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

iShares U.S. Financial Services ETF logo
$91.94 -0.61 (-0.66%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$91.80 -0.14 (-0.15%)
As of 10/13/2026 07:30 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
130
Total
Institutional Inflows
(last 12 months)
$333.44M
Number of
Institutional Sellers
(last 12 months)
78
Total
Institutional Outflows
(last 12 months)
$95.01M
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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
10/14/2026Wetzel Investment Advisors Inc.3,325$299K0.1%N/A0.014%
10/14/2026Forte Asset Management LLC46,227$4.16M1.7%N/A0.193%
10/13/2026Forvis Mazars Wealth Advisors LLC4,945$445K0.0%N/A0.021%
10/13/2026Consolidated Capital Management LLC2,885$259K0.1%N/A0.012%
10/9/2026Castle Rock Wealth Management LLC6,325$575K0.1%N/A0.027%
10/9/2026GAMMA Investing LLC2,123$191K0.0%N/A0.009%
10/8/2026Farther Finance Advisors LLC635$57K0.0%N/A0.003%
10/8/2026CoreCap Advisors LLC514$46K0.0%N/A0.002%
10/8/2026Avidian Wealth Enterprises LLC3,711$334K0.0%N/A0.016%
10/5/2026Rosenberg Matthew Hamilton900$81K0.0%N/A0.004%
10/5/2026Ferguson Wellman Capital Management Inc.147,151$13.23M0.2%N/A0.634%
10/2/2026 CX Institutional300$27K0.0%N/A0.001%
10/1/2026 Roxbury Financial LLC304$27K0.0%N/A0.001%
9/23/2026Envestnet Asset Management Inc.1,222,231$110.58M0.0%-1.9%5.303%
9/9/2026Sequoia Financial Advisors LLC9,254$837K0.0%-12.1%0.041%
9/9/2026NewEdge Advisors LLC12,062$1.09M0.0%+11.7%0.053%
9/9/2026Baird Financial Group Inc.10,359$937K0.0%-1.4%0.046%
9/9/2026Centerline Wealth Advisors LLC46,093$4.17M1.3%-30.5%0.203%
9/8/2026Waverly Advisors LLC4,683$424K0.0%-4.5%0.021%
8/27/2026Corient Private Wealth LP2,371$215K0.0%N/A0.010%
8/23/2026Unique Wealth LLC66,997$6.06M0.7%-13.6%0.294%
8/22/2026XP Advisory US Inc.4,440$402K0.2%N/A0.020%
8/22/2026Highland Investment Advisors LLC373$34K0.0%N/A0.002%
7/9/2026Focus Financial Network Inc.23,235$2.10M0.1%+4.8%0.107%
7/8/2026Castle Rock Wealth Management LLC6,322$584K0.1%-4.1%0.029%
7/8/2026Clark Asset Management LLC2,631$238K0.0%N/A0.012%
7/7/2026GAMMA Investing LLC2,123$192K0.0%+38.7%0.010%
7/2/2026Kozak & 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%
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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%
5/1/2026Ferguson 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%
5/1/2026Sequoia Financial Advisors LLC10,531$872K0.0%+18.4%0.046%
4/30/2026Accredited 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%
4/28/2026Forte 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%
4/23/2026Apollon Wealth Management LLC2,581$214K0.0%-5.5%0.011%
4/22/2026Janney Montgomery Scott LLC198,083$16.41M0.0%-3.1%0.873%
4/22/2026Traveka Wealth LLC3,716$308K0.1%N/A0.016%
4/21/2026Sequent Planning LLC11,081$918K0.2%+13.3%0.049%
4/21/2026Unique Wealth LLC77,515$6.42M0.9%+29.6%0.341%
4/21/2026Fairvoy Private Wealth LLC4,274$354K0.1%+29.0%0.019%
4/17/2026Capital Advisors Ltd. LLC379$31K0.0%+49.8%0.002%
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%
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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%


IYG Institutional Ownership - Frequently Asked Questions

During the previous two years, 257 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 214 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 3,596,311 shares in the last 24 months. This purchase volume represents approximately $329.09M in transactions.

Of the 78 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 1,051,322 shares in the last 24 months. This volume of shares sold represents approximately $95.01M 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 10/14/2026. New 13F filings are added each quarter as they're published.
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