iSHARES TRUST - IYG

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q1 2026 · Q4 2025

Value (USD)

Total reported value ($000)

$1.511B

QoQ value delta ($000)

+$78.42M (+5.48%)

Implied price effect (QoQ)

-10.3%

Total shares

18,244,345

QoQ shares delta

+2,727,944 (+17.58%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Partial Q1 2026 data: 264 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	180,514	2,179,071	1.57%
RiverFront Investment Group, LLC	122,444	1,478,087	1.89%
JPMORGAN CHASE & CO	112,630	1,393,596	0.01%
ENVESTNET ASSET MANAGEMENT INC	103,234	1,246,197	0.03%
MORGAN STANLEY	85,688	1,034,389	0.01%
GOLDMAN SACHS GROUP INC	85,600	1,033,322	0.01%
SAGESPRING WEALTH PARTNERS, LLC	74,233	896,103	1.35%
OpenArc Corporate Advisory, LLC	63,399	765,330	0.91%
BANK OF AMERICA CORP /DE/	38,957	470,278	0.0%
LPL Financial LLC	38,724	467,459	0.01%
Kozak & Associates, Inc.	37,443	430,383	7.3%
RAYMOND JAMES FINANCIAL INC	37,325	450,567	0.01%
Baltimore-Washington Financial Advisors, Inc.	35,513	428,700	1.53%
ROYAL BANK OF CANADA	34,780	419,852	0.01%
PGIM Custom Harvest LLC	30,262	365,312	0.47%
WELLS FARGO & COMPANY/MN	29,421	355,166	0.01%
Circle Wealth Management, LLC	24,404	294,600	0.35%
MML INVESTORS SERVICES, LLC	18,624	224,825	0.05%
Private Advisor Group, LLC	17,306	208,916	0.08%
AMERIPRISE FINANCIAL INC	16,532	199,385	0.0%
Janney Montgomery Scott LLC	16,409	198,083	0.04%
BANK OF MONTREAL /CAN/	15,532	187,495	0.01%
TWO SIGMA INVESTMENTS, LP	15,482	186,900	0.01%
FERGUSON WELLMAN CAPITAL MANAGEMENT, INC	12,300	148,491	0.17%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P.	12,233	147,679	1.65%