IYG Institutional Ownership
iShares U.S. Financial Services ETF
1W: -2.6%
1M: -6.8%
3M: -4.6%
YTD: -2.9%
1Y: +2.0%
3Y: +80.2%
5Y: +50.8%
$90.17
+0.18 (+0.20%)
Weekly Expected Move ±1.7%
$87
$89
$90
$92
$93
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IYG
291
Institutional Holders
-1 vs prior quarter
0.0%
Ownership
+0.00pp
1B
Total Invested
29
New Positions
74
Increased
113
Reduced
27
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (311 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Dynasty Wealth Management, LLC | 1,545,194 | 139M | -633,877 | -29.1% | 3Q | SEC ↗ |
| 2 | RiverFront Investment Group, LLC | 1,523,347 | 137M | +45,260 | +3.1% | 39Q | SEC ↗ |
| 3 | GOLDMAN SACHS GROUP INC | 1,387,734 | 125M | +354,412 | +34.3% | 15Q | SEC ↗ |
| 4 | JPMORGAN CHASE & CO | 1,224,738 | 110M | -168,858 | -12.1% | 42Q | SEC ↗ |
| 5 | ENVESTNET ASSET MANAGEMENT INC | 1,222,231 | 110M | -23,966 | -1.9% | 40Q | SEC ↗ |
| 6 | MORGAN STANLEY | 1,088,602 | 98M | +54,213 | +5.2% | 60Q | SEC ↗ |
| 7 | SAGESPRING WEALTH PARTNERS, LLC | 739,777 | 67M | -156,326 | -17.4% | 3Q | SEC ↗ |
| 8 | OpenArc Corporate Advisory, LLC | 487,555 | 44M | -277,775 | -36.3% | 3Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE | 479,885 | 43M | +9,607 | +2.0% | 15Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 461,178 | 42M | +10,611 | +2.4% | 7Q | SEC ↗ |
| 11 | LPL Financial LLC | 448,681 | 40M | -18,778 | -4.0% | 54Q | SEC ↗ |
| 12 | ROYAL BANK OF CANADA | 436,095 | 39M | +16,243 | +3.9% | 67Q | SEC ↗ |
| 13 | PGIM Custom Harvest LLC | 362,421 | 33M | -2,891 | -0.8% | 15Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 344,920 | 31M | -10,246 | -2.9% | 95Q | SEC ↗ |
| 15 | Kozak & Associates, Inc. | 305,432 | 28M | -124,951 | -29.0% | 20Q | SEC ↗ |
| 16 | Circle Wealth Management, LLC | 294,600 | 27M | — | +0.0% | 12Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 196,911 | 18M | -1,172 | -0.6% | 52Q | SEC ↗ |
| 18 | BANK OF MONTREAL /CAN | 193,645 | 17M | +6,150 | +3.3% | 53Q | SEC ↗ |
| 19 | TWO SIGMA INVESTMENTS, LP | 155,400 | 14M | -31,500 | -16.9% | 2Q | SEC ↗ |
| 20 | Holt Capital Advisors, L.L.C. dba Holt | 153,440 | 14M | +5,761 | +3.9% | 51Q | SEC ↗ |
| 21 | FERGUSON WELLMAN CAPITAL MANAGEMENT, I | 148,491 | 13M | — | +0.0% | 31Q | SEC ↗ |
| 22 | AMERIPRISE FINANCIAL INC | 145,844 | 13M | -53,541 | -26.9% | 16Q | SEC ↗ |
| 23 | Private Advisor Group, LLC | 133,068 | 12M | -75,848 | -36.3% | 25Q | SEC ↗ |
| 24 | ARKANSAS FINANCIAL GROUP, INC. | 130,414 | 12M | +2,588 | +2.0% | 26Q | SEC ↗ |
| 25 | SAM Advisors, LLC | 119,266 | 11M | +3,360 | +2.9% | 16Q | SEC ↗ |
| 26 | Baltimore-Washington Financial Advisor | 116,377 | 10M | -312,323 | -72.9% | 39Q | SEC ↗ |
| 27 | UBS Group AG | 111,801 | 10M | +608 | +0.5% | 47Q | SEC ↗ |
| 28 | Beacon Pointe Advisors, LLC | 97,752 | 9M | -3,583 | -3.5% | 21Q | SEC ↗ |
| 29 | STIFEL FINANCIAL CORP | 96,853 | 9M | -398 | -0.4% | 39Q | SEC ↗ |
| 30 | Howard Capital Management Group, LLC | 93,198 | 8M | -905 | -1.0% | 21Q | SEC ↗ |
| 31 | OSAIC HOLDINGS, INC. | 84,053 | 8M | +6,654 | +8.6% | 26Q | SEC ↗ |
| 32 | BANK OF NOVA SCOTIA | 72,600 | 7M | — | +0.0% | 15Q | SEC ↗ |
| 33 | Federation des caisses Desjardins du Q | 70,874 | 6M | +3,814 | +5.7% | 37Q | SEC ↗ |
| 34 | SCOTIA CAPITAL INC. | 69,435 | 6M | -3,033 | -4.2% | 58Q | SEC ↗ |
| 35 | UNIQUE WEALTH, LLC | 66,997 | 6M | -10,518 | -13.6% | 3Q | SEC ↗ |
| 36 | J.W. COLE ADVISORS, INC. NEW | 65,846 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 37 | TRUIST FINANCIAL CORP | 57,130 | 5M | -2,235 | -3.8% | 27Q | SEC ↗ |
| 38 | Concurrent Investment Advisors, LLC | 54,092 | 5M | -659 | -1.2% | 3Q | SEC ↗ |
| 39 | JONES FINANCIAL COMPANIES LLLP | 50,139 | 5M | +4,052 | +8.8% | 11Q | SEC ↗ |
| 40 | Cetera Investment Advisers | 47,831 | 4M | -3,171 | -6.2% | 13Q | SEC ↗ |
| 41 | Centerline Wealth Advisors, LLC | 46,093 | 4M | -20,227 | -30.5% | 3Q | SEC ↗ |
| 42 | FORTE ASSET MANAGEMENT LLC | 45,898 | 4M | +17,279 | +60.4% | 2Q | SEC ↗ |
| 43 | Bernard Wealth Management Corp. | 43,980 | 4M | -2,134 | -4.6% | 7Q | SEC ↗ |
| 44 | Merit Financial Group, LLC | 43,756 | 4M | -1,223 | -2.7% | 10Q | SEC ↗ |
| 45 | COMMONWEALTH EQUITY SERVICES, LLC | 38,867 | 4M | +531 | +1.4% | 35Q | SEC ↗ |
| 46 | HighTower Advisors, LLC | 36,564 | 3M | -592 | -1.6% | 36Q | SEC ↗ |
| 47 | Mariner, LLC | 35,200 | 3M | -1,496 | -4.1% | 20Q | SEC ↗ |
| 48 | IHT Wealth Management, LLC | 33,463 | 3M | -8,972 | -21.1% | 23Q | SEC ↗ |
| 49 | Advisory Services Network, LLC | 31,430 | 3M | +1,151 | +3.8% | 32Q | SEC ↗ |
| 50 | Storen Legacy Partners, LLC | 31,125 | 3M | -10,783 | -25.7% | 2Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| J.W. COLE ADVISORS, INC. | 65,846 | 6M |
| Qube Research & Technologies Ltd | 11,457 | 1M |
| XP Advisory US, Inc. | 4,440 | 400K |
| Vise Technologies, Inc. | 3,849 | 347K |
| Benchmark Financial Wealth Advisors | 3,816 | 344K |
| Xcelsior Advisor Partners LLC | 3,232 | 291K |
| Nuveen, LLC | 2,652 | 239K |
| Clark Asset Management, LLC | 2,631 | 237K |
| ADELL HARRIMAN & CARPENTER INC | 2,400 | 216K |
| Royal Capital Wealth Management, LL | 2,400 | 216K |
| Crescent Grove Advisors, LLC | 2,379 | 215K |
| Corient Private Wealth LP | 2,371 | 214K |
| DAVENPORT & Co LLC | 2,272 | 205K |
| PROMETHIUM ADVISORS,LLC | 2,240 | 202K |
| Pinnacle Financial Group, LLC / IL | 2,220 | 200K |
| EP Wealth Advisors, LLC | 1,302 | 117K |
| Integrated Wealth Concepts LLC | 1,208 | 109K |
| BESSEMER GROUP INC | 1,000 | 90K |
| Activest Wealth Management | 740 | 67K |
| Institute for Wealth Management, LL | 677 | 61K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SOUTHERN CAPITAL ADVISORS, LLC | 64,529 | 6M |
| Independent Advisor Alliance | 56,775 | 5M |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | 5M |
| Prostatis Group LLC | 48,379 | 4M |
| Wallace Hart LLC | 38,609 | 3M |
| GTS SECURITIES LLC | 29,575 | 3M |
| Curi Capital, LLC | 26,562 | 2M |
| Brendel Financial Advisors LLC | 10,293 | 928K |
| Quadrant Private Wealth Management, | 7,457 | 672K |
| Wagner Wealth Management, Corp | 4,629 | 417K |
| Magnus Financial Group LLC | 4,545 | 410K |
| Accredited Investors Inc. | 4,182 | 377K |
| KKM Financial LLC | 4,153 | 374K |
| INTEGRITY ALLIANCE, LLC. | 3,369 | 304K |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 3,216 | 290K |
| Sowell Financial Services LLC | 2,727 | 246K |
| Diversify Advisory Services, LLC | 2,644 | 238K |
| ASHTON THOMAS SECURITIES, LLC | 2,362 | 213K |
| OneDigital Investment Advisors LLC | 2,346 | 212K |
| MAI Capital Management | 2,335 | 211K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| GOLDMAN SACHS GROUP INC | +354,412 | +34.3% | 1,387,734 |
| MORGAN STANLEY | +54,213 | +5.2% | 1,088,602 |
| RiverFront Investment Group, LLC | +45,260 | +3.1% | 1,523,347 |
| FORTE ASSET MANAGEMENT LLC | +17,279 | +60.4% | 45,898 |
| BLAIR WILLIAM & CO/IL | +16,691 | +731.4% | 18,973 |
| ROYAL BANK OF CANADA | +16,243 | +3.9% | 436,095 |
| RAYMOND JAMES FINANCIAL INC | +10,611 | +2.4% | 461,178 |
| BANK OF AMERICA CORP /DE | +9,607 | +2.0% | 479,885 |
| OSAIC HOLDINGS, INC. | +6,654 | +8.6% | 84,053 |
| BANK OF MONTREAL /CAN | +6,150 | +3.3% | 193,645 |
| Holt Capital Advisors, L.L.C. dba H | +5,761 | +3.9% | 153,440 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +5,297 | +27.8% | 24,320 |
| JONES FINANCIAL COMPANIES LLLP | +4,052 | +8.8% | 50,139 |
| Federation des caisses Desjardins d | +3,814 | +5.7% | 70,874 |
| SAM Advisors, LLC | +3,360 | +2.9% | 119,266 |
| XTX Topco Ltd | +3,166 | +103.9% | 6,213 |
| Arax Advisory Partners | +3,069 | +167.7% | 4,899 |
| ARKANSAS FINANCIAL GROUP, INC. | +2,588 | +2.0% | 130,414 |
| TritonPoint Partners, LLC | +2,084 | +61.6% | 5,467 |
| OMNI 360 Wealth, Inc. | +1,977 | +13.4% | 16,775 |