Security record · archived quarter
IYG
iShares U.S. Financial Services ETF · Financial Services · Asset Management
52Tracked holders
+2Δ holders
8.60MShares held
$709.15MReported value
+5New positions
−3Exits
Momentum inputs (comparable managers):
holder breadth +4.0% ·
share flow +2.8% ·
net new positions +3.8%
· formula
Broad accumulation: rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 3 | 0 | 11.71K | $1.07M | n/a | n/a |
| 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 | 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | JPMorgan Chase ✦ | 1.39M | +35.1% | $112.63M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | Envestnet Asset Management Inc | 1.25M | -6.2% | $103.23M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 3 | Morgan Stanley ✦ | 1.03M | -4.2% | $85.69M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 4 | Goldman Sachs Group ✦ | 1.03M | +1.1% | $85.60M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 5 | Bank Of America Corp /De/ | 470.28K | -1.1% | $38.96M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 6 | LPL Financial LLC | 467.46K | -2.6% | $38.72M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 7 | Raymond James Financial Inc | 450.57K | +0.2% | $37.33M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Royal Bank Of Canada | 419.85K | -5.4% | $34.78M | 0.0% | ▼ Trim | 2 | SEC ↗ ×5 |
| 9 | Wells Fargo & Company/Mn | 355.17K | +0.1% | $29.42M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 10 | Mml Investors Services, Llc | 224.82K | -11.4% | $18.62M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 11 | Ameriprise Financial Inc | 199.38K | -12.5% | $16.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 187.50K | +12.5% | $15.53M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 13 | Two Sigma Investments ✦ | 186.90K | New | $15.48M | 0.0% | New | 1 | SEC ↗ |
| 14 | UBS Group AG | 111.19K | -1.2% | $9.21M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 15 | Stifel Financial Corp | 97.25K | -5.4% | $8.06M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Osaic Holdings, Inc. | 77.40K | +20.4% | $6.41M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 17 | Bank Of Nova Scotia | 72.60K | 0.0% | $6.01M | 0.0% | Held | 2 | SEC ↗ |
| 18 | Truist Financial Corp | 59.37K | -9.8% | $4.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 19 | Cetera Investment Advisers | 51.00K | +3.9% | $4.23M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bnp Paribas Financial Markets | 50.00K | New | $4.14M | 0.0% | New | 1 | SEC ↗ |
| 21 | Jones Financial Companies Lllp | 46.09K | +11.8% | $3.69M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 38.34K | -1.7% | $3.18M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 37.16K | -23.9% | $3.08M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 36.70K | +43.4% | $3.03M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 25 | National Bank Of Canada /Fi/ | 24.35K | +1.6% | $2.02M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 26 | Captrust Financial Advisors | 23.34K | -86.2% | $1.93M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 27 | Creative Planning | 23.05K | +1.0% | $1.91M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Fifth Third Bancorp | 19.93K | New | $1.65M | 0.0% | New | 1 | SEC ↗ |
| 29 | Susquehanna International Group, Llp | 19.02K | +14.4% | $1.58M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 30 | Fidelity (FMR) ✦ | 16.62K | +3.2% | $1.38M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 31 | Cwm, Llc | 14.11K | 0.0% | $1.17M | 0.0% | Held | 2 | SEC ↗ |
| 32 | Brown Advisory Inc | 13.10K | 0.0% | $1.09M | 0.0% | Held | 2 | SEC ↗ ×2 |
| 33 | Us Bancorp \De\ | 11.29K | +2.3% | $935,188 | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 34 | Baird Financial Group, Inc. | 10.51K | +10.3% | $870,234 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 35 | Northwestern Mutual Wealth… | 9.79K | -69.3% | $811,111 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 36 | Mercer Global Advisors Inc /Adv | 8.27K | +0.3% | $684,884 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 37 | Focus Partners Wealth | 7.38K | +16.4% | $611,641 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Wealth Enhancement Advisory… | 7.15K | -35.5% | $594,728 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 39 | Quantinno Capital Management LP | 7.16K | +15.3% | $592,720 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Cerity Partners LLC | 6.96K | +0.1% | $576,220 | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 41 | Rockefeller Capital Management L.P. | 5.35K | -37.5% | $443,288 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 42 | Northern Trust Corp | 5.33K | +4.1% | $441,206 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Point72 Asset Management ✦ | 4.58K | New | $379,407 | 0.0% | New | 1 | SEC ↗ |
| 44 | Lido Advisors, LLC | 3.22K | -3.6% | $266,470 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Pnc Financial Services Group, Inc. | 2.33K | -10.2% | $193,349 | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 46 | Blair William & Co/Il | 2.28K | 0.0% | $189,037 | 0.0% | Held | 2 | SEC ↗ |
| 47 | UBS AM, a distinct business unit of… | 2.01K | +83.4% | $166,840 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 48 | Allspring Global Investments… | 1.05K | 0.0% | $87,092 | 0.0% | Held | 2 | SEC ↗ |
| 49 | Citigroup Inc | 850 | -97.3% | $70,414 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Russell Investments Group, Ltd. | 120 | New | $9,941 | 0.0% | New | 1 | SEC ↗ |
| 51 | BlackRock ✦ (passive) | 114 | 0.0% | $9,444 | 0.0% | Held | 3 | SEC ↗ |
| 52 | Assetmark, Inc | 23 | 0.0% | $1,905 | 0.0% | Held | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $15.48M | 0.0% |
| Bnp Paribas Financial Markets | $4.14M | 0.0% |
| Fifth Third Bancorp | $1.65M | 0.0% |
| Point72 Asset Management | $379,407 | 0.0% |
| Russell Investments Group… | $9,941 | 0.0% |
Exited
| Qube Research & Technologies… | $294,647 | was 0.0% |
| Corient Private Wealth LP | $243,768 | was 0.0% |
| Simplex Trading, Llc | $4,059 | 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: Q1 2026 ·
Methodology ·
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