iShares U.S. Financial ServiIYGETF
13F holders, Q2 2026 (June 30)262holders −3
24new positions
26sold out
1famous investor
$90.52avg. 13F price*
At the end of Q2 2026, 262 institutions reported holding iShares U.S. Financial Servi (IYG) in their 13F filings, down 3 from Q1 2026. 24 opened new positions and 26 sold out. The largest holders were Dynasty Wealth Management, LLC ($139.8M), RiverFront Investment Group, LLC ($137.8M) and Goldman Sachs Group Inc. ($125.5M). 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 Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $10.4M |
| Exits | 26 | $23.1M |
All 13F filers, Q1 2026 → Q2 2026: 708,017 shares bought and 2,520,062 shares sold, net −1,812,045 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 262 holders
| Dynasty Wealth Management, LLC | 1.04% | Reduce -29.1% | 1,545,194 | $139.8M |
| RiverFront Investment Group, LLC | 1.82% | Add +3.1% | 1,523,347 | $137.8M |
| Goldman Sachs Group Inc. | 0.01% | Add +34.3% | 1,387,734 | $125.5M |
| JPMorgan Chase & Co. | 0.01% | Reduce -12.1% | 1,224,738 | $110.9M |
| Envestnet Asset Management Inc. | 0.03% | Reduce -1.9% | 1,222,231 | $110.6M |
| Morgan Stanley | 0.01% | Add +5.2% | 1,088,602 | $98.5M |
| Sagespring Wealth Partners, LLC | 1.03% | Reduce -17.4% | 739,777 | $66.9M |
| OpenArc Corporate Advisory, LLC | 0.52% | Reduce -36.3% | 487,555 | $44.1M |
| Bank of America Corp. | 0.00% | Add +2.0% | 479,885 | $43.4M |
| Raymond James Financial Inc. | 0.01% | Add +2.4% | 461,178 | $41.7M |
| LPL Financial LLC | 0.01% | Reduce -4.0% | 448,681 | $40.6M |
| Royal Bank of Canada | 0.01% | Add +3.9% | 436,095 | $39.5M |
| PGIM Custom Harvest LLC | 0.41% | Reduce -0.8% | 362,421 | $32.8M |
| Wells Fargo & Company | 0.01% | Reduce -2.9% | 344,920 | $31.2M |
| Kozak & Associates, Inc. | 4.89% | Reduce -29.0% | 305,432 | $28.2M |
| Circle Wealth Management, LLC | 0.33% | No change | 294,600 | $26.7M |
| Janney Montgomery Scott LLC | 0.03% | Reduce -0.6% | 196,911 | $17.8M |
| Bank of Montreal | 0.01% | Add +3.3% | 193,645 | $17.5M |
| Two Sigma Investments, LP | 0.01% | Reduce -16.9% | 155,400 | $14.1M |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 1.63% | Add +3.9% | 153,440 | $13.9M |
| Ferguson Wellman Capital Management, Inc. | 0.16% | No change | 148,491 | $13.4M |
| Ameriprise Financial Inc. | 0.00% | Reduce -26.9% | 145,844 | $13.3M |
| Private Advisor Group, LLC | 0.06% | Reduce -36.3% | 133,068 | $12.0M |
| Arkansas Financial Group, Inc. | 1.54% | Add +2.0% | 130,414 | $11.8M |
| SAM Advisors, LLC | 2.95% | Add +2.9% | 119,266 | $10.8M |
| Baltimore-Washington Financial Advisors, Inc. | 0.40% | Reduce -72.8% | 116,377 | $10.5M |
| UBS Group AG | 0.00% | Add +0.6% | 111,801 | $10.1M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -3.5% | 97,752 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -0.4% | 96,853 | $8.8M |
| Howard Capital Management Group, LLC | 0.52% | Reduce -1.0% | 93,198 | $8.4M |
| Osaic Holdings, Inc. | 0.01% | Add +8.6% | 84,053 | $7.6M |
| Bank of Nova Scotia | 0.01% | No change | 72,600 | $6.6M |
| Federation des caisses Desjardins du Quebec | 0.02% | Add +5.7% | 70,874 | $6.4M |
| Scotia Capital Inc. | 0.02% | Reduce -4.2% | 69,435 | $6.3M |
| Unique Wealth, LLC | 0.71% | Reduce -13.6% | 66,997 | $6.1M |
| J.W. Cole Advisors, Inc. | 0.10% | New | 65,846 | $6.0M |
| Truist Financial Corp. | 0.01% | Reduce -3.8% | 57,130 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.04% | Reduce -1.2% | 54,092 | $4.9M |
| Jones Financial Companies LLLP | 0.00% | Add +8.8% | 50,139 | $4.5M |
| Cetera Investment Advisers | 0.00% | Reduce -6.2% | 47,831 | $4.3M |
| Centerline Wealth Advisors, LLC | 1.31% | Reduce -30.5% | 46,093 | $4.2M |
| Forte Asset Management LLC | 1.70% | Add +60.4% | 45,898 | $4.2M |
| Bernard Wealth Management Corp. | 1.47% | Reduce -4.6% | 43,980 | $4.0M |
| Merit Financial Group, LLC | 0.02% | Reduce -2.7% | 43,756 | $4.0M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.4% | 38,867 | $3.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -1.6% | 36,564 | $3.3M |
| Mariner, LLC | 0.00% | Reduce -4.1% | 35,200 | $3.2M |
| IHT Wealth Management, LLC | 0.06% | Reduce -21.1% | 33,463 | $3.0M |
| Advisory Services Network, LLC | 0.03% | Add +3.8% | 31,430 | $2.8M |
| Storen Legacy Partners, LLC | 0.77% | Reduce -25.7% | 31,125 | $2.8M |
| Diversified Enterprises, LLC | 0.14% | Reduce -1.2% | 30,843 | $2.8M |
| MML Investors Services, LLC | 0.00% | Reduce -88.1% | 26,741 | $2.4M |
| Fifth Third Securities, Inc. | 0.13% | Add +2.7% | 25,693 | $2.3M |
| National Bank of Canada | 0.00% | Add +1.3% | 24,666 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +27.9% | 24,320 | $2.2M |
| Captrust Financial Advisors | 0.00% | Add +0.3% | 23,401 | $2.1M |
| Focus Financial Network, Inc. | 0.07% | Add +4.8% | 23,235 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -2.9% | 22,812 | $2.1M |
| Creative Planning | 0.00% | Reduce -5.5% | 21,779 | $2.0M |
| Patten & Patten Inc. | 0.10% | Reduce -0.2% | 21,176 | $1.9M |
| Koshinski Asset Management, Inc. | 0.10% | Add +0.0% | 20,836 | $1.9M |
| Fifth Third Bancorp | 0.00% | Add +1.5% | 20,234 | $1.8M |
| Geneos Wealth Management Inc. | 0.04% | No change | 19,797 | $1.8M |
| AMG National Trust Bank | 0.04% | Add +6.3% | 19,094 | $1.7M |
| Blair William & Co. | 0.00% | Add +731.4% | 18,973 | $1.7M |
| Stephens Inc. | 0.02% | Add +0.0% | 18,260 | $1.7M |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +12.6% | 17,727 | $1.6M |
| OMNI 360 Wealth, Inc. | 0.70% | Add +13.4% | 16,775 | $1.5M |
| FMR LLC | 0.00% | Add +0.5% | 16,695 | $1.5M |
| Kestra Advisory Services, LLC | 0.00% | Reduce -16.0% | 16,393 | $1.5M |
| Caliber Wealth Management, LLC / KS | 0.14% | Add +0.0% | 16,293 | $1.5M |
| Equitable Holdings, Inc. | 0.01% | Reduce -7.1% | 15,019 | $1.4M |
| Brown Advisory Inc. | 0.00% | No change | 13,104 | $1.2M |
| Cottonwood Capital Advisors, LLC | 0.70% | Reduce -0.2% | 12,822 | $1.2M |
| Garrison Point Advisors, LLC | 0.46% | Reduce -1.1% | 12,575 | $1.1M |
| Sequent Planning LLC | 0.24% | Add +11.2% | 12,317 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -13.6% | 12,309 | $1.1M |
| Mine & Arao Wealth Creation & Management, LLC. | 0.40% | Add +0.2% | 12,073 | $1.1M |
| NewEdge Advisors, LLC | 0.00% | Add +11.8% | 12,062 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +9.6% | 11,752 | $1.1M |
| Qube Research & Technologies Ltd | 0.00% | New | 11,457 | $1.0M |
| United Capital Financial Advisors, LLC | 0.01% | No change | 11,019 | $997K |
| &partners | 0.00% | Reduce -22.2% | 10,882 | $985K |
| US Bancorp \de | 0.00% | Reduce -4.2% | 10,812 | $978K |
| Savant Capital, LLC | 0.00% | Add +0.0% | 10,692 | $967K |
| Cyndeo Wealth Partners, LLC | 0.04% | Reduce -34.9% | 10,499 | $950K |
| Prospera Financial Services Inc | 0.01% | No change | 10,429 | $944K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.4% | 10,359 | $937K |
| Mercer Global Advisors Inc. | 0.00% | Add +23.3% | 10,198 | $923K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.5% | 9,840 | $890K |
| Sanctuary Advisors, LLC | 0.00% | Reduce -12.3% | 9,257 | $838K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -12.1% | 9,254 | $837K |
| WBH Advisory Inc. | 0.05% | Reduce -1.7% | 8,903 | $805K |
| Quotient Wealth Partners, LLC | 0.02% | Add +1.4% | 8,453 | $765K |
| Cerity Partners LLC | 0.00% | Add +18.8% | 8,261 | $747K |
| Cordatus Wealth Management LLC | 0.16% | No change | 8,256 | $747K |
| Focus Partners Wealth | 0.00% | Add +8.2% | 7,989 | $723K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +1.3% | 7,247 | $678K |
| Financial Partners Group, Inc | 0.06% | Add +1.0% | 6,922 | $626K |
| Lakeshore Capital Group, Inc. | 0.46% | Reduce -0.2% | 6,891 | $623K |
| Harbor Asset Planning, Inc. | 0.46% | Reduce -4.7% | 6,719 | $608K |
| Castle Rock Wealth Management, LLC | 0.11% | Reduce -4.1% | 6,322 | $584K |
| Cresset Asset Management, LLC | 0.00% | Reduce -29.4% | 6,444 | $583K |
| Quantinno Capital Management LP | 0.00% | Reduce -10.7% | 6,389 | $578K |
| Investmark Advisory Group LLC | 0.21% | Add +0.2% | 6,235 | $564K |
| Burke & Herbert Bank & Trust Co. | 0.14% | No change | 6,231 | $564K |
| XTX Topco Ltd | 0.01% | Add +103.9% | 6,213 | $562K |
| TRUE Private Wealth Advisors | 0.05% | No change | 6,207 | $562K |
| Point72 Asset Management | 0.00% | Add +31.4% | 6,016 | $544K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.8% | 5,927 | $536K |
| Objective Capital Management, LLC | 0.47% | Add +0.0% | 5,867 | $531K |
| Horizon Family Wealth, Inc. | 0.24% | Add +18.4% | 5,758 | $521K |
| TritonPoint Partners, LLC | 0.04% | Add +61.6% | 5,467 | $495K |
| New Insight Wealth Advisors | 0.14% | Reduce -7.5% | 5,395 | $488K |
| Bank Hapoalim BM | 0.03% | Reduce -16.4% | 5,327 | $482K |
| StoneX Group Inc. | 0.02% | Reduce -14.4% | 5,253 | $475K |
| Northern Trust Corp. | 0.00% | Reduce -4.0% | 5,115 | $463K |
| Earned Wealth Advisors, LLC | 0.03% | Add +4.3% | 5,018 | $454K |
| Forvis Mazars Wealth Advisors, LLC | 0.01% | No change | 4,945 | $447K |
| Arax Advisory Partners | 0.00% | Add +167.7% | 4,899 | $443K |
| Waverly Advisors, LLC | 0.00% | Reduce -4.5% | 4,683 | $424K |
| Register Financial Advisors LLC | 0.13% | Add +0.2% | 4,589 | $415K |
| PUREfi Wealth, LLC | 0.22% | Reduce -7.3% | 4,450 | $403K |
| XP Advisory US, Inc. | 0.22% | — | 4,440 | $402K |
| D.A. Davidson & Co. | 0.00% | Reduce -8.6% | 4,373 | $396K |
| Harbour Investments, Inc. | 0.01% | Reduce -1.2% | 4,268 | $386K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -15.4% | 4,121 | $373K |
| HBK Sorce Advisory LLC | 0.01% | No change | 3,795 | $370K |
| Chicago Partners Investment Group LLC | 0.01% | Add +2.3% | 3,874 | $364K |
| Traveka Wealth, LLC | 0.12% | Add +7.4% | 3,990 | $361K |
| Vise Technologies, Inc. | 0.00% | New | 3,849 | $348K |
| Summit Financial, LLC | 0.00% | Reduce -9.5% | 3,842 | $348K |
| Benchmark Financial Wealth Advisors, LLC | 0.09% | New | 3,816 | $345K |
| AdvisorNet Financial, Inc | 0.02% | Reduce -16.4% | 3,715 | $336K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -21.3% | 3,663 | $331K |
| Commerce Bank | 0.00% | No change | 3,580 | $324K |
| Wedbush Securities Inc. | 0.01% | Reduce -3.2% | 3,543 | $321K |
| Fairvoy Private Wealth, LLC | 0.06% | Reduce -17.4% | 3,528 | $319K |
| Foundations Investment Advisors, LLC | 0.00% | Reduce -31.5% | 3,508 | $317K |
| Valmark Advisers, Inc. | 0.00% | No change | 3,495 | $316K |
| Athena Investment Management | 0.18% | No change | 3,345 | $303K |
| Lido Advisors, LLC | 0.00% | Add +3.7% | 3,336 | $302K |
| Wetzel Investment Advisors, Inc. | 0.10% | Reduce -9.8% | 3,326 | $301K |
| Centaurus Financial, Inc. | 0.01% | Reduce -1.7% | 3,300 | $299K |
| Park Avenue Securities LLC | 0.00% | Reduce -9.9% | 3,265 | $295K |
| Argos Wealth Advisors, LLC | 0.08% | No change | 3,246 | $294K |
| Xcelsior Advisor Partners LLC | 0.04% | New | 3,232 | $292K |
| Sensible Money, LLC | 0.08% | No change | 3,213 | $291K |
| Asset Dedication, LLC | 0.02% | No change | 3,213 | $291K |
| International Assets Investment Management, LLC | 0.02% | Add +7.0% | 3,103 | $286K |
| Wealth Forward, LLC | 0.14% | No change | 3,165 | $286K |
| Union Bancaire Privee, UBP SA | 0.00% | No change | 3,000 | $272K |
| Flow Traders U.S. LLC | 0.01% | Reduce -80.1% | 2,973 | $269K |
| Yarger Wealth Strategies, LLC | 0.10% | No change | 2,860 | $268K |
| Consolidated Capital Management, LLC | 0.07% | Add +0.0% | 2,948 | $267K |
| Sigma Planning Corp | 0.01% | Add +0.1% | 2,931 | $265K |
| Black Diamond Financial, LLC | 0.02% | No change | 2,931 | $265K |
| Capital Investment Advisors, LLC | 0.00% | No change | 2,882 | $261K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,848 | $258K |
| Mutual Advisors, LLC | 0.00% | No change | 2,800 | $253K |
| Pointe Capital Management LLC | 0.11% | No change | 2,786 | $252K |
| Fiduciary Alliance LLC | 0.02% | No change | 2,765 | $250K |
| Moors & Cabot, Inc. | 0.01% | Add +4.7% | 2,663 | $241K |
| Nuveen, LLC | 0.00% | New | 2,652 | $240K |
| Clark Asset Management, LLC | 0.02% | New | 2,631 | $238K |
| Apollon Wealth Management, LLC | 0.00% | No change | 2,581 | $234K |
| Pinnacle Financial Partners, Inc. | 0.00% | No change | 2,517 | $228K |
| Royal Capital Wealth Management, LLC | 0.12% | New | 2,400 | $217K |
| Adell Harriman & Carpenter Inc. | 0.01% | New | 2,400 | $217K |
| Crescent Grove Advisors, LLC | 0.02% | New | 2,379 | $215K |
| Corient Private Wealth LP | 0.00% | New | 2,371 | $215K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.2% | 2,340 | $212K |
| Bravera Wealth | 0.08% | No change | 2,325 | $210K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.6% | 2,297 | $208K |
| DAVENPORT & Co LLC | 0.00% | New | 2,272 | $206K |
| Promethium Advisors,llc | 0.10% | New | 2,240 | $203K |
| Interchange Capital Partners, LLC | 0.04% | Reduce -35.1% | 2,222 | $201K |
| Pinnacle Financial Group, LLC / IL | 0.05% | New | 2,220 | $201K |
| Founders Financial Alliance, LLC | 0.03% | Reduce -4.4% | 2,192 | $198K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -4.8% | 2,148 | $194K |
| GAMMA Investing LLC | 0.01% | Add +38.7% | 2,123 | $192K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -89.3% | 1,867 | $169K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.2% | 1,825 | $165K |
| Rothschild Investment LLC | 0.01% | Add +0.1% | 1,777 | $161K |
| Allworth Financial LP | 0.00% | Add +1.4% | 1,767 | $160K |
| Mosley Wealth Management | 0.04% | Reduce -83.9% | 1,388 | $126K |
| Cypress Capital Management LLC (WY) | 0.10% | Reduce -3.3% | 1,333 | $121K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,302 | $118K |
| Burk Holdings LLC | 0.04% | No change | 1,233 | $112K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -43.4% | 1,198 | $108K |
| Allspring Global Investments Holdings, LLC | 0.00% | No change | 1,050 | $98K |
| Millstone Evans Group, LLC | 0.05% | No change | 1,014 | $92K |
| Bessemer Group Inc. | 0.00% | New | 1,000 | $90K |
| Y.D. More Investments Ltd | 0.00% | No change | 1,000 | $90K |
| Rosenberg Matthew Hamilton | 0.02% | No change | 900 | $81K |
| Citigroup Inc. | 0.00% | No change | 850 | $77K |
| TD Private Client Wealth LLC | 0.00% | Add +10.1% | 754 | $68K |
| Activest Wealth Management | 0.01% | New | 740 | $67K |
| AE Wealth Management LLC | 0.00% | Add +20.7% | 735 | $66K |
| CENTRAL TRUST Co | 0.00% | No change | 720 | $65K |
| Tidemark, LLC | 0.01% | No change | 717 | $65K |
| Institute for Wealth Management, LLC. | 0.01% | New | 677 | $61K |
| Comprehensive Financial Planning, Inc. | 0.03% | Add +0.3% | 652 | $59K |
| Parallel Advisors, LLC | 0.00% | Add +0.2% | 627 | $57K |
| TD Waterhouse Canada Inc. | 0.00% | New | 603 | $56K |
| Smartleaf Asset Management LLC | 0.00% | No change | 583 | $53K |
| 3Chopt Investment Partners, LLC | 0.01% | No change | 580 | $52K |
| High Point Wealth Management, LLC | 0.04% | Add +0.2% | 544 | $49K |
| Mather Group, Llc. | 0.00% | No change | 543 | $49K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 531 | $48K |
| AlphaCore Capital LLC | 0.00% | Reduce -82.0% | 500 | $45K |
| Ashton Thomas Private Wealth, LLC | 0.00% | No change | 497 | $45K |
| Swisher Financial Concepts, Inc. | 0.03% | Reduce -81.8% | 462 | $42K |
| Salem Investment Counselors Inc. | 0.00% | No change | 450 | $41K |
| Merrithew & Thorsten Inc | 0.03% | Add +0.2% | 425 | $38K |
| JPL Wealth Management, LLC | 0.01% | New | 391 | $35K |
| Highland Investment Advisors LLC | 0.01% | — | 373 | $34K |
| Keating Financial Advisory Services, Inc. | 0.00% | Add +98.3% | 345 | $31K |
| SOA Wealth Advisors, LLC. | 0.01% | Add +0.3% | 344 | $31K |
| Fairscale Capital, LLC | 0.02% | No change | 342 | $31K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -83.1% | 340 | $31K |
| Frazier Financial Advisors, LLC | 0.02% | No change | 339 | $31K |
| Synergy Investment Management, LLC | 0.01% | Add +41.5% | 310 | $28K |
| Roxbury Financial LLC | 0.02% | No change | 303 | $27K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 300 | $27K |
| CX Institutional | 0.00% | Reduce -91.2% | 283 | $26K |
| Buck Wealth Strategies, LLC | 0.00% | New | 285 | $26K |
| Johnson Financial Group, Inc. | 0.00% | No change | 273 | $25K |
| BlackRock, Inc. | 0.00% | Add +122.8% | 254 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Add +38.3% | 253 | $23K |
| NFSG Corp | 0.00% | No change | 253 | $23K |
| Hilton Head Capital Partners, LLC | 0.01% | No change | 249 | $23K |
| Ancora Advisors LLC | 0.00% | No change | 240 | $22K |
| Markowski Investments | 0.00% | — | 239 | $22K |
| Glen Eagle Advisors, LLC | 0.00% | No change | 216 | $20K |
| Tucker Asset Management LLC | 0.00% | No change | 195 | $18K |
| Mascoma Wealth Management LLC | 0.00% | No change | 189 | $17K |
| Tsfg, LLC | 0.00% | No change | 175 | $16K |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 165 | $15K |
| Monetary Solutions, Ltd | 0.01% | No change | 162 | $15K |
| Indiana Trust & Investment Management Co | 0.00% | No change | 158 | $14K |
| Moisand Fitzgerald Tamayo, LLC | 0.00% | No change | 147 | $13K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 125 | $11K |
| KERR FINANCIAL PLANNING Corp | 0.01% | No change | 121 | $11K |
| Russell Investments Group, Ltd. | 0.00% | No change | 120 | $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% | Reduce -13.3% | 85 | $8K |
| Lowe Brockenbrough & Co. Inc. | 0.00% | No change | 69 | $6K |
| Financial Life Planners | 0.00% | No change | 61 | $6K |
| Whittier Trust Co. | 0.00% | New | 57 | $5K |
| Triumph Capital Management | 0.00% | Reduce -83.0% | 49 | $4K |
| Washington Trust Advisors, Inc. | 0.00% | No change | 49 | $4K |
| Evolution Wealth Management Inc. | 0.00% | New | 32 | $3K |
| Thompson Investment Management, Inc. | 0.00% | No change | 28 | $3K |
| Global Retirement Partners, LLC | 0.00% | — | 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 |
| PlanVest Financial, Inc | 0.00% | No change | 13 | $1K |
| Larson Financial Group LLC | 0.00% | New | 5 | $452 |
| Parkside Financial Bank & Trust | 0.00% | No change | 1 | $92 |
"% 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.