13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundBellwetherCompounder
IYG

ISHARES U.S. FINANCIAL SERVI

290 institutions still hold ISHARES U.S. FINANCIAL SERVI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287770·Exchange Traded Fund·290 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 7.7%
vs prior quarter
13F value held
$1.2B
58.0% inst. owned
of float
Holders
290
-9 QoQ
filers reporting
Activity
+70 / −52
+868 added · −796 reduced
this quarter
Concentration
15.17%
Dynasty Wealth Management, LLC #1
top holder share
AI Holders Summary · Q1 2026

290 institutions reported IYG in Q1 2026. Dynasty Wealth Management, LLC leads at 15.2% of the visible book. -9 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Dynasty Wealth Management, LLC
CIK 0001727599
$181M2.2M1.57%Q1 202602
RiverFront Investment Group, LLC
CIK 0001469751
$122M1.5M1.89%Q1 202603
JPMORGAN CHASE & CO
CIK 0000019617
$113M1.4M0.01%Q1 202604
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$103M1.2M0.03%Q1 202605
MORGAN STANLEY
CIK 0000895421
$86M1.0M0.01%Q1 202606
GOLDMAN SACHS GROUP INC
CIK 0000886982
$86M1.0M0.01%Q1 202607
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$74M896K1.35%Q1 202608
OpenArc Corporate Advisory, LLC
CIK 0002111345
$63M765K0.91%Q1 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$39M470K0.00%Q1 202610
LPL Financial LLC
CIK 0001403438
$39M467K0.01%Q1 202611
Baltimore-Washington Financial Advisors, Inc.
CIK 0001555486
$38M417K1.60%Q4 202512
Kozak & Associates, Inc.
CIK 0001764970
$37M430K7.30%Q1 202613
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$37M451K0.01%Q1 202614
ROYAL BANK OF CANADA
CIK 0001000275
$35M420K0.01%Q1 202615
PGIM Custom Harvest LLC
CIK 0001845793
$30M365K0.47%Q1 202616
WELLS FARGO & COMPANY/MN
CIK 0000072971
$29M355K0.01%Q1 202617
Circle Wealth Management, LLC
CIK 0001578242
$24M295K0.35%Q1 202618
MML INVESTORS SERVICES, LLC
CIK 0000701059
$19M225K0.05%Q1 202619
Private Advisor Group, LLC
CIK 0001567755
$17M209K0.08%Q1 202620
AMERIPRISE FINANCIAL INC
CIK 0000820027
$17M199K0.00%Q1 2026
Page 1 of 15
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