Who owns iShares U.S. Financial Services ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IYG from SEC Form 13F filings across 262 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.
As of the 2026-06-30 reporting period, 262 institutions disclosed 16.4M shares of iShares U.S. Financial Services ETF worth $1.48B — about 71.9% of shares outstanding; the largest disclosed holder is Dynasty Wealth Management, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
262
13F holders
$1.48B
value, 2026 filers
71.9%
of shares outstanding (16.4M sh)
30
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 | Dynasty Wealth Management, LLC | 1.5M | $139.8M | 1.0% | 6.8% | -29.1% |
| 2 | RiverFront Investment Group, LLC | 1.5M | $137.8M | 1.8% | 6.7% | +3.1% |
| 3 | GOLDMAN SACHS GROUP INC | 1.4M | $125.5M | 0.0% | 6.1% | +34.3% |
| 4 | JPMORGAN CHASE & CO | 1.2M | $110.9M | 0.0% | 5.4% | -12.1% |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1.2M | $110.6M | 0.0% | 5.4% | -1.9% |
| 6 | MORGAN STANLEY | 1.1M | $98.5M | 0.0% | 4.8% | +5.2% |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | 739,777 | $66.9M | 1.0% | 3.3% | -17.4% |
| 8 | OpenArc Corporate Advisory, LLC | 487,555 | $44.1M | 0.5% | 2.1% | -36.3% |
| 9 | BANK OF AMERICA CORP /DE/ | 479,885 | $43.4M | 0.0% | 2.1% | +2.0% |
| 10 | RAYMOND JAMES FINANCIAL INC | 461,178 | $41.7M | 0.0% | 2% | +2.4% |
| 11 | LPL Financial LLC | 448,681 | $40.6M | 0.0% | 2% | -4.0% |
| 12 | ROYAL BANK OF CANADA | 436,095 | $39.5M | 0.0% | 1.9% | +3.9% |
| 13 | PGIM Custom Harvest LLC | 362,421 | $32.8M | 0.4% | 1.6% | -0.8% |
| 14 | WELLS FARGO & COMPANY/MN | 344,920 | $31.2M | 0.0% | 1.5% | -2.9% |
| 15 | Kozak & Associates, Inc. | 305,432 | $28.2M | 4.9% | 1.3% | -29.0% |
| 16 | Circle Wealth Management, LLC | 294,600 | $26.7M | 0.3% | 1.3% | 0.0% |
| 17 | Janney Montgomery Scott LLC | 196,911 | $17.8M | 0.0% | 0.9% | -0.6% |
| 18 | BANK OF MONTREAL /CAN/ | 193,645 | $17.5M | 0.0% | 0.9% | +3.3% |
| 19 | TWO SIGMA INVESTMENTS, LP | 155,400 | $14.1M | 0.0% | 0.7% | -16.9% |
| 20 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 153,440 | $13.9M | 1.6% | 0.7% | +3.9% |
| 21 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 148,491 | $13.4M | 0.2% | 0.7% | 0.0% |
| 22 | AMERIPRISE FINANCIAL INC | 145,844 | $13.3M | 0.0% | 0.6% | -26.9% |
| 23 | Private Advisor Group, LLC | 133,068 | $12.0M | 0.1% | 0.6% | -36.3% |
| 24 | ARKANSAS FINANCIAL GROUP, INC. | 130,414 | $11.8M | 1.5% | 0.6% | +2.0% |
| 25 | SAM Advisors, LLC | 119,266 | $10.8M | 2.9% | 0.5% | +2.9% |
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.