IYG · iShares U.S. Financial Services ETF ETF
$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.
Holders: 3
Total Value: $232,235
Total Shares: 2,567
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
92.4%
+80.4 pts
Top 5
100.0%
+59.7 pts
Top 10
100.0%
+39.8 pts
HHI
8,589
Highly concentrated+8,108
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
0
Sold Out
264
Unchanged
2
Holder count:
-263
Institutional value:
-100.0%
Shares held:
-100.0%
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | 2,371 | $214,504 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid Dynasty Wealth Management, LLC | 2,179,071 | $180,514,241 | |
| Mid RiverFront Investment Group, LLC | 1,478,087 | $122,444,727 | |
| Mega JPMORGAN CHASE & CO | 1,393,596 | $115,445,491 | |
| Mega ENVESTNET ASSET MANAGEMENT INC | 1,246,197 | $103,234,959 | |
| Mega MORGAN STANLEY | 1,034,389 | $85,688,783 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Large Corient Private Wealth LLC IYG | $214,504 | 92.37% | 2,371 | Shares | 2026-08-27 | |
| Small TUCKER ASSET MANAGEMENT LLC IYG | $17,641 | 7.60% | 195 | Shares | 2026-08-27 | |
| Mid Parkside Financial Bank & Trust Bank IYG | $90 | 0.04% | 1 | Shares | 2026-09-04 |