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 |
| Quotient Wealth Partners, LLC | 0.02% | Add +235.3% | 8,336 | $691K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.3% | 8,268 | $685K |
| Cordatus Wealth Management LLC | 0.16% | No change | 8,256 | $684K |
| Quadrant Private Wealth Management, LLC | 0.10% | Add +1.4% | 7,457 | $618K |
| Focus Partners Wealth | 0.00% | Add +16.4% | 7,383 | $612K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -35.5% | 7,152 | $595K |
| Quantinno Capital Management LP | 0.00% | Add +15.3% | 7,155 | $593K |
| Harbor Asset Planning, Inc. | 0.49% | Add +0.2% | 7,052 | $584K |
| Cerity Partners LLC | 0.00% | Add +0.1% | 6,956 | $576K |
| Lakeshore Capital Group, Inc. | 0.47% | Reduce -1.0% | 6,905 | $572K |
| Financial Partners Group, Inc | 0.07% | Reduce -1.2% | 6,856 | $568K |
| Castle Rock Wealth Management, LLC | 0.12% | Reduce -1.2% | 6,593 | $548K |
| Bank Hapoalim BM | 0.09% | Reduce -8.1% | 6,372 | $528K |
| Burke & Herbert Bank & Trust Co. | 0.14% | No change | 6,231 | $516K |
| Investmark Advisory Group LLC | 0.22% | Add +0.3% | 6,220 | $515K |
| TRUE Private Wealth Advisors | 0.05% | No change | 6,207 | $514K |
| StoneX Group Inc. | 0.03% | Reduce -9.0% | 6,134 | $508K |
| Objective Capital Management, LLC | 0.49% | Add +0.0% | 5,865 | $486K |
| New Insight Wealth Advisors | 0.17% | Reduce -0.7% | 5,834 | $483K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.5% | 5,351 | $443K |
| Northern Trust Corp. | 0.00% | Add +4.1% | 5,326 | $441K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -11.0% | 5,122 | $424K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | Reduce -8.2% | 4,945 | $410K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.3% | 4,903 | $406K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -1.4% | 4,874 | $404K |
| Horizon Family Wealth, Inc. | 0.21% | Add +3.2% | 4,865 | $403K |
| Earned Wealth Advisors, LLC | 0.03% | Reduce -6.3% | 4,810 | $398K |
| PUREfi Wealth, LLC | 0.26% | New | 4,798 | $397K |
| D.A. Davidson & Co. | 0.00% | Add +4.1% | 4,786 | $396K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 4,657 | $386K |
| KKM Financial LLC | 0.07% | No change | 4,153 | $383K |
| Register Financial Advisors LLC | 0.14% | Add +0.2% | 4,581 | $379K |
| Point72 Asset Management | 0.00% | New | 4,580 | $379K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -0.7% | 4,444 | $368K |
| Harbour Investments, Inc. | 0.01% | Add +173.8% | 4,318 | $358K |
| Fairvoy Private Wealth, LLC | 0.08% | Add +29.0% | 4,274 | $354K |
| Summit Financial, LLC | 0.00% | New | 4,247 | $352K |
| Accredited Investors Inc. | 0.02% | New | 4,182 | $346K |
| Chicago Partners Investment Group LLC | 0.01% | Add +7.2% | 3,786 | $333K |
| HBK Sorce Advisory LLC | 0.01% | Reduce -0.3% | 3,795 | $329K |
| Traveka Wealth, LLC | 0.12% | New | 3,716 | $308K |
| Wetzel Investment Advisors, Inc. | 0.12% | No change | 3,687 | $305K |
| Wedbush Securities Inc. | 0.01% | Reduce -6.1% | 3,660 | $303K |
| Park Avenue Securities LLC | 0.00% | Reduce -6.3% | 3,624 | $300K |
| Commerce Bank | 0.00% | No change | 3,580 | $297K |
| Valmark Advisers, Inc. | 0.00% | Reduce -0.7% | 3,495 | $290K |
| TritonPoint Partners, LLC | 0.10% | New | 3,383 | $280K |
| Centaurus Financial, Inc. | 0.01% | Reduce -15.4% | 3,357 | $278K |
| Athena Investment Management | 0.14% | No change | 3,345 | $277K |
| Argos Wealth Advisors, LLC | 0.08% | No change | 3,246 | $269K |
| Interchange Capital Partners, LLC | 0.09% | Add +15.4% | 3,422 | $269K |
| Lido Advisors, LLC | 0.00% | Reduce -3.6% | 3,216 | $266K |
| Sensible Money, LLC | 0.08% | No change | 3,213 | $266K |
| Asset Dedication, LLC | 0.02% | No change | 3,213 | $266K |
| CX Institutional | 0.01% | Reduce -19.4% | 3,204 | $265K |
| Wealth Forward, LLC | 0.15% | No change | 3,165 | $262K |
| XTX Topco Ltd | 0.00% | New | 3,047 | $252K |
| Signet Financial Management, LLC | 0.03% | Reduce -0.0% | 3,000 | $249K |
| Consolidated Capital Management, LLC | 0.08% | Reduce -53.2% | 2,947 | $244K |
| Fiduciary Alliance LLC | 0.01% | Reduce -3.8% | 2,765 | $243K |
| Black Diamond Financial, LLC | 0.03% | No change | 2,931 | $243K |
| Sigma Planning Corp | 0.01% | Reduce -6.2% | 2,928 | $243K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 3,000 | $242K |
| International Assets Investment Management, LLC | 0.02% | Reduce -1.0% | 2,900 | $240K |
| Capital Investment Advisors, LLC | 0.00% | Add +0.0% | 2,882 | $239K |
| Yarger Wealth Strategies, LLC | 0.10% | No change | 2,860 | $237K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,848 | $236K |
| Mutual Advisors, LLC | 0.01% | No change | 2,800 | $232K |
| Pointe Capital Management LLC | 0.11% | No change | 2,786 | $231K |
| AlphaCore Capital LLC | 0.01% | Add +0.1% | 2,776 | $230K |
| Sowell Financial Services LLC | 0.01% | Reduce -5.2% | 2,727 | $226K |
| Apollon Wealth Management, LLC | 0.00% | Reduce -5.5% | 2,581 | $214K |
| Moors & Cabot, Inc. | 0.01% | Add +5.8% | 2,543 | $211K |
| Swisher Financial Concepts, Inc. | 0.12% | Reduce -5.8% | 2,537 | $210K |
| Charter Oak Capital Management, LLC | 0.02% | Reduce -36.3% | 2,523 | $209K |
| Pinnacle Financial Partners, Inc. | 0.00% | New | 2,517 | $209K |
| U.S. Capital Wealth Advisors, LLC | 0.01% | No change | 2,448 | $203K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -31.1% | 2,417 | $200K |
| Ashton Thomas Securities, LLC | 0.02% | New | 2,362 | $196K |
| MAI Capital Management | 0.00% | Add +0.2% | 2,335 | $193K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -10.2% | 2,334 | $193K |
| Bravera Wealth | 0.09% | No change | 2,325 | $193K |
| Founders Financial Alliance, LLC | 0.03% | Add +280.9% | 2,293 | $190K |
| Blair William & Co. | 0.00% | No change | 2,282 | $189K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -0.7% | 2,256 | $187K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +20.4% | 2,115 | $175K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +83.4% | 2,014 | $167K |
| Arax Advisory Partners | 0.00% | Add +65.3% | 1,830 | $152K |
| Lanark Financial, Inc. | 0.01% | Reduce -8.1% | 1,828 | $151K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 1,776 | $147K |
| Allworth Financial LP | 0.00% | Reduce -0.2% | 1,742 | $144K |
| Sunbelt Securities, Inc. | 0.01% | No change | 1,563 | $129K |
| GAMMA Investing LLC | 0.01% | Add +5.9% | 1,531 | $127K |
| Guardian Wealth Advisors, LLC / NC | 0.01% | New | 1,500 | $124K |
| Cypress Capital Management LLC (WY) | 0.11% | Reduce -0.4% | 1,379 | $114K |
| Burk Holdings LLC | 0.04% | New | 1,233 | $102K |
| Financial Freedom, LLC | 0.05% | Add +0.1% | 1,145 | $95K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,050 | $87K |
| Root Financial Partners, LLC | 0.00% | Reduce -1.1% | 1,029 | $85K |
| Millstone Evans Group, LLC | 0.05% | No change | 1,014 | $84K |
| Y.D. More Investments Ltd | 0.00% | Add +53.9% | 1,000 | $80K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 900 | $75K |
| Citigroup Inc. | 0.00% | Reduce -97.3% | 850 | $70K |
| CENTRAL TRUST Co | 0.00% | Add +0.3% | 720 | $60K |
| Tidemark, LLC | 0.02% | No change | 717 | $59K |
| TD Private Client Wealth LLC | 0.00% | Add +3.8% | 685 | $57K |
| Comprehensive Financial Planning, Inc. | 0.04% | Add +0.3% | 650 | $54K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 626 | $52K |
| AE Wealth Management LLC | 0.00% | Reduce -24.7% | 609 | $50K |
| 3Chopt Investment Partners, LLC | 0.01% | No change | 580 | $48K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -1.9% | 583 | $47K |
| High Point Wealth Management, LLC | 0.04% | Add +0.4% | 543 | $45K |
| Mather Group, Llc. | 0.00% | New | 543 | $45K |
| Physician Wealth Advisors, Inc. | 0.01% | Add +0.2% | 531 | $44K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 497 | $41K |
| Salem Investment Counselors Inc. | 0.00% | New | 450 | $37K |
| Merrithew & Thorsten Inc | 0.03% | Add +0.2% | 424 | $35K |
| Capital Advisors, Ltd. LLC | 0.00% | Add +49.8% | 379 | $31K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 343 | $28K |
| Fairscale Capital, LLC | 0.02% | No change | 342 | $28K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 339 | $28K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 306 | $25K |
| Roxbury Financial LLC | 0.02% | Add +0.3% | 303 | $25K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 300 | $25K |
| Triumph Capital Management | 0.00% | No change | 288 | $24K |
| Ascentis Independent Advisors | 0.00% | New | 287 | $24K |
| Johnson Financial Group, Inc. | 0.00% | No change | 273 | $23K |
| NFSG Corp | 0.00% | Add +0.4% | 253 | $21K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 249 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 240 | $20K |
| Capital Advisor Network LLC | 0.03% | — | 221 | $18K |
| Synergy Investment Management, LLC | 0.01% | New | 219 | $18K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 216 | $18K |
| Tucker Asset Management LLC | 0.00% | Reduce -25.3% | 195 | $16K |
| Mascoma Wealth Management LLC | 0.00% | No change | 189 | $16K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -41.9% | 183 | $15K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +16.8% | 174 | $14K |
| Tsfg, LLC | 0.00% | No change | 175 | $14K |
| Wealth Preservation Advisors, LLC | 0.01% | No change | 165 | $14K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 165 | $14K |
| Monetary Solutions, Ltd | 0.01% | No change | 162 | $13K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 158 | $13K |
| Evermay Wealth Management LLC | 0.00% | New | 153 | $13K |
| Front Row Advisors LLC | 0.00% | No change | 150 | $12K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 147 | $12K |
| KERR FINANCIAL PLANNING Corp | 0.01% | New | 121 | $11K |
| Quadrant Capital Group LLC | 0.00% | No change | 126 | $10K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 125 | $10K |
| Russell Investments Group, Ltd. | 0.00% | New | 120 | $10K |
| BlackRock, Inc. | 0.00% | No change | 114 | $9K |
| Colonial Trust Co / SC | 0.00% | No change | 105 | $8K |
| Golden State Wealth Management, LLC | 0.00% | No change | 99 | $8K |
| Sound Income Strategies, LLC | 0.00% | Reduce -24.6% | 98 | $8K |
| Spire Wealth Management | 0.00% | No change | 98 | $8K |
| Gen-Wealth Partners Inc | 0.00% | No change | 81 | $7K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 69 | $6K |
| Financial Life Planners | 0.00% | New | 61 | $5K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 49 | $4K |
| Thompson Investment Management, Inc. | 0.00% | New | 28 | $2K |
| Assetmark, Inc. | 0.00% | No change | 23 | $2K |
| FAS Wealth Partners, Inc. | 0.00% | No change | 18 | $1K |
| Key Financial Inc | 0.00% | No change | 18 | $1K |
| PlanVest Financial, Inc | 0.00% | — | 13 | $1K |
| Migdal Insurance & Financial Holdings Ltd. | 0.00% | New | 10 | $828 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $84 |
"% 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.