ARCA:IYG

iShares U.S. Financial Services ETF

$ 86.99 0.31 ( +0.36%) 04:00 PM EST
PE Ratio:
43.39
PB Ratio:
1.82
Volume:
57.24K
Dividend Yield %:
1.07
Last Holding update 2025-06-27 102 Stocks (0 new)
Value $1.62 Bil Turnover 1 %
Top Holdings: BRK.B(16.29%) JPM(11.39%) V(9.92%) MA(7.44%) BAC(4.40%)
Portfolio Report
Registrant: iSHARES TRUST
To
10Y: -%
Above Low: +NaN%
Below High: NaN%
Performance Chart Fundamental Charts Technical Indicators Gurus Trades Top Holdings Sector Breakdowns Holding History Back to Top

iShares U.S. Financial Services ETF Performance

Dividend
Log
Bar
To

Annualized Return %  

Symbol
1 Week
1 Month
3 Months
6 Months
YTD
1 Year
3 Years
5 Years
10 Years

Total Annual Return %  

Symbol
2025
2024
2023
2022
2021
2020
2019
2018
2017
2016

iShares U.S. Financial Services ETF Key Statistics

Name Value
Day's Open ($) 86.73
Day's Range ($) 86.6201 - 87.16
Day's Volume 57,243
52-Week Range ($) 63.6 - 87.58
Beta 1.13
3-Year Sharpe Ratio 0.77
3-Year Sortino Ratio 1.33
Volatility 18.32
14-Day RSI 60.27
14-Day ATR ($) 0.975186
20-Day SMA ($) 85.786

Fundamental Data

Name Value
Market Cap (Mil $) 1,874.728
Shares Outstanding (Mil) 21.55
PE Ratio 43.39
PE Ratio (10y Range) 10.29 - 43.39
PE Ratio (10y Median) 14.1
PB Ratio 1.82
PB Ratio (10y Range) 1.16 - 2.21
PB Ratio (10y Median) 1.75

Dividend Data

Name Value
Dividends per Share (TTM) ($) 0.927
Dividend Yield % 1.07
Dividend Yield % (10y Range) 0.94 - 4.97
Dividend Yield % (10y Median) 1.63
Next Dividend Payment Date
Dividend Frequency Quarterly

IYG iShares U.S. Financial Services ETF Fundamental Charts

Historical TTM Price-to-Earnings for IYG iShares U.S. Financial Services ETF

Historical TTM Price-to-Earnings without NRI for IYG iShares U.S. Financial Services ETF

Historical Price-to-Book Ratio for IYG iShares U.S. Financial Services ETF

Historical Dividend Yields for IYG iShares U.S. Financial Services ETF

iShares U.S. Financial Services ETF Technical Indicators

Moving Average

Momentum

Gurus Latest Trades with ARCA:IYG

No Available Data

ARCA:IYG is held by these investors

No Available Data
iShares U.S. Financial Service... Top Holdings of 2025-04-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
BRK.B
Berkshire Hathaway Inc
495,790
264,380.0
+0.89%
16.290
+0.14%
0.020
-8.19%
+5.48%
1,030,137.3
Insurance
JPM
JPMorgan Chase & Co
756,090
184,954.7
+0.17%
11.390
+0.02%
0.030
+24.30%
+23.55%
801,337.5
Banks
V
Visa Inc
466,233
161,083.5
+0.63%
9.920
+0.06%
0.020
+6.35%
+11.71%
687,358.6
Credit Services
MA
Mastercard Inc
220,364
120,772.7
+0.28%
7.440
+0.02%
0.020
+6.10%
+6.58%
507,400.0
Credit Services
BAC
Bank of America Corp
1,791,435
71,442.4
+0.10%
4.400
0%
0.020
+25.40%
+10.02%
355,250.2
Banks
WFC
Wells Fargo & Co
889,602
63,170.6
-0.34%
3.890
-0.01%
0.030
+25.07%
+18.51%
265,293.9
Banks
GS
The Goldman Sachs Group Inc
84,516
46,276.7
+0.36%
2.850
+0.01%
0.030
+35.37%
+23.54%
214,914.6
Capital Markets
SPGI
S&P Global Inc
85,172
42,590.3
+0.06%
2.620
0%
0.030
+11.22%
+4.35%
158,803.4
Capital Markets
AXP
American Express Co
149,993
39,959.6
+0.53%
2.460
+0.01%
0.020
+20.79%
+3.32%
211,645.6
Credit Services
MS
Morgan Stanley
335,264
38,696.2
+0.72%
2.380
+0.02%
0.020
+27.89%
+13.03%
223,783.9
Capital Markets

iShares U.S. Financial Services ETF's Historical Top Holdings Breakdowns

iShares U.S. Financial Services ETF's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SCHW
Charles Schwab Corp
2025-04-30
Add
Add
+0.30%
●
69.06 ($78.16) 83.64
$95.39
22.04%
Add 15.11%
460,902
60,487
BRK.B
Berkshire Hathaway Inc
2025-04-30
Add
Add
+0.14%
●
464.61 ($506.31) 537.72
$478.13
-5.57%
Add 0.89%
495,790
4,377
V
Visa Inc
2025-04-30
Add
Add
+0.06%
●
308.27 ($341.54) 362.71
$351.86
3.02%
Add 0.63%
466,233
2,927
UMBF
UMB Financial Corp
2025-04-30
Add
Add
+0.04%
●
86.4 ($102.21) 117.9
$108.65
6.30%
Add 52.44%
18,331
6,306
BX
Blackstone Inc
2025-04-30
Add
Add
+0.03%
●
120.07 ($147.05) 177.11
$169.38
15.19%
Add 2.22%
197,690
4,292
LPLA
LPL Financial Holdings Inc
2025-04-30
Add
Add
+0.03%
●
283.31 ($336.17) 383.33
$374.36
11.36%
Add 7.03%
21,438
1,408
COIN
Coinbase Global Inc
2025-04-30
Add
Add
+0.02%
●
151.47 ($210.33) 298.11
$404.44
92.29%
Add 3.35%
56,732
1,837
ICE
Intercontinental Exchange Inc
2025-04-30
Add
Add
+0.02%
●
151.62 ($166.65) 176.36
$180.80
8.49%
Add 1.17%
155,824
1,799
JPM
JPMorgan Chase & Co
2025-04-30
Add
Add
+0.02%
●
210.28 ($248.02) 279.95
$291.43
17.50%
Add 0.17%
756,090
1,299
MA
Mastercard Inc
2025-04-30
Add
Add
+0.02%
●
479.92 ($541.66) 576.31
$558.76
3.16%
Add 0.28%
220,364
605

iShares U.S. Financial Services ETF Total Holding History ($B)

To

iShares U.S. Financial Services ETF's Asset Allocation

To

iShares U.S. Financial Services ETF Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

iShares U.S. Financial Services ETF's Hypothetical Growth since 2025-04-30

iShares U.S. Financial Services ETF's Yearly Returns

Year Portfolio % % Excess Gain %

iShares U.S. Financial Services ETF's Holdings Heat Map

Size field:

iShares U.S. Financial Services ETF's Holdings Bubble Chart

iShares U.S. Financial Services ETF News

  • 1

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