ISHARES U.S. FINANCIAL SERVI (IYG) Institutional Shareholders
ISHARES U.S. FINANCIAL SERVI (IYG) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.48B in IYG holdings during the latest filing period.
Dynasty Wealth Management, Llc is currently the largest disclosed institutional shareholder of IYG tracked by InsiderSet, reporting ownership valued at approximately $139.79M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $144.75M, representing an estimated gain of +3.55% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 62% of the total disclosed IYG value among the investors covered in this analysis. Major shareholders include Dynasty Wealth Management, Llc, Riverfront Investment Group, Llc, Goldman Sachs Group Inc, and several other long-term asset managers with concentrated positions in ISHARES U.S. FINANCIAL SERVI (IYG).
This page ranks the largest institutional IYG shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
259
Total Reported Value
$1.48B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$139.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Dynasty Wealth Management, Llc | 1.04% | 1,545,194 | $139,793,716 | $144,753,774 | +$4,960,058 | +3.55% | |
| Riverfront Investment Group, Llc | 1.82% | 1,523,347 | $137,817,252 | $142,707,147 | +$4,889,895 | +3.55% | |
| Goldman Sachs Group Inc | 0.01% | 1,387,734 | $125,548,295 | $130,002,921 | +$4,454,626 | +3.55% | |
| Jpmorgan Chase & Co | 0.01% | 1,224,738 | $110,863,317 | $114,733,456 | +$3,870,139 | +3.49% | |
| Envestnet Asset Management Inc | 0.03% | 1,222,231 | $110,575,221 | $114,498,600 | +$3,923,379 | +3.55% | |
| Morgan Stanley | 0.01% | 1,088,602 | $98,485,988 | $101,980,235 | +$3,494,247 | +3.55% | |
| Sagespring Wealth Partners, Llc | 1.03% | 739,777 | $66,927,581 | $69,302,309 | +$2,374,728 | +3.55% | |
| Openarc Corporate Advisory, Llc | 0.52% | 487,555 | $44,109,097 | $45,674,152 | +$1,565,055 | +3.55% | |
| Bank Of America Corp | 0.00% | 479,885 | $43,415,216 | $44,955,627 | +$1,540,411 | +3.55% | |
| Raymond James Financial Inc | 0.01% | 461,178 | $41,722,744 | $43,203,155 | +$1,480,411 | +3.55% | |
| Lpl Financial Llc | 0.01% | 448,681 | $40,592,175 | $42,032,436 | +$1,440,261 | +3.55% | |
| Royal Bank Of Canada | 0.01% | 436,095 | $39,453,000 | $40,853,380 | +$1,400,380 | +3.55% | |
| Pgim Custom Harvest Llc | 0.41% | 362,421 | $32,788,213 | $33,951,599 | +$1,163,386 | +3.55% | |
| Wells Fargo & Company/Mn | 0.01% | 344,920 | $31,204,916 | $32,312,106 | +$1,107,190 | +3.55% | |
| Kozak & Associates, Inc. | 4.89% | 305,432 | $28,194,395 | $28,612,870 | +$418,475 | +1.48% | |
| Circle Wealth Management, Llc | 0.33% | 294,600 | $26,652,462 | $27,598,128 | +$945,666 | +3.55% | |
| Janney Montgomery Scott Llc | 0.03% | 196,911 | $17,815,000 | $18,446,622 | +$631,622 | +3.55% | |
| Bank Of Montreal | 0.01% | 193,645 | $17,519,086 | $18,140,664 | +$621,578 | +3.55% | |
| Two Sigma Investments, Lp | 0.01% | 155,400 | $14,059,038 | $14,557,872 | +$498,834 | +3.55% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 1.63% | 153,440 | $13,881,735 | $14,374,259 | +$492,524 | +3.55% | |
| Ferguson Wellman Capital Management, Inc | 0.16% | 148,491 | $13,433,981 | $13,910,637 | +$476,656 | +3.55% | |
| Ameriprise Financial Inc | 0.00% | 145,844 | $13,259,383 | $13,662,666 | +$403,283 | +3.04% | |
| Private Advisor Group, Llc | 0.06% | 133,068 | $12,038,688 | $12,465,810 | +$427,122 | +3.55% | |
| Arkansas Financial Group, Inc. | 1.54% | 130,414 | $11,798,588 | $12,217,184 | +$418,596 | +3.55% | |
| Sam Advisors, Llc | 2.95% | 119,266 | $10,789,982 | $11,172,839 | +$382,857 | +3.55% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.39% | 116,377 | $10,528,684 | $10,902,197 | +$373,513 | +3.55% | |
| Ubs Group Ag | 0.00% | 111,801 | $10,114,636 | $10,473,518 | +$358,882 | +3.55% | |
| Beacon Pointe Advisors, Llc | 0.04% | 97,752 | $8,843,656 | $9,157,407 | +$313,751 | +3.55% | |
| Stifel Financial Corp | 0.01% | 96,853 | $8,762,297 | $9,073,189 | +$310,892 | +3.55% | |
| Howard Capital Management Group, Llc | 0.52% | 93,198 | $8,431,587 | $8,730,789 | +$299,202 | +3.55% | |
| Osaic Holdings, Inc. | 0.01% | 84,053 | $7,604,788 | $7,874,085 | +$269,297 | +3.54% | |
| Bank Of Nova Scotia | 0.01% | 72,600 | $6,568,122 | $6,801,168 | +$233,046 | +3.55% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 70,874 | $6,411,971 | $6,639,476 | +$227,505 | +3.55% | |
| Scotia Capital Inc. | 0.02% | 69,435 | $6,282,322 | $6,504,671 | +$222,349 | +3.54% | |
| Unique Wealth, Llc | 0.71% | 66,997 | $6,061,247 | $6,276,279 | +$215,032 | +3.55% | |
| J.W. Cole Advisors, Inc. | 0.10% | 65,846 | $5,957,073 | $6,168,453 | +$211,380 | +3.55% | |
| Truist Financial Corp | 0.01% | 57,130 | $5,168,521 | $5,351,938 | +$183,417 | +3.55% | |
| Concurrent Investment Advisors, Llc | 0.04% | 54,092 | $4,893,687 | $5,067,339 | +$173,652 | +3.55% | |
| Jones Financial Companies Lllp | 0.00% | 50,139 | $4,525,527 | $4,697,022 | +$171,495 | +3.79% | |
| Cetera Investment Advisers | 0.00% | 47,831 | $4,327,208 | $4,480,808 | +$153,600 | +3.55% | |
| Centerline Wealth Advisors, Llc | 1.31% | 46,093 | $4,170,029 | $4,317,992 | +$147,963 | +3.55% | |
| Forte Asset Management Llc | 1.70% | 45,898 | $4,152,422 | $4,299,725 | +$147,303 | +3.55% | |
| Bernard Wealth Management Corp. | 1.47% | 43,980 | $3,978,910 | $4,120,046 | +$141,136 | +3.55% | |
| Merit Financial Group, Llc | 0.02% | 43,756 | $3,958,575 | $4,099,062 | +$140,487 | +3.55% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,867 | $3,516,331 | $3,641,061 | +$124,730 | +3.55% | |
| Mariner, Llc | 0.00% | 35,200 | $3,184,553 | $3,297,536 | +$112,983 | +3.55% | |
| Iht Wealth Management, Llc | 0.06% | 33,463 | $3,027,404 | $3,134,814 | +$107,410 | +3.55% | |
| Advisory Services Network, Llc | 0.03% | 31,430 | $2,843,494 | $2,944,362 | +$100,868 | +3.55% | |
| Storen Legacy Partners, Llc | 0.77% | 31,125 | $2,815,907 | $2,915,790 | +$99,883 | +3.55% | |
| Diversified Enterprises, Llc | 0.14% | 30,843 | $2,790,385 | $2,889,372 | +$98,987 | +3.55% |
Frequently asked questions about IYG
Who owns the most IYG stock?
The largest holders of IYG are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES U.S. FINANCIAL SERVI (IYG).
Is IYG widely held by superinvestors?
Many widely followed stocks like IYG appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IYG is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.