13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
IYG

ISHARES U.S. FINANCIAL SERVI

282 institutions still hold ISHARES U.S. FINANCIAL SERVI as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 464287770·Exchange Traded Fund·282 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.2B
visible holders
Holders
282
filers reporting
Concentration
11.85%
Dynasty Wealth Management, LLC #1
top holder share
AI Holders Summary · Q2 2026

282 institutions reported IYG in Q2 2026. Dynasty Wealth Management, LLC leads at 11.8% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
Dynasty Wealth Management, LLC
CIK 0001727599
$140M1.5M1.04%Q2 202602
RiverFront Investment Group, LLC
CIK 0001469751
$138M1.5M1.82%Q2 202603
GOLDMAN SACHS GROUP INC
CIK 0000886982
$126M1.4M0.01%Q2 202604
JPMORGAN CHASE & CO
CIK 0000019617
$111M1.2M0.01%Q2 202605
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$111M1.2M0.03%Q2 202606
MORGAN STANLEY
CIK 0000895421
$98M1.1M0.01%Q2 202607
SAGESPRING WEALTH PARTNERS, LLC
CIK 0002056425
$67M740K1.03%Q2 202608
OpenArc Corporate Advisory, LLC
CIK 0002111345
$44M488K0.52%Q2 202609
BANK OF AMERICA CORP /DE/
CIK 0000070858
$43M480K0.00%Q2 202610
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$42M461K0.01%Q2 202611
LPL Financial LLC
CIK 0001403438
$41M449K0.01%Q2 202612
ROYAL BANK OF CANADA
CIK 0001000275
$39M436K0.01%Q2 202613
PGIM Custom Harvest LLC
CIK 0001845793
$33M362K0.41%Q2 202614
WELLS FARGO & COMPANY/MN
CIK 0000072971
$31M345K0.01%Q2 202615
Kozak & Associates, Inc.
CIK 0001764970
$28M305K4.89%Q2 202616
Circle Wealth Management, LLC
CIK 0001578242
$27M295K0.33%Q2 202617
BANK OF MONTREAL /CAN/
CIK 0000927971
$18M194K0.01%Q2 202618
Janney Montgomery Scott LLC
CIK 0001329948
$16M198K0.04%Q1 202619
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$14M155K0.01%Q2 202620
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.
CIK 0001599852
$14M153K1.63%Q2 2026
Page 1 of 15
262 more holders available. Log in →