Vault-13

ISHARES TR IYG

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

262 institutional holders -3 vs Q1 2026
16,307,73916.3m shares reported held*
$1.5bnreported value*
25 new 75 added 85 reduced 26 sold out net sold ≈ $162.7m (-1.8m 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 ($6.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $90.52. Options: 0 managers hold calls (— notional), 1 hold puts ($280.5k).

Trends to Q2 2026

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: 261Q1 26: 265Q2 26: 262262Q3 22Q3 23Q3 24Q3 25Q2 26
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
Q1 2026265
Q2 2026262

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 125 bought or addedQ1 26: 97 cut or sold outQ2 26: 100 bought or addedQ2 26: 111 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20248991
Q4 20249788
Q1 202511885
Q2 2025101103
Q3 202510792
Q4 202512096
Q1 202612597
Q2 2026100111

Calls vs puts

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

CallsPuts
$0$500k$1m$1.5mQ3 25 calls: $439.2kQ3 25 puts: $914.3kQ3 25P/C 2.08Q4 25 calls: $959.4kQ4 25 puts: $968.6kQ4 25P/C 1.01Q1 26 calls: $0Q1 26 puts: $1.1mQ1 26P/C —Q2 26 calls: $0Q2 26 puts: $280.5kQ2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$439.2k$914.3k2.08
Q4 2025$959.4k$968.6k1.01
Q1 2026$0$1.1m—
Q2 2026$0$280.5k—

Biggest buyers

GOLDMAN SACHS GROUP INC Added +354,412+354.4k
J.W. COLE ADVISORS, INC. New +65,846+65.8k
MORGAN STANLEY Added +54,213+54.2k
RiverFront Investment Group, LLC Added +45,260+45.3k
FORTE ASSET MANAGEMENT LLC Added +17,279+17.3k
BLAIR WILLIAM & CO/IL Added +16,691+16.7k
ROYAL BANK OF CANADA Added +16,243+16.2k
Qube Research & Technologies Ltd New +11,457+11.5k
RAYMOND JAMES FINANCIAL INC Added +10,611+10.6k
Cambridge Investment Research Advisors, Inc. Added +10,375+10.4k

Biggest sellers

Dynasty Wealth Management, LLC Reduced -633,877-633.9k
Baltimore-Washington Financial Advisors, Inc. Reduced -312,323-312.3k
OpenArc Corporate Advisory, LLC Reduced -277,775-277.8k
MML INVESTORS SERVICES, LLC Reduced -198,084-198.1k
JPMORGAN CHASE & CO Reduced -168,858-168.9k
SAGESPRING WEALTH PARTNERS, LLC Reduced -156,326-156.3k
Kozak & Associates, Inc. Reduced -124,951-125.0k
Private Advisor Group, LLC Reduced -75,848-75.8k
Independent Advisor Alliance Sold out -56,775-56.8k
AMERIPRISE FINANCIAL INC Reduced -53,541-53.5k

Biggest calls

None

Biggest puts

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $280.5k3.1k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Dynasty Wealth Management, LLC 1.04% of their portfolio ST. PETERSBURG, FL 1,545,1941.5m $139.8m $139.8m 1.04% Reduced -633.9k -633,877
2 RiverFront Investment Group, LLC 1.82% of their portfolio RICHMOND, VA 1,523,3471.5m $137.8m $137.8m 1.82% Added +45.3k +45,260
3 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,387,7341.4m $125.5m $125.5m 0.01% Added +354.4k +354,412
4 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,224,7381.2m $110.9m $110.9m 0.01% Reduced -168.9k -168,858
5 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 1,222,2311.2m $110.6m $110.6m 0.03% Reduced -24.0k -23,966
6 MORGAN STANLEY 0.01% of their portfolio NEW YORK, NY 1,088,6021.1m $98.5m $98.5m 0.01% Added +54.2k +54,213
7 SAGESPRING WEALTH PARTNERS, LLC 1.03% of their portfolio FRANKLIN, TN 739,777739.8k $66.9m $66.9m 1.03% Reduced -156.3k -156,326
8 OpenArc Corporate Advisory, LLC 0.52% of their portfolio ATLANTA, GA 487,555487.6k $44.1m $44.1m 0.52% Reduced -277.8k -277,775
9 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 479,885479.9k $43.4m $43.4m 0.00% Added +9.6k +9,607
10 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 461,178461.2k $41.7m $41.7m 0.01% Added +10.6k +10,611
11 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 448,681448.7k $40.6m $40.6m 0.01% Reduced -18.8k -18,778
12 ROYAL BANK OF CANADA 0.01% of their portfolio TORONTO, A6 436,095436.1k $39.5m $39.5m 0.01% Added +16.2k +16,243
13 PGIM Custom Harvest LLC 0.41% of their portfolio NEWARK, NJ 362,421362.4k $32.8m $32.8m 0.41% Reduced -2.9k -2,891
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 344,920344.9k $31.2m $31.2m 0.01% Reduced -10.2k -10,246
15 Kozak & Associates, Inc. 4.89% of their portfolio HIGHLANDS RANCH, CO 305,432305.4k $28.2m $28.2m 4.89% Reduced -125.0k -124,951
16 Circle Wealth Management, LLC 0.33% of their portfolio SUMMIT, NJ 294,600294.6k $26.7m $26.7m 0.33% Unchanged
17 Janney Montgomery Scott LLC 0.03% of their portfolio PHILADELPHIA, PA 196,911196.9k $17.8m $17.8m 0.03% Reduced -1.2k -1,172
18 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 193,645193.6k $17.5m $17.5m 0.01% Added +6.2k +6,150
19 TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio NEW YORK, NY 155,400155.4k $14.1m $14.1m 0.01% Reduced -31.5k -31,500
20 Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 1.63% of their portfolio FORT WORTH, TX 153,440153.4k $13.9m $13.9m 1.63% Added +5.8k +5,761
21 FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 0.16% of their portfolio PORTLAND, OR 148,491148.5k $13.4m $13.4m 0.16% Unchanged
22 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 145,844145.8k $13.3m $13.3m 0.00% Reduced -53.5k -53,541
23 Private Advisor Group, LLC 0.06% of their portfolio MORRISTOWN, NJ 133,068133.1k $12.0m $12.0m 0.06% Reduced -75.8k -75,848
24 ARKANSAS FINANCIAL GROUP, INC. 1.54% of their portfolio LITTLE ROCK, AR 130,414130.4k $11.8m $11.8m 1.54% Added +2.6k +2,588
25 SAM Advisors, LLC 2.95% of their portfolio OAKHURST, CA 119,266119.3k $10.8m $10.8m 2.95% Added +3.4k +3,360
26 Baltimore-Washington Financial Advisors, Inc. 0.39% of their portfolio Columbia, MD 116,377116.4k $10.5m $10.5m 0.39% Reduced -312.3k -312,323
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 111,801111.8k $10.1m $10.1m 0.00% Added +608 +608
28 Beacon Pointe Advisors, LLC 0.04% of their portfolio NEWPORT BEACH, CA 97,75297.8k $8.8m $8.8m 0.04% Reduced -3.6k -3,583
29 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 96,85396.9k $8.8m $8.8m 0.01% Reduced -398 -398
30 Howard Capital Management Group, LLC 0.52% of their portfolio Los Angeles, CA 93,19893.2k $8.4m $8.4m 0.52% Reduced -905 -905
31 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 84,05384.1k $7.6m $7.6m 0.01% Added +6.7k +6,654
32 BANK OF NOVA SCOTIA 0.01% of their portfolio TORONTO, A6 72,60072.6k $6.6m $6.6m 0.01% Unchanged
33 Federation des caisses Desjardins du Quebec 0.02% of their portfolio LEVIS, A8 70,87470.9k $6.4m $6.4m 0.02% Added +3.8k +3,814
34 SCOTIA CAPITAL INC. 0.02% of their portfolio TORONTO, A6 69,43569.4k $6.3m $6.3m 0.02% Reduced -3.0k -3,033
35 UNIQUE WEALTH, LLC 0.71% of their portfolio TAMPA, FL 66,99767.0k $6.1m $6.1m 0.71% Reduced -10.5k -10,518
36 J.W. COLE ADVISORS, INC. 0.10% of their portfolio TAMPA, FL 65,84665.8k $6.0m $6.0m 0.10% New
37 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 57,13057.1k $5.2m $5.2m 0.01% Reduced -2.2k -2,235
38 Concurrent Investment Advisors, LLC 0.04% of their portfolio Tampa, FL 54,09254.1k $4.9m $4.9m 0.04% Reduced -659 -659
39 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 50,13950.1k $4.5m $4.5m 0.00% Added +4.1k +4,052
40 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 47,83147.8k $4.3m $4.3m 0.00% Reduced -3.2k -3,171
41 Centerline Wealth Advisors, LLC 1.31% of their portfolio LOUISVILLE, KY 46,09346.1k $4.2m $4.2m 1.31% Reduced -20.2k -20,227
42 FORTE ASSET MANAGEMENT LLC 1.70% of their portfolio BEDFORD, NY 45,89845.9k $4.2m $4.2m 1.70% Added +17.3k +17,279
43 Bernard Wealth Management Corp. 1.47% of their portfolio ROYAL OAK, MI 43,98044.0k $4.0m $4.0m 1.47% Reduced -2.1k -2,134
44 Merit Financial Group, LLC 0.02% of their portfolio ALPHARETTA, GA 43,75643.8k $4.0m $4.0m 0.02% Reduced -1.2k -1,223
45 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 38,86738.9k $3.5m $3.5m 0.00% Added +531 +531
46 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 36,56436.6k $3.3m $3.3m 0.00% Reduced -592 -592
47 Mariner, LLC 0.00% of their portfolio Overland Park, KS 35,20035.2k $3.2m $3.2m 0.00% Reduced -1.5k -1,496
48 IHT Wealth Management, LLC 0.07% of their portfolio Chicago, IL 33,46333.5k $3.0m $3.0m 0.07% Reduced -9.0k -8,972
49 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 31,43031.4k $2.8m $2.8m 0.03% Added +1.2k +1,151
50 Storen Legacy Partners, LLC 0.77% of their portfolio ZIONSVILLE, IN 31,12531.1k $2.8m $2.8m 0.77% Reduced -10.8k -10,783
51 Diversified Enterprises, LLC 0.14% of their portfolio Wilmington, DE 30,84330.8k $2.8m $2.8m 0.14% Reduced -385 -385
52 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 26,74126.7k $2.4m $2.4m 0.00% Reduced -198.1k -198,084
53 Fifth Third Securities, Inc. 0.13% of their portfolio Cincinnati, OH 25,69325.7k $2.3m $2.3m 0.13% Added +685 +685
54 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 24,66624.7k $2.2m $2.2m 0.00% Added +312 +312
55 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,61824.6k $2.2m $2.2m 0.00% Added +10.4k +10,375
56 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 24,32024.3k $2.2m $2.2m 0.00% Added +5.3k +5,297
57 CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio RALEIGH, NC 23,40123.4k $2.1m $2.1m 0.00% Added +60 +60
58 Focus Financial Network, Inc. 0.07% of their portfolio MINNEAPOLIS, MN 23,23523.2k $2.1m $2.1m 0.07% Added +1.1k +1,061
59 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 22,81222.8k $2.1m $2.1m 0.01% Reduced -677 -677
60 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 21,77921.8k $2.0m $2.0m 0.00% Reduced -1.3k -1,276
61 PATTEN & PATTEN INC/TN 0.10% of their portfolio CHATTANOOGA, TN 21,17621.2k $1.9m $1.9m 0.10% Reduced -50 -50
62 Koshinski Asset Management, Inc. 0.10% of their portfolio DECATUR, IL 20,83620.8k $1.9m $1.9m 0.10% Added +6 +6
63 FIFTH THIRD BANCORP 0.00% of their portfolio CINCINNATI, OH 20,23420.2k $1.8m $1.8m 0.00% Added +307 +307
64 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 19,79719.8k $1.8m $1.8m 0.04% Unchanged
65 AMG National Trust Bank 0.04% of their portfolio GREENWOOD VILLAGE, CO 19,09419.1k $1.7m $1.7m 0.04% Added +1.1k +1,126
66 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 18,97319.0k $1.7m $1.7m 0.00% Added +16.7k +16,691
67 STEPHENS INC /AR/ 0.02% of their portfolio LITTLE ROCK, AR 18,26018.3k $1.7m $1.7m 0.02% Added +1 +1
68 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 17,72717.7k $1.6m $1.6m 0.01% Added +2.0k +1,977
69 OMNI 360 Wealth, Inc. 0.70% of their portfolio Plainsboro, NJ 16,77516.8k $1.5m $1.5m 0.70% Added +2.0k +1,977
70 FMR LLC 0.00% of their portfolio BOSTON, MA 16,69516.7k $1.5m $1.5m 0.00% Added +77 +77
71 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 16,39316.4k $1.5m $1.5m 0.00% Reduced -3.1k -3,131
72 Caliber Wealth Management, LLC / KS 0.14% of their portfolio Overland Park, KS 16,29316.3k $1.5m $1.5m 0.14% Added +1 +1
73 Equitable Holdings, Inc. 0.01% of their portfolio NEW YORK, NY 15,01915.0k $1.4m $1.4m 0.01% Reduced -1.1k -1,148
74 BROWN ADVISORY INC 0.00% of their portfolio BALTIMORE, MD 13,10413.1k $1.2m $1.2m 0.00% Unchanged
75 COTTONWOOD CAPITAL ADVISORS, LLC 0.70% of their portfolio SALT LAKE CITY, UT 12,82212.8k $1.2m $1.2m 0.70% Reduced -22 -22
76 GARRISON POINT ADVISORS, LLC 0.46% of their portfolio Walnut Creek, CA 12,57512.6k $1.1m $1.1m 0.46% Reduced -145 -145
77 Sequent Planning LLC 0.24% of their portfolio OMAHA, NE 12,31712.3k $1.1m $1.1m 0.24% Added +1.2k +1,236
78 Mine & Arao Wealth Creation & Management, LLC. 0.40% of their portfolio CAMPBELL, CA 12,07312.1k $1.1m $1.1m 0.40% Added +27 +27
79 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 12,06212.1k $1.1m $1.1m 0.00% Added +1.3k +1,268
80 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 11,75211.8k $1.1m $1.1m 0.01% Added +1.0k +1,030
81 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 11,45711.5k $1.0m $1.0m 0.00% New
82 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 11,01911.0k $996.9k $996.9k 0.01% Unchanged
83 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 10,88210.9k $984.5k $984.5k 0.00% Reduced -3.1k -3,102
84 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 10,81210.8k $978.2k $978.2k 0.00% Reduced -477 -477
85 Savant Capital, LLC 0.00% of their portfolio ROCKFORD, IL 10,69210.7k $967.3k $967.3k 0.00% Added +2 +2
86 Cyndeo Wealth Partners, LLC 0.04% of their portfolio ST. PETERSBURG, FL 10,49910.5k $949.9k $949.9k 0.04% Reduced -5.6k -5,626
87 Prospera Financial Services Inc 0.01% of their portfolio Dallas, TX 10,42910.4k $943.5k $943.5k 0.01% Unchanged
88 Baird Financial Group, Inc. 0.00% of their portfolio MILWAUKEE, WI 10,35910.4k $937.2k $937.2k 0.00% Reduced -146 -146
89 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,19810.2k $922.6k $922.6k 0.00% Added +1.9k +1,930
90 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 9,8409.8k $890.3k $890.3k 0.00% Added +49 +49
91 Sanctuary Advisors, LLC 0.00% of their portfolio INDIANAPOLIS, IN 9,2579.3k $837.5k $837.5k 0.00% Reduced -1.3k -1,302
92 Sequoia Financial Advisors, LLC 0.00% of their portfolio Akron, OH 9,2549.3k $837.2k $837.2k 0.00% Reduced -1.3k -1,277
93 WBH ADVISORY INC 0.05% of their portfolio BALTIMORE, MD 8,9038.9k $805.5k $805.5k 0.05% Reduced -156 -156
94 Quotient Wealth Partners, LLC 0.02% of their portfolio DALLAS, TX 8,4538.5k $764.7k $764.7k 0.02% Added +117 +117
95 Cerity Partners LLC 0.00% of their portfolio NEW YORK, NY 8,2618.3k $747.4k $747.4k 0.00% Added +1.3k +1,305
96 Cordatus Wealth Management LLC 0.16% of their portfolio NEWTOWN, PA 8,2568.3k $746.9k $746.9k 0.16% Unchanged
97 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 7,9898.0k $722.8k $722.8k 0.00% Added +606 +606
98 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 7,2477.2k $678.4k $678.4k 0.00% Added +95 +95
99 Financial Partners Group, Inc 0.06% of their portfolio Overland Park, KS 6,9226.9k $626.2k $626.2k 0.06% Added +66 +66
100 Lakeshore Capital Group, Inc. 0.46% of their portfolio Rolling Meadows, IL 6,8916.9k $623.4k $623.4k 0.46% Reduced -14 -14