iShares U.S. Financial Services ETF (IYG) Institutional Ownership $87.55 0.00 (0.00%) As of 05/22/2026 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipRatingsShort InterestBuy This Stock Institutional Ownership Changes (13F Filings) for iShares U.S. Financial Services ETF (NYSEARCA:IYG)Number ofInstitutional Buyers(last 12 months)151TotalInstitutional Inflows(last 12 months)$339.90MNumber ofInstitutional Sellers(last 12 months)99TotalInstitutional Outflows(last 12 months)$117.43M Get IYG Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares U.S. Financial Services ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Subscribe Now View SMS TermsSMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy. Skip Chart & View Institutional Buying and Selling Data IYG Institutional Buying and Selling by Quarter iShares U.S. Financial Services ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Western Wealth Management LLC525$43K0.0%N/A0.002% 5/19/2026 NewEdge Advisors LLC8,883$736K0.0%-81.2%0.039% 5/19/2026 Bank of America Corp DE470,278$38.96M0.0%-1.1%2.058% 5/19/2026 Centaurus Financial Inc.3,357$278K0.0%-15.4%0.015% 5/19/2026 Ashton Thomas Securities LLC2,362$196K0.0%N/A0.010% 5/18/2026 Royal Bank of Canada419,852$34.78M0.0%-5.4%1.837% 5/16/2026 Quantinno Capital Management LP7,155$593K0.0%+15.3%0.031% 5/14/2026 Lido Advisors LLC3,216$266K0.0%-3.6%0.014% 5/13/2026 Cetera Investment Advisers51,002$4.23M0.0%+3.8%0.223% 5/8/2026 PNC Financial Services Group Inc.2,334$193K0.0%-10.2%0.010% Get the Latest News and Ratings for IYG and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares U.S. Financial Services ETF and its competitors with MarketBeat's FREE daily newsletter. 5/7/2026 Earned Wealth Advisors LLC4,810$398K0.0%-6.3%0.021% 5/5/2026 D.A. Davidson & CO.4,786$396K0.0%+4.1%0.021% 5/5/2026 Sanctuary Advisors LLC10,559$875K0.0%+26.8%0.046% 5/5/2026 Sigma Planning Corp2,928$243K0.0%-6.2%0.013% 5/4/2026 AMG National Trust Bank17,968$1.49M0.0%+95.3%0.079% 5/4/2026 Chicago Partners Investment Group LLC3,786$333K0.0%+7.2%0.017% 5/4/2026 Y.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% 5/1/2026 Fifth 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% 4/30/2026 Kestra Advisory Services LLC19,524$1.62M0.0%+13.9%0.085% 4/28/2026 PUREfi Wealth LLC4,798$397K0.3%N/A0.021% 4/28/2026 Forte Asset Management LLC28,619$2.37M1.0%N/A0.126% 4/28/2026 Koshinski Asset Management Inc.20,830$1.73M0.1%+2.4%0.092% 4/27/2026 Private 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% 4/22/2026 Janney Montgomery Scott LLC198,083$16.41M0.0%-3.1%0.873% 4/22/2026 Traveka Wealth LLC3,716$308K0.1%N/A0.016% 4/21/2026 Sequent 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% 4/16/2026 Swisher Financial Concepts Inc.2,537$210K0.1%-5.8%0.011% 4/16/2026 Quotient Wealth Partners LLC8,336$691K0.0%+235.3%0.037% 3/17/2026 Rockefeller Capital Management L.P.8,558$790K0.0%+23.5%0.037% 2/18/2026 Mercer Global Advisors Inc. ADV8,240$760K0.0%-1.8%0.036% 2/18/2026 Beacon Pointe Advisors LLC80,632$7.44M0.1%+50.7%0.353% 2/18/2026 NewEdge Advisors LLC47,307$4.36M0.0%-4.7%0.207% 2/18/2026 KKM Financial LLC4,153$383K0.1%N/A0.018% Ticker Revealed: Pre-IPO Access to "Next Elon Musk" Company (Ad)We’ve found The Next Elon Musk… and what we believe to be the next Tesla. It’s already racked up $26 billion in government contracts. Peter Thiel just bet $1 Billion on it.👉 Unlock the ticker now and get it completely free.2/18/2026 IHT Wealth Management LLC47,173$4.35M0.1%+3.3%0.206% 2/17/2026 Cetera Investment Advisers49,113$4.53M0.0%-0.7%0.215% 2/17/2026 Equitable Holdings Inc.15,912$1.47M0.0%-13.1%0.070% 2/17/2026 Osaic Holdings Inc.64,259$5.93M0.0%-2.3%0.281% 2/17/2026 Advisory Services Network LLC28,947$2.67M0.0%+2.8%0.127% 2/17/2026 Private Advisor Group LLC178,608$16.48M0.1%+4.3%0.782% 2/17/2026 Captrust Financial Advisors169,342$15.62M0.0%+4.4%0.741% 2/17/2026 &PARTNERS13,564$1.25M0.0%+173.3%0.059% 2/17/2026 Bank Hapoalim BM6,932$639K0.1%-4.2%0.030% 2/17/2026 Royal Bank of Canada443,794$40.94M0.0%-10.0%1.942% 2/17/2026 Pointe Capital Management LLC2,786$257K0.1%+7.7%0.012% 2/16/2026 MML Investors Services LLC253,715$23.41M0.1%+7.4%1.110% 2/16/2026 Garrison Point Advisors LLC12,720$1.17M0.5%+5.1%0.056% 2/16/2026 Arax Advisory Partners1,107$102K0.0%N/A0.005% 2/16/2026 Brown Advisory Inc.13,104$1.21M0.0%-1.8%0.057% 2/13/2026 Kestra Advisory Services LLC17,146$1.58M0.0%+2.6%0.075% 2/13/2026 Stifel Financial Corp102,820$9.49M0.0%-1.6%0.450% 2/13/2026 Commerce Bank3,580$330K0.0%-5.0%0.016% 2/13/2026 Smartleaf Asset Management LLC594$55K0.0%+47.8%0.003% 2/13/2026 Morgan Stanley1,079,849$99.62M0.0%+0.4%4.726% 2/13/2026 OpenArc Corporate Advisory LLC603,090$55.64M0.9%N/A2.639% 2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,098$101K0.0%N/A0.005% 2/13/2026 Wells Fargo & Company MN354,927$32.74M0.0%-7.6%1.553% 2/12/2026 Federation des caisses Desjardins du Quebec65,969$6.09M0.0%+0.6%0.289% 2/12/2026 Burke & Herbert Bank & Trust Co.6,231$575K0.2%-47.8%0.027% 2/12/2026 Commonwealth Equity Services LLC38,982$3.60M0.0%+0.9%0.171% 2/12/2026 StoneX Group Inc.6,743$622K0.0%+38.3%0.030% 2/12/2026 Wagner Wealth Management Corp4,629$427K0.4%N/A0.020% 2/12/2026CIBC Private Wealth Group LLC750$69K0.0%N/A0.003% 2/12/2026 Bank of Montreal Can166,669$15.38M0.0%+3.2%0.729% 2/12/2026 Mosley Wealth Management8,630$764K0.4%N/A0.038% 2/12/2026 Founders Financial Alliance LLC602$56K0.0%-73.6%0.003% 2/12/2026 SAM Advisors LLC113,453$10.47M3.3%-1.8%0.497% 2/11/2026 Janney Montgomery Scott LLC204,367$18.85M0.0%-2.6%0.894% 2/11/2026 Focus Partners Advisor Solutions LLC15,960$1.47M0.0%N/A0.070% 2/11/2026 Commonwealth Retirement Investments LLC1,218$112K0.0%N/A0.005% 2/11/2026 Cerity Partners LLC6,947$641K0.0%+11.1%0.030% 2/11/2026 LPL Financial LLC479,941$44.28M0.0%+5.4%2.100% 2/11/2026 O Shaughnessy Asset Management LLC1,756$162K0.0%+9.3%0.008% 2/11/2026 JPMorgan 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% 2/10/2026 Goldman Sachs Group Inc.1,021,757$94.26M0.0%-2.8%4.472% 2/10/2026 Dynasty Wealth Management LLC532,080$49.08M0.5%N/A2.329% 2/10/2026 Root Financial Partners LLC1,040$96K0.0%N/A0.005% 2/10/2026 Consolidated Capital Management LLC6,301$581K0.2%+12.2%0.028% 2/10/2026 Northwestern Mutual Wealth Management Co.31,879$2.94M0.0%+8.7%0.140% 2/10/2026 Savant Capital LLC10,077$930K0.0%-11.1%0.044% 2/10/2026 Foundations Investment Advisors LLC5,757$531K0.0%-98.5%0.025% 2/9/2026 Integrity Alliance LLC.3,369$311K0.0%N/A0.015% 2/9/2026 Horizon Family Wealth Inc.4,714$435K0.2%-9.2%0.021% SpaceX eyes a 1.75 trillion valuation - here's what to know (Ad)Elon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a $1.75 trillion IPO - larger than Saudi Aramco and any tech offering in history. CNBC calls it 'the big market event of 2026.' According to former tech executive and angel investor Jeff Brown, there's a way to claim a stake before the public filing drops, starting with as little as $500.See how to get positioned in SpaceX before the announcement goes public2/9/2026 Harbour Investments Inc.1,577$146K0.0%+21.0%0.007% 2/9/2026 Annis Gardner Whiting Capital Advisors LLC306$28K0.0%N/A0.001% 2/6/2026 PNC Financial Services Group Inc.2,598$240K0.0%+29.4%0.011% 2/6/2026 HighTower Advisors LLC48,845$4.51M0.0%-2.3%0.214% 2/5/2026 Sequent Planning LLC9,776$902K0.2%+28.3%0.043% 2/5/2026 RiverFront Investment Group LLC1,449,021$133.67M2.2%+0.7%6.341% 2/5/2026 AlphaCore Capital LLC2,774$256K0.0%+430.4%0.012% 2/5/2026 Northwestern Mutual Wealth Management Co.111,441$10.28M0.0%+279.8%0.488% 2/5/2026 Allworth Financial LP1,746$161K0.0%+121.3%0.008% 2/4/2026 Argos Wealth Advisors LLC3,246$299K0.1%N/A0.014% IYG Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of IYG shares? During the previous two years, 256 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. Which institutional investors have been buying iShares U.S. Financial Services ETF's stock? Of the 217 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). How much institutional buying is happening at iShares U.S. Financial Services ETF? Institutional investors have bought a total of 3,731,547 shares in the last 24 months. This purchase volume represents approximately $339.90M in transactions. Which of iShares U.S. Financial Services ETF's major shareholders have been selling company stock? Of the 99 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), Raymond James Financial Inc. ($73.57K), Royal Bank of Canada ($73.24K), NewEdge Advisors LLC ($40.77K), and Anfield Capital Management LLC ($40.49K). How much institutional selling is happening at iShares U.S. Financial Services ETF? Institutional investors have sold a total of 1,321,952 shares in the last 24 months. This volume of shares sold represents approximately $117.43M in transactions. Related Companies Direxion Daily Financial Bull 3X Shares Major Shareholders Fidelity MSCI Financials Index ETF Major Shareholders VanEck BDC Income ETF Major Shareholders iShares U.S. Broker-Dealers & Securities Exchanges ETF Major Shareholders SPDR S&P Bank ETF Major Shareholders First Trust Financials AlphaDEX Fund Major Shareholders ProShares Ultra Financials Major Shareholders iShares U.S. Financials ETF Major Shareholders iShares U.S. Regional Banks ETF Major Shareholders iShares Global Financials ETF Major Shareholders This page (NYSEARCA:IYG) was last updated on 5/25/2026 by MarketBeat.com Staff. From Our PartnersSpaceX eyes a 1.75 trillion valuation - here's what to knowElon Musk's team has quietly filed confidential paperwork with the SEC for what Bloomberg estimates could be a...Brownstone Research | Sponsored$30 stock to buy before Starlink goes public (WATCH NOW!)In the next 3 minutes… James Altucher – legendary investor and venture capitalist… And someone who’s kno...Paradigm Press | SponsoredYour book attachedBill Poulos is giving away his 'Safe Trade Options Formula' book for free - but only for a limited time throug...Profits Run | SponsoredMy feud with Zohran MamdaniEmmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...Stansberry Research | SponsoredSpaceX IPO hides a much bigger storyThe SpaceX IPO could be the biggest in history at $1.75 trillion - but the real story isn't the IPO itself. ...Weiss Ratings | SponsoredSpaceX will mint billionaires. You won't be one of them.By the time a company goes public, 95% of profits have already been made. Insiders bought SpaceX at $20 billio...Behind the Markets | SponsoredSatellite Images Spot Potential $10 Trillion Discovery'Dark Energy': Elon Musk's Next Potential $10 Trillion Move A highly secure site in West Texas now houses a...Altimetry | SponsoredHey, it's Jon Najarian. The SpaceX IPO is right around the corner. But I discovered Elon may have something BIGGER planned. Check this out before June 9th...After being invited to the SpaceX launch headquarters in Cape Canaveral from one of Elon's top lobbyists… Hall...Banyan Hill Publishing | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added ten stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares U.S. Financial Services ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares U.S. Financial Services ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In Email Me a Login Link or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
