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IYG · iShares U.S. Financial Services ETF ETF

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$97.97 -0.63 (-0.64%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 3
Total Value: $232,235
Total Shares: 2,567

Institutional Ownership Trend

23 quarters

Holder Concentration

Across 3 13F filers · Δ vs Mar 31, 2026
Top Holder
92.4%
Dec 2022 → Jun 2026 · range 10.9% – 100.0%
−7.6 pts
Top 5
100.0%
Dec 2022 → Jun 2026 · range 44.5% – 100.0%
0.0 pts
Top 10
100.0%
Dec 2022 → Jun 2026 · range 61.4% – 100.0%
0.0 pts
HHI
8,589
Dec 2022 → Jun 2026 · range 520 – 10,000
Highly concentrated−1,411

Quarterly Activity

vs Mar 31, 2026
New
2
Increased
0
Decreased
0
Sold Out
0
Unchanged
1
Holder count: +2
Institutional value: +1337.7%
Shares held: +1216.4%

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 2,371 $214,504
Parkside Financial Bank & Trust 1 $90

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 2 Increased 0 Reduced 0 Sold out 0 Unchanged 1
Showing 3 of 3
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
Corient Private Wealth LLC IYG $214,504 92.37% 2,371
TUCKER ASSET MANAGEMENT LLC IYG $17,641 7.60% 195
Parkside Financial Bank & Trust IYG $90 0.04% 1