iShares US Financials ETFIYFETF
13F holders, Q3 2024 (September 30)387holders +19
35new positions
16sold out
5famous investors
$103.92avg. 13F price*
At the end of Q3 2024, 387 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 19 from Q2 2024. 35 opened new positions and 16 sold out. The largest holders were Fisher Asset Management ($206.5M), Bank of America Corp. ($173.2M) and Morgan Stanley ($133.4M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $110.2M |
| Exits | 16 | $9.5M |
All 13F filers, Q2 2024 → Q3 2024: 2,911,320 shares bought and 338,085 shares sold, net +2,573,235 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 387 holders
| Fisher Asset Management | 0.08% | Reduce -3.3% | 1,987,411 | $206.5M |
| Bank of America Corp. | 0.02% | Add +1.5% | 1,666,682 | $173.2M |
| Morgan Stanley | 0.01% | Add +2.8% | 1,283,510 | $133.4M |
| Phoenix Financial Ltd. | 1.84% | No change | 1,196,572 | $124.3M |
| Manufacturers Life Insurance Company, The | 0.07% | Add +28.5% | 769,351 | $79.9M |
| Goldman Sachs Group Inc. | 0.01% | Add +6.2% | 717,312 | $74.5M |
| HSBC Holdings PLC | 0.04% | Add +5787.1% | 656,408 | $68.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.1% | 637,483 | $66.2M |
| FIL Ltd | 0.05% | New | 526,025 | $54.7M |
| LPL Financial LLC | 0.02% | Add +6.5% | 506,919 | $52.7M |
| PGIM Custom Harvest LLC | 1.01% | Add +8.5% | 481,742 | $50.1M |
| Bank of Montreal | 0.02% | Add +705.1% | 431,608 | $44.7M |
| UBS Group AG | 0.01% | Add +2.0% | 374,666 | $38.9M |
| Wells Fargo & Company | 0.01% | Add +8.6% | 316,460 | $32.9M |
| FMR LLC | 0.00% | Reduce -3.2% | 314,680 | $32.7M |
| Schroder Investment Management Group | 0.03% | New | 262,075 | $27.1M |
| WASHINGTON TRUST Co | 0.90% | Reduce -0.8% | 246,069 | $25.6M |
| Royal Bank of Canada | 0.00% | Add +4.7% | 213,474 | $22.2M |
| Magnus Financial Group LLC | 2.00% | Add +2.6% | 188,646 | $19.6M |
| Osaic Holdings, Inc. | 0.04% | Reduce -1.9% | 161,782 | $16.8M |
| Scotia Capital Inc. | 0.09% | Add +6.8% | 159,891 | $16.6M |
| GDS Wealth Management | 1.49% | Reduce -0.4% | 147,226 | $15.3M |
| Cetera Investment Advisers | 0.03% | Add +4.4% | 131,395 | $13.7M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +16.2% | 125,179 | $13.0M |
| Apollon Wealth Management, LLC | 0.36% | Add +1161.0% | 124,235 | $12.9M |
| Patten & Patten Inc. | 0.85% | Reduce -0.7% | 123,515 | $12.8M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -1.4% | 123,379 | $12.8M |
| XML Financial, LLC | 1.08% | Add +4.0% | 111,605 | $11.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.6% | 110,808 | $11.5M |
| Kestra Advisory Services, LLC | 0.06% | Reduce -1.4% | 109,691 | $11.4M |
| OneDigital Investment Advisors LLC | 0.12% | Add +15.6% | 103,092 | $10.7M |
| Raymond James & Associates | 0.01% | Add +3.5% | 100,471 | $10.4M |
| MinichMacGregor Wealth Management, LLC | 2.09% | New | 93,757 | $9.7M |
| Stifel Financial Corp. | 0.01% | Add +2.2% | 93,520 | $9.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.6% | 93,023 | $9.7M |
| Pinkerton Wealth, LLC | 1.38% | Reduce -2.9% | 91,446 | $9.5M |
| Etfidea, LLC | 2.96% | Add +0.7% | 89,954 | $9.3M |
| Ameriprise Financial Inc. | 0.00% | Add +6.4% | 87,729 | $9.1M |
| Townsquare Capital LLC | 0.10% | Add +4.7% | 84,146 | $8.7M |
| Norden Group LLC | 1.02% | Add +4.6% | 83,331 | $8.7M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -3.3% | 83,207 | $8.6M |
| Moloney Securities Asset Management, LLC | 1.15% | Add +2.5% | 82,273 | $8.5M |
| AE Wealth Management LLC | 0.07% | Add +4.6% | 70,287 | $7.3M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -8.7% | 68,095 | $7.1M |
| First Citizens Financial Corp | 3.57% | Reduce -1.6% | 64,869 | $6.7M |
| Three Seasons Wealth, LLC | 3.19% | Add +21.7% | 58,314 | $6.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +85.8% | 51,301 | $6.0M |
| Brookstone Capital Management | 0.08% | Reduce -4.8% | 53,499 | $5.6M |
| Concurrent Investment Advisors, LLC | 0.16% | Reduce -2.1% | 52,525 | $5.5M |
| Stillwater Capital Advisors, LLC | 0.69% | Reduce -8.9% | 51,157 | $5.3M |
| Sharp Wealth Advisory, LLC | 3.90% | Add +5.2% | 48,685 | $5.1M |
| GTS Securities LLC | 0.10% | Add +236.0% | 46,849 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +5.0% | 45,827 | $4.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -0.5% | 45,353 | $4.7M |
| Citadel Advisors | 0.00% | Add +1752.0% | 41,634 | $4.3M |
| HC Advisors, LLC | 3.47% | Add +2.2% | 40,568 | $4.2M |
| Private Advisor Group, LLC | 0.02% | Add +66.9% | 37,370 | $3.9M |
| Pettyjohn, Wood & White, Inc. | 0.70% | Reduce -0.9% | 36,575 | $3.8M |
| Synovus Financial Corp. | 0.04% | Add +0.1% | 36,567 | $3.8M |
| Second Half Financial Partners, LLC | 1.95% | New | 35,447 | $3.7M |
| RPS Advisory Solutions LLC | 2.63% | Reduce -4.5% | 35,366 | $3.7M |
| Financial Management Professionals, Inc. | 0.43% | New | 33,513 | $3.5M |
| CoreCap Advisors, LLC | 0.16% | New | 32,823 | $3.4M |
| Truist Financial Corp. | 0.01% | Add +11.6% | 30,963 | $3.2M |
| Balboa Wealth Partners | 0.75% | Reduce -2.2% | 28,998 | $3.0M |
| First Heartland Consultants, Inc. | 0.32% | Reduce -2.2% | 28,648 | $3.0M |
| Gerber Kawasaki Wealth & Investment Management | 0.13% | Add +9.3% | 28,056 | $2.9M |
| Colony Family Offices, LLC | 0.89% | Reduce -15.3% | 27,611 | $2.9M |
| NewEdge Advisors, LLC | 0.02% | Add +13.3% | 27,473 | $2.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.4% | 27,198 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 25,793 | $2.7M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -0.1% | 24,398 | $2.5M |
| Independent Financial Group, LLC | 0.09% | Reduce -2.4% | 23,633 | $2.5M |
| Eagle Strategies LLC | 0.43% | Reduce -4.1% | 23,139 | $2.4M |
| Somerset Group LLC | 2.20% | Reduce -0.1% | 22,980 | $2.4M |
| CX Institutional | 0.11% | Reduce -6.1% | 22,847 | $2.4M |
| KKM Financial LLC | 1.13% | Reduce -46.1% | 21,976 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +0.3% | 21,873 | $2.3M |
| Jones Financial Companies LLLP | 0.00% | Add +171.8% | 21,076 | $2.2M |
| Corient Private Wealth LP | 0.00% | Add +4.6% | 20,282 | $2.1M |
| Harmony Asset Management LLC | 0.75% | Add +12.2% | 19,667 | $2.0M |
| Mariner, LLC | 0.00% | Add +0.7% | 19,129 | $2.0M |
| Kovack Advisors, Inc. | 0.21% | Reduce -6.7% | 18,931 | $2.0M |
| Peapack Gladstone Financial Corp. | 0.03% | Add +0.3% | 18,563 | $1.9M |
| Founders Financial Securities LLC | 0.17% | Reduce -5.1% | 18,195 | $1.9M |
| Tower Research Capital LLC (TRC) | 0.05% | Add +15773.5% | 17,937 | $1.9M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.6% | 17,664 | $1.8M |
| Advisory Services Network, LLC | 0.04% | No change | 18,799 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.87% | Reduce -0.4% | 17,072 | $1.8M |
| MMBG Investment Advisors Co. | 0.18% | Reduce -4.2% | 16,866 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -13.4% | 16,753 | $1.7M |
| Millennium Management | 0.00% | Add +7.5% | 16,551 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 15,901 | $1.7M |
| Callan Capital, LLC | 0.12% | Reduce -0.3% | 15,848 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +6.2% | 15,784 | $1.6M |
| Koshinski Asset Management, Inc. | 0.14% | Reduce -1.0% | 15,625 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Add +5.7% | 15,317 | $1.6M |
| Allstate Corp. | 0.15% | No change | 14,800 | $1.5M |
| Creative Planning | 0.00% | Reduce -3.6% | 14,523 | $1.5M |
| Nikulski Financial, Inc. | 0.44% | Reduce -10.9% | 14,303 | $1.5M |
| Clear Creek Financial Management, LLC | 0.16% | Add +3.2% | 13,829 | $1.4M |
| Robertson Stephens Wealth Management, LLC | 0.05% | Reduce -10.8% | 13,565 | $1.4M |
| Level Four Advisory Services, LLC | 0.06% | Reduce -4.0% | 12,880 | $1.4M |
| Snowden Capital Advisors LLC | 0.04% | Reduce -32.9% | 13,131 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.1% | 12,727 | $1.3M |
| D. E. Shaw & Co. | 0.00% | Reduce -33.9% | 12,534 | $1.3M |
| Avior Wealth Management, LLC | 0.05% | Add +11.0% | 12,115 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -0.0% | 12,045 | $1.3M |
| Chesapeake Wealth Management | 0.42% | Reduce -0.3% | 11,919 | $1.2M |
| Essex LLC | 0.25% | Reduce -4.0% | 11,624 | $1.2M |
| KCM Investment Advisors LLC | 0.04% | Add +0.1% | 11,579 | $1.2M |
| Navis Wealth Advisors, LLC | 1.26% | Add +0.4% | 11,223 | $1.2M |
| Smartleaf Asset Management LLC | 0.14% | Add +6214.1% | 11,176 | $1.2M |
| EWG Elevate Inc. | 0.45% | Reduce -46.4% | 10,839 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.5% | 10,705 | $1.1M |
| Commerce Bank | 0.01% | No change | 10,570 | $1.1M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -4.9% | 10,476 | $1.1M |
| WESPAC Advisors, LLC | 0.80% | Add +27.4% | 10,465 | $1.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.5% | 10,115 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +2.2% | 9,544 | $1.0M |
| Apeiron RIA LLC | 0.29% | Add +2.7% | 9,869 | $1.0M |
| Comerica Bank | 0.00% | Add +10.5% | 9,759 | $1.0M |
| Virtue Capital Management, LLC | 0.20% | Reduce -1.7% | 9,731 | $1.0M |
| Matthew Goff Investment Advisor, LLC | 0.19% | Reduce -1.5% | 9,695 | $1.0M |
| One Charles Private Wealth Services, LLC | 0.38% | Reduce -7.3% | 9,552 | $992K |
| Bank of New York Mellon Corp | 0.00% | Add +24.9% | 9,363 | $973K |
| Stephens Inc. | 0.01% | Add +69.0% | 9,349 | $971K |
| Susquehanna International Group, LLP | 0.00% | Add +87.2% | 8,896 | $924K |
| Sigma Planning Corp | 0.03% | Reduce -38.5% | 8,858 | $920K |
| Magnolia Capital Management Ltd. | 0.73% | No change | 8,845 | $919K |
| Captrust Financial Advisors | 0.00% | Reduce -5.8% | 8,844 | $919K |
| Kesler, Norman & Wride, LLC | 0.18% | Add +109.7% | 8,736 | $908K |
| Integrated Advisors Network LLC | 0.04% | New | 8,638 | $897K |
| IHT Wealth Management, LLC | 0.03% | Add +13.0% | 8,604 | $894K |
| Baird Financial Group, Inc. | 0.00% | Add +0.1% | 8,576 | $891K |
| One Capital Management, LLC | 0.03% | Add +61.4% | 8,499 | $883K |
| Renaissance Technologies | 0.00% | Add +224.0% | 8,100 | $842K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 7,991 | $830K |
| Two Sigma Securities, LLC | 0.06% | New | 7,749 | $805K |
| HFG Advisors, Inc. | 0.70% | No change | 7,631 | $793K |
| Blair William & Co. | 0.00% | Add +6.9% | 7,559 | $785K |
| Wealth Management Partners, LLC | 0.36% | Reduce -0.1% | 7,535 | $783K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,534 | $783K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,440 | $773K |
| Garrison Point Advisors, LLC | 0.47% | Add +6.8% | 7,381 | $767K |
| Central Valley Advisors, LLC | 0.43% | Add +15.4% | 7,367 | $765K |
| National Bank of Canada | 0.00% | Add +10.9% | 7,353 | $764K |
| Atria Investments, Inc | 0.01% | Add +3.7% | 7,288 | $757K |
| Quantinno Capital Management LP | 0.01% | Reduce -0.9% | 7,255 | $754K |
| Glenmede Trust Co. NA | 0.00% | No change | 7,162 | $744K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.3% | 6,818 | $738K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $732K |
| Northern Trust Corp. | 0.00% | Add +1.2% | 6,820 | $709K |
| Watts Gwilliam & Co., LLC | 0.15% | — | 6,818 | $709K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +31.2% | 6,656 | $692K |
| Keeley-Teton Advisors, LLC | 0.08% | Add +0.1% | 6,620 | $688K |
| HF Advisory Group, LLC | 0.32% | Add +19.3% | 6,593 | $685K |
| Empirical Asset Management, LLC | 0.24% | Add +8.3% | 6,547 | $680K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -2.8% | 6,473 | $671K |
| Councilor Wealth, LLC | 0.32% | Add +0.0% | 6,219 | $646K |
| Montag A & Associates Inc. | 0.03% | New | 6,212 | $645K |
| Bigelow Investment Advisors, LLC | 0.28% | Reduce -8.9% | 6,130 | $637K |
| Wealth Management Associates, Inc. | 0.28% | Add +2.2% | 6,089 | $633K |
| Visionary Wealth Advisors | 0.04% | No change | 6,008 | $624K |
| Ironwood Financial, llc | 0.13% | Add +1.0% | 5,996 | $623K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +2.9% | 5,993 | $623K |
| Glenview Trust Co | 0.01% | Add +0.3% | 5,895 | $612K |
| Yeomans Consulting Group, Inc. | 0.23% | Add +168.2% | 5,882 | $611K |
| Citigroup Inc. | 0.00% | Reduce -12.6% | 5,834 | $606K |
| Arkadios Wealth Advisors | 0.03% | Add +4.0% | 5,818 | $604K |
| Acropolis Investment Management, LLC | 0.04% | No change | 5,740 | $596K |
| Laidlaw Wealth Management LLC | 0.29% | Reduce -6.0% | 5,636 | $586K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 5,499 | $571K |
| Gladstone Institutional Advisory LLC | 0.03% | Reduce -36.2% | 5,488 | $570K |
| Adell Harriman & Carpenter Inc. | 0.04% | No change | 5,452 | $566K |
| Cascade Wealth Advisors, Inc | 0.40% | Reduce -18.1% | 5,450 | $566K |
| Financial Freedom, LLC | 0.30% | Add +9.4% | 5,442 | $565K |
| Simmons Bank | 0.04% | No change | 5,400 | $561K |
| Kingswood Wealth Advisors, LLC | 0.04% | New | 5,376 | $559K |
| Zimmermann Investment Management & Planning LLC | 0.17% | Add +7.5% | 5,349 | $556K |
| Stratos Investment Management, LLC | 0.04% | Add +67.2% | 5,269 | $547K |
| CreativeOne Wealth, LLC | 0.02% | Add +98.4% | 5,263 | $547K |
| Tritonpoint Wealth, LLC | 0.05% | Add +6.8% | 5,260 | $544K |
| Gill Capital Partners, LLC | 0.19% | No change | 5,236 | $544K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,210 | $541K |
| Trademark Financial Management, LLC | 0.42% | New | 5,065 | $526K |
| Tyler-Stone Wealth Management | 0.10% | Add +100.4% | 5,049 | $525K |
| FineMark National Bank & Trust | 0.02% | No change | 4,934 | $513K |
| Biondo Investment Advisors, LLC | 0.07% | Add +0.4% | 4,925 | $512K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -12.2% | 4,867 | $506K |
| Pacific Sun Financial Corp | 0.28% | Add +0.3% | 4,862 | $505K |
| Capital Wealth Alliance, LLC | 0.29% | Reduce -2.9% | 4,840 | $503K |
| LRI Investments, LLC | 0.05% | Add +283.7% | 4,343 | $499K |
| Savant Capital, LLC | 0.00% | Reduce -9.1% | 4,722 | $491K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.2% | 4,572 | $475K |
| Charter Oak Capital Management, LLC | 0.04% | Add +6.4% | 4,491 | $467K |
| HRT Financial LP | 0.00% | New | 4,453 | $462K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Add +0.1% | 4,442 | $461K |
| Commonwealth Financial Services, LLC | 0.09% | Add +0.0% | 4,447 | $459K |
| Creekmur Asset Management LLC | 0.11% | Add +0.1% | 4,413 | $459K |
| Rollins Financial Advisors, LLC | 0.07% | Add +0.1% | 4,287 | $445K |
| M&T Bank Corp | 0.00% | No change | 4,268 | $443K |
| Fort Point Capital Partners LLC | 0.06% | Add +22.8% | 4,266 | $443K |
| Gryphon Financial Partners LLC | 0.06% | Reduce -6.2% | 4,259 | $443K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +0.0% | 4,176 | $434K |
| HCR Wealth Advisors | 0.06% | Add +5.0% | 4,124 | $429K |
| CFM Wealth Partners LLC | 0.07% | No change | 4,122 | $428K |
| SOA Wealth Advisors, LLC. | 0.08% | Reduce -0.5% | 4,110 | $427K |
| Prio Wealth Limited Partnership | 0.01% | No change | 4,110 | $427K |
| Sunbelt Securities, Inc. | 0.04% | Add +1.0% | 4,053 | $421K |
| SpiderRock Advisors, LLC | 0.01% | Add +20.9% | 3,988 | $414K |
| D.A. Davidson & Co. | 0.00% | Add +8.2% | 3,953 | $411K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $405K |
| LPWM LLC | 0.13% | No change | 3,940 | $405K |
| Dagco, Inc. | 0.16% | No change | 3,856 | $401K |
| Whitener Capital Management, Inc. | 0.11% | Reduce -10.4% | 3,795 | $394K |
| Bond & Devick Financial Network, Inc. | 0.17% | No change | 3,790 | $394K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 3,776 | $392K |
| Valmark Advisers, Inc. | 0.01% | Add +31.6% | 3,721 | $387K |
| Cwm, LLC | 0.00% | Add +0.9% | 3,719 | $386K |
| Valeo Financial Advisors, LLC | 0.01% | New | 3,714 | $386K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,644 | $379K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,618 | $376K |
| NorthRock Partners, LLC | 0.01% | No change | 3,551 | $369K |
| Meridian Wealth Management, LLC | 0.02% | New | 3,475 | $361K |
| Napatree Capital LLC | 0.25% | New | 3,401 | $353K |
| Csenge Advisory Group | 0.02% | Add +0.3% | 3,272 | $350K |
| World Investment Advisors | 0.01% | Add +12.2% | 3,350 | $348K |
| First Merchants Corp. | 0.01% | No change | 3,304 | $343K |
| Atlas Brown,Inc. | 0.12% | Add +7.0% | 3,298 | $343K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.4% | 3,298 | $343K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | No change | 3,260 | $339K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $337K |
| Mandatum Life Insurance Co Ltd | 0.10% | No change | 3,215 | $334K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -29.7% | 3,209 | $333K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $332K |
| Prudent Investors Network, Inc. | 0.10% | Reduce -6.0% | 3,187 | $331K |
| Apollon Financial, LLC | 0.10% | No change | 3,179 | $330K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,118 | $324K |
| Raymond James Trust N.A. | 0.01% | Reduce -12.6% | 3,116 | $324K |
| CW Advisors, LLC | 0.00% | No change | 3,072 | $319K |
| Insigneo Advisory Services, LLC | 0.03% | Add +26.8% | 3,069 | $319K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.4% | 3,061 | $318K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.1% | 3,023 | $314K |
| Verum Partners LLC | 0.09% | No change | 3,000 | $312K |
| Bellevue Asset Management, LLC | 0.16% | No change | 2,974 | $309K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $308K |
| Retirement Planning Group, LLC | 0.02% | Add +13.3% | 2,961 | $308K |
| Archer Investment Corp | 0.08% | No change | 2,960 | $308K |
| Key Client Fiduciary Advisors, LLC | 0.14% | Add +0.3% | 2,956 | $307K |
| Qube Research & Technologies Ltd | 0.00% | Add +53.3% | 2,928 | $304K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -7.2% | 2,916 | $303K |
| JT Stratford LLC | 0.05% | Reduce -6.2% | 2,823 | $293K |
| Investment Advisory Group, LLC | 0.10% | Add +0.0% | 2,814 | $292K |
| Modern Wealth Management, LLC | 0.02% | Add +0.0% | 2,782 | $289K |
| Wulff, Hansen & Co. | 0.26% | No change | 2,775 | $288K |
| Larson Financial Group LLC | 0.02% | Add +5.5% | 2,768 | $288K |
| Kellett Wealth Advisors, LLC | 0.20% | Reduce -27.9% | 2,728 | $283K |
| Carnegie Investment Counsel | 0.01% | No change | 2,714 | $282K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 2,693 | $280K |
| Cerity Partners LLC | 0.00% | New | 2,684 | $279K |
| Mgo One Seven LLC | 0.01% | Add +3.7% | 2,660 | $276K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,654 | $276K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,640 | $274K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,625 | $273K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -19.1% | 2,588 | $269K |
| Cresset Asset Management, LLC | 0.00% | Add +0.0% | 2,578 | $268K |
| Dakota Wealth Management | 0.01% | Reduce -22.9% | 2,560 | $266K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,500 | $260K |
| Financial Alternatives, Inc | 0.18% | No change | 2,406 | $250K |
| TrueWealth Advisors, LLC | 0.08% | No change | 2,388 | $248K |
| Carret Asset Management, LLC | 0.03% | Reduce -4.7% | 2,360 | $245K |
| Choreo, LLC | 0.00% | Add +0.6% | 2,376 | $245K |
| Prospera Financial Services Inc | 0.01% | Reduce -2.0% | 2,287 | $238K |
| &partners | 0.00% | New | 2,264 | $235K |
| Park Avenue Securities LLC | 0.00% | No change | 2,235 | $232K |
| waypoint wealth counsel | 0.15% | Add +0.4% | 2,191 | $228K |
| SeaCrest Wealth Management, LLC | 0.02% | Add +0.1% | 2,182 | $227K |
| Adapt Wealth Advisors, LLC | 0.12% | No change | 2,150 | $223K |
| Daymark Wealth Partners, LLC | 0.01% | Add +0.3% | 2,146 | $223K |
| Money Concepts Capital Corp. | 0.02% | New | 2,094 | $218K |
| IPG Investment Advisors LLC | 0.05% | New | 2,089 | $217K |
| Darrow Company, Inc. | 0.12% | New | 2,054 | $213K |
| Advisory Alpha, LLC | 0.01% | New | 2,014 | $209K |
| Royal Capital Wealth Management, LLC | 0.15% | New | 2,000 | $208K |
| Frank, Rimerman Advisors LLC | 0.01% | New | 1,992 | $207K |
| Trexquant Investment LP | 0.00% | New | 1,986 | $206K |
| TNF LLC | 0.07% | New | 1,893 | $206K |
| NorthCoast Asset Management LLC | 0.00% | New | 1,964 | $204K |
| Saxony Capital Management, LLC | 0.19% | New | 1,964 | $204K |
| YHB Investment Advisors, Inc. | 0.02% | New | 1,950 | $203K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -26.4% | 1,861 | $193K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,778 | $183K |
| Crewe Advisors LLC | 0.02% | New | 1,732 | $180K |
| US Bancorp \de | 0.00% | No change | 1,654 | $172K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $162K |
| Lanark Financial, Inc. | 0.01% | Reduce -23.9% | 1,475 | $153K |
| Harbour Investments, Inc. | 0.00% | Add +22.2% | 1,294 | $134K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $130K |
| Front Row Advisors LLC | 0.05% | No change | 1,235 | $128K |
| Principal Securities, Inc. | 0.00% | Add +10.9% | 1,214 | $126K |
| Global Retirement Partners, LLC | 0.00% | Reduce -20.6% | 1,158 | $120K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 1,150 | $119K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,145 | $119K |
| Blue Trust, Inc. | 0.00% | Add +5.3% | 1,243 | $118K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,108 | $115K |
| Fifth Third Bancorp | 0.00% | No change | 1,100 | $114K |
| Sandy Spring Bank | 0.00% | Add +0.1% | 1,092 | $113K |
| Allworth Financial LP | 0.00% | No change | 1,062 | $110K |
| Signaturefd, LLC | 0.00% | No change | 1,018 | $106K |
| Compass Wealth Management LLC | 0.02% | No change | 1,000 | $104K |
| International Assets Investment Management, LLC | 0.01% | No change | 968 | $101K |
| Gables Capital Management Inc. | 0.05% | No change | 960 | $100K |
| Rothschild Investment LLC | 0.01% | Add +257.7% | 930 | $97K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 908 | $94K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +26.5% | 879 | $91K |
| Spire Wealth Management | 0.00% | Add +50.6% | 851 | $88K |
| Family Asset Management, LLC | 0.05% | No change | 832 | $86K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $86K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 768 | $80K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $76K |
| Anchor Investment Management, LLC | 0.01% | Add +320.0% | 693 | $72K |
| Bare Financial Services, Inc | 0.03% | No change | 688 | $71K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $67K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $67K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.5% | 630 | $65K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $62K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | No change | 600 | $62K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $62K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 593 | $62K |
| Realta Investment Advisors | 0.03% | Reduce -42.1% | 540 | $58K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 567 | $54K |
| Colonial Trust Co / SC | 0.01% | No change | 500 | $52K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $50K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 458 | $48K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +62.7% | 436 | $45K |
| Bogart Wealth, LLC | 0.00% | Add +34.2% | 416 | $43K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $42K |
| Earned Wealth Advisors, LLC | 0.01% | New | 390 | $41K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 380 | $39K |
| Westside Investment Management, Inc. | 0.01% | No change | 375 | $39K |
| Global Trust Asset Management, LLC | 0.01% | No change | 370 | $38K |
| Financial Perspectives, Inc | 0.01% | No change | 345 | $36K |
| Parallel Advisors, LLC | 0.00% | Add +9.9% | 332 | $35K |
| WR Wealth Planners, LLC | 0.01% | Add +249.4% | 318 | $33K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $32K |
| Rise Advisors, LLC | 0.02% | Reduce -23.4% | 308 | $32K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $31K |
| Arax Advisory Partners | 0.00% | Reduce -59.7% | 300 | $31K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $31K |
| Davis Capital Management | 0.02% | No change | 280 | $29K |
| Atticus Wealth Management, LLC | 0.01% | No change | 270 | $28K |
| Aspire Wealth Management Corp | 0.01% | No change | 260 | $27K |
| North Star Investment Management Corp. | 0.00% | No change | 255 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $25K |
| GeoWealth Management, LLC | 0.00% | New | 220 | $23K |
| BlackRock, Inc. | 0.00% | — | 220 | $23K |
| AlphaMark Advisors, LLC | 0.01% | No change | 200 | $21K |
| Ransom Advisory, Ltd | 0.01% | No change | 200 | $21K |
| Private Trust Co. NA | 0.00% | No change | 200 | $21K |
| Caitlin John, LLC | 0.01% | No change | 176 | $20K |
| Foster Dykema Cabot & Partners, LLC | 0.00% | New | 190 | $20K |
| BNP Paribas Financial Markets | 0.00% | Reduce -41.7% | 189 | $20K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $19K |
| Pineridge Advisors LLC | 0.01% | Add +0.6% | 180 | $19K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 172 | $19K |
| Independence Bank of Kentucky | 0.00% | Reduce -58.2% | 165 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $16K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 120 | $14K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +0.9% | 115 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 113 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -82.6% | 110 | $11K |
| Farther Finance Advisors, LLC | 0.00% | No change | 108 | $11K |
| New Millennium Group LLC | 0.01% | Reduce -37.9% | 105 | $11K |
| Addison Advisors LLC | 0.00% | No change | 100 | $10K |
| Jamison Private Wealth Management, Inc. | 0.00% | New | 92 | $10K |
| Founders Capital Management | 0.01% | No change | 87 | $9K |
| Pacifica Partners Inc. | 0.00% | No change | 86 | $9K |
| First Personal Financial Services | 0.00% | No change | 60 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $5K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | New | 47 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | — | 38 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $831 |
| Kessler Investment Group, LLC | 0.00% | No change | 3 | $343 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.