iShares U.S. Financial ServiIYGETF
13F holders, Q1 2026 (March 31)265holders +4
32new positions
25sold out
1famous investor
$82.82avg. 13F price*
At the end of Q1 2026, 265 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, up 4 from Q4 2025. 32 opened new positions and 25 sold out. The largest holders were Dynasty Wealth Management, LLC ($180.5M), RiverFront Investment Group, LLC ($122.4M) and JPMorgan Chase & Co. ($112.6M). One famous investor held it Steve Cohen (0.0% of Point72 Asset Management's portfolio).
- Company
- iShares U.S. Financial Servi
- CUSIP
- 464287770
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $43.4M |
| Exits | 25 | $17.0M |
All 13F filers, Q4 2025 → Q1 2026: 3,438,212 shares bought and 708,954 shares sold, net +2,729,258 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Dynasty Wealth Management, LLC | 1.57% | Add +309.5% | 2,179,071 | $180.5M |
| RiverFront Investment Group, LLC | 1.89% | Add +2.0% | 1,478,087 | $122.4M |
| JPMorgan Chase & Co. | 0.01% | Add +35.1% | 1,393,596 | $112.6M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -6.2% | 1,246,197 | $103.2M |
| Morgan Stanley | 0.01% | Reduce -4.2% | 1,034,389 | $85.7M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.1% | 1,033,322 | $85.6M |
| Sagespring Wealth Partners, LLC | 1.35% | Add +55.5% | 896,103 | $74.2M |
| OpenArc Corporate Advisory, LLC | 0.91% | Add +26.9% | 765,330 | $63.4M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 470,278 | $39.0M |
| LPL Financial LLC | 0.01% | Reduce -2.6% | 467,459 | $38.7M |
| Kozak & Associates, Inc. | 7.30% | Add +2.3% | 430,383 | $37.4M |
| Raymond James Financial Inc. | 0.01% | Add +0.2% | 450,567 | $37.3M |
| Baltimore-Washington Financial Advisors, Inc. | 1.54% | Add +2.9% | 428,700 | $35.5M |
| Royal Bank of Canada | 0.01% | Reduce -5.4% | 419,852 | $34.8M |
| PGIM Custom Harvest LLC | 0.47% | Add +23.5% | 365,312 | $30.3M |
| Wells Fargo & Company | 0.01% | Add +0.1% | 355,166 | $29.4M |
| Circle Wealth Management, LLC | 0.35% | No change | 294,600 | $24.4M |
| MML Investors Services, LLC | 0.05% | Reduce -11.4% | 224,825 | $18.6M |
| Private Advisor Group, LLC | 0.08% | Add +17.0% | 208,916 | $17.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -12.5% | 199,385 | $16.5M |
| Janney Montgomery Scott LLC | 0.04% | Reduce -3.1% | 198,083 | $16.4M |
| Bank of Montreal | 0.01% | Add +12.5% | 187,495 | $15.5M |
| Two Sigma Investments, LP | 0.01% | New | 186,900 | $15.5M |
| Ferguson Wellman Capital Management, Inc. | 0.17% | Reduce -1.6% | 148,491 | $12.3M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.65% | Reduce -0.2% | 147,679 | $12.2M |
| Arkansas Financial Group, Inc. | 1.53% | Add +4.4% | 127,826 | $11.0M |
| SAM Advisors, LLC | 3.01% | Add +2.2% | 115,906 | $9.6M |
| UBS Group AG | 0.00% | Reduce -1.2% | 111,193 | $9.2M |
| Beacon Pointe Advisors, LLC | 0.04% | Add +25.7% | 101,335 | $8.4M |
| Stifel Financial Corp. | 0.01% | Reduce -5.4% | 97,251 | $8.1M |
| Howard Capital Management Group, LLC | 0.52% | Add +1.0% | 94,103 | $7.8M |
| Unique Wealth, LLC | 0.89% | Add +29.6% | 77,515 | $6.4M |
| Osaic Holdings, Inc. | 0.01% | Add +20.4% | 77,399 | $6.4M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $6.0M |
| Scotia Capital Inc. | 0.02% | Add +0.9% | 72,468 | $6.0M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +1.6% | 67,060 | $5.6M |
| Centerline Wealth Advisors, LLC | 1.98% | Add +30.6% | 66,320 | $5.5M |
| Truist Financial Corp. | 0.01% | Reduce -9.8% | 59,365 | $4.9M |
| Independent Advisor Alliance | 0.05% | New | 56,775 | $4.7M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +12.1% | 54,751 | $4.5M |
| Cetera Investment Advisers | 0.00% | Add +3.9% | 51,002 | $4.2M |
| BNP Paribas Financial Markets | 0.00% | New | 50,000 | $4.1M |
| Prostatis Group LLC | 1.03% | New | 48,379 | $4.0M |
| Bernard Wealth Management Corp. | 1.63% | Reduce -0.2% | 46,114 | $3.8M |
| Merit Financial Group, LLC | 0.03% | Add +40.1% | 44,979 | $3.7M |
| Jones Financial Companies LLLP | 0.00% | Add +11.8% | 46,087 | $3.7M |
| IHT Wealth Management, LLC | 0.08% | Reduce -10.0% | 42,435 | $3.5M |
| Storen Legacy Partners, LLC | 1.09% | New | 41,908 | $3.5M |
| Wallace Hart LLC | 4.41% | New | 38,609 | $3.2M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.7% | 38,336 | $3.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -23.9% | 37,156 | $3.1M |
| Mariner, LLC | 0.00% | Add +43.4% | 36,696 | $3.0M |
| Diversified Enterprises, LLC | 0.14% | Reduce -0.6% | 31,228 | $2.6M |
| Advisory Services Network, LLC | 0.03% | Add +4.6% | 30,279 | $2.5M |
| GTS Securities LLC | 0.09% | Add +169.6% | 29,575 | $2.4M |
| Forte Asset Management LLC | 1.04% | New | 28,619 | $2.4M |
| Curi Capital, LLC | 0.04% | Add +1051.9% | 26,562 | $2.2M |
| Fifth Third Securities, Inc. | 0.13% | Add +0.5% | 25,008 | $2.1M |
| National Bank of Canada | 0.00% | Add +1.6% | 24,354 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +473.2% | 23,489 | $1.9M |
| Captrust Financial Advisors | 0.00% | Reduce -86.2% | 23,341 | $1.9M |
| Creative Planning | 0.00% | Add +1.0% | 23,055 | $1.9M |
| Focus Financial Network, Inc. | 0.07% | Reduce -1.6% | 22,174 | $1.8M |
| Patten & Patten Inc. | 0.11% | No change | 21,226 | $1.8M |
| Koshinski Asset Management, Inc. | 0.11% | Add +2.4% | 20,830 | $1.7M |
| Fifth Third Bancorp | 0.00% | New | 19,927 | $1.7M |
| Geneos Wealth Management Inc. | 0.04% | No change | 19,797 | $1.6M |
| Kestra Advisory Services, LLC | 0.01% | Add +13.9% | 19,524 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +14.4% | 19,023 | $1.6M |
| Stephens Inc. | 0.02% | No change | 18,259 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Add +1.6% | 16,167 | $1.5M |
| AMG National Trust Bank | 0.03% | Add +95.3% | 17,968 | $1.5M |
| Tower Research Capital LLC (TRC) | 0.04% | Add +1086.9% | 17,531 | $1.5M |
| FMR LLC | 0.00% | Add +3.2% | 16,618 | $1.4M |
| Caliber Wealth Management, LLC / KS | 0.15% | No change | 16,292 | $1.3M |
| Cyndeo Wealth Partners, LLC | 0.07% | Add +26.4% | 16,125 | $1.3M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -1.3% | 15,750 | $1.3M |
| Flow Traders U.S. LLC | 0.04% | New | 14,940 | $1.2M |
| OMNI 360 Wealth, Inc. | 0.63% | Reduce -1.8% | 14,798 | $1.2M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -14.0% | 14,243 | $1.2M |
| Cwm, LLC | 0.00% | No change | 14,111 | $1.2M |
| &partners | 0.01% | Add +3.1% | 13,984 | $1.2M |
| Brown Advisory Inc. | 0.00% | No change | 13,104 | $1.1M |
| Cottonwood Capital Advisors, LLC | 0.75% | Reduce -0.3% | 12,844 | $1.1M |
| Garrison Point Advisors, LLC | 0.48% | No change | 12,720 | $1.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.42% | Add +0.3% | 12,046 | $998K |
| US Bancorp \de | 0.00% | Add +2.3% | 11,289 | $935K |
| Sequent Planning LLC | 0.22% | Add +13.3% | 11,081 | $918K |
| United Capital Financial Advisors, LLC | 0.01% | No change | 11,019 | $913K |
| NewEdge Advisors, LLC | 0.00% | Reduce -77.2% | 10,794 | $894K |
| Oppenheimer & Co. Inc. | 0.01% | Add +13.7% | 10,722 | $888K |
| Savant Capital, LLC | 0.00% | Add +6.1% | 10,690 | $886K |
| Sanctuary Advisors, LLC | 0.00% | Add +26.8% | 10,559 | $875K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +18.4% | 10,531 | $872K |
| Baird Financial Group, Inc. | 0.00% | Add +10.3% | 10,505 | $870K |
| Prospera Financial Services Inc | 0.01% | Reduce -1.2% | 10,429 | $864K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -69.3% | 9,791 | $811K |
| Mosley Wealth Management | 0.35% | Add +0.0% | 8,631 | $774K |
| Cresset Asset Management, LLC | 0.00% | Reduce -0.1% | 9,134 | $757K |
| WBH Advisory Inc. | 0.06% | Reduce -0.1% | 9,059 | $751K |
"% 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.