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

iShares U.S. Financial Services ETF logo
$90.27 0.00 (0.00%)
As of 06/12/2026 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)
151
Total
Institutional Inflows
(last 12 months)
$339.90M
Number of
Institutional Sellers
(last 12 months)
99
Total
Institutional Outflows
(last 12 months)
$120.46M
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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
6/3/2026 NewEdge Advisors LLC10,794$894K0.0%-77.2%0.047%
5/19/2026 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%
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%
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2/18/2026 KKM Financial LLC4,153$383K0.1%N/A0.018%
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%
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2/9/2026 Horizon Family Wealth Inc.4,714$435K0.2%-9.2%0.021%
2/9/2026 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%


IYG Institutional Ownership - Frequently Asked Questions

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.

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).

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.

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), NewEdge Advisors LLC ($77.29K), Raymond James Financial Inc. ($73.57K), Royal Bank of Canada ($73.24K), and Anfield Capital Management LLC ($40.49K).

Institutional investors have sold a total of 1,358,465 shares in the last 24 months. This volume of shares sold represents approximately $120.46M in transactions.


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This page (NYSEARCA:IYG) was last updated on 6/15/2026 by MarketBeat.com Staff.
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