IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +0.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q3 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 11.69K | $1.06M | n/a | −1 |
| Q2 2026 | 53 | +3 | 8.49M | $767.95M | +4 | −2 |
| Q1 2026 | 52 | +2 | 8.60M | $709.15M | +5 | −3 |
| Q4 2025 | 50 | -1 | 8.37M | $771.74M | n/a | −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 | n/a | n/a |
| Q4 2024 | 2 | -1 | 7.31K | $568,948 | n/a | −1 |
| Q3 2024 | 3 | -1 | 43.17K | $3.07M | n/a | −1 |
| Q2 2024 | 4 | n/a | 77.36K | $5.04M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Morgan Stanley ✦ | 1.08M | n/a | $96.43M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 2 | Goldman Sachs Group ✦ | 1.05M | n/a | $94.21M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 3 | JPMorgan Chase ✦ | 616.33K | n/a | $55.25M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 4 | Two Sigma Investments ✦ | 69.10K | +28.2% | $6.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Fidelity (FMR) ✦ | 15.63K | +1.4% | $1.40M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | BlackRock ✦ (passive) | 14.46K | New | $1.30M | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| BlackRock | $1.30M | 0.0% |
Exited
| Citadel Advisors | $633,269 | 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.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.