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

$91.97 -0.49 (-0.53%)

Closing price 09/23/2026 04:10 PM Eastern

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$91.97 0.00 (0.00%)

As of 09/23/2026 07:30 PM Eastern

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Number of Institutional Buyers (last 12 months): 123
Total Institutional Inflows (last 12 months): $314.37M

Number of Institutional Sellers (last 12 months): 82
Total Institutional Outflows (last 12 months): $96.20M

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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 Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/23/2026	Envestnet Asset Management Inc.	1,222,231	$110.58M	0.0%	-1.9%	5.303%
9/9/2026	Sequoia Financial Advisors LLC	9,254	$837K	0.0%	-12.1%	0.041%
9/9/2026	NewEdge Advisors LLC	12,062	$1.09M	0.0%	+11.7%	0.053%
9/9/2026	Baird Financial Group Inc.	10,359	$937K	0.0%	-1.4%	0.046%
9/9/2026	Centerline Wealth Advisors LLC	46,093	$4.17M	1.3%	-30.5%	0.203%
9/8/2026	Waverly Advisors LLC	4,683	$424K	0.0%	-4.5%	0.021%
8/27/2026	Corient Private Wealth LP	2,371	$215K	0.0%	N/A	0.010%
8/23/2026	Unique Wealth LLC	66,997	$6.06M	0.7%	-13.6%	0.294%
8/22/2026	XP Advisory US Inc.	4,440	$402K	0.2%	N/A	0.020%
8/22/2026	Highland Investment Advisors LLC	373	$34K	0.0%	N/A	0.002%
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7/9/2026	Focus Financial Network Inc.	23,235	$2.10M	0.1%	+4.8%	0.107%
7/8/2026	Castle Rock Wealth Management LLC	6,322	$584K	0.1%	-4.1%	0.029%
7/8/2026	Clark Asset Management LLC	2,631	$238K	0.0%	N/A	0.012%
7/7/2026	GAMMA Investing LLC	2,123	$192K	0.0%	+38.7%	0.010%
7/2/2026	Kozak & Associates Inc.	305,432	$28.19M	4.9%	-29.0%	1.401%
7/2/2026	CX Institutional	283	$26K	0.0%	-91.2%	0.001%
6/3/2026	NewEdge Advisors LLC	10,794	$894K	0.0%	-77.2%	0.047%
5/19/2026	Western Wealth Management LLC	525	$43K	0.0%	N/A	0.002%
5/19/2026	NewEdge Advisors LLC	8,883	$736K	0.0%	-81.2%	0.039%
5/19/2026	Bank of America Corp DE	470,278	$38.96M	0.0%	-1.1%	2.058%
5/19/2026	Centaurus Financial Inc.	3,357	$278K	0.0%	-15.4%	0.015%
5/19/2026	Ashton Thomas Securities LLC	2,362	$196K	0.0%	N/A	0.010%
5/18/2026	Royal Bank of Canada	419,852	$34.78M	0.0%	-5.4%	1.837%
5/16/2026	Quantinno Capital Management LP	7,155	$593K	0.0%	+15.3%	0.031%
5/14/2026	Lido Advisors LLC	3,216	$266K	0.0%	-3.6%	0.014%
5/13/2026	Cetera Investment Advisers	51,002	$4.23M	0.0%	+3.8%	0.223%
5/8/2026	PNC Financial Services Group Inc.	2,334	$193K	0.0%	-10.2%	0.010%
5/7/2026	Earned Wealth Advisors LLC	4,810	$398K	0.0%	-6.3%	0.021%
5/5/2026	D.A. Davidson & CO.	4,786	$396K	0.0%	+4.1%	0.021%
5/5/2026	Sanctuary Advisors LLC	10,559	$875K	0.0%	+26.8%	0.046%
5/5/2026	Sigma Planning Corp	2,928	$243K	0.0%	-6.2%	0.013%
5/4/2026	AMG National Trust Bank	17,968	$1.49M	0.0%	+95.3%	0.079%
5/4/2026	Chicago Partners Investment Group LLC	3,786	$333K	0.0%	+7.2%	0.017%
5/4/2026	Y.D. More Investments Ltd	1,000	$80K	0.0%	+53.8%	0.004%
5/1/2026	Ferguson Wellman Capital Management Inc.	148,491	$12.30M	0.2%	-1.6%	0.650%
5/1/2026	Fifth Third Bancorp	19,927	$1.65M	0.0%	N/A	0.087%
5/1/2026	Sequoia Financial Advisors LLC	10,531	$872K	0.0%	+18.4%	0.046%
4/30/2026	Accredited Investors Inc.	4,182	$346K	0.0%	N/A	0.018%
4/30/2026	Kestra Advisory Services LLC	19,524	$1.62M	0.0%	+13.9%	0.085%
4/28/2026	PUREfi Wealth LLC	4,798	$397K	0.3%	N/A	0.021%
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4/28/2026	Forte Asset Management LLC	28,619	$2.37M	1.0%	N/A	0.126%
4/28/2026	Koshinski Asset Management Inc.	20,830	$1.73M	0.1%	+2.4%	0.092%
4/27/2026	Private Advisor Group LLC	208,916	$17.31M	0.1%	+17.0%	0.920%
4/23/2026	Apollon Wealth Management LLC	2,581	$214K	0.0%	-5.5%	0.011%
4/22/2026	Janney Montgomery Scott LLC	198,083	$16.41M	0.0%	-3.1%	0.873%
4/22/2026	Traveka Wealth LLC	3,716	$308K	0.1%	N/A	0.016%
4/21/2026	Sequent Planning LLC	11,081	$918K	0.2%	+13.3%	0.049%
4/21/2026	Unique Wealth LLC	77,515	$6.42M	0.9%	+29.6%	0.341%
4/21/2026	Fairvoy Private Wealth LLC	4,274	$354K	0.1%	+29.0%	0.019%
4/17/2026	Capital Advisors Ltd. LLC	379	$31K	0.0%	+49.8%	0.002%
4/16/2026	Swisher Financial Concepts Inc.	2,537	$210K	0.1%	-5.8%	0.011%
4/16/2026	Quotient Wealth Partners LLC	8,336	$691K	0.0%	+235.3%	0.037%
3/17/2026	Rockefeller Capital Management L.P.	8,558	$790K	0.0%	+23.5%	0.037%
2/18/2026	Mercer Global Advisors Inc. ADV	8,240	$760K	0.0%	-1.8%	0.036%
2/18/2026	Beacon Pointe Advisors LLC	80,632	$7.44M	0.1%	+50.7%	0.353%
2/18/2026	NewEdge Advisors LLC	47,307	$4.36M	0.0%	-4.7%	0.207%
2/18/2026	KKM Financial LLC	4,153	$383K	0.1%	N/A	0.018%
2/18/2026	IHT Wealth Management LLC	47,173	$4.35M	0.1%	+3.3%	0.206%
2/17/2026	Cetera Investment Advisers	49,113	$4.53M	0.0%	-0.7%	0.215%
2/17/2026	Equitable Holdings Inc.	15,912	$1.47M	0.0%	-13.1%	0.070%
2/17/2026	Osaic Holdings Inc.	64,259	$5.93M	0.0%	-2.3%	0.281%
2/17/2026	Advisory Services Network LLC	28,947	$2.67M	0.0%	+2.8%	0.127%
2/17/2026	Private Advisor Group LLC	178,608	$16.48M	0.1%	+4.3%	0.782%
2/17/2026	Captrust Financial Advisors	169,342	$15.62M	0.0%	+4.4%	0.741%
2/17/2026	&PARTNERS	13,564	$1.25M	0.0%	+173.3%	0.059%
2/17/2026	Bank Hapoalim BM	6,932	$639K	0.1%	-4.2%	0.030%
2/17/2026	Royal Bank of Canada	443,794	$40.94M	0.0%	-10.0%	1.942%
2/17/2026	Pointe Capital Management LLC	2,786	$257K	0.1%	+7.7%	0.012%
2/16/2026	MML Investors Services LLC	253,715	$23.41M	0.1%	+7.4%	1.110%
2/16/2026	Garrison Point Advisors LLC	12,720	$1.17M	0.5%	+5.1%	0.056%
2/16/2026	Arax Advisory Partners	1,107	$102K	0.0%	N/A	0.005%
2/16/2026	Brown Advisory Inc.	13,104	$1.21M	0.0%	-1.8%	0.057%
2/13/2026	Kestra Advisory Services LLC	17,146	$1.58M	0.0%	+2.6%	0.075%
2/13/2026	Stifel Financial Corp	102,820	$9.49M	0.0%	-1.6%	0.450%
2/13/2026	Commerce Bank	3,580	$330K	0.0%	-5.0%	0.016%
2/13/2026	Smartleaf Asset Management LLC	594	$55K	0.0%	+47.8%	0.003%
2/13/2026	Morgan Stanley	1,079,849	$99.62M	0.0%	+0.4%	4.726%
2/13/2026	OpenArc Corporate Advisory LLC	603,090	$55.64M	0.9%	N/A	2.639%
2/13/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	1,098	$101K	0.0%	N/A	0.005%
2/13/2026	Wells Fargo & Company MN	354,927	$32.74M	0.0%	-7.6%	1.553%
2/12/2026	Federation des caisses Desjardins du Quebec	65,969	$6.09M	0.0%	+0.6%	0.289%
2/12/2026	Burke & Herbert Bank & Trust Co.	6,231	$575K	0.2%	-47.8%	0.027%
2/12/2026	Commonwealth Equity Services LLC	38,982	$3.60M	0.0%	+0.9%	0.171%
2/12/2026	StoneX Group Inc.	6,743	$622K	0.0%	+38.3%	0.030%
2/12/2026	Wagner Wealth Management Corp	4,629	$427K	0.4%	N/A	0.020%
2/12/2026	CIBC Private Wealth Group LLC	750	$69K	0.0%	N/A	0.003%
2/12/2026	Bank of Montreal Can	166,669	$15.38M	0.0%	+3.2%	0.729%
2/12/2026	Mosley Wealth Management	8,630	$764K	0.4%	N/A	0.038%
2/12/2026	Founders Financial Alliance LLC	602	$56K	0.0%	-73.6%	0.003%
2/12/2026	SAM Advisors LLC	113,453	$10.47M	3.3%	-1.8%	0.497%
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2/11/2026	Janney Montgomery Scott LLC	204,367	$18.85M	0.0%	-2.6%	0.894%
2/11/2026	Focus Partners Advisor Solutions LLC	15,960	$1.47M	0.0%	N/A	0.070%
2/11/2026	Commonwealth Retirement Investments LLC	1,218	$112K	0.0%	N/A	0.005%
2/11/2026	Cerity Partners LLC	6,947	$641K	0.0%	+11.1%	0.030%
2/11/2026	LPL Financial LLC	479,941	$44.28M	0.0%	+5.4%	2.100%
2/11/2026	O Shaughnessy Asset Management LLC	1,756	$162K	0.0%	+9.3%	0.008%
2/11/2026	JPMorgan Chase & Co.	1,031,721	$95.18M	0.0%	+234.8%	4.515%
2/11/2026	J.W. Cole Advisors Inc.	62,262	$5.74M	0.1%	+2.2%	0.272%
2/10/2026	Goldman Sachs Group Inc.	1,021,757	$94.26M	0.0%	-2.8%	4.472%
2/10/2026	Dynasty Wealth Management LLC	532,080	$49.08M	0.5%	N/A	2.329%

IYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 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. ($110.58M), 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 209 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 ($257.53K).

Institutional investors have bought a total of 3,432,606 shares in the last 24 months. This purchase volume represents approximately $314.37M in transactions.

Of the 82 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), Kozak & Associates Inc. ($124.95K), NewEdge Advisors LLC ($77.29K), Royal Bank of Canada ($73.24K), Anfield Capital Management LLC ($38.86K), Wells Fargo & Company MN ($29.38K), and Goldman Sachs Group Inc. ($29.26K).

Institutional investors have sold a total of 1,064,621 shares in the last 24 months. This volume of shares sold represents approximately $96.20M in transactions.

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Institutional ownership data for NYSEARCA:IYG is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/23/2026. New 13F filings are added each quarter as they're published.

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

IYG Institutional Buying and Selling by Quarter

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

IYG Institutional Ownership - Frequently Asked Questions

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

Institutional Ownership Changes (13F Filings) for iShares U.S. Financial Services ETF (NYSEARCA:IYG)

IYG Institutional Buying and Selling by Quarter

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

IYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYG shares?

Which institutional investors have been buying iShares U.S. Financial Services ETF's stock?

How much institutional buying is happening at iShares U.S. Financial Services ETF?

Which of iShares U.S. Financial Services ETF's major shareholders have been selling company stock?

How much institutional selling is happening at iShares U.S. Financial Services ETF?

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