiverFront Investment Group, LLC ($133.7M), Envestnet Asset Management Inc. ($122.6M) and Morgan Stanley ($99.6M).
- Company
- iShares U.S. Financial Servi
- CUSIP
- 464287770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $124.9M |
| Exits | 27 | $20.4M |
All 13F filers, Q3 2025 → Q4 2025: 2,348,101 shares bought and 889,747 shares sold, net +1,458,354 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 261 holders
| RiverFront Investment Group, LLC | 2.20% | Add +0.7% | 1,449,021 | $133.7M |
| Envestnet Asset Management Inc. | 0.04% | Add +0.4% | 1,329,086 | $122.6M |
| Morgan Stanley | 0.01% | Add +0.4% | 1,079,849 | $99.6M |
| JPMorgan Chase & Co. | 0.01% | Add +234.8% | 1,031,721 | $95.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -2.8% | 1,021,757 | $94.3M |
| OpenArc Corporate Advisory, LLC | 0.92% | — | 603,090 | $55.6M |
| Sagespring Wealth Partners, LLC | 0.97% | New | 576,423 | $53.2M |
| Dynasty Wealth Management, LLC | 0.48% | New | 532,080 | $49.1M |
| LPL Financial LLC | 0.01% | Add +5.4% | 479,941 | $44.3M |
| Bank of America Corp. | 0.00% | Reduce -5.3% | 475,540 | $43.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -6.4% | 449,860 | $41.5M |
| Royal Bank of Canada | 0.01% | Reduce -10.0% | 443,794 | $40.9M |
| Kozak & Associates, Inc. | 7.66% | Add +0.7% | 420,525 | $39.7M |
| Baltimore-Washington Financial Advisors, Inc. | 1.61% | Add +2.9% | 416,568 | $38.4M |
| Wells Fargo & Company | 0.01% | Reduce -7.6% | 354,927 | $32.7M |
| PGIM Custom Harvest LLC | 0.40% | Reduce -1.6% | 295,907 | $27.3M |
| Circle Wealth Management, LLC | 0.42% | No change | 294,600 | $27.2M |
| MML Investors Services, LLC | 0.06% | Add +7.4% | 253,715 | $23.4M |
| Ameriprise Financial Inc. | 0.00% | Add +21.1% | 227,801 | $21.0M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -2.6% | 204,367 | $18.9M |
| Private Advisor Group, LLC | 0.08% | Add +4.3% | 178,608 | $16.5M |
| Captrust Financial Advisors | 0.03% | Add +4.4% | 169,342 | $15.6M |
| Bank of Montreal | 0.01% | Add +3.2% | 166,669 | $15.4M |
| Ferguson Wellman Capital Management, Inc. | 0.22% | Reduce -1.6% | 150,941 | $13.9M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.83% | Add +6.7% | 148,034 | $13.7M |
| Arkansas Financial Group, Inc. | 1.63% | Add +5.5% | 122,417 | $11.3M |
| SAM Advisors, LLC | 3.31% | Reduce -1.8% | 113,453 | $10.5M |
| UBS Group AG | 0.00% | Reduce -2.7% | 112,497 | $10.4M |
| Stifel Financial Corp. | 0.01% | Reduce -1.6% | 102,820 | $9.5M |
| Howard Capital Management Group, LLC | 0.54% | Reduce -3.0% | 93,130 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +50.7% | 80,632 | $7.4M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $6.7M |
| Scotia Capital Inc. | 0.03% | Reduce -1.2% | 71,802 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +0.6% | 65,969 | $6.1M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 65,795 | $6.1M |
| Southern Capital Advisors, LLC | 2.75% | Reduce -1.3% | 64,529 | $6.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -2.3% | 64,259 | $5.9M |
| J.W. Cole Advisors, Inc. | 0.14% | Add +2.2% | 62,262 | $5.7M |
| Unique Wealth, LLC | 0.77% | New | 59,817 | $5.5M |
| Centerline Wealth Advisors, LLC | 1.70% | New | 50,796 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -0.7% | 49,113 | $4.5M |
| Concurrent Investment Advisors, LLC | 0.05% | New | 48,848 | $4.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -2.3% | 48,845 | $4.5M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.7% | 47,307 | $4.4M |
| IHT Wealth Management, LLC | 0.11% | Add +3.3% | 47,173 | $4.4M |
| Bernard Wealth Management Corp. | 1.73% | Add +1.5% | 46,224 | $4.3M |
| Jones Financial Companies LLLP | 0.00% | Add +14.4% | 41,203 | $3.8M |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.9% | 38,982 | $3.6M |
| Merit Financial Group, LLC | 0.02% | Reduce -1.0% | 32,094 | $3.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +8.7% | 31,879 | $2.9M |
| Citigroup Inc. | 0.00% | Add +1818.9% | 31,662 | $2.9M |
| Diversified Enterprises, LLC | 0.17% | Add +0.2% | 31,426 | $2.9M |
| Advisory Services Network, LLC | 0.04% | Add +2.8% | 28,947 | $2.7M |
| Mariner, LLC | 0.00% | Reduce -0.3% | 25,588 | $2.4M |
| Fifth Third Securities, Inc. | 0.15% | Add +9.2% | 24,884 | $2.3M |
| National Bank of Canada | 0.00% | Add +2.1% | 23,969 | $2.2M |
| Comerica Bank | 0.01% | Reduce -16.4% | 22,922 | $2.1M |
| Creative Planning | 0.00% | Add +3.6% | 22,831 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +1.9% | 22,539 | $2.1M |
| Patten & Patten Inc. | 0.11% | Reduce -3.4% | 21,226 | $2.0M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -3.7% | 20,333 | $1.9M |
| Geneos Wealth Management Inc. | 0.04% | Reduce -3.2% | 19,797 | $1.8M |
| Stephens Inc. | 0.02% | Reduce -0.5% | 18,259 | $1.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.6% | 17,146 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -26.8% | 16,623 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +5.7% | 16,557 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.16% | Reduce -0.4% | 16,292 | $1.5M |
| FMR LLC | 0.00% | Add +3.0% | 16,107 | $1.5M |
| Focus Partners Advisor Solutions, LLC | 0.02% | New | 15,960 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -13.1% | 15,912 | $1.5M |
| OMNI 360 Wealth, Inc. | 0.71% | Add +7.5% | 15,069 | $1.4M |
| Litman Gregory Wealth Management LLC | 0.10% | No change | 14,385 | $1.3M |
| Cwm, LLC | 0.00% | No change | 14,111 | $1.3M |
| &partners | 0.01% | Add +173.3% | 13,564 | $1.3M |
| Brown Advisory Inc. | 0.00% | Reduce -1.8% | 13,104 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.85% | Add +3.2% | 12,886 | $1.2M |
| Cyndeo Wealth Partners, LLC | 0.06% | New | 12,760 | $1.2M |
| Garrison Point Advisors, LLC | 0.52% | Add +5.1% | 12,720 | $1.2M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.43% | Reduce -0.3% | 12,014 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.0% | 11,095 | $1.1M |
| US Bancorp \de | 0.00% | Reduce -2.4% | 11,034 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | Add +262.6% | 11,019 | $1.0M |
| GTS Securities LLC | 0.03% | New | 10,972 | $1.0M |
| Prospera Financial Services Inc | 0.02% | No change | 10,554 | $974K |
| Brendel Financial Advisors LLC | 0.47% | New | 10,293 | $950K |
| Savant Capital, LLC | 0.01% | Reduce -11.0% | 10,077 | $930K |
| Sequent Planning LLC | 0.23% | Add +28.3% | 9,776 | $902K |
| Baird Financial Group, Inc. | 0.00% | Reduce -5.4% | 9,523 | $878K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.3% | 9,431 | $870K |
| AMG National Trust Bank | 0.02% | Add +0.0% | 9,201 | $849K |
| Cresset Asset Management, LLC | 0.00% | Add +11.3% | 9,146 | $844K |
| WBH Advisory Inc. | 0.06% | Add +1.1% | 9,070 | $837K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.4% | 8,898 | $821K |
| Rockefeller Capital Management L.P. | 0.00% | Add +23.5% | 8,558 | $790K |
| Sanctuary Advisors, LLC | 0.00% | Add +20.6% | 8,330 | $768K |
| Mosley Wealth Management | 0.35% | — | 8,630 | $764K |
| Cordatus Wealth Management LLC | 0.18% | No change | 8,256 | $762K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -1.8% | 8,240 | $760K |
| Quadrant Private Wealth Management, LLC | 0.11% | Reduce -1.1% | 7,356 | $679K |
| Harbor Asset Planning, Inc. | 0.55% | Add +5.9% | 7,036 | $649K |
"% 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.