iSHARES TRUST - IYG

Sector: Funds · Industry: ETF / Fund
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Quarter snapshot

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Q3 2026 · Q2 2026
Value (USD)
Total reported value ($000)
$1.481B
QoQ value delta ($000)
+$7K (+0.0%)
Implied price effect (QoQ)
+0.0%
Shares
Total shares
16,367,153
QoQ shares delta
+55 (+0.0%)
Total shares held by funds (by quarter)
Shares (left)

Fund holders include prior positions carried forward until a new 13F confirms a change. Reported holders have reported a position in this security for that quarter; this is not the total number of 13F filers.

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Top holders (Q3 2026)

Top 25 only Full list
Partial Q3 2026 data: 2 holders have filed so far. Prior holders are carried forward until their next 13F confirms a change.
Manager Value ($000) Shares % of 13F
Dynasty Wealth Management, LLC 139,793 1,545,194 1.04%
RiverFront Investment Group, LLC 137,817 1,523,347 1.82%
GOLDMAN SACHS GROUP INC 125,548 1,387,734 0.01%
JPMORGAN CHASE & CO 110,863 1,224,738 0.01%
ENVESTNET ASSET MANAGEMENT INC 110,575 1,222,231 0.03%
MORGAN STANLEY 98,485 1,088,602 0.01%
SAGESPRING WEALTH PARTNERS, LLC 66,927 739,777 1.03%
OpenArc Corporate Advisory, LLC 44,109 487,555 0.52%
BANK OF AMERICA CORP /DE/ 43,415 479,885 0.0%
RAYMOND JAMES FINANCIAL INC 41,722 461,178 0.01%
LPL Financial LLC 40,592 448,681 0.01%
ROYAL BANK OF CANADA 39,453 436,095 0.01%
PGIM Custom Harvest LLC 32,788 362,421 0.41%
WELLS FARGO & COMPANY/MN 31,204 344,920 0.01%
Kozak & Associates, Inc. 28,194 305,432 4.89%
Circle Wealth Management, LLC 26,652 294,600 0.33%
Janney Montgomery Scott LLC 17,815 196,911 0.03%
BANK OF MONTREAL /CAN/ 17,519 193,645 0.01%
TWO SIGMA INVESTMENTS, LP 14,059 155,400 0.01%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 13,881 153,440 1.63%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC 13,433 148,491 0.16%
AMERIPRISE FINANCIAL INC 13,259 145,844 0.0%
Private Advisor Group, LLC 12,038 133,068 0.06%
ARKANSAS FINANCIAL GROUP, INC. 11,798 130,414 1.54%
SAM Advisors, LLC 10,789 119,266 2.95%