Security record
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
54Tracked holders
+3Δ holders
8.52MShares held
$771.26MReported value
+4New positions
−1Exits
Momentum inputs (comparable managers):
holder breadth +5.9% ·
share flow -0.7% ·
net new positions +5.6%
— formula
Ownership fragmentation — more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 54 | +3 | 8.52M | $771.26M | +4 | −1 |
| Q1 2026 | 52 | +2 | 8.60M | $709.15M | +5 | −3 |
| Q4 2025 | 50 | -1 | 8.37M | $771.74M | — | −1 |
| Q3 2025 | 6 | 0 | 2.84M | $254.79M | +1 | −1 |
| Q2 2025 | 3 | 0 | 76.72K | $6.57M | +1 | −1 |
| Q1 2025 | 2 | 0 | 6.42K | $504,213 | — | — |
| Q4 2024 | 2 | -1 | 7.31K | $568,948 | — | −1 |
| Q3 2024 | 3 | -1 | 43.17K | $3.07M | — | −1 |
| Q2 2024 | 4 | — | 77.36K | $5.04M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Goldman Sachs Group ✦ | 1.39M | +34.3% | $125.55M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 2 | JPMorgan Chase ✦ | 1.22M | -12.1% | $110.86M | 0.0% | ▼ Trim | 4 | SEC ↗ ×6 |
| 3 | Envestnet Asset Management Inc | 1.22M | -1.9% | $110.58M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 1.09M | +5.2% | $98.49M | 0.0% | ▲ Add | 4 | SEC ↗ ×6 |
| 5 | Bank Of America Corp /De/ | 479.88K | +2.0% | $43.42M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 6 | Raymond James Financial Inc | 461.18K | +2.4% | $41.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 7 | LPL Financial LLC | 448.68K | -4.0% | $40.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 8 | Royal Bank Of Canada | 436.10K | +3.9% | $39.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 344.92K | -2.9% | $31.20M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 10 | Bank Of Montreal /Can/ | 193.65K | +3.3% | $17.52M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 11 | Two Sigma Investments ✦ | 155.40K | -16.9% | $14.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Ameriprise Financial Inc | 145.84K | -26.9% | $13.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 13 | UBS Group AG | 111.80K | +0.6% | $10.11M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 14 | Stifel Financial Corp | 96.85K | -0.4% | $8.76M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 15 | Osaic Holdings, Inc. | 84.05K | +8.6% | $7.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 16 | Bank Of Nova Scotia | 72.60K | 0.0% | $6.57M | 0.0% | Held | 3 | SEC ↗ |
| 17 | Truist Financial Corp | 57.13K | -3.8% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 18 | Jones Financial Companies Lllp | 50.14K | +8.8% | $4.53M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Cetera Investment Advisers | 47.83K | -6.2% | $4.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 20 | Commonwealth Equity Services, Llc | 38.87K | +1.4% | $3.52M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 21 | HighTower Advisors, LLC | 36.56K | -1.6% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 22 | Mariner, LLC | 35.20K | -4.1% | $3.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 23 | Mml Investors Services, Llc | 26.74K | -88.1% | $2.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 24 | National Bank Of Canada /Fi/ | 24.67K | +1.3% | $2.23M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Susquehanna International Group, Llp | 24.32K | +27.9% | $2.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 26 | Captrust Financial Advisors | 23.40K | +0.3% | $2.12M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 27 | Creative Planning | 21.78K | -5.5% | $1.97M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Fifth Third Bancorp | 20.23K | +1.5% | $1.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Blair William & Co/Il | 18.97K | +731.4% | $1.72M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 16.70K | +0.5% | $1.51M | 0.0% | ▲ Add | 5 | SEC ↗ ×2 |
| 31 | Brown Advisory Inc | 13.10K | 0.0% | $1.19M | 0.0% | Held | 3 | SEC ↗ ×2 |
| 32 | Qube Research & Technologies Ltd | 11.46K | New | $1.04M | 0.0% | New | 1 | SEC ↗ |
| 33 | Us Bancorp \De\ | 10.81K | -4.2% | $978,215 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | Baird Financial Group, Inc. | 10.36K | -1.4% | $937,178 | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 35 | Mercer Global Advisors Inc /Adv | 10.20K | +23.3% | $922,617 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Northwestern Mutual Wealth… | 9.84K | +0.5% | $890,257 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Cerity Partners LLC | 8.26K | +18.8% | $747,402 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 38 | Focus Partners Wealth | 7.99K | +8.2% | $722,784 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Wealth Enhancement Advisory… | 7.25K | +1.3% | $678,426 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Quantinno Capital Management LP | 6.39K | -10.7% | $578,013 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Point72 Asset Management ✦ | 6.02K | +31.4% | $544,268 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Rockefeller Capital Management L.P. | 5.93K | +10.8% | $536,264 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 43 | Northern Trust Corp | 5.12K | -4.0% | $462,754 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Lido Advisors, LLC | 3.34K | +3.7% | $301,869 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Nuveen, LLC | 2.65K | New | $239,927 | 0.0% | New | 1 | SEC ↗ |
| 46 | Corient Private Wealth LP | 2.47K | New | $223,113 | 0.0% | New | 1 | SEC ↗ |
| 47 | Pnc Financial Services Group, Inc. | 2.30K | -1.6% | $207,809 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 48 | Allspring Global Investments… | 1.05K | 0.0% | $97,566 | 0.0% | Held | 3 | SEC ↗ |
| 49 | Citigroup Inc | 850 | 0.0% | $76,900 | 0.0% | Held | 3 | SEC ↗ |
| 50 | TD Waterhouse Canada Inc. | 603 | New | $55,639 | 0.0% | New | 1 | SEC ↗ |
| 51 | UBS AM, a distinct business unit of… | 340 | -83.1% | $30,760 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 52 | BlackRock ✦ (passive) | 254 | +122.8% | $22,979 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | Russell Investments Group, Ltd. | 120 | 0.0% | $10,856 | 0.0% | Held | 2 | SEC ↗ |
| 54 | Assetmark, Inc | 23 | 0.0% | $2,081 | 0.0% | Held | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Qube Research & Technologies… | $1.04M | 0.0% |
| Nuveen, LLC | $239,927 | 0.0% |
| Corient Private Wealth LP | $223,113 | 0.0% |
| TD Waterhouse Canada Inc. | $55,639 | 0.0% |
Exited
| Bnp Paribas Financial Markets | $4.14M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 263 holders, 16.80M shares, $1.37B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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