Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / U.S. FIN SVC ETF
-
Total 13F shares
-
1,528,447
-
Share change
-
+664,051
-
Total reported value
-
$141,911,773
-
Price per share
-
$92.25
-
Number of holders
-
43
-
Value change
-
+$61,287,857
-
Number of buys
-
24
-
Number of sells
-
16
Institutional Holders of ISHARES TR - U.S. FIN SVC ETF (IYG) as of Q4 2025
As of 31 Dec 2025,
ISHARES TR - U.S. FIN SVC ETF (IYG) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,528,447 shares.
The largest 10 holders included
SAGESPRING WEALTH PARTNERS, LLC, Kozak & Associates, Inc., FERGUSON WELLMAN CAPITAL MANAGEMENT, INC, Howard Capital Management Group, LLC, UNIQUE WEALTH, LLC, Centerline Wealth Advisors, LLC, Bernard Wealth Management Corp., Focus Financial Network, Inc., COTTONWOOD CAPITAL ADVISORS, LLC, and Cyndeo Wealth Partners, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.