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Public ownership evidence

iShares U.S. Financial Services ETF (IYG) Ownership Disclosures

Read IYG insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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B. Riley Wealth Advisors, Inc.2025-03-312026-08-295,196$408,171None
Corient Private Wealth LP2026-06-302026-08-282,371$214,518None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28195$17,642None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28195$16,154None
Bernard Wealth Management Corp.2026-06-302026-08-2243,980$3,978,910None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2010,198$922,617None
Beacon Pointe Advisors, LLC2026-06-302026-08-1997,752$8,843,656None
Corient Private Wealth LP2026-06-302026-08-182,467$223,113None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-1811,019$996,942None
Equitable Holdings, Inc.2026-06-302026-08-1815,019$1,358,768None
CENTAURUS FINANCIAL, INC.2026-06-302026-08-183,300$299,000None
Sequent Planning LLC2026-06-302026-08-1512,317$1,114,362None
Synergy Investment Management, LLC2026-06-302026-08-15310$28,046None
Glen Eagle Advisors, LLC2026-06-302026-08-15216$19,542None
Federation des caisses Desjardins du Quebec2026-06-302026-08-1570,874$6,411,971None
JPL Wealth Management, LLC2026-06-302026-08-15391$35,374None
Mutual Advisors, LLC2026-06-302026-08-152,800$253,275None
EARNED WEALTH ADVISORS, LLC2026-06-302026-08-155,018$453,993None
Royal Capital Wealth Management, LLC2026-06-302026-08-152,400$217,128None
NFSG Corp2026-06-302026-08-15253$22,911None
XTX Topco Ltd2026-06-302026-08-156,213$562,090None
Foundations Investment Advisors, LLC2026-06-302026-08-153,508$317,360None
Qube Research & Technologies Ltd2026-06-302026-08-1511,457$1,036,515None
OSAIC HOLDINGS, INC.2026-06-302026-08-15137$12,394None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,212$833,375None
OSAIC HOLDINGS, INC.2026-06-302026-08-1574,704$6,759,019None
Pointe Capital Management LLC2026-06-302026-08-152,786$252,049None
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.2026-06-302026-08-15153,440$13,881,735None
FLOW TRADERS U.S. LLC2026-06-302026-08-152,973$269,000None
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-153,100$280,457Put
SUSQUEHANNA INTERNATIONAL GROUP, LLP2026-06-302026-08-1524,320$2,200,230None
Ancora Advisors LLC2026-06-302026-08-15240$21,713None
Medallion Wealth Advisors, LLC2026-06-302026-08-15165$14,928None
Xcelsior Advisor Partners LLC2026-06-302026-08-153,232$292,391None
Waverly Advisors, LLC2026-06-302026-08-154,683$423,677None
BROWN ADVISORY INC2026-06-302026-08-15300$27,141None
BROWN ADVISORY INC2026-06-302026-08-1512,804$1,158,378None
&PARTNERS2026-06-302026-08-1510,882$984,513None
JONES FINANCIAL COMPANIES LLLP2026-06-302026-08-1550,139$4,525,527None
AMERIPRISE FINANCIAL INC2026-06-302026-08-15145,844$13,259,383None
Pinnacle Financial Partners, Inc.2026-06-302026-08-152,517$227,754None
Cerity Partners LLC2026-06-302026-08-1537$3,345None
Cerity Partners LLC2026-06-302026-08-158,224$744,057None
Cresset Asset Management, LLC2026-06-302026-08-156,444$582,989None
ROYAL BANK OF CANADA2026-06-302026-08-151,500$136,000None
ROYAL BANK OF CANADA2026-06-302026-08-1581,936$7,413,000None
ROYAL BANK OF CANADA2026-06-302026-08-15350,917$31,747,000None
ROYAL BANK OF CANADA2026-06-302026-08-15753$68,000None
ROYAL BANK OF CANADA2026-06-302026-08-15989$89,000None
Larson Financial Group LLC2026-06-302026-08-155$452None

90-day public filing window, up to 50 source positions.

B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Bernard Wealth Management Corp. ↗MERCER GLOBAL ADVISORS INC /ADV ↗Beacon Pointe Advisors, LLC ↗Corient Private Wealth LP ↗UNITED CAPITAL FINANCIAL ADVISORS, LLC ↗Equitable Holdings, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.