Vault-13

ISHARES TR IYG

U.S. FIN SVC ETF · ETP · CUSIP 464287770

261 institutional holders +9 vs Q3 2025
15,430,36115.4m shares reported held*
$1.4bnreported value*
29 new 91 added 69 reduced 27 sold out net bought ≈ $105.6m (+1.1m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($6.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $92.31. Options: 1 managers hold calls ($959.4k notional), 2 hold puts ($968.6k).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 219Q4 22: 232Q1 23: 209Q2 23: 203Q3 23: 197Q4 23: 220Q1 24: 225Q2 24: 230Q3 24: 230Q4 24: 249Q1 25: 255Q2 25: 249Q3 25: 252Q4 25: 261261Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022219
Q4 2022232
Q1 2023209
Q2 2023203
Q3 2023197
Q4 2023220
Q1 2024225
Q2 2024230
Q3 2024230
Q4 2024249
Q1 2025255
Q2 2025249
Q3 2025252
Q4 2025261

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q1 24: 72 bought or addedQ1 24: 122 cut or sold outQ2 24: 87 bought or addedQ2 24: 89 cut or sold outQ2 24Q3 24: 89 bought or addedQ3 24: 91 cut or sold outQ4 24: 97 bought or addedQ4 24: 88 cut or sold outQ4 24Q1 25: 118 bought or addedQ1 25: 85 cut or sold outQ2 25: 101 bought or addedQ2 25: 103 cut or sold outQ2 25Q3 25: 107 bought or addedQ3 25: 92 cut or sold outQ4 25: 120 bought or addedQ4 25: 96 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 202472122
Q2 20248789
Q3 20248991
Q4 20249788
Q1 202511885
Q2 2025101103
Q3 202510792
Q4 202512096

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$2m$4m$6mQ1 25 calls: $3.8mQ1 25 puts: $2.8mQ1 25P/C 0.72Q2 25 calls: $5.4mQ2 25 puts: $4.3mQ2 25P/C 0.80Q3 25 calls: $439.2kQ3 25 puts: $914.3kQ3 25P/C 2.08Q4 25 calls: $959.4kQ4 25 puts: $968.6kQ4 25P/C 1.01
Numbers
QuarterCallsPutsP/C
Q1 2025$3.8m$2.8m0.72
Q2 2025$5.4m$4.3m0.80
Q3 2025$439.2k$914.3k2.08
Q4 2025$959.4k$968.6k1.01

Biggest buyers

SAGESPRING WEALTH PARTNERS, LLC New +576,423+576.4k
Dynasty Wealth Management, LLC New +532,080+532.1k
JPMORGAN CHASE & CO Added +415,389+415.4k
UNIQUE WEALTH, LLC New +59,817+59.8k
Centerline Wealth Advisors, LLC New +50,796+50.8k
Concurrent Investment Advisors, LLC New +48,848+48.8k
AMERIPRISE FINANCIAL INC Added +39,648+39.6k
CITIGROUP INC Added +30,012+30.0k
Beacon Pointe Advisors, LLC Added +27,134+27.1k
LPL Financial LLC Added +24,452+24.5k

Biggest sellers

Foundations Investment Advisors, LLC Reduced -380,060-380.1k
Anfield Capital Management, LLC Sold out -85,127-85.1k
TWO SIGMA INVESTMENTS, LP Sold out -69,100-69.1k
ROYAL BANK OF CANADA Reduced -49,294-49.3k
AdvisorNet Financial, Inc Reduced -33,392-33.4k
RAYMOND JAMES FINANCIAL INC Reduced -30,747-30.7k
WELLS FARGO & COMPANY/MN Reduced -29,375-29.4k
GOLDMAN SACHS GROUP INC Reduced -29,259-29.3k
BANK OF AMERICA CORP /DE/ Reduced -26,586-26.6k
VestGen Advisors, LLC Sold out -26,448-26.4k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $959.4k10.4k shares

Biggest puts

CITADEL ADVISORS LLC Reduced $498.1k5.4k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $470.5k5.1k shares

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 RiverFront Investment Group, LLC 2.20% of their portfolio RICHMOND, VA 1,449,0211.4m $133.7m $133.7m 2.20% Added +10.1k +10,089
2 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 1,329,0861.3m $122.6m $122.6m 0.04% Added +5.5k +5,463
3 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,079,8491.1m $99.6m $99.6m 0.01% Added +4.1k +4,054
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,031,7211.0m $95.2m $95.2m 0.01% Added +415.4k +415,389
5 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,021,7571.0m $94.3m $94.3m 0.01% Reduced -29.3k -29,259
6 OpenArc Corporate Advisory, LLC 0.92% of their portfolio ATLANTA, GA 603,090603.1k $55.6m $55.6m 0.92% First filing
7 SAGESPRING WEALTH PARTNERS, LLC 0.97% of their portfolio FRANKLIN, TN 576,423576.4k $53.2m $53.2m 0.97% New
8 Dynasty Wealth Management, LLC 0.48% of their portfolio ST. PETERSBURG, FL 532,080532.1k $49.1m $49.1m 0.48% New
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 479,941479.9k $44.3m $44.3m 0.01% Added +24.5k +24,452
10 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 475,540475.5k $43.9m $43.9m 0.00% Reduced -26.6k -26,586
11 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 449,860449.9k $41.5m $41.5m 0.01% Reduced -30.7k -30,747
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 443,794443.8k $40.9m $40.9m 0.01% Reduced -49.3k -49,294
13 Kozak & Associates, Inc. 7.66% of their portfolio HIGHLANDS RANCH, CO 420,525420.5k $39.7m $39.7m 7.66% Added +2.8k +2,792
14 Baltimore-Washington Financial Advisors, Inc. 1.60% of their portfolio Columbia, MD 416,568416.6k $38.4m $38.4m 1.60% Added +11.7k +11,741
15 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 354,927354.9k $32.7m $32.7m 0.01% Reduced -29.4k -29,375
16 PGIM Custom Harvest LLC 0.40% of their portfolio NEWARK, NJ 295,907295.9k $27.3m $27.3m 0.40% Reduced -4.9k -4,855
17 Circle Wealth Management, LLC 0.42% of their portfolio SUMMIT, NJ 294,600294.6k $27.2m $27.2m 0.42% Unchanged
18 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 253,715253.7k $23.4m $23.4m 0.06% Added +17.6k +17,569
19 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 227,801227.8k $21.0m $21.0m 0.00% Added +39.6k +39,648
20 Janney Montgomery Scott LLC 0.04% of their portfolio PHILADELPHIA, PA 204,367204.4k $18.9m $18.9m 0.04% Reduced -5.4k -5,367
21 Private Advisor Group, LLC 0.08% of their portfolio MORRISTOWN, NJ 178,608178.6k $16.5m $16.5m 0.08% Added +7.4k +7,380
22 CAPTRUST FINANCIAL ADVISORS 0.03% of their portfolio RALEIGH, NC 169,342169.3k $15.6m $15.6m 0.03% Added +7.2k +7,192
23 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 166,669166.7k $15.4m $15.4m 0.01% Added +5.1k +5,130
24 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.22% of their portfolio PORTLAND, OR 150,941150.9k $13.9m $13.9m 0.22% Reduced -2.4k -2,410
25 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.83% of their portfolio FORT WORTH, TX 148,034148.0k $13.7m $13.7m 1.83% Added +9.3k +9,310
26 ARKANSAS FINANCIAL GROUP, INC. 1.63% of their portfolio LITTLE ROCK, AR 122,417122.4k $11.3m $11.3m 1.63% Added +6.4k +6,358
27 SAM Advisors, LLC 3.31% of their portfolio OAKHURST, CA 113,453113.5k $10.5m $10.5m 3.31% Reduced -2.1k -2,069
28 UBS Group AG 0.00% of their portfolio ZURICH, V8 112,497112.5k $10.4m $10.4m 0.00% Reduced -3.1k -3,144
29 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 102,820102.8k $9.5m $9.5m 0.01% Reduced -1.7k -1,705
30 Howard Capital Management Group, LLC 0.54% of their portfolio Los Angeles, CA 93,13093.1k $8.6m $8.6m 0.54% Reduced -2.9k -2,883
31 Beacon Pointe Advisors, LLC 0.05% of their portfolio NEWPORT BEACH, CA 80,63280.6k $7.4m $7.4m 0.05% Added +27.1k +27,134
32 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 72,60072.6k $6.7m $6.7m 0.01% Unchanged
33 SCOTIA CAPITAL INC. 0.03% of their portfolio TORONTO, A6 71,80271.8k $6.6m $6.6m 0.03% Reduced -881 -881
34 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 65,96966.0k $6.1m $6.1m 0.02% Added +410 +410
35 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 65,79565.8k $6.1m $6.1m 0.01% Reduced -175 -175
36 SOUTHERN CAPITAL ADVISORS, LLC 2.75% of their portfolio Jackson, TN 64,52964.5k $6.0m $6.0m 2.75% Reduced -826 -826
37 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 64,25964.3k $5.9m $5.9m 0.01% Reduced -1.5k -1,489
38 J.W. COLE ADVISORS, INC. 0.14% of their portfolio TAMPA, FL 62,26262.3k $5.7m $5.7m 0.14% Added +1.3k +1,325
39 UNIQUE WEALTH, LLC 0.77% of their portfolio TAMPA, FL 59,81759.8k $5.5m $5.5m 0.77% New
40 Centerline Wealth Advisors, LLC 1.70% of their portfolio LOUISVILLE, KY 50,79650.8k $4.7m $4.7m 1.70% New
41 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 49,11349.1k $4.5m $4.5m 0.00% Reduced -344 -344
42 Concurrent Investment Advisors, LLC 0.05% of their portfolio Tampa, FL 48,84848.8k $4.5m $4.5m 0.05% New
43 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 48,84548.8k $4.5m $4.5m 0.00% Reduced -1.1k -1,136
44 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 47,30747.3k $4.4m $4.4m 0.02% Reduced -2.3k -2,349
45 IHT Wealth Management, LLC 0.11% of their portfolio Chicago, IL 47,17347.2k $4.4m $4.4m 0.11% Added +1.5k +1,508
46 Bernard Wealth Management Corp. 1.73% of their portfolio ROYAL OAK, MI 46,22446.2k $4.3m $4.3m 1.73% Added +688 +688
47 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 41,20341.2k $3.8m $3.8m 0.00% Added +5.2k +5,185
48 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,98239.0k $3.6m $3.6m 0.00% Added +364 +364
49 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 32,09432.1k $3.0m $3.0m 0.02% Reduced -320 -320
50 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 31,87931.9k $2.9m $2.9m 0.00% Added +2.5k +2,540
51 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 31,66231.7k $2.9m $2.9m 0.00% Added +30.0k +30,012
52 Diversified Enterprises, LLC 0.17% of their portfolio Wilmington, DE 31,42631.4k $2.9m $2.9m 0.17% Added +72 +72
53 Advisory Services Network, LLC 0.04% of their portfolio ATLANTA, GA 28,94728.9k $2.7m $2.7m 0.04% Added +796 +796
54 Mariner, LLC 0.00% of their portfolio Overland Park, KS 25,58825.6k $2.4m $2.4m 0.00% Reduced -78 -78
55 Fifth Third Securities, Inc. 0.15% of their portfolio Cincinnati, OH 24,88424.9k $2.3m $2.3m 0.15% Added +2.1k +2,091
56 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 23,96924.0k $2.2m $2.2m 0.00% Added +499 +499
57 COMERICA BANK 0.01% of their portfolio DALLAS, TX 22,92222.9k $2.1m $2.1m 0.01% Reduced -4.5k -4,494
58 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 22,83122.8k $2.1m $2.1m 0.00% Added +786 +786
59 Focus Financial Network, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 22,53922.5k $2.1m $2.1m 0.07% Added +420 +420
60 PATTEN & PATTEN INC/TN 0.11% of their portfolio CHATTANOOGA, TN 21,22621.2k $2.0m $2.0m 0.11% Reduced -750 -750
61 Koshinski Asset Management, Inc. 0.12% of their portfolio DECATUR, IL 20,33320.3k $1.9m $1.9m 0.12% Reduced -777 -777
62 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 19,79719.8k $1.8m $1.8m 0.04% Reduced -660 -660
63 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 18,25918.3k $1.7m $1.7m 0.02% Reduced -100 -100
64 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 17,14617.1k $1.6m $1.6m 0.01% Added +441 +441
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 16,62316.6k $1.5m $1.5m 0.00% Reduced -6.1k -6,070
66 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 16,55716.6k $1.5m $1.5m 0.00% Added +893 +893
67 Caliber Wealth Management, LLC / KS 0.16% of their portfolio Overland Park, KS 16,29216.3k $1.5m $1.5m 0.16% Reduced -65 -65
68 FMR LLC 0.00% of their portfolio BOSTON, MA 16,10716.1k $1.5m $1.5m 0.00% Added +476 +476
69 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 15,96016.0k $1.5m $1.5m 0.02% New
70 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 15,91215.9k $1.5m $1.5m 0.01% Reduced -2.4k -2,399
71 OMNI 360 Wealth, Inc. 0.71% of their portfolio Plainsboro, NJ 15,06915.1k $1.4m $1.4m 0.71% Added +1.0k +1,048
72 Litman Gregory Wealth Management LLC 0.10% of their portfolio LARKSPUR, CA 14,38514.4k $1.3m $1.3m 0.10% Unchanged
73 CWM, LLC 0.00% of their portfolio OMAHA, NE 14,11114.1k $1.3m $1.3m 0.00% Unchanged
74 &PARTNERS 0.01% of their portfolio NASHVILLE, TN 13,56413.6k $1.3m $1.3m 0.01% Added +8.6k +8,601
75 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 13,10413.1k $1.2m $1.2m 0.00% Reduced -246 -246
76 COTTONWOOD CAPITAL ADVISORS, LLC 0.85% of their portfolio SALT LAKE CITY, UT 12,88612.9k $1.2m $1.2m 0.85% Added +396 +396
77 Cyndeo Wealth Partners, LLC 0.06% of their portfolio ST. PETERSBURG, FL 12,76012.8k $1.2m $1.2m 0.06% New
78 GARRISON POINT ADVISORS, LLC 0.52% of their portfolio Walnut Creek, CA 12,72012.7k $1.2m $1.2m 0.52% Added +614 +614
79 Mine & Arao Wealth Creation & Management, LLC. 0.43% of their portfolio CAMPBELL, CA 12,01412.0k $1.1m $1.1m 0.43% Reduced -36 -36
80 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 11,09511.1k $1.1m $1.1m 0.00% Reduced -231 -231
81 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 11,03411.0k $1.0m $1.0m 0.00% Reduced -276 -276
82 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 11,01911.0k $1.0m $1.0m 0.01% Added +8.0k +7,980
83 GTS SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 10,97211.0k $1.0m $1.0m 0.03% New
84 Prospera Financial Services Inc 0.02% of their portfolio Dallas, TX 10,55410.6k $973.6k $973.6k 0.02% Unchanged
85 Brendel Financial Advisors LLC 0.47% of their portfolio HANOVER, NH 10,29310.3k $949.5k $949.5k 0.47% New
86 Savant Capital, LLC 0.01% of their portfolio ROCKFORD, IL 10,07710.1k $929.6k $929.6k 0.01% Reduced -1.3k -1,251
87 Sequent Planning LLC 0.23% of their portfolio OMAHA, NE 9,7769.8k $901.9k $901.9k 0.23% Added +2.2k +2,156
88 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 9,5239.5k $878.5k $878.5k 0.00% Reduced -545 -545
89 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 9,4319.4k $870.0k $870.0k 0.01% Reduced -25 -25
90 AMG National Trust Bank 0.02% of their portfolio GREENWOOD VILLAGE, CO 9,2019.2k $848.8k $848.8k 0.02% Added +1 +1
91 Cresset Asset Management, LLC 0.00% of their portfolio Chicago, IL 9,1469.1k $843.7k $843.7k 0.00% Added +929 +929
92 WBH ADVISORY INC 0.06% of their portfolio BALTIMORE, MD 9,0709.1k $836.7k $836.7k 0.06% Added +98 +98
93 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 8,8988.9k $820.8k $820.8k 0.00% Added +35 +35
94 Mosley Wealth Management 0.35% of their portfolio ANAHEIM, CA 8,6308.6k $764.0k $764.0k 0.35% First filing
95 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 8,5588.6k $789.5k $789.5k 0.00% Added +1.6k +1,630
96 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 8,3308.3k $768.5k $768.5k 0.00% Reduced -7.0k -6,978
97 Cordatus Wealth Management LLC 0.18% of their portfolio NEWTOWN, PA 8,2568.3k $761.6k $761.6k 0.18% Unchanged
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 8,2408.2k $760.2k $760.2k 0.00% Reduced -153 -153
99 Quadrant Private Wealth Management, LLC 0.11% of their portfolio Center Valley, PA 7,3567.4k $678.6k $678.6k 0.11% Reduced -82 -82
100 Harbor Asset Planning, Inc. 0.55% of their portfolio BELMONT, MA 7,0367.0k $649.1k $649.1k 0.55% Added +392 +392