iShares US Financials ETFIYFETF
13F holders, Q1 2024 (March 31)356holders
3famous investors
$95.61avg. 13F price*
At the end of Q1 2024, 356 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings. The largest holders were Fisher Asset Management ($204.9M), Bank of America Corp. ($160.1M) and Phoenix Financial Ltd. ($120.0M). 3 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 39 | $199.2M |
| Exits | 24 | $19.6M |
Ownership 356 holders
| Fisher Asset Management | 0.10% | Reduce -2.5% | 2,141,695 | $204.9M |
| Bank of America Corp. | 0.02% | Add +4.8% | 1,673,400 | $160.1M |
| Phoenix Financial Ltd. | 1.66% | New | 1,254,000 | $120.0M |
| Morgan Stanley | 0.01% | Add +3.3% | 1,191,038 | $113.9M |
| HSBC Holdings PLC | 0.06% | Add +5723.8% | 859,016 | $82.2M |
| Goldman Sachs Group Inc. | 0.01% | Add +1.3% | 685,312 | $65.6M |
| Northwestern Mutual Wealth Management Co. | 0.07% | Add +2.5% | 670,627 | $64.1M |
| FIL Ltd | 0.04% | New | 406,580 | $38.9M |
| LPL Financial LLC | 0.02% | Add +12.6% | 393,293 | $37.6M |
| UBS Group AG | 0.01% | Reduce -0.6% | 367,660 | $35.2M |
| FMR LLC | 0.00% | Reduce -1.1% | 326,688 | $31.2M |
| PGIM Custom Harvest LLC | 0.77% | Reduce -4.5% | 323,998 | $31.0M |
| Wells Fargo & Company | 0.01% | Reduce -8.2% | 296,641 | $28.4M |
| WASHINGTON TRUST Co | 0.90% | Add +1.4% | 256,799 | $24.6M |
| Royal Bank of Canada | 0.00% | Reduce -1.9% | 200,806 | $19.2M |
| Osaic Holdings, Inc. | 0.04% | Add +133.1% | 186,794 | $17.9M |
| Magnus Financial Group LLC | 2.08% | Add +1.7% | 181,836 | $17.4M |
| GDS Wealth Management | 1.66% | Reduce -1.6% | 148,294 | $14.2M |
| Scotia Capital Inc. | 0.08% | Reduce -1.8% | 137,325 | $13.1M |
| Patten & Patten Inc. | 0.87% | Add +2.5% | 127,930 | $12.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.2% | 127,413 | $12.2M |
| Cetera Investment Advisers | 0.03% | Add +1043.8% | 124,382 | $11.9M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 118,169 | $11.3M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -3.0% | 115,358 | $11.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +146.0% | 106,028 | $10.1M |
| XML Financial, LLC | 1.02% | Add +1.4% | 103,912 | $9.9M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.9% | 97,511 | $9.3M |
| Bank of Montreal | 0.00% | Add +100.8% | 96,202 | $9.2M |
| Raymond James & Associates | 0.01% | Add +17.1% | 92,612 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +12.7% | 90,373 | $8.6M |
| Etfidea, LLC | 2.92% | Reduce -0.2% | 89,473 | $8.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -12.5% | 86,705 | $8.3M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -3.4% | 86,074 | $8.2M |
| OneDigital Investment Advisors LLC | 0.13% | Reduce -14.8% | 84,022 | $8.0M |
| Ameriprise Financial Inc. | 0.00% | Add +2.2% | 82,415 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Add +33.0% | 77,406 | $7.4M |
| Pinkerton Wealth, LLC | 1.12% | Add +26.9% | 73,014 | $7.0M |
| AE Wealth Management LLC | 0.08% | Reduce -9.7% | 71,028 | $6.8M |
| Townsquare Capital LLC | 0.10% | Add +55.8% | 70,749 | $6.8M |
| Norden Group LLC | 1.36% | New | 69,852 | $6.7M |
| First Citizens Financial Corp | 3.81% | Reduce -0.7% | 67,099 | $6.4M |
| Brookstone Capital Management | 0.10% | Add +812.2% | 58,953 | $5.6M |
| Stillwater Capital Advisors, LLC | 0.80% | Reduce -10.6% | 56,283 | $5.4M |
| Concurrent Investment Advisors, LLC | 0.21% | Add +1.3% | 54,788 | $5.2M |
| Three Seasons Wealth, LLC | 2.96% | Add +44.3% | 44,786 | $4.2M |
| Sharp Wealth Advisory, LLC | 3.92% | Add +12.9% | 44,118 | $4.2M |
| Moloney Securities Asset Management, LLC | 0.63% | New | 43,073 | $4.1M |
| EWG Elevate Inc. | 1.46% | New | 40,183 | $3.8M |
| KKM Financial LLC | 1.87% | Add +102.4% | 40,035 | $3.8M |
| JPMorgan Chase & Co. | 0.00% | Add +2.9% | 39,112 | $3.7M |
| Pettyjohn, Wood & White, Inc. | 0.71% | Reduce -1.8% | 37,417 | $3.6M |
| HC Advisors, LLC | 1.70% | Add +3.0% | 37,306 | $3.6M |
| Susquehanna International Group, LLP | 0.01% | Add +35.0% | 37,189 | $3.6M |
| Synovus Financial Corp. | 0.05% | Reduce -0.8% | 36,937 | $3.5M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.7% | 36,903 | $3.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +3.5% | 35,557 | $3.4M |
| Colony Family Offices, LLC | 1.01% | No change | 32,591 | $3.1M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -47.0% | 29,892 | $2.9M |
| First Heartland Consultants, Inc. | 0.29% | New | 29,649 | $2.8M |
| Balboa Wealth Partners | 0.83% | Add +74.6% | 27,084 | $2.6M |
| Independent Financial Group, LLC | 0.12% | Reduce -6.9% | 26,385 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -2.7% | 25,958 | $2.5M |
| Truist Financial Corp. | 0.00% | Add +358.9% | 25,484 | $2.4M |
| NewEdge Advisors, LLC | 0.02% | Add +281.2% | 25,467 | $2.4M |
| CX Institutional | 0.12% | Reduce -48.4% | 25,115 | $2.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +1.8% | 24,760 | $2.4M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -1.8% | 24,514 | $2.3M |
| Somerset Group LLC | 2.05% | Reduce -20.1% | 22,881 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Reduce -33.9% | 21,789 | $2.1M |
| Kovack Advisors, Inc. | 0.24% | Reduce -0.1% | 21,153 | $2.0M |
| Wealthstar Advisors, LLC | 0.70% | Add +22.2% | 21,037 | $2.0M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -15.2% | 20,204 | $1.9M |
| Corient Private Wealth LP | 0.00% | Add +7.6% | 20,192 | $1.9M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +10.7% | 19,347 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -12.2% | 18,965 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +1.2% | 18,622 | $1.8M |
| Founders Financial Securities LLC | 0.18% | Add +0.4% | 18,425 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -3.1% | 18,118 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 17,600 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +7.8% | 17,138 | $1.6M |
| Harmony Asset Management LLC | 0.67% | Add +42.1% | 17,082 | $1.6M |
| Aft, Forsyth & Company, Inc. | 0.93% | Reduce -0.3% | 17,030 | $1.6M |
| Nikulski Financial, Inc. | 0.51% | Add +28.5% | 16,054 | $1.5M |
| Callan Capital, LLC | 0.13% | Reduce -0.3% | 15,872 | $1.5M |
| MML Investors Services, LLC | 0.01% | Add +7.3% | 15,697 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.08% | New | 15,014 | $1.4M |
| Creative Planning | 0.00% | Reduce -5.3% | 15,002 | $1.4M |
| Koshinski Asset Management, Inc. | 0.14% | Add +229.2% | 14,776 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +50.3% | 14,634 | $1.4M |
| Millennium Management | 0.00% | Reduce -7.8% | 14,596 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | New | 14,092 | $1.3M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +8.0% | 13,863 | $1.3M |
| Avior Wealth Management, LLC | 0.06% | New | 12,837 | $1.2M |
| MAI Capital Management | 0.01% | Reduce -5.8% | 12,668 | $1.2M |
| Essex LLC | 0.28% | Reduce -4.8% | 12,624 | $1.2M |
| Smartleaf Asset Management LLC | 0.23% | Reduce -26.3% | 12,302 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Add +0.1% | 12,050 | $1.2M |
| Clear Creek Financial Management, LLC | 0.15% | Add +14.3% | 12,037 | $1.2M |
| Chesapeake Wealth Management | 0.42% | Reduce -0.5% | 11,978 | $1.1M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -3.6% | 12,103 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -75.3% | 11,566 | $1.1M |
| Navis Wealth Advisors, LLC | 1.28% | Add +0.3% | 11,147 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.2% | 10,973 | $1.0M |
| Gladstone Institutional Advisory LLC | 0.06% | Add +297.7% | 10,853 | $1.0M |
| Commerce Bank | 0.01% | No change | 10,520 | $1.0M |
| One Charles Private Wealth Services, LLC | 0.43% | Reduce -1.8% | 10,356 | $991K |
| Matthew Goff Investment Advisor, LLC | 0.19% | Add +4.2% | 9,845 | $942K |
| WESPAC Advisors, LLC | 0.53% | Add +89.9% | 9,545 | $913K |
| Comerica Bank | 0.00% | Add +7.4% | 9,485 | $907K |
| Captrust Financial Advisors | 0.00% | Reduce -4.6% | 9,454 | $904K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -2.1% | 9,434 | $902K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +12.8% | 9,323 | $892K |
| Magnolia Capital Management Ltd. | 0.72% | No change | 8,845 | $846K |
| Mutual Advisors, LLC | 0.03% | Reduce -1.0% | 8,797 | $841K |
| Capital Wealth Alliance, LLC | 0.48% | New | 8,556 | $818K |
| Apeiron RIA LLC | 0.23% | Add +152.0% | 8,485 | $812K |
| Kellett Wealth Advisors, LLC | 0.56% | Add +6.3% | 8,383 | $802K |
| Cascade Wealth Advisors, Inc | 0.64% | — | 8,280 | $750K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -15.4% | 7,834 | $749K |
| HFG Advisors, Inc. | 0.65% | No change | 7,631 | $730K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,517 | $719K |
| Wealth Management Partners, LLC | 0.36% | Reduce -0.5% | 7,495 | $717K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,440 | $712K |
| Watts Gwilliam & Co., LLC | 0.22% | — | 7,447 | $710K |
| National Bank of Canada | 0.00% | Reduce -1.1% | 7,456 | $709K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,162 | $685K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -0.1% | 7,138 | $683K |
| Blair William & Co. | 0.00% | Add +0.0% | 7,071 | $676K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $673K |
| Central Valley Advisors, LLC | 0.34% | Reduce -38.6% | 6,927 | $663K |
| Garrison Point Advisors, LLC | 0.42% | Add +0.9% | 6,906 | $661K |
| Visionary Wealth Advisors | 0.04% | Add +0.5% | 6,815 | $652K |
| Northern Trust Corp. | 0.00% | New | 6,809 | $651K |
| Bigelow Investment Advisors, LLC | 0.32% | Reduce -7.7% | 6,790 | $649K |
| Citigroup Inc. | 0.00% | Reduce -22.1% | 6,753 | $646K |
| Beam Wealth Advisors, Inc. | 0.38% | Reduce -4.8% | 6,669 | $638K |
| Lincoln National Corp. | 0.01% | Add +20.5% | 6,658 | $637K |
| Glenview Trust Co | 0.01% | Reduce -9.7% | 6,636 | $635K |
| Keeley-Teton Advisors, LLC | 0.08% | Reduce -4.3% | 6,606 | $632K |
| Chicago Partners Investment Group LLC | 0.03% | Reduce -1.2% | 6,772 | $631K |
| IHT Wealth Management, LLC | 0.02% | Add +64.4% | 6,377 | $610K |
| Councilor Wealth, LLC | 0.30% | Reduce -0.3% | 6,217 | $595K |
| Laidlaw Wealth Management LLC | 0.33% | Add +45.2% | 6,136 | $587K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +5.2% | 7,798 | $586K |
| Stephens Inc. | 0.01% | Reduce -3.2% | 6,012 | $575K |
| Wealth Management Associates, Inc. | 0.26% | Reduce -1.5% | 5,957 | $563K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +30.6% | 5,857 | $560K |
| Navellier & Associates Inc. | 0.07% | No change | 5,788 | $554K |
| Citadel Advisors | 0.00% | Reduce -74.6% | 5,778 | $553K |
| Acropolis Investment Management, LLC | 0.04% | No change | 5,740 | $549K |
| Ironwood Financial, llc | 0.12% | Reduce -1.5% | 5,657 | $541K |
| Adell Harriman & Carpenter Inc. | 0.04% | Reduce -1.8% | 5,452 | $521K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,410 | $517K |
| Simmons Bank | 0.04% | No change | 5,400 | $517K |
| Lido Advisors, LLC | 0.00% | Reduce -0.4% | 5,373 | $514K |
| Pacific Sun Financial Corp | 0.29% | No change | 5,267 | $504K |
| Eudaimonia Advisors LLC | 0.27% | Add +3.5% | 5,261 | $503K |
| Quantinno Capital Management LP | 0.01% | New | 5,229 | $500K |
| One Capital Management, LLC | 0.02% | Reduce -58.7% | 5,219 | $499K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -0.2% | 5,203 | $498K |
| Savant Capital, LLC | 0.01% | Add +0.3% | 5,203 | $498K |
| HF Advisory Group, LLC | 0.27% | Add +2.9% | 5,070 | $485K |
| Biondo Investment Advisors, LLC | 0.07% | Add +113.3% | 5,045 | $483K |
| Gill Capital Partners, LLC | 0.19% | Reduce -6.0% | 5,236 | $477K |
| Delta Financial Group, Inc. | 0.14% | Add +4.7% | 4,968 | $475K |
| Empirical Asset Management, LLC | 0.23% | New | 4,918 | $470K |
| Dakota Wealth Management | 0.01% | New | 4,870 | $466K |
| Financial Freedom, LLC | 0.27% | Add +0.2% | 4,787 | $458K |
| Charter Oak Capital Management, LLC | 0.05% | Reduce -0.3% | 4,780 | $457K |
| Cibc World Market Inc. | 0.00% | No change | 4,606 | $441K |
| Avantax Advisory Services, Inc. | 0.00% | Add +22.2% | 4,595 | $439K |
| Rollins Financial Advisors, LLC | 0.08% | No change | 4,585 | $439K |
| Gryphon Financial Partners LLC | 0.07% | No change | 4,539 | $434K |
| Stonebridge Financial Planning Group, LLC | 0.23% | Reduce -7.1% | 4,506 | $431K |
| Creekmur Asset Management LLC | 0.14% | Reduce -1.1% | 4,406 | $421K |
| CreativeOne Wealth, LLC | 0.02% | New | 4,340 | $415K |
| FineMark National Bank & Trust | 0.02% | Add +64.6% | 4,321 | $413K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 4,294 | $411K |
| Imprint Wealth LLC | 0.10% | New | 4,281 | $407K |
| Kesler, Norman & Wride, LLC | 0.09% | Add +38.5% | 4,237 | $405K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -10.4% | 4,207 | $402K |
| Prio Wealth Limited Partnership | 0.01% | No change | 4,207 | $402K |
| Commonwealth Financial Services, LLC | 0.09% | No change | 4,647 | $397K |
| Apollon Wealth Management, LLC | 0.01% | New | 4,149 | $397K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,122 | $394K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.3% | 4,115 | $394K |
| Cwm, LLC | 0.00% | Add +5.0% | 4,030 | $385K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -1.2% | 4,014 | $384K |
| BlackRock Inc. | 0.00% | Add +5.8% | 3,981 | $381K |
| HCR Wealth Advisors | 0.06% | No change | 3,928 | $376K |
| Level Four Advisory Services, LLC | 0.02% | No change | 4,373 | $374K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $373K |
| Eagle Strategies LLC | 0.08% | New | 3,835 | $367K |
| LPWM LLC | 0.13% | No change | 3,940 | $365K |
| Bond & Devick Financial Network, Inc. | 0.20% | No change | 3,790 | $363K |
| Whitener Capital Management, Inc. | 0.12% | Add +13.5% | 3,773 | $361K |
| Dagco, Inc. | 0.16% | New | 3,750 | $359K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.5% | 3,644 | $349K |
| Raymond James Trust N.A. | 0.01% | Reduce -2.1% | 3,566 | $341K |
| Meridian Wealth Management, LLC | 0.06% | Reduce -6.1% | 3,555 | $340K |
| NorthRock Partners, LLC | 0.01% | No change | 3,551 | $340K |
| Arkadios Wealth Advisors | 0.03% | Reduce -6.9% | 3,536 | $338K |
| Fort Point Capital Partners LLC | 0.04% | Reduce -0.9% | 3,475 | $332K |
| Prudent Investors Network, Inc. | 0.12% | — | 3,463 | $331K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -11.7% | 3,457 | $331K |
| Capital Advisory Group Advisory Services, LLC | 0.16% | Reduce -15.4% | 3,435 | $329K |
| Zimmermann Investment Management & Planning LLC | 0.12% | Reduce -30.4% | 3,432 | $328K |
| D.A. Davidson & Co. | 0.00% | Reduce -0.8% | 3,381 | $323K |
| Baird Financial Group, Inc. | 0.00% | No change | 3,342 | $320K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -48.6% | 3,328 | $318K |
| Mandatum Life Insurance Co Ltd | 0.11% | No change | 3,317 | $317K |
| First Merchants Corp. | 0.02% | No change | 3,304 | $316K |
| Csenge Advisory Group | 0.02% | Reduce -2.2% | 3,254 | $311K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $310K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $306K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,200 | $306K |
| SpiderRock Advisors, LLC | 0.01% | — | 3,300 | $305K |
| Apollon Financial, LLC | 0.10% | No change | 3,179 | $304K |
| Focus Financial Network, Inc. | 0.01% | — | 3,372 | $304K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,134 | $300K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 3,108 | $297K |
| Valmark Advisers, Inc. | 0.01% | Reduce -3.2% | 3,103 | $297K |
| JT Stratford LLC | 0.06% | Reduce -18.8% | 3,077 | $294K |
| Atlas Brown,Inc. | 0.11% | Add +13.5% | 3,071 | $294K |
| Insigneo Advisory Services, LLC | 0.03% | No change | 3,069 | $294K |
| CW Advisors, LLC | 0.01% | Add +21.1% | 3,047 | $291K |
| Tritonpoint Wealth, LLC | 0.03% | Add +57.9% | 5,377 | $291K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.3% | 3,040 | $291K |
| Verum Partners LLC | 0.10% | No change | 3,000 | $287K |
| World Investment Advisors | 0.04% | New | 2,986 | $286K |
| Bellevue Asset Management, LLC | 0.16% | Reduce -14.9% | 2,974 | $284K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $284K |
| Archer Investment Corp | 0.09% | No change | 2,960 | $283K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +0.2% | 2,936 | $281K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -8.6% | 2,924 | $280K |
| CoreCap Advisors, LLC | 0.01% | Reduce -25.2% | 2,920 | $279K |
| Touchstone Capital, Inc. | 0.34% | New | 2,837 | $271K |
| Tyler-Stone Wealth Management | 0.12% | Add +0.1% | 2,815 | $269K |
| Investment Advisory Group, LLC | 0.11% | Add +0.0% | 2,813 | $269K |
| Wulff, Hansen & Co. | 0.27% | No change | 2,775 | $265K |
| Carret Asset Management, LLC | 0.03% | Reduce -0.9% | 2,770 | $265K |
| Prospera Financial Services Inc | 0.01% | Add +0.1% | 2,733 | $261K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 2,725 | $261K |
| Carnegie Investment Counsel | 0.01% | No change | 2,714 | $260K |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.0% | 2,709 | $259K |
| Mgo One Seven LLC | 0.01% | Reduce -4.9% | 2,700 | $258K |
| Cresset Asset Management, LLC | 0.00% | New | 2,652 | $254K |
| Regal Investment Advisors LLC | 0.02% | Reduce -4.3% | 2,640 | $253K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -3.5% | 2,625 | $251K |
| Retirement Planning Group, LLC | 0.02% | New | 2,581 | $247K |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.5% | 2,557 | $245K |
| Bear Mountain Capital, Inc. | 0.10% | No change | 2,697 | $241K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,500 | $239K |
| Larson Financial Group LLC | 0.02% | Add +2.9% | 2,499 | $239K |
| Financial Alternatives, Inc | 0.18% | No change | 2,406 | $230K |
| TrueWealth Advisors, LLC | 0.09% | No change | 2,388 | $228K |
| Park Avenue Securities LLC | 0.00% | New | 2,235 | $214K |
| Lanark Financial, Inc. | 0.02% | Reduce -20.5% | 2,098 | $211K |
| SeaCrest Wealth Management, LLC | 0.03% | New | 2,181 | $209K |
| waypoint wealth counsel | 0.16% | New | 2,176 | $208K |
| Modern Wealth Management, LLC | 0.02% | New | 2,118 | $203K |
| Clearstead Advisors, LLC | 0.01% | No change | 2,000 | $189K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,778 | $182K |
| US Bancorp \de | 0.00% | Add +4.5% | 1,572 | $150K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $143K |
| Front Row Advisors LLC | 0.04% | No change | 1,235 | $118K |
| Jones Financial Companies LLLP | 0.00% | New | 1,224 | $117K |
| Blue Trust, Inc. | 0.00% | Add +18.0% | 1,180 | $113K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,145 | $110K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -17.0% | 1,142 | $109K |
| AdvisorNet Financial, Inc | 0.01% | Add +2986.5% | 1,142 | $109K |
| LRI Investments, LLC | 0.03% | — | 1,132 | $108K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,108 | $106K |
| Fifth Third Bancorp | 0.00% | Reduce -44.6% | 1,100 | $105K |
| Sandy Spring Bank | 0.00% | Reduce -16.8% | 1,090 | $104K |
| Allworth Financial LP | 0.00% | No change | 1,062 | $102K |
| Whittier Trust Co. | 0.00% | No change | 1,050 | $100K |
| Signaturefd, LLC | 0.00% | No change | 1,012 | $97K |
| Compass Wealth Management LLC | 0.02% | No change | 1,000 | $96K |
| Gables Capital Management Inc. | 0.05% | Reduce -62.5% | 960 | $92K |
| Harbour Investments, Inc. | 0.00% | Add +70.7% | 942 | $90K |
| Angeles Wealth Management, LLC | 0.01% | No change | 913 | $87K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -68.9% | 912 | $87K |
| CIBC Private Wealth Group LLC | 0.00% | New | 908 | $86K |
| Family Asset Management, LLC | 0.05% | No change | 832 | $80K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $79K |
| Colonial Trust Advisors | 0.01% | Reduce -9.0% | 796 | $76K |
| Realta Investment Advisors | 0.02% | New | 783 | $75K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 768 | $73K |
| Arax Advisory Partners | 0.01% | Add +0.3% | 743 | $71K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.03% | Add +0.4% | 728 | $70K |
| Principal Securities, Inc. | 0.00% | Reduce -1.0% | 725 | $69K |
| Bare Financial Services, Inc | 0.06% | No change | 688 | $63K |
| BNP Paribas Financial Markets | 0.00% | Reduce -53.4% | 644 | $62K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $61K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 635 | $61K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 625 | $60K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $57K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 593 | $57K |
| Criterion Capital Advisors, LLC | 0.04% | Add +0.4% | 565 | $54K |
| Independence Bank of Kentucky | 0.02% | Reduce -9.8% | 555 | $53K |
| Spire Wealth Management | 0.00% | Reduce -24.1% | 546 | $52K |
| NFSG Corp | 0.02% | Reduce -73.3% | 531 | $51K |
| Colonial Trust Co / SC | 0.01% | No change | 500 | $48K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 458 | $44K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $39K |
| Kelly Financial Services LLC | 0.01% | Add +0.3% | 402 | $38K |
| Rise Advisors, LLC | 0.02% | Add +0.3% | 400 | $38K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 380 | $36K |
| Westside Investment Management, Inc. | 0.01% | Reduce -19.5% | 375 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 345 | $33K |
| Global Trust Asset Management, LLC | 0.01% | Add +81.1% | 335 | $32K |
| IFP Advisors, Inc | 0.00% | No change | 334 | $32K |
| Farther Finance Advisors, LLC | 0.00% | Add +94.6% | 323 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $30K |
| Bogart Wealth, LLC | 0.00% | No change | 310 | $30K |
| Parallel Advisors, LLC | 0.00% | No change | 302 | $29K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $29K |
| West Paces Advisors Inc. | 0.01% | Reduce -46.4% | 295 | $28K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 280 | $27K |
| Davis Capital Management | 0.02% | Reduce -7.6% | 280 | $27K |
| Atticus Wealth Management, LLC | 0.01% | No change | 269 | $26K |
| Aspire Wealth Management Corp | 0.01% | No change | 260 | $25K |
| Rothschild Investment LLC | 0.00% | Reduce -30.9% | 260 | $25K |
| North Star Investment Management Corp. | 0.00% | No change | 254 | $24K |
| Anchor Investment Management, LLC | 0.00% | No change | 237 | $23K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $23K |
| Ransom Advisory, Ltd | 0.01% | — | 200 | $19K |
| Private Trust Co. NA | 0.00% | No change | 200 | $19K |
| AlphaMark Advisors, LLC | 0.01% | No change | 200 | $19K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $18K |
| Hantz Financial Services, Inc. | 0.00% | New | 174 | $17K |
| Caitlin John, LLC | 0.01% | Reduce -10.7% | 176 | $17K |
| Simplex Trading, LLC | 0.00% | New | 173 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $15K |
| NewSquare Capital LLC | 0.00% | No change | 144 | $14K |
| Global Retirement Partners, LLC | 0.00% | No change | 137 | $13K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 120 | $11K |
| Addison Advisors LLC | 0.00% | No change | 100 | $10K |
| WR Wealth Planners, LLC | 0.00% | New | 91 | $9K |
| Founders Capital Management | 0.01% | No change | 87 | $8K |
| Pacifica Partners Inc. | 0.00% | New | 86 | $8K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 80 | $8K |
| First Personal Financial Services | 0.00% | No change | 60 | $6K |
| Founders Financial Alliance, LLC | 0.00% | Add +66.7% | 50 | $5K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 50 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $4K |
| Retirement Group, LLC | 0.00% | No change | 32 | $3K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| Avion Wealth | 0.00% | No change | 23 | $3K |
| American Capital Advisory, LLC | 0.00% | New | 40 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $765 |
| Kessler Investment Group, LLC | 0.00% | New | 3 | $316 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.