Free Trial
→ Your book is inside (From Profits Run) (Ad)tc pixel Free IYG Stock Alerts

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

iShares U.S. Financial Services ETF logo
$87.17 +0.19 (+0.22%)
As of 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
158
Total
Institutional Inflows
(last 12 months)
$399.48M
Number of
Institutional Sellers
(last 12 months)
100
Total
Institutional Outflows
(last 12 months)
$118.21M
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
SMS 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

Export
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Sanctuary 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%
3/17/2026Rockefeller 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%
2/17/2026 Private 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%
2/17/2026 Bank 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%
2/16/2026 MML 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%
2/13/2026 Kestra 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%
2/12/2026 Commonwealth 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%
2/12/2026 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%
2/11/2026Focus 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%
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%
2/10/2026Northwestern 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%
2/10/2026Foundations 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%
2/6/2026HighTower Advisors LLC48,845$4.51M0.0%-2.3%0.214%
2/5/2026 Sequent Planning LLC9,776$902K0.2%+28.3%0.043%
2/5/2026RiverFront Investment Group LLC1,449,021$133.67M2.2%+0.7%6.341%
2/5/2026AlphaCore Capital LLC2,774$256K0.0%+430.4%0.012%
2/5/2026Northwestern Mutual Wealth Management Co.111,441$10.28M0.0%+279.8%0.488%
2/5/2026Allworth Financial LP1,746$161K0.0%+121.3%0.008%
2/4/2026 Argos Wealth Advisors LLC3,246$299K0.1%N/A0.014%
2/3/2026 Brandywine Oak Private Wealth LLC3,216$297K0.0%N/A0.014%
2/3/2026 Financial Partners Group Inc6,942$627K0.1%-5.2%0.031%
2/3/2026 Patten & Patten Inc. TN21,226$1.96M0.1%-3.4%0.094%
2/3/2026 Merrithew & Thorsten Inc423$39K0.0%N/A0.002%
2/3/2026 Koshinski Asset Management Inc.20,333$1.88M0.1%-3.7%0.090%
2/2/2026 Truist Financial Corp65,795$6.07M0.0%-0.3%0.292%
1/30/2026 Sigma Planning Corp3,121$288K0.0%+16.2%0.014%
1/30/2026 Interchange Capital Partners LLC2,964$274K0.1%-6.4%0.013%
1/30/2026 Samalin Investment Counsel LLC2,192$202K0.1%N/A0.010%
1/29/2026Comerica Bank22,922$2.12M0.0%-16.4%0.102%
1/29/2026D.A. Davidson & CO.4,598$424K0.0%+11.6%0.021%
1/29/2026UBS Group AG112,497$10.38M0.0%-2.7%0.502%


IYG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IYG shares?

During the previous two years, 261 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 225 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 Kozak & Associates Inc. ($350.41K).

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

Institutional investors have bought a total of 4,490,383 shares in the last 24 months. This purchase volume represents approximately $399.48M in transactions.

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

Of the 100 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), Goldman Sachs Group Inc. ($79.48K), Raymond James Financial Inc. ($75.78K), Royal Bank of Canada ($54.46K), 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 1,335,613 shares in the last 24 months. This volume of shares sold represents approximately $118.21M in transactions.


Related Companies

This page (NYSEARCA:IYG) was last updated on 5/5/2026 by MarketBeat.com Staff.
From Our Partners
ALERT: Drop these 5 stocks before the market opens tomorrow!
The Wall Street Journal is already raising the alarm about a potential market crash, and Weiss Ratings researc...
Weiss Ratings | Sponsoredtc pixel
Iran's New Leader Just Said Something That Should Terrify Every American
Iran's Supreme Leader has declared the Strait of Hormuz closed as leverage against the U.S. - and with 40% of ...
American Alternative | Sponsoredtc pixel
Your book attached
Your Download Link (Expiring) If you still haven't downloaded the free Simple Options Trading For Beginners...
Profits Run | Sponsoredtc pixel
My feud with Zohran Mamdani
Emmy-winning analyst releases his next big story Whitney Tilson shocked the nation on 60 Minutes when he ac...
Stansberry Research | Sponsoredtc pixel
The $1.75T "Backdoor" ticker (NOT Starlink)
When the SpaceX IPO launches, most investors will already be too late. The real opportunity isn't the IPO itse...
Behind the Markets | Sponsoredtc pixel
Sell 99% of Your Stocks, Do THIS Instead…
Millionaire Trader Exposes: "The Single Stock Income Plan" With over 6,000 stocks on the market to choose ...
The Oxford Club | Sponsoredtc pixel
Trade this between 9:30 and 10:45 am EST
The first 75 minutes of the trading day may be the most overlooked window for consistent opportunities.If you ...
Base Camp Trading | Sponsoredtc pixel
Iran War Shock: What I Was Told In That Private Meeting
You’re Being LIED To About The Iran War Forget EVERYTHING you’ve heard about the Iran war. Especially th...
Banyan Hill Publishing | Sponsoredtc pixel