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iShares U.S. Financial Services ETF (IYG) Institutional Ownership

iShares U.S. Financial Services ETF logo
$94.46 +0.63 (+0.67%)
As of 07/24/2026 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Number of
Institutional Buyers
(last 12 months)
145
Total
Institutional Inflows
(last 12 months)
$332.83M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$128.22M
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IYG Institutional Buying and Selling by Quarter

iShares U.S. Financial Services ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/9/2026 Focus Financial Network Inc.23,235$2.10M0.1%+4.8%0.107%
7/8/2026 Castle Rock Wealth Management LLC6,322$584K0.1%-4.1%0.029%
7/8/2026 Clark Asset Management LLC2,631$238K0.0%N/A0.012%
7/7/2026 GAMMA Investing LLC2,123$192K0.0%+38.7%0.010%
7/2/2026 Kozak & Associates Inc.305,432$28.19M4.9%-29.0%1.401%
7/2/2026 CX Institutional283$26K0.0%-91.2%0.001%
6/3/2026NewEdge Advisors LLC10,794$894K0.0%-77.2%0.047%
5/19/2026Western Wealth Management LLC525$43K0.0%N/A0.002%
5/19/2026NewEdge Advisors LLC8,883$736K0.0%-81.2%0.039%
5/19/2026Bank of America Corp DE470,278$38.96M0.0%-1.1%2.058%
5/19/2026Centaurus Financial Inc.3,357$278K0.0%-15.4%0.015%
5/19/2026Ashton Thomas Securities LLC2,362$196K0.0%N/A0.010%
5/18/2026Royal Bank of Canada419,852$34.78M0.0%-5.4%1.837%
5/16/2026Quantinno Capital Management LP7,155$593K0.0%+15.3%0.031%
5/14/2026Lido Advisors LLC3,216$266K0.0%-3.6%0.014%
5/13/2026Cetera Investment Advisers51,002$4.23M0.0%+3.8%0.223%
5/8/2026PNC Financial Services Group Inc.2,334$193K0.0%-10.2%0.010%
5/7/2026Earned Wealth Advisors LLC4,810$398K0.0%-6.3%0.021%
5/5/2026D.A. Davidson & CO.4,786$396K0.0%+4.1%0.021%
5/5/2026Sanctuary Advisors LLC10,559$875K0.0%+26.8%0.046%
5/5/2026Sigma Planning Corp2,928$243K0.0%-6.2%0.013%
5/4/2026AMG National Trust Bank17,968$1.49M0.0%+95.3%0.079%
5/4/2026Chicago Partners Investment Group LLC3,786$333K0.0%+7.2%0.017%
5/4/2026Y.D. More Investments Ltd1,000$80K0.0%+53.8%0.004%
5/1/2026 Ferguson Wellman Capital Management Inc.148,491$12.30M0.2%-1.6%0.650%
5/1/2026Fifth Third Bancorp19,927$1.65M0.0%N/A0.087%
5/1/2026 Sequoia Financial Advisors LLC10,531$872K0.0%+18.4%0.046%
4/30/2026 Accredited Investors Inc.4,182$346K0.0%N/A0.018%
4/30/2026Kestra Advisory Services LLC19,524$1.62M0.0%+13.9%0.085%
4/28/2026PUREfi Wealth LLC4,798$397K0.3%N/A0.021%
4/28/2026 Forte Asset Management LLC28,619$2.37M1.0%N/A0.126%
4/28/2026Koshinski Asset Management Inc.20,830$1.73M0.1%+2.4%0.092%
4/27/2026Private Advisor Group LLC208,916$17.31M0.1%+17.0%0.920%
4/23/2026 Apollon Wealth Management LLC2,581$214K0.0%-5.5%0.011%
4/22/2026Janney Montgomery Scott LLC198,083$16.41M0.0%-3.1%0.873%
4/22/2026 Traveka Wealth LLC3,716$308K0.1%N/A0.016%
4/21/2026Sequent Planning LLC11,081$918K0.2%+13.3%0.049%
4/21/2026 Unique Wealth LLC77,515$6.42M0.9%+29.6%0.341%
4/21/2026 Fairvoy Private Wealth LLC4,274$354K0.1%+29.0%0.019%
4/17/2026 Capital Advisors Ltd. LLC379$31K0.0%+49.8%0.002%
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4/16/2026Swisher Financial Concepts Inc.2,537$210K0.1%-5.8%0.011%
4/16/2026Quotient Wealth Partners LLC8,336$691K0.0%+235.3%0.037%
3/17/2026Rockefeller Capital Management L.P.8,558$790K0.0%+23.5%0.037%
2/18/2026Mercer Global Advisors Inc. ADV8,240$760K0.0%-1.8%0.036%
2/18/2026Beacon Pointe Advisors LLC80,632$7.44M0.1%+50.7%0.353%
2/18/2026NewEdge Advisors LLC47,307$4.36M0.0%-4.7%0.207%
2/18/2026KKM Financial LLC4,153$383K0.1%N/A0.018%
2/18/2026IHT Wealth Management LLC47,173$4.35M0.1%+3.3%0.206%
2/17/2026Cetera Investment Advisers49,113$4.53M0.0%-0.7%0.215%
2/17/2026Equitable Holdings Inc.15,912$1.47M0.0%-13.1%0.070%
2/17/2026Osaic Holdings Inc.64,259$5.93M0.0%-2.3%0.281%
2/17/2026Advisory Services Network LLC28,947$2.67M0.0%+2.8%0.127%
2/17/2026Private Advisor Group LLC178,608$16.48M0.1%+4.3%0.782%
2/17/2026Captrust Financial Advisors169,342$15.62M0.0%+4.4%0.741%
2/17/2026&PARTNERS13,564$1.25M0.0%+173.3%0.059%
2/17/2026Bank Hapoalim BM6,932$639K0.1%-4.2%0.030%
2/17/2026Royal Bank of Canada443,794$40.94M0.0%-10.0%1.942%
2/17/2026Pointe Capital Management LLC2,786$257K0.1%+7.7%0.012%
2/16/2026MML Investors Services LLC253,715$23.41M0.1%+7.4%1.110%
2/16/2026Garrison Point Advisors LLC12,720$1.17M0.5%+5.1%0.056%
2/16/2026Arax Advisory Partners1,107$102K0.0%N/A0.005%
2/16/2026Brown Advisory Inc.13,104$1.21M0.0%-1.8%0.057%
2/13/2026Kestra Advisory Services LLC17,146$1.58M0.0%+2.6%0.075%
2/13/2026Stifel Financial Corp102,820$9.49M0.0%-1.6%0.450%
2/13/2026Commerce Bank3,580$330K0.0%-5.0%0.016%
2/13/2026Smartleaf Asset Management LLC594$55K0.0%+47.8%0.003%
2/13/2026Morgan Stanley1,079,849$99.62M0.0%+0.4%4.726%
2/13/2026OpenArc Corporate Advisory LLC603,090$55.64M0.9%N/A2.639%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,098$101K0.0%N/A0.005%
2/13/2026Wells Fargo & Company MN354,927$32.74M0.0%-7.6%1.553%
2/12/2026Federation des caisses Desjardins du Quebec65,969$6.09M0.0%+0.6%0.289%
2/12/2026Burke & Herbert Bank & Trust Co.6,231$575K0.2%-47.8%0.027%
2/12/2026Commonwealth Equity Services LLC38,982$3.60M0.0%+0.9%0.171%
2/12/2026StoneX Group Inc.6,743$622K0.0%+38.3%0.030%
2/12/2026Wagner Wealth Management Corp4,629$427K0.4%N/A0.020%
2/12/2026CIBC Private Wealth Group LLC750$69K0.0%N/A0.003%
2/12/2026Bank of Montreal Can166,669$15.38M0.0%+3.2%0.729%
2/12/2026 Mosley Wealth Management8,630$764K0.4%N/A0.038%
2/12/2026Founders Financial Alliance LLC602$56K0.0%-73.6%0.003%
2/12/2026SAM Advisors LLC113,453$10.47M3.3%-1.8%0.497%
2/11/2026Janney Montgomery Scott LLC204,367$18.85M0.0%-2.6%0.894%
2/11/2026Focus Partners Advisor Solutions LLC15,960$1.47M0.0%N/A0.070%
2/11/2026Commonwealth Retirement Investments LLC1,218$112K0.0%N/A0.005%
2/11/2026Cerity Partners LLC6,947$641K0.0%+11.1%0.030%
2/11/2026LPL Financial LLC479,941$44.28M0.0%+5.4%2.100%
2/11/2026O Shaughnessy Asset Management LLC1,756$162K0.0%+9.3%0.008%
2/11/2026JPMorgan Chase & Co.1,031,721$95.18M0.0%+234.8%4.515%
2/11/2026 J.W. Cole Advisors Inc.62,262$5.74M0.1%+2.2%0.272%
2/10/2026Goldman Sachs Group Inc.1,021,757$94.26M0.0%-2.8%4.472%
2/10/2026Dynasty Wealth Management LLC532,080$49.08M0.5%N/A2.329%
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2/10/2026Root Financial Partners LLC1,040$96K0.0%N/A0.005%
2/10/2026Consolidated Capital Management LLC6,301$581K0.2%+12.2%0.028%
2/10/2026Northwestern Mutual Wealth Management Co.31,879$2.94M0.0%+8.7%0.140%
2/10/2026Savant Capital LLC10,077$930K0.0%-11.1%0.044%
2/10/2026Foundations Investment Advisors LLC5,757$531K0.0%-98.5%0.025%
2/9/2026Integrity Alliance LLC.3,369$311K0.0%N/A0.015%
2/9/2026Horizon Family Wealth Inc.4,714$435K0.2%-9.2%0.021%
2/9/2026Harbour Investments Inc.1,577$146K0.0%+21.0%0.007%
2/9/2026Annis Gardner Whiting Capital Advisors LLC306$28K0.0%N/A0.001%
2/6/2026PNC Financial Services Group Inc.2,598$240K0.0%+29.4%0.011%


IYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 252 institutional investors and hedge funds held shares of iShares U.S. Financial Services ETF. The most heavily invested institutionals were RiverFront Investment Group LLC ($133.67M), Envestnet Asset Management Inc. ($118.65M), Morgan Stanley ($99.62M), JPMorgan Chase & Co. ($95.18M), Goldman Sachs Group Inc. ($94.26M), OpenArc Corporate Advisory LLC ($55.64M), and Sagespring Wealth Partners LLC ($53.18M).Learn more on iShares U.S. Financial Services ETF's institutional investors.

Of the 211 institutional investors that purchased iShares U.S. Financial Services ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.11M), JPMorgan Chase & Co. ($766.98K), OpenArc Corporate Advisory LLC ($603.09K), Sagespring Wealth Partners LLC ($576.42K), Dynasty Wealth Management LLC ($532.08K), Foundations Investment Advisors LLC ($505.50K), and International Assets Investment Management LLC ($260.83K).

Institutional investors have bought a total of 3,648,782 shares in the last 24 months. This purchase volume represents approximately $332.83M in transactions.

Of the 89 institutional investors that sold iShares U.S. Financial Services ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Foundations Investment Advisors LLC ($499.74K), RiverFront Investment Group LLC ($208.37K), Envestnet Asset Management Inc. ($130.97K), Kozak & Associates Inc. ($124.95K), NewEdge Advisors LLC ($77.29K), Raymond James Financial Inc. ($73.57K), and Royal Bank of Canada ($73.24K).

Institutional investors have sold a total of 1,441,910 shares in the last 24 months. This volume of shares sold represents approximately $128.22M in transactions.


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This page (NYSEARCA:IYG) was last updated on 7/25/2026 by MarketBeat.com Staff.
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