IYG — Ishares US Financial Services ETF Institutional Holders · Q3 2026
Who owns Ishares US Financial Services ETF (IYG)? 11 institutions reported holding $14.58M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Ferguson Wellman Capital Management, Inc ($13.2M), Castle Rock Wealth Management, LLC ($575,338), Avidian Wealth Enterprises, LLC ($333,690).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | $13.2M | 147,151 | Trimmed |
| 2 | Castle Rock Wealth Management, LLC | $575,338 | 6,325 | Added |
| 3 | Avidian Wealth Enterprises, LLC | $333,690 | 3,711 | Added |
| 4 | GAMMA Investing LLC | $190,900 | 2,123 | Hold |
| 5 | Rosenberg Matthew Hamilton | $80,928 | 900 | Hold |
| 6 | Farther Finance Advisors, LLC | $57,106 | 635 | Added |
| 7 | CoreCap Advisors, LLC | $46,219 | 514 | New |
| 8 | Roxbury Financial LLC | $27,361 | 304 | Added |
| 9 | CX Institutional | $27,000 | 300 | Added |
| 10 | Polaris Financial Partners | $7,000 | 54 | New |
| 11 | Olistico Wealth, LLC | $6,204 | 69 | New |
Source: SEC Form 13F filings · as of 2026-09-30