iShares US Financials ETFIYFETF
13F holders, Q1 2025 (March 31)424holders −13
46new positions
51sold out
5famous investors
$112.81avg. 13F price*
At the end of Q1 2025, 424 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 13 from Q4 2024. 46 opened new positions and 51 sold out. The largest holders were Fisher Asset Management ($206.5M), Bank of America Corp. ($175.7M) and FIL Ltd ($173.3M). 5 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 46 | $202.8M |
| Exits | 51 | $108.8M |
All 13F filers, Q4 2024 → Q1 2025: 4,159,643 shares bought and 3,425,958 shares sold, net +733,685 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 424 holders
| Fisher Asset Management | 0.09% | Reduce -3.9% | 1,829,686 | $206.5M |
| Bank of America Corp. | 0.02% | Reduce -8.4% | 1,556,693 | $175.7M |
| FIL Ltd | 0.16% | New | 1,535,804 | $173.3M |
| Manufacturers Life Insurance Company, The | 0.16% | Add +1366.8% | 1,498,231 | $169.1M |
| Morgan Stanley | 0.01% | Add +3.5% | 1,401,896 | $158.2M |
| Phoenix Financial Ltd. | 2.07% | No change | 1,196,572 | $135.0M |
| Goldman Sachs Group Inc. | 0.02% | Add +12.7% | 929,654 | $104.9M |
| LPL Financial LLC | 0.03% | Add +9.5% | 742,926 | $83.8M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +7.0% | 688,878 | $77.7M |
| HSBC Holdings PLC | 0.05% | Reduce -35.4% | 661,142 | $74.6M |
| PGIM Custom Harvest LLC | 1.75% | Add +27.0% | 648,435 | $73.2M |
| Bank of Montreal | 0.04% | Reduce -2.6% | 636,281 | $71.8M |
| Wells Fargo & Company | 0.01% | Add +4.3% | 517,298 | $58.4M |
| UBS Group AG | 0.01% | Add +2.2% | 409,948 | $46.3M |
| FMR LLC | 0.00% | Reduce -2.9% | 301,388 | $34.0M |
| Royal Bank of Canada | 0.01% | Add +37.5% | 300,338 | $33.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.8% | 253,066 | $28.6M |
| Magnus Financial Group LLC | 2.15% | Add +1.2% | 195,534 | $22.1M |
| Raymond James Financial Inc. | 0.01% | Add +6.7% | 187,831 | $21.2M |
| MinichMacGregor Wealth Management, LLC | 4.72% | Add +3.2% | 186,832 | $21.1M |
| Osaic Holdings, Inc. | 0.05% | Add +10.8% | 184,145 | $20.8M |
| Ameriprise Financial Inc. | 0.01% | Add +8.7% | 170,565 | $19.2M |
| Kestra Advisory Services, LLC | 0.09% | Add +3.9% | 164,241 | $18.5M |
| Scotia Capital Inc. | 0.10% | Add +1.0% | 163,022 | $18.4M |
| Cetera Investment Advisers | 0.03% | Reduce -18.4% | 136,967 | $15.5M |
| Patten & Patten Inc. | 0.89% | Reduce -1.0% | 118,391 | $13.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +4.3% | 116,713 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +21.8% | 111,800 | $12.6M |
| XML Financial, LLC | 1.18% | Reduce -1.0% | 111,725 | $12.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -0.4% | 109,906 | $12.4M |
| Prospera Financial Services Inc | 0.27% | Add +802.8% | 103,056 | $11.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -3.3% | 88,473 | $10.0M |
| OneDigital Investment Advisors LLC | 0.12% | Reduce -5.0% | 86,961 | $9.8M |
| United Capital Financial Advisors, LLC | 0.08% | Add +0.3% | 82,875 | $9.4M |
| WASHINGTON TRUST Co | 0.35% | Reduce -66.4% | 80,607 | $9.1M |
| Finley Financial, LLC | 4.55% | Reduce -0.5% | 73,915 | $8.2M |
| Sanctuary Advisors, LLC | 0.06% | Add +31.2% | 72,279 | $8.2M |
| Stifel Financial Corp. | 0.01% | Reduce -27.3% | 70,597 | $8.0M |
| First Citizens Financial Corp | 4.07% | Reduce -0.2% | 63,715 | $7.2M |
| Stillwater Capital Advisors, LLC | 0.96% | Add +11.3% | 60,677 | $6.8M |
| Schroder Investment Management Group | 0.01% | Reduce -95.0% | 56,298 | $6.3M |
| Jones Financial Companies LLLP | 0.01% | Add +55.7% | 56,072 | $6.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +3.0% | 54,837 | $6.2M |
| Summit Financial Consulting LLC | 5.55% | — | 52,964 | $6.0M |
| CX Institutional | 0.20% | Add +103.0% | 47,085 | $5.3M |
| Mariner, LLC | 0.01% | Add +8.0% | 44,203 | $5.0M |
| NewEdge Advisors, LLC | 0.03% | Add +11.4% | 43,433 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +44.8% | 42,066 | $4.7M |
| Gimbal Financial | 4.11% | New | 40,359 | $4.6M |
| Citadel Advisors | 0.00% | Add +109.8% | 39,816 | $4.5M |
| HC Advisors, LLC | 3.20% | Reduce -1.7% | 37,918 | $4.3M |
| Ethos Financial Group, LLC | 0.41% | New | 37,700 | $4.3M |
| Synovus Financial Corp. | 0.05% | Reduce -0.2% | 35,893 | $4.1M |
| Pettyjohn, Wood & White, Inc. | 0.76% | Reduce -4.3% | 34,955 | $3.9M |
| KKM Financial LLC | 1.63% | Reduce -3.0% | 34,162 | $3.9M |
| AE Wealth Management LLC | 0.03% | Reduce -52.7% | 32,544 | $3.7M |
| Tepp RIA, LLC | 4.80% | New | 31,351 | $3.5M |
| First Heartland Consultants, Inc. | 0.36% | Reduce -0.9% | 30,918 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +63.1% | 30,765 | $3.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +3.9% | 29,833 | $3.4M |
| Truist Financial Corp. | 0.01% | Reduce -10.8% | 29,300 | $3.3M |
| HighTower Advisors, LLC | 0.00% | Add +38.1% | 29,051 | $3.3M |
| Prostatis Group LLC | 1.01% | Reduce -60.2% | 28,445 | $3.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +5.2% | 28,015 | $3.2M |
| Financial Management Professionals, Inc. | 0.39% | Reduce -21.2% | 27,367 | $3.1M |
| EWG Elevate Inc. | 1.16% | Add +0.2% | 27,069 | $3.1M |
| Transform Wealth, LLC | 0.18% | New | 26,476 | $3.0M |
| Syon Capital LLC | 0.24% | Add +16.4% | 26,151 | $3.0M |
| Colony Family Offices, LLC | 0.90% | Reduce -7.0% | 25,681 | $2.9M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.6% | 25,589 | $2.9M |
| Eagle Strategies LLC | 0.47% | Add +1.9% | 24,067 | $2.7M |
| Somerset Group LLC | 2.46% | Add +4.9% | 23,959 | $2.7M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -3.7% | 23,452 | $2.6M |
| Wealthstar Advisors, LLC | 1.04% | Add +3.2% | 20,146 | $2.3M |
| Kovack Advisors, Inc. | 0.24% | Reduce -0.7% | 19,682 | $2.2M |
| Mutual Advisors, LLC | 0.06% | Reduce -6.2% | 20,232 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 19,426 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +132.9% | 19,200 | $2.2M |
| WealthCare Investment Partners, LLC | 0.88% | Add +100.1% | 20,082 | $2.1M |
| Founders Financial Securities LLC | 0.17% | Add +2.4% | 18,072 | $2.0M |
| DAVENPORT & Co LLC | 0.01% | Add +4.3% | 17,367 | $2.0M |
| Koshinski Asset Management, Inc. | 0.16% | Reduce -0.8% | 16,915 | $1.9M |
| Spire Wealth Management | 0.06% | Add +9.6% | 16,720 | $1.9M |
| Aft, Forsyth & Company, Inc. | 1.00% | Add +0.0% | 16,516 | $1.9M |
| Apeiron RIA LLC | 0.56% | Add +19.1% | 16,323 | $1.8M |
| Avior Wealth Management, LLC | 0.07% | Add +18.4% | 16,222 | $1.8M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -14.9% | 16,127 | $1.8M |
| MMBG Investment Advisors Co. | 0.20% | No change | 15,701 | $1.8M |
| Callan Capital, LLC | 0.13% | Reduce -1.2% | 15,627 | $1.8M |
| Atria Investments, Inc | 0.02% | Add +56.8% | 15,377 | $1.7M |
| Creative Planning | 0.00% | Add +0.2% | 15,342 | $1.7M |
| CW Advisors, LLC | 0.02% | Add +386.0% | 15,017 | $1.7M |
| Nikulski Financial, Inc. | 0.50% | Reduce -2.4% | 14,731 | $1.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +48.5% | 14,172 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.07% | Add +34.0% | 14,149 | $1.6M |
| Curi Capital, LLC | 0.04% | New | 13,403 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -6.8% | 13,136 | $1.5M |
| Harmony Asset Management LLC | 0.61% | Reduce -7.7% | 12,919 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -1.2% | 12,649 | $1.4M |
| WESPAC Advisors, LLC | 1.15% | Add +18.1% | 12,541 | $1.4M |
| Fig Financial Advisory Services Inc. | 0.99% | Add +1.4% | 12,495 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Add +5.4% | 12,148 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.9% | 12,135 | $1.4M |
| Quantinno Capital Management LP | 0.01% | Add +50.7% | 12,133 | $1.4M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -2.6% | 11,875 | $1.3M |
| Ameritas Advisory Services, LLC | 0.05% | Add +0.5% | 12,074 | $1.3M |
| Tudor Investment Corporation | 0.01% | New | 11,618 | $1.3M |
| Blair William & Co. | 0.00% | Add +7.1% | 11,402 | $1.3M |
| Navis Wealth Advisors, LLC | 1.25% | Add +0.3% | 11,307 | $1.3M |
| One Capital Management, LLC | 0.04% | Add +32.8% | 11,288 | $1.3M |
| Smartleaf Asset Management LLC | 0.12% | Add +6922.9% | 11,026 | $1.2M |
| Essex LLC | 0.26% | Reduce -7.6% | 10,722 | $1.2M |
| Kesler, Norman & Wride, LLC | 0.23% | Add +5.3% | 10,661 | $1.2M |
| Commerce Bank | 0.01% | No change | 10,570 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -1.8% | 10,342 | $1.2M |
| Sigma Planning Corp | 0.04% | Add +19.3% | 10,248 | $1.2M |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | New | 10,000 | $1.1M |
| Captrust Financial Advisors | 0.00% | Add +1.0% | 9,709 | $1.1M |
| Matthew Goff Investment Advisor, LLC | 0.20% | No change | 9,695 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +20.5% | 9,627 | $1.1M |
| One Charles Private Wealth Services, LLC | 0.35% | Reduce -1.8% | 9,612 | $1.1M |
| Chesapeake Wealth Management | 0.38% | Reduce -11.6% | 9,523 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -18.1% | 9,225 | $1.0M |
| Allstate Corp. | 0.03% | New | 9,200 | $1.0M |
| Stephens Inc. | 0.02% | No change | 9,152 | $1.0M |
| Comerica Bank | 0.00% | Reduce -7.3% | 9,133 | $1.0M |
| Wealth Management Partners, LLC | 0.48% | Add +2.5% | 9,100 | $1.0M |
| Cwm, LLC | 0.00% | Add +23.5% | 8,873 | $1.0M |
| Magnolia Capital Management Ltd. | 0.86% | No change | 8,845 | $998K |
| Baird Financial Group, Inc. | 0.00% | Add +2.5% | 8,790 | $992K |
| IHT Wealth Management, LLC | 0.03% | Add +2.4% | 8,748 | $987K |
| Corient Private Wealth LP | 0.00% | Reduce -53.1% | 8,434 | $952K |
| GWN Securities Inc. | 0.05% | New | 8,150 | $947K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +8.1% | 8,202 | $926K |
| Merit Financial Group, LLC | 0.01% | Add +73.0% | 8,179 | $923K |
| Arkadios Wealth Advisors | 0.03% | Add +23.6% | 7,687 | $868K |
| Joel Isaacson & Co., LLC | 0.04% | Add +3.0% | 7,662 | $865K |
| HFG Advisors, Inc. | 0.74% | No change | 7,631 | $861K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,552 | $852K |
| National Bank of Canada | 0.00% | Add +1.4% | 7,453 | $841K |
| Nova Wealth Management, Inc. | 0.70% | Add +52.0% | 7,140 | $806K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $795K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -89.8% | 6,877 | $776K |
| Valmark Advisers, Inc. | 0.01% | Add +65.4% | 6,853 | $773K |
| Chicago Partners Investment Group LLC | 0.03% | Add +0.1% | 6,869 | $771K |
| Northern Trust Corp. | 0.00% | No change | 6,820 | $770K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -11.8% | 6,763 | $763K |
| Wealth Management Associates, Inc. | 0.33% | Add +7.4% | 6,755 | $762K |
| Gotham Asset Management | 0.01% | New | 6,728 | $759K |
| Garrison Point Advisors, LLC | 0.37% | Reduce -7.1% | 6,716 | $758K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +3.2% | 6,651 | $751K |
| Virtue Capital Management, LLC | 0.09% | New | 6,589 | $743K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Add +2.8% | 6,584 | $743K |
| HF Advisory Group, LLC | 0.32% | Reduce -0.4% | 6,533 | $737K |
| Financial Freedom, LLC | 0.42% | Add +2.6% | 6,511 | $735K |
| Empirical Asset Management, LLC | 0.25% | Add +6.0% | 6,461 | $729K |
| Watts Gwilliam & Co., LLC | 0.16% | Reduce -1.3% | 6,342 | $716K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.7% | 6,236 | $704K |
| Councilor Wealth, LLC | 0.35% | Add +0.0% | 6,221 | $702K |
| Bigelow Investment Advisors, LLC | 0.32% | Reduce -1.6% | 6,030 | $680K |
| Biondo Investment Advisors, LLC | 0.10% | Add +7.4% | 5,965 | $673K |
| CreativeOne Wealth, LLC | 0.02% | Add +1.7% | 5,963 | $673K |
| Meridian Wealth Management, LLC | 0.03% | Add +77.9% | 5,801 | $655K |
| Brookstone Capital Management | 0.01% | Reduce -88.5% | 5,790 | $653K |
| Csenge Advisory Group | 0.04% | Add +6.5% | 6,161 | $650K |
| Delta Financial Group, Inc. | 0.15% | Add +5.0% | 5,662 | $647K |
| Walleye Trading LLC | 0.02% | New | 5,716 | $645K |
| Stratos Investment Management, LLC | 0.03% | Add +2.8% | 5,669 | $640K |
| Buck Wealth Strategies, LLC | 0.12% | New | 5,640 | $636K |
| Glenview Trust Co | 0.01% | Reduce -30.9% | 5,472 | $618K |
| Wealthcare Advisory Partners LLC | 0.02% | Reduce -8.8% | 5,466 | $617K |
| Acropolis Investment Management, LLC | 0.04% | Reduce -5.8% | 5,410 | $611K |
| Citigroup Inc. | 0.00% | Add +1.3% | 5,410 | $611K |
| Simmons Bank | 0.05% | Reduce -0.2% | 5,391 | $608K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -56.1% | 5,373 | $606K |
| GTS Securities LLC | 0.03% | Add +36.5% | 5,338 | $602K |
| FineMark National Bank & Trust | 0.02% | Add +7.8% | 5,320 | $600K |
| Napatree Capital LLC | 0.34% | Add +22.4% | 5,312 | $599K |
| Retirement Planning Group, LLC | 0.03% | Add +65.6% | 5,305 | $599K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,210 | $588K |
| Montag A & Associates Inc. | 0.03% | No change | 5,131 | $579K |
| Sargent Investment Group, LLC | 0.09% | No change | 5,130 | $579K |
| Redwood Financial Network Corp | 0.44% | Add +38.5% | 5,127 | $579K |
| Harbour Investments, Inc. | 0.02% | Add +76.3% | 5,072 | $572K |
| Tyler-Stone Wealth Management | 0.10% | Add +0.2% | 5,070 | $572K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -0.2% | 5,050 | $570K |
| Tidemark, LLC | 0.21% | Add +250.0% | 5,040 | $569K |
| Visionary Wealth Advisors | 0.03% | No change | 5,031 | $568K |
| Sunbelt Securities, Inc. | 0.05% | Add +21.2% | 5,003 | $565K |
| Keeley-Teton Advisors, LLC | 0.07% | Reduce -22.8% | 4,985 | $563K |
| Whitener Capital Management, Inc. | 0.16% | Add +24.9% | 4,945 | $558K |
| Southern Capital Advisors, LLC | 0.31% | New | 4,926 | $556K |
| Pacific Sun Financial Corp | 0.31% | Add +0.1% | 4,847 | $547K |
| Valeo Financial Advisors, LLC | 0.02% | Add +2.9% | 4,837 | $546K |
| Western Wealth Management, LLC | 0.04% | Reduce -18.9% | 4,696 | $530K |
| Lido Advisors, LLC | 0.00% | Reduce -14.8% | 4,688 | $529K |
| Fort Point Capital Partners LLC | 0.06% | Add +7.0% | 4,661 | $526K |
| GDS Wealth Management | 0.04% | Reduce -96.6% | 4,649 | $525K |
| D.A. Davidson & Co. | 0.00% | Add +1.9% | 4,642 | $524K |
| Advisory Services Network, LLC | 0.01% | Reduce -74.5% | 4,617 | $521K |
| Gryphon Financial Partners LLC | 0.08% | No change | 4,611 | $520K |
| Moloney Securities Asset Management, LLC | 0.07% | Reduce -94.7% | 4,551 | $514K |
| Savant Capital, LLC | 0.00% | Reduce -3.8% | 4,454 | $503K |
| Commonwealth Financial Services, LLC | 0.10% | Add +0.0% | 4,451 | $502K |
| Unified Investment Management | 0.59% | No change | 4,434 | $500K |
| Creekmur Asset Management LLC | 0.10% | Add +0.1% | 4,421 | $499K |
| BlackRock, Inc. | 0.00% | Reduce -3.9% | 4,411 | $498K |
| Central Valley Advisors, LLC | 0.19% | Reduce -31.0% | 4,400 | $497K |
| &partners | 0.01% | Add +34.3% | 4,424 | $494K |
| LPWM LLC | 0.16% | No change | 4,366 | $493K |
| LRI Investments, LLC | 0.05% | No change | 4,343 | $490K |
| Rik Saylor Financial, Inc. | 0.43% | Add +0.1% | 4,317 | $487K |
| Stonebridge Financial Planning Group, LLC | 0.22% | Reduce -3.9% | 4,315 | $487K |
| Integrated Wealth Concepts LLC | 0.01% | Add +45.7% | 4,282 | $483K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | New | 4,274 | $482K |
| M&T Bank Corp | 0.00% | Reduce -0.7% | 4,268 | $482K |
| Wolverine Trading, LLC | 0.01% | New | 4,207 | $470K |
| SOA Wealth Advisors, LLC. | 0.10% | Add +0.3% | 4,162 | $470K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -37.2% | 4,127 | $466K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,122 | $465K |
| Cathy Pareto & Associates, Inc. | 0.41% | New | 4,098 | $462K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,090 | $462K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -9.5% | 4,017 | $453K |
| Bond & Devick Financial Network, Inc. | 0.16% | Add +4.5% | 3,961 | $447K |
| Rollins Financial Advisors, LLC | 0.08% | No change | 3,937 | $444K |
| Lighthouse Financial LLC | 0.38% | No change | 3,900 | $440K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $440K |
| Dagco, Inc. | 0.14% | No change | 3,856 | $435K |
| Ironwood Financial, llc | 0.09% | Add +10.1% | 3,854 | $435K |
| Insigneo Advisory Services, LLC | 0.04% | Add +24.9% | 3,833 | $433K |
| Cibc World Market Inc. | 0.00% | Reduce -1.9% | 3,816 | $431K |
| AQR Capital Management | 0.00% | New | 3,778 | $426K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -29.9% | 3,752 | $423K |
| Charter Oak Capital Management, LLC | 0.04% | Reduce -12.1% | 3,745 | $423K |
| Apollon Financial, LLC | 0.10% | Add +16.9% | 3,715 | $419K |
| NorthRock Partners, LLC | 0.01% | Add +4.2% | 3,701 | $418K |
| Capital Investment Advisors, LLC | 0.01% | Add +1.2% | 3,673 | $415K |
| World Investment Advisors | 0.01% | Add +9.1% | 3,672 | $414K |
| HCR Wealth Advisors | 0.05% | Reduce -5.6% | 3,636 | $410K |
| Cascade Wealth Advisors, Inc | 0.28% | Reduce -10.7% | 3,760 | $401K |
| Trademark Financial Management, LLC | 0.29% | Reduce -42.3% | 3,417 | $386K |
| Focus Financial Network, Inc. | 0.02% | Reduce -6.0% | 3,393 | $383K |
| Capital Wealth Alliance, LLC | 0.23% | Reduce -29.1% | 3,388 | $382K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.4% | 3,359 | $379K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -8.2% | 3,340 | $377K |
| Atlas Brown,Inc. | 0.13% | Reduce -0.2% | 3,305 | $373K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | No change | 3,260 | $368K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $366K |
| Mandatum Life Insurance Co Ltd | 0.11% | No change | 3,215 | $363K |
| First Merchants Corp. | 0.01% | Reduce -3.1% | 3,202 | $361K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $361K |
| Jaffetilchin Investment Partners, LLC | 0.03% | No change | 3,118 | $352K |
| Silver Oak Securities, Incorporated | 0.03% | New | 3,138 | $350K |
| Advisory Alpha, LLC | 0.01% | Add +53.0% | 3,102 | $350K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.3% | 3,084 | $348K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.2% | 3,045 | $344K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +0.3% | 2,978 | $336K |
| Bellevue Asset Management, LLC | 0.18% | Add +0.1% | 2,978 | $336K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $335K |
| Archer Investment Corp | 0.09% | No change | 2,960 | $334K |
| Larson Financial Group LLC | 0.02% | Add +3.6% | 2,895 | $327K |
| Investment Advisory Group, LLC | 0.11% | Add +4.6% | 2,860 | $323K |
| JT Stratford LLC | 0.06% | No change | 2,823 | $319K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -22.2% | 2,782 | $314K |
| Mgo One Seven LLC | 0.01% | Reduce -24.5% | 2,775 | $313K |
| Wulff, Hansen & Co. | 0.29% | No change | 2,775 | $313K |
| StoneX Group Inc. | 0.02% | Reduce -62.3% | 2,770 | $313K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +18.9% | 2,746 | $310K |
| Independent Financial Group, LLC | 0.01% | Reduce -89.1% | 2,730 | $308K |
| Money Concepts Capital Corp. | 0.02% | Add +17.4% | 2,696 | $304K |
| IPG Investment Advisors LLC | 0.07% | No change | 2,676 | $302K |
| Debussy Capital Management LP | 0.05% | Add +40.5% | 2,672 | $302K |
| Graypoint LLC | 0.02% | No change | 2,656 | $300K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,640 | $298K |
| CoreCap Advisors, LLC | 0.01% | Reduce -93.2% | 2,628 | $297K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | No change | 2,625 | $296K |
| Muirfield Wealth Advisors LLC | 0.25% | Reduce -19.4% | 2,615 | $295K |
| Dakota Wealth Management | 0.01% | No change | 2,560 | $289K |
| Dynamic Advisor Solutions LLC | 0.01% | Reduce -2.7% | 2,555 | $288K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,500 | $282K |
| Sowell Financial Services LLC | 0.01% | New | 2,491 | $281K |
| Prudent Investors Network, Inc. | 0.08% | No change | 2,452 | $277K |
| Financial Alternatives, Inc | 0.19% | No change | 2,406 | $272K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +9.9% | 2,398 | $271K |
| Carnegie Investment Counsel | 0.01% | No change | 2,714 | $270K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,378 | $268K |
| Choreo, LLC | 0.00% | Reduce -7.8% | 2,376 | $268K |
| TrueWealth Advisors, LLC | 0.09% | No change | 2,373 | $268K |
| Millstone Evans Group, LLC | 0.18% | Reduce -12.5% | 2,367 | $267K |
| Carret Asset Management, LLC | 0.03% | Reduce -2.2% | 2,220 | $251K |
| waypoint wealth counsel | 0.16% | Add +0.3% | 2,207 | $249K |
| Farther Finance Advisors, LLC | 0.01% | Add +1925.9% | 2,188 | $247K |
| Jane Street Group, LLC | 0.00% | New | 2,186 | $247K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,176 | $246K |
| Adapt Wealth Advisors, LLC | 0.12% | No change | 2,150 | $243K |
| Focus Partners Wealth | 0.00% | Add +8.6% | 2,093 | $236K |
| Quadrature Capital Ltd | 0.01% | New | 2,077 | $234K |
| Darrow Company, Inc. | 0.13% | No change | 2,054 | $232K |
| US Bancorp \de | 0.00% | Add +24.2% | 2,054 | $232K |
| PFG Advisors | 0.01% | Add +10.3% | 2,032 | $229K |
| OneAscent Financial Services LLC | 0.01% | New | 2,027 | $229K |
| Independent Solutions Wealth Management, LLC | 0.05% | New | 2,015 | $227K |
| Royal Capital Wealth Management, LLC | 0.16% | No change | 2,000 | $226K |
| Payne Capital Management, LLC | 0.10% | No change | 2,000 | $226K |
| Clearstead Advisors, LLC | 0.00% | Reduce -24.6% | 2,000 | $226K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,992 | $225K |
| Fiduciary Alliance LLC | 0.02% | Add +4.5% | 1,991 | $225K |
| Vision Capital Management, Inc. | 0.03% | New | 1,974 | $223K |
| Gries Financial LLC | 0.04% | New | 1,962 | $221K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 2,229 | $221K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,950 | $220K |
| WP Advisors, LLC | 0.07% | Add +0.3% | 1,914 | $216K |
| First Trust Advisors LP | 0.00% | No change | 1,912 | $216K |
| Moors & Cabot, Inc. | 0.01% | New | 1,883 | $213K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -3.4% | 1,877 | $212K |
| Americana Partners, LLC | 0.01% | No change | 1,827 | $206K |
| Pathstone Holdings, LLC | 0.00% | Reduce -38.0% | 1,820 | $205K |
| SageView Advisory Group, LLC | 0.01% | Reduce -0.2% | 1,817 | $205K |
| Empower Advisory Group, LLC | 0.00% | New | 1,791 | $202K |
| Clarendon Private LLC | 0.21% | New | 1,790 | $202K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 1,706 | $192K |
| Gables Capital Management Inc. | 0.09% | Add +61.3% | 1,605 | $181K |
| Quest 10 Wealth Builders, Inc. | 0.19% | Reduce -25.9% | 1,579 | $178K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $169K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,480 | $167K |
| IFP Advisors, Inc | 0.01% | Add +95.5% | 1,439 | $163K |
| Lanark Financial, Inc. | 0.01% | — | 1,438 | $162K |
| Principal Securities, Inc. | 0.00% | No change | 1,366 | $151K |
| FWL Investment Management, LLC | 0.05% | Reduce -8.7% | 1,308 | $148K |
| Blue Trust, Inc. | 0.00% | Reduce -3.5% | 1,243 | $140K |
| Front Row Advisors LLC | 0.05% | No change | 1,235 | $139K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,225 | $138K |
| Christopher J. Hasenberg, Inc | 0.06% | No change | 1,178 | $133K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $133K |
| Arlington Trust Co LLC | 0.03% | Add +213.3% | 1,175 | $133K |
| AdvisorNet Financial, Inc | 0.01% | Reduce -3.0% | 1,120 | $126K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,108 | $125K |
| Sandy Spring Bank | 0.01% | No change | 1,093 | $123K |
| Allworth Financial LP | 0.00% | No change | 1,062 | $116K |
| Signaturefd, LLC | 0.00% | No change | 1,018 | $115K |
| Picton Mahoney Asset Management | 0.00% | Add +11.1% | 1,000 | $113K |
| Compass Wealth Management LLC | 0.03% | No change | 1,000 | $113K |
| Centaurus Financial, Inc. | 0.01% | No change | 911 | $103K |
| Rothschild Investment LLC | 0.01% | No change | 877 | $99K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $93K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 825 | $93K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.02% | Add +36.5% | 819 | $92K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 768 | $87K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $82K |
| Fifth Third Bancorp | 0.00% | Reduce -36.4% | 700 | $79K |
| Anchor Investment Management, LLC | 0.01% | Add +0.1% | 697 | $79K |
| Bare Financial Services, Inc | 0.03% | No change | 688 | $78K |
| Ameriflex Group, Inc. | 0.03% | Reduce -4.1% | 649 | $73K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $73K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $72K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 634 | $72K |
| Consultiva Wealth Management, Corp. | 0.24% | New | 615 | $69K |
| Rialto Wealth Management, LLC | 0.02% | No change | 602 | $68K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $68K |
| Hexagon Capital Partners LLC | 0.01% | No change | 600 | $68K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 600 | $68K |
| DHJJ Financial Advisors, Ltd. | 0.03% | No change | 593 | $67K |
| Arax Advisory Partners | 0.00% | No change | 547 | $62K |
| Minot DeBlois Advisors LLC | 0.06% | No change | 534 | $60K |
| Stonebridge Financial Group, LLC | 0.01% | Add +50.7% | 508 | $57K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $54K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 458 | $52K |
| GPS Wealth Strategies Group, LLC | 0.01% | Add +0.2% | 438 | $49K |
| Colonial Trust Co / SC | 0.01% | Reduce -13.0% | 435 | $49K |
| Bogart Wealth, LLC | 0.00% | No change | 416 | $47K |
| Realta Investment Advisors | 0.02% | No change | 406 | $46K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $46K |
| Westside Investment Management, Inc. | 0.01% | Add +5.3% | 395 | $45K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -12.0% | 366 | $41K |
| Private Trust Co. NA | 0.00% | Add +13.3% | 341 | $38K |
| NFSG Corp | 0.01% | No change | 334 | $38K |
| Parallel Advisors, LLC | 0.00% | No change | 332 | $38K |
| Golden State Wealth Management, LLC | 0.01% | Add +69.0% | 311 | $35K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $35K |
| Trust Co. of Vermont | 0.00% | New | 309 | $35K |
| Sound Income Strategies, LLC | 0.00% | New | 305 | $34K |
| Financial Perspectives, Inc | 0.01% | No change | 301 | $34K |
| Park Square Financial Group, LLC | 0.03% | New | 300 | $34K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $34K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $33K |
| Davis Capital Management | 0.03% | No change | 280 | $32K |
| Accredited Wealth Management, LLC | 0.03% | No change | 265 | $30K |
| North Star Investment Management Corp. | 0.00% | No change | 255 | $29K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 238 | $27K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $27K |
| Rise Advisors, LLC | 0.01% | Add +10.7% | 227 | $26K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -18.5% | 220 | $25K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $24K |
| Whittier Trust Co. | 0.00% | No change | 210 | $24K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $23K |
| GKV Capital Management Co., Inc. | 0.01% | No change | 206 | $23K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $18K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $18K |
| Creative Financial Designs Inc. | 0.00% | New | 154 | $17K |
| Independence Bank of Kentucky | 0.00% | No change | 115 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.0% | 101 | $11K |
| Addison Advisors LLC | 0.00% | No change | 100 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | New | 94 | $11K |
| Wayfinding Financial, LLC | 0.00% | New | 90 | $10K |
| Abound Wealth Management | 0.00% | New | 88 | $10K |
| Founders Capital Management | 0.01% | No change | 87 | $10K |
| Sittner & Nelson, LLC | 0.00% | New | 81 | $9K |
| New Millennium Group LLC | 0.01% | Reduce -29.7% | 71 | $8K |
| Fourth Dimension Wealth, LLC | 0.00% | New | 50 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $6K |
| Key Financial Inc | 0.00% | No change | 49 | $6K |
| Rossby Financial, LCC | 0.00% | New | 50 | $5K |
| Concord Wealth Partners | 0.00% | No change | 45 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $5K |
| Tucker Asset Management LLC | 0.00% | New | 45 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 38 | $4K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $3K |
| Safe Harbor Fiduciary, LLC | 0.00% | New | 21 | $2K |
| AlphaCore Capital LLC | 0.00% | New | 19 | $2K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Copia Wealth Management | 0.00% | New | 17 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $903 |
| Kessler Investment Group, LLC | 0.00% | No change | 3 | $372 |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -95.7% | 1 | $113 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.