We are live on ! Find out more
IYG icon

iShares US Financial Services ETF
IYG

Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$62.9M +$1.75M +59,400 +3%
Goldman Sachs
2
Goldman Sachs
New York
$42.7M -$325K -11,022 -0.8%
Bank of America
3
Bank of America
North Carolina
$38.1M +$3.57M +121,068 +11%
BFA
4
Beaumont Financial Advisors
Massachusetts
$31.3M +$26.7M +905,370 +783%
CPSAC
5
Chas P. Smith & Associates (CPS)
Florida
$21.9M +$956K +32,454 +5%
Wells Fargo
6
Wells Fargo
California
$18.1M +$738K +25,050 +4%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$15.7M +$3.91M +132,654 +35%
AssetMark Inc
8
AssetMark Inc
California
$13.7M +$7.9M +268,311 +149%
UBS Group
9
UBS Group
Switzerland
$10.1M +$9.75M +330,903 New
HF
10
Hoxton Financial
West Virginia
$9.07M -$105K -3,549 -1%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$8.65M +$27.6K +936 +0.3%
SFI
12
SPC Financial Inc
Maryland
$8.55M +$38.2K +1,296 +0.5%
BHB
13
Bank Hapoalim BM
Israel
$6.94M +$640K +21,735 +11%
Fidelity Investments
14
Fidelity Investments
Massachusetts
$6.19M +$2.84M +96,582 +92%
Citadel Advisors
15
Citadel Advisors
Florida
$5.96M +$401K +13,611 +8%
LPT
16
Legacy Private Trust
Wisconsin
$5.9M +$15.6K +531 +0.3%
Envestnet Asset Management
17
Envestnet Asset Management
Illinois
$5.24M +$5.04M +171,282 +380,627%
MCWS
18
McKinley Carter Wealth Services
West Virginia
$5.13M +$539K +18,288 +12%
ANTB
19
AMG National Trust Bank
Colorado
$4.42M +$137K +4,650 +3%
CA
20
Cumberland Advisors
Florida
$4.19M +$769K +26,100 +24%
CS
21
Credit Suisse
Switzerland
$3.89M +$3.74M +126,990 New
HighTower Advisors
22
HighTower Advisors
Illinois
$3.52M -$1.95M -66,318 -37%
LPL Financial
23
LPL Financial
California
$3.45M -$246K -8,370 -7%
SI
24
Stephens Inc
Arkansas
$3.07M +$5.92K +201 +0.2%
GLRA
25
Gerald L. Ray & Associates
Texas
$2.67M -$3.27K -111 -0.1%
1
2 3 4