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 |
| Lakeshore Capital Group, Inc. | 0.51% | Reduce -0.9% | 6,976 | $643K |
| Cerity Partners LLC | 0.00% | Add +11.1% | 6,947 | $641K |
| Bank Hapoalim BM | 0.06% | Reduce -4.2% | 6,932 | $639K |
| Financial Partners Group, Inc | 0.07% | Reduce -5.2% | 6,942 | $627K |
| StoneX Group Inc. | 0.03% | Add +38.3% | 6,743 | $622K |
| Castle Rock Wealth Management, LLC | 0.13% | Add +0.1% | 6,672 | $603K |
| Focus Partners Wealth | 0.00% | Add +4.8% | 6,344 | $585K |
| Consolidated Capital Management, LLC | 0.18% | Add +12.2% | 6,301 | $581K |
| Burke & Herbert Bank & Trust Co. | 0.16% | Reduce -47.8% | 6,231 | $575K |
| TRUE Private Wealth Advisors | 0.06% | No change | 6,207 | $573K |
| Quantinno Capital Management LP | 0.00% | Reduce -5.4% | 6,203 | $572K |
| Investmark Advisory Group LLC | 0.24% | Add +0.3% | 6,199 | $572K |
| New Insight Wealth Advisors | 0.19% | Reduce -8.1% | 5,873 | $542K |
| Objective Capital Management, LLC | 0.55% | Add +0.0% | 5,863 | $541K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -98.5% | 5,757 | $531K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -10.1% | 5,389 | $497K |
| Earned Wealth Advisors, LLC | 0.03% | New | 5,132 | $473K |
| Northern Trust Corp. | 0.00% | No change | 5,115 | $472K |
| Tritonpoint Wealth, LLC | 0.05% | Add +7.2% | 4,941 | $456K |
| Waverly Advisors, LLC | 0.00% | Add +60.1% | 4,916 | $454K |
| Horizon Family Wealth, Inc. | 0.23% | Reduce -9.2% | 4,714 | $435K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +0.0% | 4,657 | $430K |
| Wagner Wealth Management, Corp | 0.42% | — | 4,629 | $427K |
| D.A. Davidson & Co. | 0.00% | Add +11.6% | 4,598 | $424K |
| Register Financial Advisors LLC | 0.16% | Add +0.2% | 4,570 | $422K |
| Magnus Financial Group LLC | 0.03% | Add +25.8% | 4,545 | $419K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -88.2% | 4,475 | $413K |
| KKM Financial LLC | 0.07% | New | 4,153 | $383K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.5% | 4,098 | $378K |
| Centaurus Financial, Inc. | 0.02% | Add +0.1% | 3,967 | $366K |
| CX Institutional | 0.01% | Add +1103.9% | 3,973 | $366K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -34.3% | 3,963 | $366K |
| Wedbush Securities Inc. | 0.01% | Reduce -10.7% | 3,898 | $360K |
| Park Avenue Securities LLC | 0.00% | Reduce -22.6% | 3,866 | $357K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.7% | 3,806 | $350K |
| Wetzel Investment Advisors, Inc. | 0.14% | Add +0.1% | 3,687 | $340K |
| Commerce Bank | 0.00% | Reduce -5.0% | 3,580 | $330K |
| Valmark Advisers, Inc. | 0.00% | Add +0.7% | 3,519 | $325K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 3,507 | $324K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.4% | 3,531 | $317K |
| Integrity Alliance, Llc. | 0.01% | New | 3,369 | $311K |
| Athena Investment Management | 0.16% | No change | 3,345 | $309K |
| Fairvoy Private Wealth, LLC | 0.07% | New | 3,313 | $306K |
| Argos Wealth Advisors, LLC | 0.08% | — | 3,246 | $299K |
| Lido Advisors, LLC | 0.00% | No change | 3,336 | $299K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 3,216 | $297K |
| Sensible Money, LLC | 0.09% | No change | 3,213 | $296K |
| Asset Dedication, LLC | 0.02% | No change | 3,213 | $296K |
| Qube Research & Technologies Ltd | 0.00% | Add +157.0% | 3,194 | $295K |
| Wealth Forward, LLC | 0.17% | No change | 3,165 | $292K |
| Sigma Planning Corp | 0.01% | Add +16.1% | 3,121 | $288K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 3,000 | $279K |
| Signet Financial Management, LLC | 0.03% | Reduce -9.2% | 3,001 | $277K |
| Interchange Capital Partners, LLC | 0.05% | Reduce -6.4% | 2,964 | $274K |
| Black Diamond Financial, LLC | 0.03% | No change | 2,931 | $270K |
| International Assets Investment Management, LLC | 0.02% | No change | 2,928 | $270K |
| Capital Investment Advisors, LLC | 0.00% | Add +1.8% | 2,881 | $266K |
| Fiduciary Alliance LLC | 0.02% | Add +3.6% | 2,875 | $265K |
| Sowell Financial Services LLC | 0.01% | Add +1.2% | 2,875 | $265K |
| Yarger Wealth Strategies, LLC | 0.11% | Add +0.2% | 2,860 | $264K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,848 | $263K |
| Mutual Advisors, LLC | 0.01% | No change | 2,800 | $258K |
| Pointe Capital Management LLC | 0.13% | Add +7.7% | 2,786 | $257K |
| AlphaCore Capital LLC | 0.01% | Add +430.4% | 2,774 | $256K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,732 | $252K |
| Swisher Financial Concepts, Inc. | 0.14% | No change | 2,693 | $248K |
| Diversify Advisory Services, LLC | 0.01% | Add +0.1% | 2,644 | $244K |
| Corient Private Wealth LP | 0.00% | Add +3.5% | 2,628 | $244K |
| Matthew Goff Investment Advisor, LLC | 0.04% | New | 1,620 | $240K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29.4% | 2,598 | $240K |
| DAVENPORT & Co LLC | 0.00% | Add +2.1% | 2,577 | $238K |
| Quotient Wealth Partners, LLC | 0.01% | New | 2,486 | $229K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,448 | $226K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.1% | 2,404 | $222K |
| Royal Capital Wealth Management, LLC | 0.13% | No change | 2,400 | $221K |
| Adell Harriman & Carpenter Inc. | 0.01% | No change | 2,400 | $221K |
| Crescent Grove Advisors, LLC | 0.02% | No change | 2,379 | $219K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 2,346 | $216K |
| MAI Capital Management | 0.00% | Add +22.2% | 2,330 | $215K |
| Bravera Wealth | 0.11% | — | 2,325 | $214K |
| Curi Capital, LLC | 0.00% | Reduce -41.4% | 2,306 | $213K |
| Blair William & Co. | 0.00% | No change | 2,282 | $211K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 2,271 | $210K |
| Promethium Advisors,llc | 0.11% | No change | 2,240 | $207K |
| Pinnacle Financial Group, LLC / IL | 0.06% | New | 2,220 | $205K |
| Samalin Investment Counsel, LLC | 0.07% | New | 2,192 | $202K |
| Lanark Financial, Inc. | 0.01% | Add +45.8% | 1,990 | $184K |
| Rothschild Investment LLC | 0.01% | No change | 1,775 | $164K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +9.3% | 1,756 | $162K |
| Allworth Financial LP | 0.00% | Add +121.3% | 1,746 | $161K |
| Harbour Investments, Inc. | 0.00% | Add +21.0% | 1,577 | $146K |
| Sunbelt Securities, Inc. | 0.01% | Reduce -1.8% | 1,563 | $144K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -40.6% | 1,477 | $136K |
| GAMMA Investing LLC | 0.01% | No change | 1,446 | $133K |
| Cypress Capital Management LLC (WY) | 0.12% | Reduce -0.6% | 1,384 | $128K |
| Commonwealth Retirement Investments LLC | 0.04% | New | 1,218 | $112K |
| Financial Freedom, LLC | 0.05% | Add +0.3% | 1,144 | $106K |
| Arax Advisory Partners | 0.00% | New | 1,107 | $102K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,098 | $101K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 1,050 | $100K |
| Root Financial Partners, LLC | 0.01% | New | 1,040 | $96K |
| Millstone Evans Group, LLC | 0.06% | No change | 1,014 | $94K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 900 | $83K |
| AE Wealth Management LLC | 0.00% | Add +30.3% | 809 | $75K |
| CIBC Private Wealth Group LLC | 0.00% | New | 750 | $69K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 718 | $66K |
| Tidemark, LLC | 0.02% | No change | 717 | $66K |
| TD Private Client Wealth LLC | 0.00% | Reduce -4.6% | 660 | $61K |
| Y.D. More Investments Ltd | 0.00% | No change | 650 | $60K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.1% | 648 | $60K |
| Parallel Advisors, LLC | 0.00% | Add +0.3% | 625 | $58K |
| Founders Financial Alliance, LLC | 0.01% | Reduce -73.6% | 602 | $56K |
| Smartleaf Asset Management LLC | 0.00% | Add +47.8% | 594 | $55K |
| 3Chopt Investment Partners, LLC | 0.01% | No change | 580 | $54K |
| High Point Wealth Management, LLC | 0.05% | — | 541 | $50K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.2% | 530 | $49K |
| Merrithew & Thorsten Inc | 0.04% | — | 423 | $39K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 383 | $35K |
| Fairscale Capital, LLC | 0.02% | No change | 342 | $32K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 342 | $32K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 339 | $31K |
| Farther Finance Advisors, LLC | 0.00% | New | 315 | $29K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 306 | $28K |
| Roxbury Financial LLC | 0.03% | No change | 302 | $28K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 300 | $28K |
| Triumph Capital Management | 0.01% | New | 288 | $27K |
| Johnson Financial Group, Inc. | 0.00% | No change | 273 | $25K |
| Tucker Asset Management LLC | 0.01% | Reduce -14.7% | 261 | $24K |
| NFSG Corp | 0.00% | Add +0.4% | 252 | $23K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +0.4% | 253 | $23K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 249 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 240 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 216 | $20K |
| Mascoma Wealth Management LLC | 0.00% | No change | 189 | $17K |
| Tsfg, LLC | 0.00% | No change | 175 | $16K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 165 | $15K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 165 | $15K |
| Monetary Solutions, Ltd | 0.01% | — | 162 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | Reduce -21.4% | 158 | $15K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $14K |
| Keating Financial Advisory Services, Inc. | 0.00% | — | 149 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 147 | $14K |
| Sound Income Strategies, LLC | 0.00% | New | 130 | $12K |
| Quadrant Capital Group LLC | 0.00% | No change | 126 | $12K |
| BlackRock, Inc. | 0.00% | Reduce -99.2% | 114 | $11K |
| Colonial Trust Co / SC | 0.00% | No change | 105 | $10K |
| Golden State Wealth Management, LLC | 0.00% | No change | 99 | $9K |
| Spire Wealth Management | 0.00% | No change | 98 | $9K |
| Gen-Wealth Partners Inc | 0.00% | No change | 81 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 69 | $6K |
| New Millennium Group LLC | 0.00% | No change | 60 | $6K |
| Washington Trust Advisors, Inc. | 0.00% | Reduce -53.3% | 49 | $5K |
| Simplex Trading, LLC | 0.00% | Reduce -78.0% | 44 | $4K |
| Blue Trust, Inc. | 0.00% | Reduce -59.3% | 33 | $3K |
| 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 |
| SageView Advisory Group, LLC | 0.00% | New | 12 | $1K |
| Key Capital Management, INC | 0.00% | — | 10 | $923 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $94 |
"% 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.