iShares US Financials ETFIYFETF
13F holders, Q2 2024 (June 30)368holders +12
28new positions
15sold out
5famous investors
$94.57avg. 13F price*
At the end of Q2 2024, 368 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 12 from Q1 2024. 28 opened new positions and 15 sold out. The largest holders were Fisher Asset Management ($194.3M), Bank of America Corp. ($155.2M) and Morgan Stanley ($118.1M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $71.5M |
| Exits | 15 | $44.0M |
All 13F filers, Q1 2024 → Q2 2024: 1,277,783 shares bought and 1,854,657 shares sold, net −576,874 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 368 holders
| Fisher Asset Management | 0.08% | Reduce -4.0% | 2,054,989 | $194.3M |
| Bank of America Corp. | 0.01% | Reduce -1.9% | 1,641,402 | $155.2M |
| Morgan Stanley | 0.01% | Add +4.8% | 1,248,660 | $118.1M |
| Phoenix Financial Ltd. | 1.73% | Reduce -4.6% | 1,196,572 | $113.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -1.4% | 675,492 | $63.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +0.1% | 671,476 | $63.5M |
| Manufacturers Life Insurance Company, The | 0.05% | New | 598,582 | $56.6M |
| LPL Financial LLC | 0.02% | Add +21.0% | 475,892 | $45.0M |
| PGIM Custom Harvest LLC | 0.94% | Add +37.0% | 443,866 | $42.0M |
| UBS Group AG | 0.01% | Reduce -0.1% | 367,239 | $34.7M |
| FMR LLC | 0.00% | Reduce -0.5% | 325,156 | $30.7M |
| Wells Fargo & Company | 0.01% | Reduce -1.7% | 291,546 | $27.6M |
| WASHINGTON TRUST Co | 0.86% | Reduce -3.4% | 248,150 | $23.5M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 203,936 | $19.3M |
| Magnus Financial Group LLC | 1.96% | Add +1.1% | 183,820 | $17.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -11.7% | 164,878 | $15.6M |
| Scotia Capital Inc. | 0.08% | Add +9.0% | 149,686 | $14.2M |
| GDS Wealth Management | 1.53% | Reduce -0.4% | 147,757 | $14.0M |
| Cetera Investment Advisers | 0.03% | Add +1.2% | 125,852 | $11.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.8% | 125,179 | $11.8M |
| Patten & Patten Inc. | 0.82% | Reduce -2.8% | 124,330 | $11.8M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -3.5% | 111,301 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +1.9% | 108,016 | $10.2M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +10.5% | 107,725 | $10.2M |
| XML Financial, LLC | 1.02% | Add +3.3% | 107,291 | $10.1M |
| Raymond James & Associates | 0.01% | Add +4.8% | 97,072 | $9.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.7% | 96,524 | $9.1M |
| Pinkerton Wealth, LLC | 1.37% | Add +29.0% | 94,171 | $8.9M |
| Stifel Financial Corp. | 0.01% | Add +1.2% | 91,480 | $8.7M |
| Etfidea, LLC | 2.86% | Reduce -0.2% | 89,334 | $8.4M |
| OneDigital Investment Advisors LLC | 0.11% | Add +6.2% | 89,189 | $8.4M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.0% | 86,049 | $8.1M |
| Ameriprise Financial Inc. | 0.00% | Add +0.1% | 82,481 | $7.8M |
| Townsquare Capital LLC | 0.10% | Add +13.6% | 80,394 | $7.6M |
| Moloney Securities Asset Management, LLC | 1.11% | Add +86.4% | 80,278 | $7.6M |
| Norden Group LLC | 1.52% | Add +14.1% | 79,689 | $7.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -14.0% | 74,577 | $7.1M |
| AE Wealth Management LLC | 0.06% | Reduce -5.4% | 67,219 | $6.4M |
| First Citizens Financial Corp | 3.69% | Reduce -1.8% | 65,912 | $6.2M |
| Brookstone Capital Management | 0.09% | Reduce -4.7% | 56,197 | $5.7M |
| Stillwater Capital Advisors, LLC | 0.74% | Reduce -0.2% | 56,161 | $5.3M |
| Bank of Montreal | 0.00% | Reduce -44.3% | 53,609 | $5.1M |
| Concurrent Investment Advisors, LLC | 0.17% | Reduce -2.0% | 53,676 | $5.1M |
| Three Seasons Wealth, LLC | 2.51% | Add +7.0% | 47,924 | $4.5M |
| Sharp Wealth Advisory, LLC | 3.75% | Add +4.9% | 46,266 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +16.5% | 45,575 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Add +22.7% | 43,630 | $4.1M |
| HC Advisors, LLC | 3.46% | Add +6.4% | 39,691 | $3.8M |
| KKM Financial LLC | 1.76% | Add +1.9% | 40,809 | $3.7M |
| RPS Advisory Solutions LLC | 3.23% | — | 37,022 | $3.5M |
| Pettyjohn, Wood & White, Inc. | 0.68% | Reduce -1.4% | 36,892 | $3.5M |
| Synovus Financial Corp. | 0.05% | Reduce -1.1% | 36,512 | $3.5M |
| Transcendent Capital Group LLC | 1.90% | New | 34,923 | $3.3M |
| Colony Family Offices, LLC | 0.99% | No change | 32,591 | $3.1M |
| Balboa Wealth Partners | 0.74% | Add +9.4% | 29,642 | $2.8M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -1.2% | 29,296 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.9% | 28,440 | $2.7M |
| Truist Financial Corp. | 0.00% | Add +8.8% | 27,736 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | — | 27,603 | $2.5M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.1% | 25,927 | $2.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.12% | Add +3.7% | 25,677 | $2.4M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.4% | 24,419 | $2.3M |
| CX Institutional | 0.11% | Reduce -3.1% | 24,326 | $2.3M |
| NewEdge Advisors, LLC | 0.02% | Reduce -4.8% | 24,258 | $2.3M |
| Independent Financial Group, LLC | 0.09% | Reduce -8.2% | 24,216 | $2.3M |
| Eagle Strategies LLC | 0.44% | Add +529.0% | 24,122 | $2.3M |
| Somerset Group LLC | 1.93% | Add +0.5% | 22,995 | $2.2M |
| Private Advisor Group, LLC | 0.01% | Reduce -39.3% | 22,387 | $2.1M |
| HighTower Advisors, LLC | 0.00% | Add +0.1% | 21,816 | $2.1M |
| Kovack Advisors, Inc. | 0.21% | Reduce -4.1% | 20,293 | $1.9M |
| EWG Elevate Inc. | 0.70% | Reduce -49.6% | 20,235 | $1.9M |
| Snowden Capital Advisors LLC | 0.06% | Reduce -3.1% | 19,575 | $1.9M |
| Corient Private Wealth LP | 0.00% | Reduce -3.9% | 19,396 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Add +2.1% | 19,357 | $1.8M |
| Founders Financial Securities LLC | 0.17% | Add +4.1% | 19,180 | $1.8M |
| Mariner, LLC | 0.00% | Add +4.8% | 18,994 | $1.8M |
| D. E. Shaw & Co. | 0.00% | New | 18,963 | $1.8M |
| Advisory Services Network, LLC | 0.04% | Add +62.5% | 18,799 | $1.8M |
| Peapack Gladstone Financial Corp. | 0.03% | Reduce -4.3% | 18,512 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.6% | 18,130 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | No change | 17,600 | $1.7M |
| Harmony Asset Management LLC | 0.69% | Add +2.6% | 17,524 | $1.7M |
| Aft, Forsyth & Company, Inc. | 0.79% | Add +0.6% | 17,134 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 16,275 | $1.5M |
| Nikulski Financial, Inc. | 0.48% | No change | 16,054 | $1.5M |
| Koshinski Asset Management, Inc. | 0.14% | Add +6.9% | 15,790 | $1.5M |
| Flow Traders U.S. LLC | 0.07% | Add +13.5% | 15,989 | $1.5M |
| Callan Capital, LLC | 0.12% | Add +0.1% | 15,888 | $1.5M |
| Centaurus Financial, Inc. | 0.10% | New | 15,873 | $1.5M |
| Millennium Management | 0.00% | Add +5.5% | 15,393 | $1.5M |
| Robertson Stephens Wealth Management, LLC | 0.08% | Add +1.3% | 15,206 | $1.4M |
| Creative Planning | 0.00% | Add +0.5% | 15,070 | $1.4M |
| MML Investors Services, LLC | 0.01% | Reduce -4.5% | 14,989 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.3% | 14,867 | $1.4M |
| Allstate Corp. | 0.11% | New | 14,800 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.06% | Add +4.6% | 14,495 | $1.4M |
| Sigma Planning Corp | 0.04% | Reduce -1.5% | 14,409 | $1.4M |
| GTS Securities LLC | 0.03% | New | 13,943 | $1.3M |
| Level Four Advisory Services, LLC | 0.06% | Add +206.9% | 13,423 | $1.3M |
| Clear Creek Financial Management, LLC | 0.15% | Add +11.3% | 13,395 | $1.3M |
| MAI Capital Management | 0.01% | Add +0.3% | 12,709 | $1.2M |
| Essex LLC | 0.26% | Reduce -4.1% | 12,109 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -0.4% | 12,050 | $1.1M |
| Chesapeake Wealth Management | 0.41% | Reduce -0.2% | 11,955 | $1.1M |
| KCM Investment Advisors LLC | 0.04% | Reduce -4.0% | 11,564 | $1.1M |
| Navis Wealth Advisors, LLC | 1.21% | Add +0.3% | 11,183 | $1.1M |
| HSBC Holdings PLC | 0.00% | Reduce -98.7% | 11,150 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +0.4% | 11,020 | $1.0M |
| Avior Wealth Management, LLC | 0.04% | Reduce -15.0% | 10,914 | $1.0M |
| Commerce Bank | 0.01% | Add +0.5% | 10,570 | $1000K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.2% | 10,549 | $998K |
| Virtue Capital Management, LLC | 0.17% | New | 9,903 | $993K |
| One Charles Private Wealth Services, LLC | 0.41% | Reduce -0.5% | 10,309 | $975K |
| Mutual Advisors, LLC | 0.03% | Add +6.2% | 9,340 | $940K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.6% | 9,864 | $933K |
| Apollon Wealth Management, LLC | 0.03% | Add +137.4% | 9,852 | $932K |
| Matthew Goff Investment Advisor, LLC | 0.19% | No change | 9,845 | $931K |
| Apeiron RIA LLC | 0.28% | Add +13.3% | 9,612 | $909K |
| Captrust Financial Advisors | 0.00% | Reduce -0.7% | 9,389 | $888K |
| Magnolia Capital Management Ltd. | 0.70% | No change | 8,845 | $836K |
| Comerica Bank | 0.00% | Reduce -6.8% | 8,835 | $836K |
| Gladstone Institutional Advisory LLC | 0.04% | Reduce -20.7% | 8,604 | $814K |
| Baird Financial Group, Inc. | 0.00% | Add +156.3% | 8,564 | $810K |
| WESPAC Advisors, LLC | 0.61% | Reduce -13.9% | 8,213 | $777K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +2.0% | 7,991 | $756K |
| Jones Financial Companies LLLP | 0.00% | Add +533.5% | 7,754 | $733K |
| HFG Advisors, Inc. | 0.67% | No change | 7,631 | $722K |
| IHT Wealth Management, LLC | 0.03% | Add +19.4% | 7,616 | $720K |
| Wealth Management Partners, LLC | 0.35% | Add +0.6% | 7,540 | $713K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,525 | $712K |
| Bank of New York Mellon Corp | 0.00% | Add +193.2% | 7,498 | $709K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,440 | $704K |
| Quantinno Capital Management LP | 0.01% | Add +40.0% | 7,318 | $692K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.3% | 6,794 | $691K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,162 | $677K |
| Blair William & Co. | 0.00% | Add +0.0% | 7,072 | $669K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $666K |
| Atria Investments, Inc | 0.01% | New | 7,027 | $665K |
| Cascade Wealth Advisors, Inc | 0.49% | Reduce -19.7% | 6,650 | $663K |
| Garrison Point Advisors, LLC | 0.43% | Add +0.1% | 6,912 | $654K |
| Northern Trust Corp. | 0.00% | Reduce -1.0% | 6,742 | $638K |
| Bigelow Investment Advisors, LLC | 0.30% | Reduce -0.9% | 6,730 | $636K |
| Citigroup Inc. | 0.00% | Reduce -1.1% | 6,678 | $631K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -14.6% | 6,661 | $630K |
| National Bank of Canada | 0.00% | Reduce -11.1% | 6,629 | $628K |
| Keeley-Teton Advisors, LLC | 0.08% | Add +0.1% | 6,612 | $625K |
| Councilor Wealth, LLC | 0.30% | Add +0.0% | 6,218 | $588K |
| Empirical Asset Management, LLC | 0.22% | Add +23.0% | 6,047 | $572K |
| Visionary Wealth Advisors | 0.04% | Reduce -11.8% | 6,008 | $568K |
| Laidlaw Wealth Management LLC | 0.31% | Reduce -2.3% | 5,995 | $567K |
| Wealth Management Associates, Inc. | 0.26% | No change | 5,957 | $563K |
| Ironwood Financial, llc | 0.13% | Add +4.9% | 5,936 | $561K |
| Glenview Trust Co | 0.01% | Reduce -11.4% | 5,878 | $556K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -0.6% | 5,824 | $551K |
| Navellier & Associates Inc. | 0.06% | No change | 5,788 | $547K |
| Acropolis Investment Management, LLC | 0.03% | No change | 5,740 | $543K |
| Arkadios Wealth Advisors | 0.04% | Add +58.2% | 5,593 | $529K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -22.4% | 5,540 | $524K |
| Stephens Inc. | 0.01% | Reduce -8.0% | 5,533 | $523K |
| HF Advisory Group, LLC | 0.27% | Add +9.0% | 5,525 | $522K |
| Lido Advisors, LLC | 0.00% | Add +2.3% | 5,496 | $520K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 5,452 | $516K |
| Simmons Bank | 0.04% | No change | 5,400 | $511K |
| One Capital Management, LLC | 0.02% | Add +0.9% | 5,265 | $498K |
| Gill Capital Partners, LLC | 0.19% | No change | 5,236 | $495K |
| Modera Wealth Management, LLC | 0.01% | Reduce -3.7% | 5,210 | $493K |
| Savant Capital, LLC | 0.00% | Reduce -0.1% | 5,196 | $491K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -2.5% | 5,072 | $480K |
| Capital Wealth Alliance, LLC | 0.27% | Reduce -41.7% | 4,985 | $471K |
| Zimmermann Investment Management & Planning LLC | 0.16% | Add +45.0% | 4,975 | $470K |
| Financial Freedom, LLC | 0.27% | Add +3.9% | 4,975 | $470K |
| FineMark National Bank & Trust | 0.02% | Add +14.2% | 4,934 | $467K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -8.4% | 4,925 | $466K |
| Biondo Investment Advisors, LLC | 0.07% | Reduce -2.8% | 4,905 | $464K |
| Pacific Sun Financial Corp | 0.27% | Reduce -8.0% | 4,847 | $458K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.2% | 4,753 | $449K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.7% | 4,666 | $441K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.3% | 4,581 | $433K |
| Dynamic Advisor Solutions LLC | 0.01% | Add +37.1% | 4,564 | $432K |
| Gryphon Financial Partners LLC | 0.06% | No change | 4,539 | $429K |
| Commonwealth Financial Services, LLC | 0.09% | Reduce -4.3% | 4,445 | $423K |
| Stonebridge Financial Planning Group, LLC | 0.21% | Reduce -1.5% | 4,440 | $420K |
| Creekmur Asset Management LLC | 0.11% | Add +0.1% | 4,409 | $417K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -6.5% | 4,285 | $405K |
| M&T Bank Corp | 0.00% | New | 4,268 | $404K |
| Whitener Capital Management, Inc. | 0.12% | Add +12.3% | 4,238 | $401K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -11.7% | 4,222 | $399K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -0.8% | 4,175 | $395K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -1.7% | 4,166 | $394K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.3% | 4,129 | $390K |
| CFM Wealth Partners LLC | 0.07% | No change | 4,122 | $390K |
| Prio Wealth Limited Partnership | 0.01% | Reduce -2.3% | 4,110 | $389K |
| Sunbelt Securities, Inc. | 0.04% | No change | 4,014 | $380K |
| BlackRock Inc. | 0.00% | No change | 3,981 | $376K |
| LPWM LLC | 0.13% | No change | 3,940 | $375K |
| HCR Wealth Advisors | 0.05% | Add +0.0% | 3,929 | $372K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,895 | $368K |
| Dagco, Inc. | 0.16% | Add +2.8% | 3,856 | $365K |
| Bond & Devick Financial Network, Inc. | 0.19% | No change | 3,790 | $358K |
| Kellett Wealth Advisors, LLC | 0.29% | Reduce -54.9% | 3,784 | $358K |
| Capital Investment Advisors, LLC | 0.01% | Add +9.1% | 3,773 | $357K |
| Cwm, LLC | 0.00% | Reduce -8.6% | 3,685 | $348K |
| D.A. Davidson & Co. | 0.00% | Add +8.1% | 3,655 | $346K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,644 | $345K |
| Summit Trail Advisors, LLC | 0.01% | Add +15.4% | 3,618 | $342K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.9% | 3,343 | $339K |
| Raymond James Trust N.A. | 0.01% | No change | 3,566 | $337K |
| NorthRock Partners, LLC | 0.01% | No change | 3,551 | $336K |
| Fort Point Capital Partners LLC | 0.04% | No change | 3,475 | $329K |
| Prudent Investors Network, Inc. | 0.12% | Reduce -2.1% | 3,390 | $321K |
| Dakota Wealth Management | 0.01% | Reduce -31.8% | 3,320 | $314K |
| First Merchants Corp. | 0.01% | No change | 3,304 | $312K |
| SpiderRock Advisors, LLC | 0.01% | No change | 3,300 | $312K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 3,262 | $309K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | Reduce -5.1% | 3,260 | $308K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $306K |
| Mandatum Life Insurance Co Ltd | 0.10% | Reduce -3.1% | 3,215 | $304K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $303K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 3,200 | $303K |
| Apollon Financial, LLC | 0.10% | No change | 3,179 | $301K |
| Stratos Investment Management, LLC | 0.02% | New | 3,151 | $298K |
| Integrated Wealth Concepts LLC | 0.00% | Add +7.5% | 3,142 | $297K |
| Jaffetilchin Investment Partners, LLC | 0.03% | Add +0.3% | 3,118 | $295K |
| Atlas Brown,Inc. | 0.10% | Add +0.3% | 3,081 | $291K |
| CW Advisors, LLC | 0.00% | Add +0.8% | 3,072 | $291K |
| Pathstone Holdings, LLC | 0.00% | Add +12.8% | 3,055 | $289K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.3% | 3,050 | $288K |
| JT Stratford LLC | 0.05% | Reduce -2.2% | 3,009 | $285K |
| Verum Partners LLC | 0.09% | No change | 3,000 | $284K |
| World Investment Advisors | 0.02% | No change | 2,986 | $282K |
| Bellevue Asset Management, LLC | 0.16% | No change | 2,974 | $281K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $281K |
| Archer Investment Corp | 0.08% | No change | 2,960 | $280K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Add +0.3% | 2,946 | $279K |
| Valmark Advisers, Inc. | 0.00% | Reduce -8.9% | 2,827 | $267K |
| Investment Advisory Group, LLC | 0.10% | No change | 2,813 | $266K |
| Central Valley Advisors, LLC | 0.11% | Reduce -7.9% | 6,382 | $265K |
| Modern Wealth Management, LLC | 0.02% | Add +31.3% | 2,781 | $263K |
| Wulff, Hansen & Co. | 0.26% | No change | 2,775 | $262K |
| Carnegie Investment Counsel | 0.01% | No change | 2,714 | $257K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -1.4% | 2,686 | $254K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -38.9% | 2,653 | $251K |
| Clearstead Advisors, LLC | 0.00% | Add +32.7% | 2,654 | $251K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,640 | $250K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,625 | $248K |
| Larson Financial Group LLC | 0.02% | Add +5.0% | 2,623 | $248K |
| Retirement Planning Group, LLC | 0.02% | Add +1.2% | 2,613 | $247K |
| Cresset Asset Management, LLC | 0.00% | Reduce -2.8% | 2,577 | $244K |
| Mgo One Seven LLC | 0.01% | Reduce -5.0% | 2,565 | $243K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -97.9% | 2,529 | $239K |
| Tyler-Stone Wealth Management | 0.10% | Reduce -10.5% | 2,520 | $238K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,500 | $236K |
| Renaissance Technologies | 0.00% | New | 2,500 | $236K |
| Carret Asset Management, LLC | 0.03% | Reduce -10.7% | 2,475 | $234K |
| Financial Alternatives, Inc | 0.17% | No change | 2,406 | $228K |
| Touchstone Capital, Inc. | 0.36% | Reduce -15.2% | 2,405 | $227K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -21.1% | 2,420 | $227K |
| TrueWealth Advisors, LLC | 0.08% | No change | 2,388 | $226K |
| Choreo, LLC | 0.00% | New | 2,363 | $224K |
| Prospera Financial Services Inc | 0.01% | Reduce -14.6% | 2,334 | $221K |
| Banco Santander, S.A. | 0.00% | New | 2,329 | $220K |
| Citadel Advisors | 0.00% | Reduce -61.1% | 2,248 | $213K |
| Park Avenue Securities LLC | 0.00% | No change | 2,235 | $211K |
| Yeomans Consulting Group, Inc. | 0.08% | New | 2,193 | $207K |
| waypoint wealth counsel | 0.16% | Add +0.3% | 2,183 | $206K |
| SeaCrest Wealth Management, LLC | 0.02% | No change | 2,181 | $206K |
| Adapt Wealth Advisors, LLC | 0.13% | New | 2,150 | $203K |
| Daymark Wealth Partners, LLC | 0.01% | New | 2,139 | $202K |
| Lanark Financial, Inc. | 0.02% | Reduce -7.6% | 1,938 | $183K |
| Qube Research & Technologies Ltd | 0.00% | Add +109.4% | 1,910 | $181K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,778 | $169K |
| US Bancorp \de | 0.00% | Add +5.2% | 1,654 | $156K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $142K |
| Global Retirement Partners, LLC | 0.00% | Add +964.2% | 1,458 | $138K |
| Bear Mountain Capital, Inc. | 0.05% | Reduce -55.5% | 1,200 | $118K |
| Front Row Advisors LLC | 0.04% | No change | 1,235 | $117K |
| Blue Trust, Inc. | 0.00% | No change | 1,180 | $113K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 1,146 | $108K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,145 | $108K |
| LRI Investments, LLC | 0.01% | No change | 1,132 | $107K |
| Allworth Financial LP | 0.00% | No change | 1,062 | $105K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,108 | $105K |
| Fifth Third Bancorp | 0.00% | No change | 1,100 | $104K |
| Principal Securities, Inc. | 0.00% | Add +51.0% | 1,095 | $104K |
| Sandy Spring Bank | 0.00% | Add +0.1% | 1,091 | $103K |
| Harbour Investments, Inc. | 0.00% | Add +12.4% | 1,059 | $100K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 1,018 | $96K |
| Compass Wealth Management LLC | 0.02% | No change | 1,000 | $95K |
| Sound Income Strategies, LLC | 0.01% | New | 972 | $92K |
| International Assets Investment Management, LLC | 0.01% | New | 968 | $92K |
| Gables Capital Management Inc. | 0.05% | No change | 960 | $91K |
| Realta Investment Advisors | 0.02% | Add +19.2% | 933 | $88K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 908 | $86K |
| Family Asset Management, LLC | 0.05% | No change | 832 | $79K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $78K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 768 | $73K |
| Arax Advisory Partners | 0.01% | Add +0.1% | 744 | $70K |
| Bare Financial Services, Inc | 0.04% | No change | 688 | $70K |
| Johnson Financial Group, Inc. | 0.00% | New | 729 | $69K |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +9.4% | 695 | $66K |
| Colonial Trust Advisors | 0.01% | Reduce -18.8% | 646 | $61K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $61K |
| IFP Advisors, Inc | 0.00% | Add +89.5% | 633 | $60K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 627 | $59K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $57K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | New | 600 | $57K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $57K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 593 | $56K |
| Criterion Capital Advisors, LLC | 0.03% | Add +0.3% | 567 | $54K |
| Spire Wealth Management | 0.00% | Add +3.5% | 565 | $53K |
| Colonial Trust Co / SC | 0.01% | No change | 500 | $47K |
| NFSG Corp | 0.02% | Reduce -9.2% | 482 | $46K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $45K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 458 | $43K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $38K |
| Kelly Financial Services LLC | 0.01% | Add +0.5% | 404 | $38K |
| Rise Advisors, LLC | 0.02% | Add +0.5% | 402 | $38K |
| Independence Bank of Kentucky | 0.01% | Reduce -28.8% | 395 | $37K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 380 | $36K |
| Westside Investment Management, Inc. | 0.01% | No change | 375 | $35K |
| Global Trust Asset Management, LLC | 0.01% | Add +10.4% | 370 | $35K |
| Financial Perspectives, Inc | 0.01% | No change | 345 | $33K |
| BNP Paribas Financial Markets | 0.00% | Reduce -49.7% | 324 | $31K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $29K |
| Bogart Wealth, LLC | 0.00% | No change | 310 | $29K |
| Parallel Advisors, LLC | 0.00% | No change | 302 | $29K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $28K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $28K |
| Davis Capital Management | 0.02% | No change | 280 | $27K |
| Benjamin F. Edwards & Company, Inc. | 0.00% | No change | 280 | $26K |
| Atticus Wealth Management, LLC | 0.01% | Add +0.4% | 270 | $25K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +436.0% | 268 | $25K |
| Aspire Wealth Management Corp | 0.01% | No change | 260 | $25K |
| Rothschild Investment LLC | 0.00% | No change | 260 | $25K |
| North Star Investment Management Corp. | 0.00% | Add +0.4% | 255 | $24K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $22K |
| AlphaMark Advisors, LLC | 0.01% | No change | 200 | $19K |
| Ransom Advisory, Ltd | 0.01% | No change | 200 | $19K |
| Private Trust Co. NA | 0.00% | No change | 200 | $19K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 187 | $18K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $17K |
| Pineridge Advisors LLC | 0.01% | New | 179 | $17K |
| Caitlin John, LLC | 0.01% | No change | 176 | $17K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.6% | 177 | $17K |
| Element Wealth, LLC | 0.01% | New | 174 | $16K |
| New Millennium Group LLC | 0.01% | New | 169 | $16K |
| Anchor Investment Management, LLC | 0.00% | Reduce -30.4% | 165 | $16K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $15K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 120 | $12K |
| FinTrust Capital Advisors, LLC | 0.00% | New | 114 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 113 | $11K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -90.1% | 113 | $11K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -66.6% | 108 | $10K |
| POM Investment Strategies, LLC | 0.01% | New | 101 | $10K |
| Addison Advisors LLC | 0.00% | No change | 100 | $9K |
| WR Wealth Planners, LLC | 0.00% | No change | 91 | $9K |
| Founders Capital Management | 0.01% | No change | 87 | $8K |
| Pacifica Partners Inc. | 0.00% | No change | 86 | $8K |
| First Personal Financial Services | 0.00% | No change | 60 | $6K |
| Simplex Trading, LLC | 0.00% | Reduce -63.6% | 63 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $4K |
| ORG Partners LLC | 0.00% | New | 38 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| ICA Group Wealth Management, LLC | 0.00% | No change | 25 | $2K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $757 |
| Kessler Investment Group, LLC | 0.00% | No change | 3 | $312 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.