IYG Institutional Ownership & Shareholders
ISHARES U.S. FINANCIAL SERVI (IYG) is currently held by 263 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.50B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
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 $145.65M, representing an estimated gain of +4.19% 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
263
Total Reported Value
$1.50B
Largest Holder
Dynasty Wealth Management, Llc
Largest Position
$139.79M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
41
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 | $145,649,986 | +$5,856,270 | +4.19% | |
| Riverfront Investment Group, Llc | 1.82% | 1,523,347 | $137,817,252 | $143,590,688 | +$5,773,436 | +4.19% | |
| Goldman Sachs Group Inc | 0.01% | 1,387,734 | $125,548,295 | $130,807,807 | +$5,259,512 | +4.19% | |
| Jpmorgan Chase & Co | 0.01% | 1,224,738 | $110,863,317 | $115,443,804 | +$4,580,487 | +4.13% | |
| Envestnet Asset Management Inc | 0.03% | 1,222,231 | $110,575,221 | $115,207,494 | +$4,632,273 | +4.19% | |
| Morgan Stanley | 0.01% | 1,088,602 | $98,485,988 | $102,611,625 | +$4,125,637 | +4.19% | |
| Sagespring Wealth Partners, Llc | 1.03% | 766,039 | $68,882,203 | $72,206,836 | +$3,324,633 | +4.83% | |
| Openarc Corporate Advisory, Llc | 0.51% | 503,512 | $45,275,815 | $47,461,041 | +$2,185,226 | +4.83% | |
| Bank Of America Corp | 0.00% | 479,885 | $43,415,216 | $45,233,960 | +$1,818,744 | +4.19% | |
| Raymond James Financial Inc | 0.01% | 461,178 | $41,722,744 | $43,470,638 | +$1,747,894 | +4.19% | |
| Lpl Financial Llc | 0.01% | 448,681 | $40,592,175 | $42,292,671 | +$1,700,496 | +4.19% | |
| Royal Bank Of Canada | 0.01% | 436,095 | $39,453,000 | $41,106,315 | +$1,653,315 | +4.19% | |
| Pgim Custom Harvest Llc | 0.41% | 362,421 | $32,788,213 | $34,161,803 | +$1,373,590 | +4.19% | |
| Wells Fargo & Company/Mn | 0.01% | 344,920 | $31,204,916 | $32,512,159 | +$1,307,243 | +4.19% | |
| Circle Wealth Management, Llc | 0.33% | 294,600 | $26,652,462 | $27,768,996 | +$1,116,534 | +4.19% | |
| Kozak & Associates, Inc. | 4.28% | 251,856 | $23,639,160 | $23,739,947 | +$100,787 | +0.43% | |
| Janney Montgomery Scott Llc | 0.03% | 196,911 | $17,815,000 | $18,560,831 | +$745,831 | +4.19% | |
| Bank Of Montreal | 0.01% | 193,645 | $17,519,086 | $18,252,978 | +$733,892 | +4.19% | |
| Exchange Traded Concepts, Llc | 0.07% | 181,800 | $16,347,456 | $17,136,468 | +$789,012 | +4.83% | |
| Two Sigma Investments, Lp | 0.01% | 155,400 | $14,059,038 | $14,648,004 | +$588,966 | +4.19% | |
| Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P. | 1.63% | 153,440 | $13,881,735 | $14,463,254 | +$581,519 | +4.19% | |
| Ameriprise Financial Inc | 0.00% | 145,844 | $13,259,383 | $13,747,255 | +$487,872 | +3.68% | |
| Ferguson Wellman Capital Management, Inc | 0.16% | 147,151 | $13,231,818 | $13,870,453 | +$638,635 | +4.83% | |
| Private Advisor Group, Llc | 0.06% | 133,068 | $12,038,688 | $12,542,990 | +$504,302 | +4.19% | |
| Arkansas Financial Group, Inc. | 1.55% | 129,293 | $11,626,060 | $12,187,158 | +$561,098 | +4.83% | |
| Sam Advisors, Llc | 2.95% | 119,266 | $10,789,982 | $11,242,013 | +$452,031 | +4.19% | |
| Baltimore-Washington Financial Advisors, Inc. | 0.39% | 116,377 | $10,528,684 | $10,969,696 | +$441,012 | +4.19% | |
| Ubs Group Ag | 0.00% | 111,801 | $10,114,636 | $10,538,362 | +$423,726 | +4.19% | |
| Beacon Pointe Advisors, Llc | 0.04% | 97,752 | $8,843,656 | $9,214,104 | +$370,448 | +4.19% | |
| Stifel Financial Corp | 0.01% | 96,853 | $8,762,297 | $9,129,364 | +$367,067 | +4.19% | |
| Howard Capital Management Group, Llc | 0.48% | 92,921 | $8,355,531 | $8,758,733 | +$403,202 | +4.83% | |
| Osaic Holdings, Inc. | 0.01% | 84,053 | $7,604,788 | $7,922,836 | +$318,048 | +4.18% | |
| Bank Of Nova Scotia | 0.01% | 72,600 | $6,568,122 | $6,843,276 | +$275,154 | +4.19% | |
| Federation Des Caisses Desjardins Du Quebec | 0.02% | 70,874 | $6,411,971 | $6,680,583 | +$268,612 | +4.19% | |
| Unique Wealth, Llc | 0.72% | 70,076 | $6,301,225 | $6,605,364 | +$304,139 | +4.83% | |
| Scotia Capital Inc. | 0.02% | 69,435 | $6,282,322 | $6,544,943 | +$262,621 | +4.18% | |
| J.W. Cole Advisors, Inc. | 0.10% | 65,846 | $5,957,073 | $6,206,644 | +$249,571 | +4.19% | |
| Truist Financial Corp | 0.01% | 65,964 | $5,931,443 | $6,217,767 | +$286,324 | +4.83% | |
| Jones Financial Companies Lllp | 0.00% | 50,139 | $4,525,527 | $4,726,102 | +$200,575 | +4.43% | |
| Cetera Investment Advisers | 0.00% | 47,831 | $4,327,208 | $4,508,550 | +$181,342 | +4.19% | |
| Centerline Wealth Advisors, Llc | 1.31% | 46,788 | $4,207,147 | $4,410,237 | +$203,090 | +4.83% | |
| Forte Asset Management Llc | 1.68% | 46,227 | $4,156,735 | $4,357,357 | +$200,622 | +4.83% | |
| Bernard Wealth Management Corp. | 1.47% | 43,980 | $3,978,910 | $4,145,555 | +$166,645 | +4.19% | |
| Merit Financial Group, Llc | 0.02% | 43,756 | $3,958,575 | $4,124,441 | +$165,866 | +4.19% | |
| Concurrent Investment Advisors, Llc | 0.03% | 43,769 | $3,935,720 | $4,125,666 | +$189,946 | +4.83% | |
| Advisornet Financial, Inc | 0.16% | 38,576 | $3,521,561 | $3,636,174 | +$114,613 | +3.25% | |
| Commonwealth Equity Services, Llc | 0.00% | 38,867 | $3,516,331 | $3,663,603 | +$147,272 | +4.19% | |
| Mariner, Llc | 0.00% | 35,200 | $3,184,553 | $3,317,952 | +$133,399 | +4.19% | |
| Iht Wealth Management, Llc | 0.06% | 33,463 | $3,027,404 | $3,154,222 | +$126,818 | +4.19% | |
| Advisory Services Network, Llc | 0.03% | 31,430 | $2,843,494 | $2,962,592 | +$119,098 | +4.19% |
Frequently asked questions about IYG
Who are the largest institutional holders of IYG?
The largest institutional holders of IYG reported in the latest SEC Form 13F filings include Dynasty Wealth Management, Llc, Riverfront Investment Group, Llc, Goldman Sachs Group Inc, Jpmorgan Chase & Co, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IYG position.
What is IYG institutional ownership?
This page tracks IYG positions reported by institutional investment managers through SEC Form 13F. ISHARES U.S. FINANCIAL SERVI (IYG) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IYG?
InsiderSet currently tracks 263 institutional managers reporting IYG holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IYG shareholders.
How much IYG stock do institutions own?
Institutional investment managers disclosed approximately $1.50B in IYG holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IYG institutional ownership last updated?
The latest IYG institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IYG holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IYG position after the reporting date.
Are institutions buying or selling IYG?
Institutional buying and selling can be analyzed by comparing IYG positions across consecutive 13F reporting periods. InsiderSet's IYG Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IYG ownership changes.
How has IYG institutional ownership changed over time?
InsiderSet tracks IYG institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.