ISHARES U.S. FINANCIAL SERVI IYG
$93.37
+1.1% 52w: $79.92 – $95.03
Latest 13F among current holders filed 4 days ago (Jul 1, 2026)
Price — last 12 months
research preview data79.9287.4795.03
Jun 20, 2025 Jul 2, 2026
Institutional holders
264
+3 QoQ
13F value
$1.51B
+5.3% QoQ
Smart-money holders
2
signal tier ≥ 2
New smart buyers
0
Q1 2026
Options barometer
puts only
— calls / $1.1M puts
Institutional value by quarter
Number of holders
Who owns IYG?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Dynasty Wealth Management, LLC | Wealth advisor | 2.2M | $180.5M | 1.6% | +309.5% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.5M | $122.4M | 1.9% | +2.0% |
| JPMORGAN CHASE & CO | Bank broker | 1.4M | $112.6M | 0.0% | +35.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.2M | $103.2M | 0.0% | -6.2% |
| MORGAN STANLEY | Bank broker | 1.0M | $85.7M | 0.0% | -4.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 1.0M | $85.6M | 0.0% | +1.1% |
| SAGESPRING WEALTH PARTNERS, LLC | Wealth advisor | 896.1K | $74.2M | 1.4% | +55.5% |
| OpenArc Corporate Advisory, LLC | Wealth advisor | 765.3K | $63.4M | 0.9% | +26.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 470.3K | $39.0M | 0.0% | -1.1% |
| LPL Financial LLC | Bank broker | 467.5K | $38.7M | 0.0% | -2.6% |
| Kozak & Associates, Inc. | Wealth advisor | 430.4K | $37.4M | 7.3% | +2.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 450.6K | $37.3M | 0.0% | +0.2% |
| Baltimore-Washington Financial Advisors, Inc. | Wealth advisor | 428.7K | $35.5M | 1.5% | +2.9% |
| ROYAL BANK OF CANADA | Bank broker | 419.9K | $34.8M | 0.0% | -5.4% |
| PGIM Custom Harvest LLC | Wealth advisor | 365.3K | $30.3M | 0.5% | +23.5% |
| WELLS FARGO & COMPANY/MN | Bank broker | 355.2K | $29.4M | 0.0% | +0.1% |
| Circle Wealth Management, LLC | Other | 294.6K | $24.4M | 0.3% | Held |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 224.8K | $18.6M | 0.1% | -11.4% |
| Private Advisor Group, LLC | Wealth advisor | 208.9K | $17.3M | 0.1% | +17.0% |
| AMERIPRISE FINANCIAL INC | Bank broker | 199.4K | $16.5M | 0.0% | -12.5% |
| Janney Montgomery Scott LLC | Diversified mechanical | 198.1K | $16.4M | 0.0% | -3.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 187.5K | $15.5M | 0.0% | +12.5% |
| TWO SIGMA INVESTMENTS, LP | Quant stat arb | 186.9K | $15.5M | 0.0% | New |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | Other | 148.5K | $12.3M | 0.2% | -1.6% |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | Wealth advisor | 147.7K | $12.2M | 1.6% | -0.2% |
| ARKANSAS FINANCIAL GROUP, INC. | Wealth advisor | 127.8K | $11.0M | 1.5% | +4.4% |
| SAM Advisors, LLC | Wealth advisor | 115.9K | $9.6M | 3.0% | +2.2% |
| UBS Group AG | Bank broker | 111.2K | $9.2M | 0.0% | -1.2% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 101.3K | $8.4M | 0.0% | +25.7% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 97.3K | $8.1M | 0.0% | -5.4% |
| Howard Capital Management Group, LLC ★2 | Fundamental diversified | 94.1K | $7.8M | 0.5% | +1.0% |
| UNIQUE WEALTH, LLC | Wealth advisor | 77.5K | $6.4M | 0.9% | +29.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 77.4K | $6.4M | 0.0% | +20.4% |
| BANK OF NOVA SCOTIA | Bank broker | 72.6K | $6.0M | 0.0% | Held |
| SCOTIA CAPITAL INC. | Other | 72.5K | $6.0M | 0.0% | +0.9% |
| Federation des caisses Desjardins du Quebec | Diversified mechanical | 67.1K | $5.6M | 0.0% | +1.7% |
| Centerline Wealth Advisors, LLC | Wealth advisor | 66.3K | $5.5M | 2.0% | +30.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 59.4K | $4.9M | 0.0% | -9.8% |
| Independent Advisor Alliance | Wealth advisor | 56.8K | $4.7M | 0.1% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 54.8K | $4.5M | 0.0% | +12.1% |
| Cetera Investment Advisers | Wealth advisor | 51.0K | $4.2M | 0.0% | +3.8% |
| BNP PARIBAS FINANCIAL MARKETS | Bank broker | 50.0K | $4.1M | 0.0% | New |
| Prostatis Group LLC | Wealth advisor | 48.4K | $4.0M | 1.0% | New |
| Bernard Wealth Management Corp. | Other | 46.1K | $3.8M | 1.6% | -0.2% |
| Merit Financial Group, LLC | Wealth advisor | 45.0K | $3.7M | 0.0% | +40.1% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 46.1K | $3.7M | 0.0% | +11.9% |
| IHT Wealth Management, LLC | Wealth advisor | 42.4K | $3.5M | 0.1% | -10.0% |
| Storen Legacy Partners, LLC | Wealth advisor | 41.9K | $3.5M | 1.1% | New |
| Wallace Hart LLC | Wealth advisor | 38.6K | $3.2M | 4.4% | New |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 38.3K | $3.2M | 0.0% | -1.7% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.