Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / U.S. FIN SVC ETF
-
Number of holders
-
202
-
Total 13F shares, excl. options
-
4,392,433
-
Shares change
-
+162,269
-
Total reported value, excl. options
-
$680,766,380
-
Value change
-
+$23,525,316
-
Put/Call ratio
-
55%
-
Number of buys
-
77
-
Number of sells
-
-85
-
Price
-
$157.99
Significant Holders of ISHARES TR - U.S. FIN SVC ETF (IYG) as of Q2 2023
228 filings reported holding IYG - ISHARES TR - U.S. FIN SVC ETF as of Q2 2023.
ISHARES TR - U.S. FIN SVC ETF (IYG) has 202 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,392,433 shares
.
Largest 10 shareholders include RiverFront Investment Group, LLC (549,553 shares), BANK OF AMERICA CORP /DE/ (449,150 shares), GOLDMAN SACHS GROUP INC (389,033 shares), MORGAN STANLEY (373,011 shares), ENVESTNET ASSET MANAGEMENT INC (252,981 shares), RAYMOND JAMES & ASSOCIATES (193,754 shares), Royal Bank of Canada (179,660 shares), WELLS FARGO & COMPANY/MN (132,302 shares), LPL Financial LLC (107,881 shares), and Baltimore-Washington Financial Advisors, Inc. (107,464 shares).
This table shows the top 202 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.