Who owns iShares U.S. Financial Services ETF?
Institutional ownership of IYG from SEC Form 13F filings across 178 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
178
13F holders
$977.7M
value, 2026 filers
48.5%
of shares outstanding (11.0M sh)
19
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of IYG's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | GOLDMAN SACHS GROUP INC | 1.4M | $125.5M | 0.0% | 6.1% | +34.3% |
| 2 | JPMORGAN CHASE & CO | 1.2M | $110.9M | 0.0% | 5.4% | -12.1% |
| 3 | ENVESTNET ASSET MANAGEMENT INC | 1.2M | $110.6M | 0.0% | 5.4% | -1.9% |
| 4 | MORGAN STANLEY | 1.1M | $98.5M | 0.0% | 4.8% | +5.2% |
| 5 | SAGESPRING WEALTH PARTNERS, LLC | 739,777 | $66.9M | 1.0% | 3.3% | -17.4% |
| 6 | OpenArc Corporate Advisory, LLC | 487,555 | $44.1M | 0.5% | 2.1% | -36.3% |
| 7 | BANK OF AMERICA CORP /DE/ | 479,885 | $43.4M | 0.0% | 2.1% | +2.0% |
| 8 | RAYMOND JAMES FINANCIAL INC | 461,178 | $41.7M | 0.0% | 2% | +2.4% |
| 9 | LPL Financial LLC | 448,681 | $40.6M | 0.0% | 2% | -4.0% |
| 10 | ROYAL BANK OF CANADA | 436,095 | $39.5M | 0.0% | 1.9% | +3.9% |
| 11 | WELLS FARGO & COMPANY/MN | 344,920 | $31.2M | 0.0% | 1.5% | -2.9% |
| 12 | Circle Wealth Management, LLC | 294,600 | $26.7M | 0.3% | 1.3% | 0.0% |
| 13 | Janney Montgomery Scott LLC | 196,911 | $17,815 | 0.0% | 0.9% | -0.6% |
| 14 | BANK OF MONTREAL /CAN/ | 193,645 | $17.5M | 0.0% | 0.9% | +3.3% |
| 15 | TWO SIGMA INVESTMENTS, LP | 155,400 | $14.1M | 0.0% | 0.7% | -16.9% |
| 16 | AMERIPRISE FINANCIAL INC | 145,844 | $13.3M | 0.0% | 0.6% | -26.9% |
| 17 | UBS Group AG | 111,801 | $10.1M | 0.0% | 0.5% | +0.5% |
| 18 | STIFEL FINANCIAL CORP | 96,853 | $8.8M | 0.0% | 0.4% | -0.4% |
| 19 | Merit Financial Group, LLC | 87,512 | $7.9M | 0.0% | 0.4% | +94.6% |
| 20 | OSAIC HOLDINGS, INC. | 84,053 | $7.6M | 0.0% | 0.4% | +8.6% |
| 21 | Federation des caisses Desjardins du Quebec | 70,874 | $6.4M | 0.0% | 0.3% | +5.7% |
| 22 | SCOTIA CAPITAL INC. | 69,435 | $6.3M | 0.0% | 0.3% | -4.2% |
| 23 | J.W. COLE ADVISORS, INC.NEW | 65,846 | $6.0M | 0.1% | 0.3% | new |
| 24 | TRUIST FINANCIAL CORP | 57,130 | $5.2M | 0.0% | 0.3% | -3.8% |
| 25 | Concurrent Investment Advisors, LLC | 54,092 | $4.9M | 0.0% | 0.2% | -1.2% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.