iShares US Financials ETFIYFETF
13F holders, Q4 2024 (December 31)437holders +50
56new positions
16sold out
5famous investors
$110.60avg. 13F price*
At the end of Q4 2024, 437 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 50 from Q3 2024. 56 opened new positions and 16 sold out. The largest holders were Fisher Asset Management ($210.5M), Bank of America Corp. ($187.9M) and Morgan Stanley ($149.7M). 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 Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 56 | $38.1M |
| Exits | 16 | $60.3M |
All 13F filers, Q3 2024 → Q4 2024: 3,209,841 shares bought and 1,579,331 shares sold, net +1,630,510 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 437 holders
| Fisher Asset Management | 0.08% | Reduce -4.2% | 1,903,513 | $210.5M |
| Bank of America Corp. | 0.02% | Add +1.9% | 1,698,803 | $187.9M |
| Morgan Stanley | 0.01% | Add +5.5% | 1,354,044 | $149.7M |
| Phoenix Financial Ltd. | 1.81% | No change | 1,196,572 | $132.3M |
| Schroder Investment Management Group | 0.12% | Add +326.7% | 1,118,327 | $123.7M |
| HSBC Holdings PLC | 0.07% | Add +56.0% | 1,023,916 | $113.2M |
| Goldman Sachs Group Inc. | 0.02% | Add +15.0% | 824,632 | $91.2M |
| LPL Financial LLC | 0.03% | Add +33.8% | 678,478 | $75.0M |
| Bank of Montreal | 0.04% | Add +51.3% | 652,991 | $72.2M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.0% | 643,778 | $71.2M |
| PGIM Custom Harvest LLC | 1.10% | Add +6.0% | 510,571 | $56.5M |
| Wells Fargo & Company | 0.01% | Add +56.7% | 495,995 | $54.8M |
| UBS Group AG | 0.01% | Add +7.1% | 401,151 | $44.4M |
| FMR LLC | 0.00% | Reduce -1.4% | 310,388 | $34.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +95.8% | 241,559 | $26.7M |
| WASHINGTON TRUST Co | 0.95% | Reduce -2.6% | 239,746 | $26.5M |
| True Freedom Investing, LLC | 11.05% | — | 230,246 | $25.5M |
| Royal Bank of Canada | 0.01% | Add +2.4% | 218,511 | $24.2M |
| Magnus Financial Group LLC | 2.07% | Add +2.4% | 193,219 | $21.4M |
| MinichMacGregor Wealth Management, LLC | 4.16% | Add +93.1% | 181,005 | $20.0M |
| Raymond James Financial Inc. | 0.01% | — | 176,119 | $19.5M |
| Cetera Investment Advisers | 0.04% | Add +27.8% | 167,944 | $18.6M |
| Osaic Holdings, Inc. | 0.04% | Add +2.8% | 166,272 | $18.4M |
| Scotia Capital Inc. | 0.09% | Add +1.0% | 161,422 | $17.9M |
| Kestra Advisory Services, LLC | 0.10% | Add +44.1% | 158,074 | $17.5M |
| Ameriprise Financial Inc. | 0.00% | Add +79.0% | 156,988 | $17.4M |
| GDS Wealth Management | 1.38% | Reduce -6.8% | 137,208 | $15.2M |
| Apollon Wealth Management, LLC | 0.31% | Reduce -2.0% | 121,739 | $13.5M |
| Patten & Patten Inc. | 0.87% | Reduce -3.2% | 119,610 | $13.2M |
| XML Financial, LLC | 1.14% | Add +1.1% | 112,867 | $12.5M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -10.7% | 111,843 | $12.4M |
| Thrivent Financial for Lutherans | 0.02% | Reduce -0.4% | 110,340 | $12.2M |
| Pinkerton Wealth, LLC | 1.68% | Add +14.7% | 104,857 | $11.6M |
| Manufacturers Life Insurance Company, The | 0.01% | Reduce -86.7% | 102,141 | $11.3M |
| Stifel Financial Corp. | 0.01% | Add +3.8% | 97,072 | $10.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.3% | 91,813 | $10.2M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -11.3% | 91,487 | $10.1M |
| JPMorgan Chase & Co. | 0.00% | Add +101.6% | 91,448 | $10.1M |
| Moloney Securities Asset Management, LLC | 1.27% | Add +3.7% | 85,350 | $9.4M |
| Townsquare Capital LLC | 0.11% | Add +0.7% | 84,761 | $9.4M |
| Norden Group LLC | 1.05% | Add +0.6% | 83,859 | $9.3M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -0.7% | 82,621 | $9.1M |
| Finley Financial, LLC | 4.40% | — | 74,280 | $8.5M |
| Prostatis Group LLC | 2.30% | New | 71,483 | $7.9M |
| AE Wealth Management LLC | 0.06% | Reduce -2.1% | 68,798 | $7.6M |
| Second Half Financial Partners, LLC | 3.66% | Add +91.0% | 67,722 | $7.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | Add +3521.9% | 67,404 | $7.5M |
| First Citizens Financial Corp | 3.83% | Reduce -1.5% | 63,870 | $7.1M |
| Sanctuary Advisors, LLC | 0.04% | Add +7.4% | 55,100 | $6.5M |
| Three Seasons Wealth, LLC | 2.95% | Reduce -6.1% | 54,753 | $6.1M |
| Stillwater Capital Advisors, LLC | 0.75% | Add +6.5% | 54,509 | $6.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +16.2% | 53,268 | $5.9M |
| Brookstone Capital Management | 0.08% | Reduce -5.4% | 50,588 | $5.6M |
| Sharp Wealth Advisory, LLC | 4.18% | Add +2.3% | 49,815 | $5.5M |
| Trek Financial, LLC | 0.39% | New | 47,371 | $5.2M |
| Concurrent Investment Advisors, LLC | 0.14% | Reduce -11.2% | 46,645 | $5.2M |
| Mariner, LLC | 0.01% | Add +113.9% | 40,925 | $4.5M |
| NewEdge Advisors, LLC | 0.03% | Add +41.9% | 38,985 | $4.3M |
| HC Advisors, LLC | 3.42% | Reduce -4.9% | 38,563 | $4.3M |
| CoreCap Advisors, LLC | 0.19% | Add +17.0% | 38,403 | $4.2M |
| Pettyjohn, Wood & White, Inc. | 0.74% | Reduce -0.1% | 36,520 | $4.0M |
| KKM Financial LLC | 1.68% | Add +60.3% | 35,222 | $4.0M |
| World Equity Group, Inc. | 0.86% | New | 36,258 | $4.0M |
| Jones Financial Companies LLLP | 0.00% | Add +70.8% | 36,005 | $4.0M |
| Synovus Financial Corp. | 0.05% | Reduce -1.6% | 35,977 | $4.0M |
| Financial Management Professionals, Inc. | 0.49% | Add +3.7% | 34,745 | $3.8M |
| Kingsview Wealth Management, LLC | 0.07% | New | 34,689 | $3.8M |
| RPS Advisory Solutions LLC | 2.37% | Reduce -2.8% | 34,379 | $3.8M |
| Truist Financial Corp. | 0.01% | Add +6.1% | 32,857 | $3.6M |
| First Heartland Consultants, Inc. | 0.35% | Add +8.9% | 31,204 | $3.5M |
| D. E. Shaw & Co. | 0.00% | Add +136.4% | 29,628 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -22.2% | 29,060 | $3.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +2.4% | 28,722 | $3.2M |
| Colony Family Offices, LLC | 0.96% | No change | 27,611 | $3.1M |
| EWG Elevate Inc. | 0.91% | Add +149.2% | 27,009 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -2.1% | 26,632 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.2% | 25,735 | $2.8M |
| Independent Financial Group, LLC | 0.09% | Add +5.7% | 24,983 | $2.8M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.1% | 24,364 | $2.7M |
| Eagle Strategies LLC | 0.45% | Add +2.1% | 23,616 | $2.6M |
| bLong Financial, LLC | 2.13% | — | 23,386 | $2.6M |
| CX Institutional | 0.10% | Add +1.5% | 23,195 | $2.6M |
| Somerset Group LLC | 2.31% | Reduce -0.6% | 22,848 | $2.5M |
| Balboa Wealth Partners | 0.57% | Reduce -21.8% | 22,666 | $2.5M |
| Syon Capital LLC | 0.22% | New | 22,466 | $2.5M |
| Mutual Advisors, LLC | 0.07% | Add +125.9% | 21,563 | $2.5M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.8% | 21,034 | $2.3M |
| Kovack Advisors, Inc. | 0.22% | Add +4.7% | 19,828 | $2.2M |
| Wealthstar Advisors, LLC | 0.94% | — | 19,515 | $2.2M |
| Citadel Advisors | 0.00% | Reduce -54.4% | 18,978 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +87.3% | 18,944 | $2.1M |
| Equitable Holdings, Inc. | 0.02% | Add +6.8% | 18,864 | $2.1M |
| MML Investors Services, LLC | 0.01% | Add +15.1% | 18,306 | $2.0M |
| Advisory Services Network, LLC | 0.04% | Reduce -3.7% | 18,106 | $2.0M |
| Founders Financial Securities LLC | 0.18% | Reduce -3.0% | 17,654 | $2.0M |
| Koshinski Asset Management, Inc. | 0.16% | Add +9.1% | 17,042 | $1.9M |
| Millennium Management | 0.00% | Add +0.7% | 16,659 | $1.8M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.7% | 16,643 | $1.8M |
| Aft, Forsyth & Company, Inc. | 0.90% | Reduce -3.3% | 16,513 | $1.8M |
| Clear Creek Financial Management, LLC | 0.20% | Add +18.1% | 16,333 | $1.8M |
| Callan Capital, LLC | 0.13% | Reduce -0.1% | 15,824 | $1.7M |
| MMBG Investment Advisors Co. | 0.18% | Reduce -6.9% | 15,701 | $1.7M |
| Creative Planning | 0.00% | Add +5.4% | 15,309 | $1.7M |
| Spire Wealth Management | 0.05% | Add +1693.1% | 15,259 | $1.7M |
| Nikulski Financial, Inc. | 0.49% | Add +5.6% | 15,099 | $1.7M |
| Renaissance Technologies | 0.00% | Add +76.5% | 14,300 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -24.1% | 14,095 | $1.6M |
| Harmony Asset Management LLC | 0.61% | Reduce -28.9% | 13,991 | $1.5M |
| Apeiron RIA LLC | 0.42% | Add +38.9% | 13,708 | $1.5M |
| Avior Wealth Management, LLC | 0.06% | Add +13.1% | 13,704 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -11.4% | 17,969 | $1.4M |
| MAI Capital Management | 0.01% | Add +0.6% | 12,802 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Add +33.4% | 12,492 | $1.4M |
| Fig Financial Advisory Services Inc. | 0.93% | — | 12,329 | $1.4M |
| Integrated Advisors Network LLC | 0.07% | Add +41.9% | 12,260 | $1.4M |
| J.W. Cole Advisors, Inc. | 0.05% | Reduce -20.1% | 12,238 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Add +16.4% | 12,191 | $1.3M |
| Aveo Capital Partners, LLC | 0.15% | New | 12,023 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Reduce -0.3% | 12,015 | $1.3M |
| Essex LLC | 0.27% | Reduce -0.2% | 11,601 | $1.3M |
| KCM Investment Advisors LLC | 0.04% | Reduce -0.5% | 11,524 | $1.3M |
| Prospera Financial Services Inc | 0.03% | Add +399.1% | 11,415 | $1.3M |
| Fulcrum Equity Management | 1.24% | New | 11,341 | $1.3M |
| Navis Wealth Advisors, LLC | 1.36% | Add +0.4% | 11,270 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -28.6% | 11,264 | $1.2M |
| Chesapeake Wealth Management | 0.41% | Reduce -9.6% | 10,778 | $1.2M |
| Blair William & Co. | 0.00% | Add +40.9% | 10,650 | $1.2M |
| WESPAC Advisors, LLC | 0.86% | Add +1.5% | 10,621 | $1.2M |
| Commerce Bank | 0.01% | No change | 10,570 | $1.2M |
| Gladstone Institutional Advisory LLC | 0.05% | Add +92.4% | 10,559 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.6% | 10,534 | $1.2M |
| Kesler, Norman & Wride, LLC | 0.24% | Add +15.9% | 10,129 | $1.1M |
| WealthCare Investment Partners, LLC | 0.48% | New | 10,037 | $1.1M |
| Comerica Bank | 0.00% | Add +0.9% | 9,852 | $1.1M |
| Atria Investments, Inc | 0.01% | Add +34.6% | 9,810 | $1.1M |
| One Charles Private Wealth Services, LLC | 0.36% | Add +2.5% | 9,792 | $1.1M |
| Matthew Goff Investment Advisor, LLC | 0.20% | No change | 9,695 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +8.7% | 9,611 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +128.6% | 9,545 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -2.1% | 9,152 | $1.0M |
| Wealth Management Partners, LLC | 0.42% | Add +17.8% | 8,877 | $982K |
| Magnolia Capital Management Ltd. | 0.78% | No change | 8,845 | $978K |
| Sigma Planning Corp | 0.03% | Reduce -3.0% | 8,593 | $950K |
| Baird Financial Group, Inc. | 0.00% | No change | 8,576 | $948K |
| IHT Wealth Management, LLC | 0.03% | Reduce -0.7% | 8,546 | $945K |
| One Capital Management, LLC | 0.03% | No change | 8,499 | $940K |
| Susquehanna International Group, LLP | 0.00% | Reduce -7.3% | 8,243 | $912K |
| Quantinno Capital Management LP | 0.01% | Add +10.9% | 8,049 | $890K |
| Prime Capital Investment Advisors, LLC | 0.01% | No change | 7,991 | $884K |
| Glenview Trust Co | 0.02% | Add +34.4% | 7,924 | $876K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -43.5% | 7,666 | $848K |
| HFG Advisors, Inc. | 0.74% | No change | 7,631 | $844K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | New | 7,591 | $839K |
| Yeomans Consulting Group, Inc. | 0.31% | Add +28.3% | 7,547 | $835K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,544 | $834K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,440 | $823K |
| StoneX Group Inc. | 0.04% | New | 7,353 | $813K |
| National Bank of Canada | 0.00% | No change | 7,353 | $813K |
| Garrison Point Advisors, LLC | 0.38% | Reduce -2.0% | 7,231 | $800K |
| Cwm, LLC | 0.00% | Add +93.1% | 7,182 | $794K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $779K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.7% | 6,863 | $764K |
| Northern Trust Corp. | 0.00% | No change | 6,820 | $754K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -1.3% | 6,570 | $727K |
| HF Advisory Group, LLC | 0.33% | Reduce -0.5% | 6,559 | $725K |
| Keeley-Teton Advisors, LLC | 0.08% | Reduce -2.4% | 6,460 | $714K |
| Watts Gwilliam & Co., LLC | 0.15% | Reduce -5.8% | 6,426 | $713K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +32.4% | 6,446 | $713K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -1.1% | 6,404 | $708K |
| Central Valley Advisors, LLC | 0.32% | Reduce -13.5% | 6,374 | $705K |
| Financial Freedom, LLC | 0.37% | Add +16.6% | 6,347 | $702K |
| Wealth Management Associates, Inc. | 0.30% | Add +3.3% | 6,287 | $695K |
| Councilor Wealth, LLC | 0.33% | Add +0.0% | 6,220 | $688K |
| Arkadios Wealth Advisors | 0.04% | Add +6.9% | 6,218 | $688K |
| Bigelow Investment Advisors, LLC | 0.32% | No change | 6,130 | $678K |
| Empirical Asset Management, LLC | 0.22% | Reduce -6.9% | 6,093 | $674K |
| Wealthcare Advisory Partners LLC | 0.02% | No change | 5,993 | $663K |
| Trademark Financial Management, LLC | 0.52% | Add +17.0% | 5,925 | $655K |
| CreativeOne Wealth, LLC | 0.02% | Add +11.4% | 5,862 | $648K |
| Avantax Advisory Services, Inc. | 0.00% | Add +27.9% | 5,847 | $647K |
| Western Wealth Management, LLC | 0.03% | New | 5,791 | $640K |
| Navellier & Associates Inc. | 0.08% | New | 5,788 | $640K |
| Csenge Advisory Group | 0.03% | Add +76.8% | 5,784 | $640K |
| Acropolis Investment Management, LLC | 0.04% | No change | 5,740 | $635K |
| Biondo Investment Advisors, LLC | 0.08% | Add +12.8% | 5,555 | $614K |
| Laidlaw Wealth Management LLC | 0.27% | Reduce -1.8% | 5,534 | $612K |
| Stratos Investment Management, LLC | 0.04% | Add +4.7% | 5,516 | $610K |
| Lido Advisors, LLC | 0.00% | Add +0.1% | 5,503 | $608K |
| Simmons Bank | 0.04% | No change | 5,400 | $597K |
| Delta Financial Group, Inc. | 0.14% | New | 5,392 | $596K |
| Adell Harriman & Carpenter Inc. | 0.04% | Reduce -1.8% | 5,352 | $592K |
| Citigroup Inc. | 0.00% | Reduce -8.5% | 5,339 | $590K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,210 | $576K |
| Montag A & Associates Inc. | 0.03% | Reduce -17.4% | 5,131 | $567K |
| Sargent Investment Group, LLC | 0.09% | New | 5,130 | $561K |
| Tyler-Stone Wealth Management | 0.10% | Add +0.2% | 5,061 | $560K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -3.8% | 5,058 | $559K |
| Visionary Wealth Advisors | 0.03% | Reduce -16.3% | 5,031 | $556K |
| FineMark National Bank & Trust | 0.02% | No change | 4,934 | $546K |
| Pacific Sun Financial Corp | 0.29% | Reduce -0.4% | 4,842 | $535K |
| Gill Capital Partners, LLC | 0.19% | Reduce -7.8% | 4,826 | $534K |
| Capital Wealth Alliance, LLC | 0.30% | Reduce -1.3% | 4,777 | $528K |
| Merit Financial Group, LLC | 0.01% | New | 4,729 | $523K |
| Nova Wealth Management, Inc. | 0.45% | — | 4,699 | $520K |
| Valeo Financial Advisors, LLC | 0.01% | Add +26.5% | 4,699 | $520K |
| Savant Capital, LLC | 0.00% | Reduce -2.0% | 4,629 | $512K |
| Gryphon Financial Partners LLC | 0.07% | Add +8.3% | 4,611 | $510K |
| BlackRock, Inc. | 0.00% | Add +1985.5% | 4,588 | $507K |
| D.A. Davidson & Co. | 0.00% | Add +15.2% | 4,554 | $504K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Add +1.0% | 4,488 | $496K |
| Commonwealth Financial Services, LLC | 0.10% | Add +0.0% | 4,449 | $492K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -66.2% | 4,437 | $491K |
| Unified Investment Management | 0.56% | — | 4,434 | $490K |
| Creekmur Asset Management LLC | 0.11% | Add +0.1% | 4,417 | $488K |
| LPWM LLC | 0.16% | Add +10.8% | 4,366 | $483K |
| Fort Point Capital Partners LLC | 0.05% | Add +2.1% | 4,356 | $482K |
| LRI Investments, LLC | 0.05% | No change | 4,343 | $480K |
| Napatree Capital LLC | 0.28% | Add +27.6% | 4,340 | $480K |
| Rik Saylor Financial, Inc. | 0.44% | — | 4,315 | $477K |
| M&T Bank Corp | 0.00% | Add +0.8% | 4,300 | $475K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -5.1% | 4,262 | $471K |
| Cascade Wealth Advisors, Inc | 0.32% | Reduce -22.8% | 4,210 | $466K |
| SOA Wealth Advisors, LLC. | 0.08% | Add +0.9% | 4,149 | $459K |
| Valmark Advisers, Inc. | 0.01% | Add +11.3% | 4,143 | $458K |
| Sunbelt Securities, Inc. | 0.04% | Add +1.9% | 4,128 | $456K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,122 | $456K |
| Glenmede Trust Co. NA | 0.00% | Reduce -42.9% | 4,090 | $452K |
| Whitener Capital Management, Inc. | 0.12% | Add +4.3% | 3,959 | $438K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -8.2% | 3,937 | $435K |
| GTS Securities LLC | 0.02% | Reduce -91.7% | 3,910 | $432K |
| Lighthouse Financial LLC | 0.35% | — | 3,900 | $431K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $431K |
| Cibc World Market Inc. | 0.00% | New | 3,888 | $430K |
| Dagco, Inc. | 0.14% | No change | 3,856 | $426K |
| HCR Wealth Advisors | 0.05% | Reduce -6.6% | 3,851 | $426K |
| SkyView Investment Advisors, LLC | 0.07% | New | 3,733 | $413K |
| Redwood Financial Network Corp | 0.30% | New | 3,701 | $409K |
| Mgo One Seven LLC | 0.02% | Add +38.2% | 3,677 | $407K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.1% | 3,640 | $403K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.9% | 3,628 | $401K |
| Focus Financial Network, Inc. | 0.02% | Add +9.5% | 3,610 | $399K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -33.5% | 3,576 | $395K |
| Bond & Devick Financial Network, Inc. | 0.17% | No change | 3,790 | $394K |
| NorthRock Partners, LLC | 0.01% | No change | 3,551 | $393K |
| Ironwood Financial, llc | 0.08% | Reduce -41.6% | 3,501 | $387K |
| World Investment Advisors | 0.01% | Add +0.5% | 3,365 | $372K |
| &partners | 0.00% | Add +45.5% | 3,295 | $368K |
| Rehmann Capital Advisory Group | 0.02% | Add +23.0% | 3,313 | $366K |
| Atlas Brown,Inc. | 0.13% | Add +0.4% | 3,311 | $366K |
| First Merchants Corp. | 0.01% | No change | 3,304 | $365K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | No change | 3,260 | $360K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -6.2% | 3,260 | $360K |
| Muirfield Wealth Advisors LLC | 0.30% | New | 3,244 | $359K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $358K |
| Strategic Wealth Partners, Ltd. | 0.03% | New | 3,024 | $358K |
| Mandatum Life Insurance Co Ltd | 0.11% | No change | 3,215 | $356K |
| Retirement Planning Group, LLC | 0.02% | Add +8.2% | 3,203 | $354K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $354K |
| Apollon Financial, LLC | 0.09% | No change | 3,179 | $352K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 3,118 | $345K |
| CW Advisors, LLC | 0.00% | Add +0.6% | 3,090 | $342K |
| Modern Wealth Management, LLC | 0.01% | Add +10.8% | 3,081 | $341K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.4% | 3,074 | $340K |
| Insigneo Advisory Services, LLC | 0.04% | No change | 3,069 | $339K |
| Park Avenue Securities LLC | 0.00% | Add +36.4% | 3,048 | $337K |
| Qube Research & Technologies Ltd | 0.00% | Add +3.7% | 3,036 | $336K |
| Verum Partners LLC | 0.10% | No change | 3,000 | $332K |
| Bellevue Asset Management, LLC | 0.17% | Add +0.1% | 2,976 | $329K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +0.4% | 2,969 | $328K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $328K |
| Archer Investment Corp | 0.09% | No change | 2,960 | $327K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.8% | 2,939 | $325K |
| Pathstone Holdings, LLC | 0.00% | Reduce -2.9% | 2,934 | $324K |
| Two Sigma Securities, LLC | 0.06% | Reduce -62.2% | 2,928 | $324K |
| Harbour Investments, Inc. | 0.01% | Add +122.3% | 2,877 | $318K |
| Kellett Wealth Advisors, LLC | 0.22% | Add +4.4% | 2,848 | $315K |
| JT Stratford LLC | 0.05% | No change | 2,823 | $312K |
| Smith Anglin Financial, LLC | 0.03% | New | 2,799 | $310K |
| Larson Financial Group LLC | 0.02% | Add +0.9% | 2,793 | $309K |
| Wulff, Hansen & Co. | 0.29% | No change | 2,775 | $307K |
| Independent Advisor Alliance | 0.00% | New | 2,764 | $306K |
| Investment Advisory Group, LLC | 0.10% | Reduce -2.8% | 2,735 | $302K |
| Carnegie Investment Counsel | 0.01% | No change | 2,714 | $300K |
| Millstone Evans Group, LLC | 0.20% | — | 2,706 | $299K |
| IPG Investment Advisors LLC | 0.07% | Add +28.1% | 2,676 | $296K |
| Graypoint LLC | 0.02% | New | 2,656 | $294K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,654 | $293K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,640 | $292K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -18.1% | 2,627 | $290K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,625 | $290K |
| Choreo, LLC | 0.00% | Add +8.4% | 2,576 | $285K |
| Dakota Wealth Management | 0.01% | No change | 2,560 | $283K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,500 | $276K |
| Prudent Investors Network, Inc. | 0.08% | Reduce -23.1% | 2,452 | $271K |
| Financial Alternatives, Inc | 0.19% | No change | 2,406 | $266K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -8.1% | 2,378 | $263K |
| TrueWealth Advisors, LLC | 0.09% | Reduce -0.6% | 2,373 | $262K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 2,309 | $255K |
| Money Concepts Capital Corp. | 0.02% | Add +9.7% | 2,297 | $254K |
| Carret Asset Management, LLC | 0.03% | Reduce -3.8% | 2,270 | $251K |
| CIBC Private Wealth Group LLC | 0.00% | Add +145.4% | 2,228 | $248K |
| waypoint wealth counsel | 0.16% | Add +0.4% | 2,200 | $243K |
| Saxony Capital Management, LLC | 0.21% | Add +11.6% | 2,192 | $242K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -0.1% | 2,181 | $241K |
| Cresset Asset Management, LLC | 0.00% | Reduce -15.6% | 2,176 | $241K |
| Adapt Wealth Advisors, LLC | 0.12% | No change | 2,150 | $238K |
| Quest 10 Wealth Builders, Inc. | 0.23% | — | 2,130 | $236K |
| Darrow Company, Inc. | 0.13% | No change | 2,054 | $227K |
| Debussy Capital Management LP | 0.03% | New | 1,902 | $224K |
| Advisory Alpha, LLC | 0.01% | Add +0.7% | 2,027 | $224K |
| Royal Capital Wealth Management, LLC | 0.15% | No change | 2,000 | $221K |
| Payne Capital Management, LLC | 0.10% | — | 2,000 | $221K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,992 | $220K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,950 | $216K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -1.1% | 1,942 | $215K |
| Focus Partners Wealth | 0.00% | New | 1,928 | $213K |
| First Trust Advisors LP | 0.00% | New | 1,912 | $211K |
| WP Advisors, LLC | 0.07% | New | 1,908 | $211K |
| Fiduciary Alliance LLC | 0.02% | New | 1,906 | $211K |
| Atria Wealth Solutions, Inc. | 0.00% | New | 1,898 | $210K |
| Legacy Capital Group California, Inc. | 0.06% | New | 1,849 | $204K |
| PFG Advisors | 0.01% | New | 1,842 | $204K |
| Americana Partners, LLC | 0.01% | New | 1,827 | $202K |
| SageView Advisory Group, LLC | 0.01% | New | 1,821 | $201K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -4.0% | 1,706 | $189K |
| US Bancorp \de | 0.00% | No change | 1,654 | $183K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $166K |
| Global Retirement Partners, LLC | 0.00% | Add +26.1% | 1,460 | $161K |
| Tidemark, LLC | 0.06% | New | 1,440 | $159K |
| FWL Investment Management, LLC | 0.06% | New | 1,433 | $158K |
| Principal Securities, Inc. | 0.00% | Add +12.5% | 1,366 | $151K |
| Blue Trust, Inc. | 0.00% | Add +3.6% | 1,288 | $142K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $140K |
| Front Row Advisors LLC | 0.05% | No change | 1,235 | $137K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +32.6% | 1,166 | $136K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.0% | 1,225 | $135K |
| Christopher J. Hasenberg, Inc | 0.05% | New | 1,178 | $130K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 1,154 | $128K |
| Allworth Financial LP | 0.00% | No change | 1,062 | $123K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,108 | $123K |
| Fifth Third Bancorp | 0.00% | No change | 1,100 | $122K |
| Sandy Spring Bank | 0.00% | Add +0.1% | 1,093 | $121K |
| Signaturefd, LLC | 0.00% | No change | 1,018 | $113K |
| Compass Wealth Management LLC | 0.03% | No change | 1,000 | $111K |
| Gables Capital Management Inc. | 0.05% | Add +3.6% | 995 | $110K |
| Centaurus Financial, Inc. | 0.01% | New | 911 | $101K |
| Picton Mahoney Asset Management | 0.00% | New | 900 | $100K |
| Rothschild Investment LLC | 0.01% | Reduce -5.7% | 877 | $97K |
| Medallion Wealth Advisors, LLC | 0.05% | — | 825 | $93K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $91K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $86K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 768 | $85K |
| IFP Advisors, Inc | 0.00% | Add +569.1% | 736 | $81K |
| Ameriflex Group, Inc. | 0.04% | — | 677 | $80K |
| Crewe Advisors LLC | 0.01% | Reduce -59.5% | 702 | $78K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 696 | $77K |
| Bare Financial Services, Inc | 0.03% | No change | 688 | $76K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $71K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $71K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 632 | $70K |
| Rialto Wealth Management, LLC | 0.02% | — | 602 | $67K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $66K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 600 | $66K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $66K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 600 | $66K |
| Aptus Capital Advisors, LLC | 0.00% | New | 600 | $66K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 593 | $66K |
| Arax Advisory Partners | 0.00% | Add +82.3% | 547 | $60K |
| Minot DeBlois Advisors LLC | 0.05% | — | 534 | $59K |
| Colonial Trust Co / SC | 0.01% | No change | 500 | $55K |
| Criterion Capital Advisors, LLC | 0.03% | No change | 567 | $54K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $53K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -97.4% | 465 | $51K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 458 | $51K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 437 | $48K |
| Bogart Wealth, LLC | 0.00% | No change | 416 | $46K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +141.9% | 416 | $46K |
| Realta Investment Advisors | 0.02% | Reduce -24.8% | 406 | $45K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $45K |
| Financial Life Planners | 0.04% | — | 383 | $42K |
| Sugarloaf Wealth Management, LLC | 0.01% | No change | 380 | $42K |
| Westside Investment Management, Inc. | 0.01% | No change | 375 | $41K |
| Arlington Trust Co LLC | 0.01% | New | 375 | $41K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -2.7% | 360 | $40K |
| Lee Danner & Bass Inc. | 0.00% | New | 355 | $39K |
| Stonebridge Financial Group, LLC | 0.00% | — | 337 | $37K |
| NFSG Corp | 0.01% | New | 334 | $37K |
| Parallel Advisors, LLC | 0.00% | No change | 332 | $37K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $34K |
| Kestra Investment Management, LLC | 0.00% | New | 310 | $34K |
| Financial Perspectives, Inc | 0.01% | Reduce -12.8% | 301 | $33K |
| Private Trust Co. NA | 0.00% | Add +50.5% | 301 | $33K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $33K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $33K |
| Davis Capital Management | 0.03% | No change | 280 | $31K |
| Atticus Wealth Management, LLC | 0.01% | No change | 270 | $30K |
| Accredited Wealth Management, LLC | 0.03% | — | 265 | $29K |
| North Star Investment Management Corp. | 0.00% | No change | 255 | $28K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | New | 238 | $26K |
| BNP Paribas Financial Markets | 0.00% | Add +25.9% | 238 | $26K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $26K |
| WR Wealth Planners, LLC | 0.01% | Reduce -28.3% | 228 | $25K |
| Princeton Global Asset Management LLC | 0.00% | New | 215 | $24K |
| Whittier Trust Co. | 0.00% | New | 210 | $23K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | New | 206 | $23K |
| GKV Capital Management Co., Inc. | 0.01% | — | 206 | $23K |
| Rise Advisors, LLC | 0.01% | Reduce -33.4% | 205 | $23K |
| Ransom Advisory, Ltd | 0.01% | No change | 200 | $22K |
| AlphaMark Advisors, LLC | 0.01% | No change | 200 | $22K |
| Assetmark, Inc. | 0.00% | New | 188 | $21K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $20K |
| Golden State Wealth Management, LLC | 0.00% | — | 184 | $20K |
| Caitlin John, LLC | 0.01% | No change | 176 | $19K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.6% | 157 | $17K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $17K |
| Kiely Wealth Advisory Group, Inc. | 0.01% | No change | 120 | $14K |
| Independence Bank of Kentucky | 0.00% | Reduce -30.3% | 115 | $13K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 113 | $12K |
| Farther Finance Advisors, LLC | 0.00% | No change | 108 | $12K |
| New Millennium Group LLC | 0.01% | Reduce -3.8% | 101 | $11K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 100 | $11K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 100 | $11K |
| Addison Advisors LLC | 0.00% | No change | 100 | $11K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 89 | $10K |
| Founders Capital Management | 0.01% | No change | 87 | $10K |
| Optiver Holding B.V. | 0.00% | New | 75 | $8K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $6K |
| Key Financial Inc | 0.00% | New | 49 | $5K |
| Concord Wealth Partners | 0.00% | New | 45 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 38 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -51.1% | 23 | $3K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $885 |
| Kessler Investment Group, LLC | 0.00% | No change | 3 | $365 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $159 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.