iShares US Financials ETFIYFETF
13F holders, Q2 2025 (June 30)463holders +39
64new positions
23sold out
8famous investors
$120.98avg. 13F price*
At the end of Q2 2025, 463 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 39 from Q1 2025. 64 opened new positions and 23 sold out. The largest holders were Fisher Asset Management ($221.9M), Morgan Stanley ($183.6M) and Bank of America Corp. ($181.5M). 8 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 Mario Gabelli (0.0% of GAMCO Investors's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $233.2M |
| Exits | 23 | $187.2M |
All 13F filers, Q1 2025 → Q2 2025: 2,958,759 shares bought and 3,641,527 shares sold, net −682,768 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 463 holders
| Fisher Asset Management | 0.09% | Add +0.2% | 1,833,966 | $221.9M |
| Morgan Stanley | 0.01% | Add +8.2% | 1,517,255 | $183.6M |
| Bank of America Corp. | 0.01% | Reduce -3.6% | 1,500,322 | $181.5M |
| Phoenix Financial Ltd. | 1.91% | No change | 1,196,572 | $144.8M |
| Manufacturers Life Insurance Company, The | 0.11% | Reduce -34.4% | 983,100 | $118.9M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Add +1.9% | 701,987 | $84.9M |
| LPL Financial LLC | 0.03% | Reduce -6.5% | 695,028 | $84.1M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -25.4% | 693,945 | $84.0M |
| HSBC Holdings PLC | 0.05% | Reduce -3.1% | 640,575 | $77.5M |
| PGIM Custom Harvest LLC | 1.48% | Reduce -8.2% | 595,610 | $72.1M |
| Wells Fargo & Company | 0.01% | Reduce -6.8% | 482,289 | $58.4M |
| UBS Group AG | 0.01% | Reduce -5.0% | 389,548 | $47.1M |
| Two Sigma Investments, LP | 0.08% | New | 363,900 | $44.0M |
| JPMorgan Chase & Co. | 0.00% | Add +287.9% | 343,215 | $41.5M |
| FMR LLC | 0.00% | Reduce -2.6% | 293,504 | $35.5M |
| Pinkerton Wealth, LLC | 4.09% | New | 283,035 | $34.2M |
| Royal Bank of Canada | 0.01% | Reduce -7.4% | 278,214 | $33.7M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -2.5% | 246,618 | $29.8M |
| Sagespring Wealth Partners, LLC | 0.58% | New | 221,240 | $26.8M |
| Raymond James Financial Inc. | 0.01% | Add +5.3% | 197,771 | $23.9M |
| Magnus Financial Group LLC | 2.10% | Add +1.0% | 197,514 | $23.9M |
| True Freedom Investing, LLC | 9.36% | — | 196,556 | $23.8M |
| Principal Financial Group Inc. | 0.01% | New | 194,537 | $23.5M |
| Osaic Holdings, Inc. | 0.04% | Add +3.5% | 190,665 | $23.1M |
| Ameriprise Financial Inc. | 0.01% | Add +8.3% | 184,812 | $22.4M |
| Kestra Advisory Services, LLC | 0.10% | Add +1.0% | 165,814 | $20.1M |
| Scotia Capital Inc. | 0.09% | Add +0.6% | 164,016 | $19.8M |
| Cetera Investment Advisers | 0.03% | Add +18.3% | 162,049 | $19.6M |
| SPC Financial, Inc. | 1.55% | New | 152,659 | $18.5M |
| Schroder Investment Management Group | 0.01% | Add +154.5% | 143,300 | $17.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +13.9% | 127,302 | $15.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +1.3% | 118,170 | $14.3M |
| Patten & Patten Inc. | 0.92% | Reduce -0.8% | 117,472 | $14.2M |
| MinichMacGregor Wealth Management, LLC | 2.98% | Reduce -38.4% | 115,018 | $13.9M |
| OneDigital Investment Advisors LLC | 0.15% | Add +32.0% | 114,788 | $13.9M |
| Camarda Financial Advisors, LLC | 5.38% | New | 113,138 | $13.7M |
| Thrivent Financial for Lutherans | 0.03% | Add +2.2% | 112,364 | $13.6M |
| XML Financial, LLC | 1.17% | Reduce -0.3% | 111,424 | $13.5M |
| Horizon Wealth Management, LLC | 2.36% | New | 110,892 | $13.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +33.8% | 96,707 | $11.7M |
| Stifel Financial Corp. | 0.01% | Add +35.3% | 95,481 | $11.6M |
| Advisory Services Network, LLC | 0.18% | Add +1871.1% | 91,004 | $11.1M |
| United Capital Financial Advisors, LLC | 0.08% | Reduce -1.0% | 82,080 | $9.9M |
| Finley Financial, LLC | 4.48% | Reduce -0.4% | 73,625 | $8.9M |
| Prasad Wealth Partners, LLC | 2.41% | New | 68,017 | $8.2M |
| Jones Financial Companies LLLP | 0.01% | Add +18.8% | 66,586 | $8.0M |
| WASHINGTON TRUST Co | 0.26% | Reduce -23.7% | 61,512 | $7.4M |
| Stillwater Capital Advisors, LLC | 0.93% | Reduce -0.5% | 60,376 | $7.3M |
| First Citizens Financial Corp | 3.74% | Reduce -11.9% | 56,145 | $6.8M |
| Summit Financial Consulting LLC | 5.81% | Add +0.9% | 53,425 | $6.5M |
| Janney Montgomery Scott LLC | 0.02% | Reduce -4.0% | 52,633 | $6.4M |
| Equitable Holdings, Inc. | 0.05% | Add +67.0% | 51,366 | $6.2M |
| Bank of Montreal | 0.00% | Reduce -92.0% | 50,872 | $6.2M |
| Zurich Insurance Group Ltd | 0.05% | New | 50,250 | $6.1M |
| NewEdge Advisors, LLC | 0.03% | Add +9.5% | 47,569 | $5.8M |
| Private Advisor Group, LLC | 0.03% | Add +12.2% | 47,210 | $5.7M |
| Mariner, LLC | 0.01% | Add +3.5% | 45,763 | $5.5M |
| AE Wealth Management LLC | 0.04% | Add +28.7% | 41,871 | $5.1M |
| Eagle Strategies LLC | 0.73% | Add +65.2% | 39,758 | $4.8M |
| Prostatis Group LLC | 1.35% | Add +37.0% | 38,957 | $4.7M |
| Prospera Financial Services Inc | 0.08% | Reduce -63.5% | 37,566 | $4.5M |
| Ethos Financial Group, LLC | 0.39% | Reduce -0.6% | 37,487 | $4.5M |
| HC Advisors, LLC | 3.20% | Reduce -1.2% | 37,457 | $4.5M |
| Synovus Financial Corp. | 0.05% | Add +0.7% | 36,139 | $4.4M |
| Pettyjohn, Wood & White, Inc. | 0.75% | Reduce -0.6% | 34,730 | $4.2M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +10.1% | 32,845 | $4.0M |
| First Heartland Consultants, Inc. | 0.35% | Add +4.2% | 32,205 | $3.9M |
| KKM Financial LLC | 1.35% | Reduce -5.9% | 32,134 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +2.3% | 29,721 | $3.6M |
| Corient Private Wealth LP | 0.00% | Add +251.5% | 29,647 | $3.6M |
| USA Financial Formulas | 0.61% | New | 29,559 | $3.6M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 28,380 | $3.4M |
| Park Avenue Securities LLC | 0.03% | New | 27,949 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -0.3% | 27,937 | $3.4M |
| Stratos Wealth Partners, LTD. | 0.05% | Add +570.7% | 27,678 | $3.3M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +85.6% | 26,306 | $3.2M |
| Syon Capital LLC | 0.21% | Reduce -0.5% | 26,031 | $3.1M |
| Colony Family Offices, LLC | 0.80% | No change | 25,681 | $3.1M |
| NorthCoast Asset Management LLC | 0.01% | Add +1248.5% | 25,311 | $3.1M |
| Somerset Group LLC | 2.54% | Add +3.3% | 24,754 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.4% | 24,713 | $3.0M |
| Renaissance Technologies | 0.00% | New | 23,900 | $2.9M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -0.0% | 23,443 | $2.8M |
| Unique Wealth, LLC | 0.45% | New | 23,099 | $2.8M |
| CX Institutional | 0.09% | Reduce -53.5% | 21,915 | $2.7M |
| Balboa Wealth Partners | 0.53% | New | 21,678 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +34.6% | 20,702 | $2.5M |
| WealthCare Investment Partners, LLC | 0.90% | Add +1.2% | 20,314 | $2.5M |
| Mutual Advisors, LLC | 0.06% | Reduce -3.9% | 19,435 | $2.4M |
| Kovack Advisors, Inc. | 0.23% | Add +0.2% | 19,722 | $2.4M |
| Cadent Capital Advisors, LLC | 0.77% | New | 19,438 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +576.8% | 18,476 | $2.2M |
| Apeiron RIA LLC | 0.56% | Add +10.9% | 18,107 | $2.2M |
| Spire Wealth Management | 0.08% | Add +4.1% | 17,405 | $2.1M |
| Founders Financial Securities LLC | 0.16% | Reduce -4.0% | 17,346 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -11.5% | 17,200 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.7% | 17,064 | $2.1M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -0.7% | 16,805 | $2.0M |
| Avior Wealth Management, LLC | 0.07% | Add +3.4% | 16,776 | $2.0M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +208.9% | 16,599 | $2.0M |
| Aft, Forsyth & Company, Inc. | 1.02% | Reduce -0.1% | 16,501 | $2.0M |
| Kennicott Capital Management LLC | 1.13% | New | 16,428 | $2.0M |
| EWG Elevate Inc. | 0.60% | Reduce -40.6% | 16,066 | $1.9M |
| Nvest Financial, LLC | 1.01% | New | 16,016 | $1.9M |
| MMBG Investment Advisors Co. | 0.19% | No change | 15,701 | $1.9M |
| Citigroup Inc. | 0.00% | Add +190.0% | 15,687 | $1.9M |
| AlphaCore Capital LLC | 0.07% | Add +82147.4% | 15,627 | $1.9M |
| CW Advisors, LLC | 0.02% | Add +0.3% | 15,058 | $1.8M |
| Creative Planning | 0.00% | Reduce -3.3% | 14,840 | $1.8M |
| Quantinno Capital Management LP | 0.01% | Add +21.2% | 14,708 | $1.8M |
| Smartleaf Asset Management LLC | 0.15% | Add +32.7% | 14,631 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.59% | New | 14,279 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -64.4% | 14,178 | $1.7M |
| Gladstone Institutional Advisory LLC | 0.07% | Reduce -1.2% | 13,981 | $1.7M |
| Jane Street Group, LLC | 0.00% | Add +532.0% | 13,815 | $1.7M |
| Essex LLC | 0.32% | Add +24.3% | 13,323 | $1.6M |
| Trademark Financial Management, LLC | 0.97% | Add +283.6% | 13,107 | $1.6M |
| Blair William & Co. | 0.00% | Add +14.1% | 13,012 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.9% | 12,887 | $1.6M |
| Bank of New York Mellon Corp | 0.00% | Add +0.6% | 12,203 | $1.5M |
| Harmony Asset Management LLC | 0.55% | Reduce -5.6% | 12,193 | $1.5M |
| KCM Investment Advisors LLC | 0.05% | Add +0.1% | 12,162 | $1.5M |
| Genesee Capital Advisors, LLC | 0.65% | New | 12,020 | $1.5M |
| WESPAC Advisors, LLC | 1.00% | Reduce -5.6% | 11,837 | $1.4M |
| Ameritas Advisory Services, LLC | 0.07% | Reduce -3.9% | 11,608 | $1.4M |
| MAI Capital Management | 0.01% | Reduce -8.5% | 11,574 | $1.4M |
| Navis Wealth Advisors, LLC | 1.16% | Add +0.3% | 11,343 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.28% | New | 11,003 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -32.9% | 10,824 | $1.3M |
| Castle Rock Wealth Management, LLC | 0.31% | New | 10,808 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -9.4% | 10,763 | $1.3M |
| Nikulski Financial, Inc. | 0.35% | Reduce -27.8% | 10,633 | $1.3M |
| Commerce Bank | 0.01% | No change | 10,570 | $1.3M |
| Captrust Financial Advisors | 0.00% | Add +8.0% | 10,485 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +1.6% | 10,415 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.3% | 10,368 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.32% | New | 10,312 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Add +10.9% | 10,230 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Add +94.3% | 9,857 | $1.2M |
| Matthew Goff Investment Advisor, LLC | 0.22% | No change | 9,695 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.32% | Reduce -1.0% | 9,515 | $1.2M |
| Financial Freedom, LLC | 0.62% | Add +46.1% | 9,511 | $1.2M |
| Chesapeake Wealth Management | 0.38% | Reduce -2.3% | 9,301 | $1.1M |
| Wealth Management Partners, LLC | 0.39% | Add +0.5% | 9,143 | $1.1M |
| Cerity Partners LLC | 0.00% | New | 9,111 | $1.1M |
| Stephens Inc. | 0.01% | Reduce -1.6% | 9,008 | $1.1M |
| Virtue Capital Management, LLC | 0.20% | Add +35.9% | 8,952 | $1.1M |
| Cwm, LLC | 0.00% | Add +0.4% | 8,912 | $1.1M |
| Arkadios Wealth Advisors | 0.03% | Add +15.2% | 8,852 | $1.1M |
| Magnolia Capital Management Ltd. | 0.85% | No change | 8,845 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +32.8% | 8,829 | $1.1M |
| Buck Wealth Strategies, LLC | 0.16% | Add +52.8% | 8,620 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.1% | 8,606 | $1.0M |
| GTS Securities LLC | 0.05% | Add +61.0% | 8,595 | $1.0M |
| IHT Wealth Management, LLC | 0.03% | Reduce -2.9% | 8,492 | $1.0M |
| Comerica Bank | 0.00% | Reduce -7.8% | 8,424 | $1.0M |
| Nova Wealth Management, Inc. | 0.75% | Add +17.6% | 8,395 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -14.0% | 8,279 | $1.0M |
| Lifestyle Asset Management, Inc. | 0.47% | New | 8,236 | $996K |
| Cibc World Market Inc. | 0.00% | Add +112.6% | 8,114 | $982K |
| Valmark Advisers, Inc. | 0.01% | Add +17.6% | 8,056 | $975K |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Reduce -3.5% | 7,919 | $958K |
| Merit Financial Group, LLC | 0.01% | Reduce -3.9% | 7,860 | $951K |
| Northern Trust Corp. | 0.00% | Add +14.8% | 7,830 | $947K |
| Susquehanna International Group, LLP | 0.00% | Reduce -59.3% | 7,810 | $945K |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,662 | $927K |
| HFG Advisors, Inc. | 0.73% | No change | 7,631 | $923K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,560 | $915K |
| National Bank of Canada | 0.00% | Add +0.8% | 7,512 | $908K |
| Tepp RIA, LLC | 1.15% | Reduce -76.6% | 7,335 | $887K |
| Qube Research & Technologies Ltd | 0.00% | New | 7,255 | $878K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 6,891 | $852K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $852K |
| Wealth Management Associates, Inc. | 0.33% | Add +2.9% | 6,951 | $841K |
| Tudor Investment Corporation | 0.01% | Reduce -40.7% | 6,891 | $834K |
| HF Advisory Group, LLC | 0.32% | Add +3.6% | 6,770 | $819K |
| Gotham Asset Management | 0.00% | No change | 6,728 | $814K |
| Foundations Investment Advisors, LLC | 0.01% | New | 6,671 | $807K |
| Garrison Point Advisors, LLC | 0.37% | Reduce -1.6% | 6,606 | $799K |
| Cyndeo Wealth Partners, LLC | 0.05% | New | 6,585 | $797K |
| Empirical Asset Management, LLC | 0.24% | Add +0.1% | 6,466 | $782K |
| Quartz Partners, LLC | 0.35% | New | 6,395 | $774K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -6.6% | 6,315 | $764K |
| AQR Capital Management | 0.00% | Add +65.8% | 6,265 | $758K |
| Councilor Wealth, LLC | 0.35% | No change | 6,221 | $753K |
| Biondo Investment Advisors, LLC | 0.10% | Add +2.9% | 6,135 | $742K |
| Wolverine Trading, LLC | 0.02% | Add +46.8% | 6,176 | $741K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.4% | 6,085 | $736K |
| B. Riley Wealth Advisors, Inc. | 0.04% | Reduce -7.6% | 6,083 | $736K |
| Csenge Advisory Group | 0.04% | Add +2.3% | 6,305 | $732K |
| Game Plan Financial Advisors, LLC | 0.31% | New | 5,925 | $717K |
| Liberty Wealth Management LLC | 0.11% | New | 5,920 | $716K |
| Stratos Investment Management, LLC | 0.03% | Add +2.5% | 5,813 | $703K |
| Meridian Wealth Management, LLC | 0.03% | Reduce -1.0% | 5,742 | $695K |
| Bigelow Investment Advisors, LLC | 0.31% | Reduce -4.9% | 5,737 | $694K |
| Wealthcare Advisory Partners LLC | 0.02% | Add +0.9% | 5,516 | $667K |
| Whitener Capital Management, Inc. | 0.18% | Add +11.5% | 5,513 | $667K |
| Acropolis Investment Management, LLC | 0.04% | No change | 5,410 | $655K |
| Watts Gwilliam & Co., LLC | 0.11% | Reduce -18.8% | 5,150 | $653K |
| Bradley Foster & Sargent Inc. | 0.01% | New | 5,337 | $646K |
| Glenview Trust Co | 0.01% | Reduce -2.7% | 5,323 | $644K |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | Reduce -22.8% | 5,310 | $642K |
| Simmons Bank | 0.05% | Reduce -2.1% | 5,275 | $638K |
| Modera Wealth Management, LLC | 0.01% | Add +0.5% | 5,235 | $633K |
| Redwood Financial Network Corp | 0.43% | Add +2.0% | 5,231 | $633K |
| Sargent Investment Group, LLC | 0.08% | No change | 5,130 | $623K |
| Montag A & Associates Inc. | 0.03% | No change | 5,131 | $621K |
| &partners | 0.00% | Add +15.6% | 5,112 | $619K |
| Tyler-Stone Wealth Management | 0.10% | Add +0.2% | 5,079 | $614K |
| Carnegie Investment Counsel | 0.01% | Add +86.6% | 5,064 | $613K |
| Visionary Wealth Advisors | 0.03% | No change | 5,031 | $609K |
| Clal Insurance Enterprises Holdings Ltd | 0.01% | Reduce -50.0% | 5,000 | $605K |
| Cascade Financial Partners, LLC | 0.07% | New | 4,995 | $604K |
| FineMark National Bank & Trust | 0.02% | Reduce -7.3% | 4,934 | $597K |
| Tidemark, LLC | 0.19% | Reduce -2.6% | 4,911 | $594K |
| GDS Wealth Management | 0.04% | Add +5.1% | 4,888 | $591K |
| Southern Capital Advisors, LLC | 0.30% | Reduce -1.5% | 4,854 | $587K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 4,783 | $579K |
| Fort Point Capital Partners LLC | 0.06% | Add +1.9% | 4,751 | $575K |
| GAMCO Investors | 0.01% | New | 4,715 | $570K |
| Lido Advisors, LLC | 0.00% | No change | 4,688 | $567K |
| Kesler, Norman & Wride, LLC | 0.10% | Reduce -57.3% | 4,554 | $551K |
| Pacific Sun Financial Corp | 0.28% | Reduce -7.8% | 4,467 | $540K |
| Commonwealth Financial Services, LLC | 0.10% | Add +0.0% | 4,453 | $539K |
| Unified Investment Management | 0.58% | No change | 4,434 | $536K |
| Silver Oak Securities, Incorporated | 0.04% | Add +39.9% | 4,390 | $531K |
| LPWM LLC | 0.15% | No change | 4,366 | $528K |
| Central Valley Advisors, LLC | 0.18% | Reduce -0.9% | 4,360 | $528K |
| LRI Investments, LLC | 0.04% | No change | 4,343 | $525K |
| US Bancorp \de | 0.00% | Add +110.9% | 4,332 | $524K |
| Cubist Systematic Strategies, LLC | 0.01% | New | 4,324 | $523K |
| Rik Saylor Financial, Inc. | 0.40% | Add +0.0% | 4,318 | $522K |
| M&T Bank Corp | 0.00% | No change | 4,268 | $516K |
| Gryphon Financial Partners LLC | 0.07% | Reduce -8.6% | 4,215 | $510K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.3% | 4,176 | $505K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -17.4% | 4,170 | $505K |
| One Capital Management, LLC | 0.02% | Reduce -63.2% | 4,155 | $503K |
| Millennium Management | 0.00% | New | 4,153 | $502K |
| Brookstone Capital Management | 0.01% | Reduce -28.5% | 4,139 | $501K |
| Western Wealth Management, LLC | 0.03% | Reduce -12.1% | 4,127 | $499K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,122 | $499K |
| Gallagher Capital Advisors, LLC | 0.40% | New | 5,933 | $497K |
| Obsidian Cio, LLC | 0.07% | New | 4,111 | $497K |
| Glenmede Investment Management, LP | 0.00% | — | 4,090 | $495K |
| Moloney Securities Asset Management, LLC | 0.06% | Reduce -10.7% | 4,062 | $491K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 4,059 | $491K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -6.5% | 3,998 | $484K |
| Bond & Devick Financial Network, Inc. | 0.16% | No change | 3,961 | $479K |
| OneAscent Financial Services LLC | 0.03% | Add +94.5% | 3,943 | $477K |
| Lighthouse Financial LLC | 0.36% | No change | 3,900 | $472K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $471K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -35.3% | 3,859 | $467K |
| Stonebridge Financial Planning Group, LLC | 0.19% | Reduce -12.2% | 3,790 | $459K |
| Savant Capital, LLC | 0.00% | Reduce -15.1% | 3,780 | $457K |
| Sunbelt Securities, Inc. | 0.04% | Reduce -17.5% | 4,128 | $457K |
| Adell Harriman & Carpenter Inc. | 0.03% | No change | 3,752 | $454K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -5.1% | 3,737 | $452K |
| Triton Wealth Management, PLLC | 0.19% | — | 3,638 | $450K |
| Apollon Financial, LLC | 0.09% | No change | 3,715 | $449K |
| NorthRock Partners, LLC | 0.01% | No change | 3,701 | $448K |
| HCR Wealth Advisors | 0.05% | Reduce -0.1% | 3,631 | $439K |
| World Investment Advisors | 0.01% | Reduce -1.2% | 3,628 | $439K |
| Ironwood Financial, llc | 0.09% | No change | 3,854 | $435K |
| Cathy Pareto & Associates, Inc. | 0.36% | Reduce -12.5% | 3,586 | $434K |
| Cascade Wealth Advisors, Inc | 0.24% | Reduce -6.2% | 3,527 | $428K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -3.8% | 3,535 | $428K |
| Strategic Wealth Partners, Ltd. | 0.03% | — | 3,462 | $419K |
| Dagco, Inc. | 0.12% | Reduce -10.5% | 3,450 | $417K |
| Focus Financial Network, Inc. | 0.02% | No change | 3,393 | $411K |
| Capital Wealth Alliance, LLC | 0.22% | No change | 3,388 | $410K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -10.3% | 3,361 | $407K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,340 | $404K |
| Safe Harbor Fiduciary, LLC | 0.38% | Add +15723.8% | 3,323 | $402K |
| Atlas Brown,Inc. | 0.13% | Add +0.3% | 3,315 | $401K |
| Mgo One Seven LLC | 0.01% | Add +19.3% | 3,310 | $400K |
| CoreCap Advisors, LLC | 0.02% | Add +25.2% | 3,290 | $398K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.5% | 3,274 | $396K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | No change | 3,260 | $394K |
| Centaurus Financial, Inc. | 0.02% | Add +256.2% | 3,245 | $393K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -19.2% | 3,245 | $393K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -24.2% | 3,245 | $393K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $392K |
| First Merchants Corp. | 0.01% | No change | 3,202 | $387K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $387K |
| Advisory Alpha, LLC | 0.01% | Add +2.5% | 3,181 | $385K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +2.5% | 3,162 | $383K |
| Summit Trail Advisors, LLC | 0.01% | New | 3,134 | $379K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,118 | $377K |
| Mandatum Life Insurance Co Ltd | 0.10% | Reduce -3.2% | 3,113 | $377K |
| Larson Financial Group LLC | 0.01% | Add +6.4% | 3,079 | $373K |
| Forefront Wealth Partners, LLC | 0.25% | New | 3,058 | $364K |
| Modern Wealth Management, LLC | 0.01% | Reduce -1.3% | 3,005 | $364K |
| Verde Servicos Internacionais S.A. | 0.16% | New | 3,000 | $363K |
| Key Client Fiduciary Advisors, LLC | 0.15% | Add +0.3% | 2,988 | $362K |
| Bellevue Asset Management, LLC | 0.18% | Add +0.0% | 2,979 | $360K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $359K |
| Archer Investment Corp | 0.09% | No change | 2,960 | $358K |
| Money Concepts Capital Corp. | 0.02% | Add +9.8% | 2,960 | $358K |
| Retirement Planning Group, LLC | 0.01% | Reduce -45.2% | 2,909 | $352K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 2,906 | $352K |
| Investment Advisory Group, LLC | 0.10% | No change | 2,860 | $346K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 2,834 | $343K |
| JT Stratford LLC | 0.05% | Reduce -0.5% | 2,810 | $340K |
| Wulff, Hansen & Co. | 0.29% | No change | 2,775 | $336K |
| Debussy Capital Management LP | 0.05% | Add +3.6% | 2,769 | $335K |
| Sequoia Financial Advisors, LLC | 0.00% | No change | 2,746 | $332K |
| Insigneo Advisory Services, LLC | 0.03% | Reduce -30.2% | 2,674 | $324K |
| Graypoint LLC | 0.02% | No change | 2,656 | $321K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,640 | $319K |
| Dakota Wealth Management | 0.01% | No change | 2,560 | $310K |
| First Trust Advisors LP | 0.00% | Add +33.7% | 2,557 | $309K |
| Walleye Trading LLC | 0.01% | Reduce -55.3% | 2,554 | $309K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -2.8% | 2,551 | $309K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,500 | $302K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -49.0% | 2,467 | $298K |
| Prudent Investors Network, Inc. | 0.08% | No change | 2,452 | $297K |
| Financial Alternatives, Inc | 0.19% | No change | 2,406 | $291K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,378 | $288K |
| Choreo, LLC | 0.00% | No change | 2,376 | $287K |
| TrueWealth Advisors, LLC | 0.09% | No change | 2,373 | $287K |
| Millstone Evans Group, LLC | 0.20% | No change | 2,367 | $286K |
| IPG Investment Advisors LLC | 0.06% | Reduce -12.7% | 2,337 | $283K |
| Financial Engines Advisors L.L.C. | 0.00% | New | 2,329 | $282K |
| CIBC Private Wealth Group LLC | 0.00% | Add +4.3% | 2,326 | $281K |
| SeaCrest Wealth Management, LLC | 0.03% | Reduce -3.7% | 2,309 | $279K |
| Allstate Corp. | 0.02% | Reduce -75.0% | 2,300 | $278K |
| WJ Wealth Management, LLC | 0.09% | New | 2,280 | $276K |
| Sowell Financial Services LLC | 0.01% | Reduce -8.7% | 2,274 | $275K |
| Global Retirement Partners, LLC | 0.01% | — | 2,253 | $273K |
| Focus Partners Wealth | 0.00% | Add +6.9% | 2,238 | $271K |
| Independent Solutions Wealth Management, LLC | 0.05% | Add +10.5% | 2,226 | $269K |
| waypoint wealth counsel | 0.13% | Add +0.4% | 2,215 | $268K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,176 | $263K |
| Carret Asset Management, LLC | 0.03% | Reduce -2.3% | 2,170 | $263K |
| Adapt Wealth Advisors, LLC | 0.12% | No change | 2,150 | $260K |
| BlackRock, Inc. | 0.00% | Reduce -51.4% | 2,145 | $260K |
| Wealthstar Advisors, LLC | 0.10% | Reduce -89.4% | 2,129 | $258K |
| Empower Advisory Group, LLC | 0.00% | Add +16.4% | 2,085 | $252K |
| Darrow Company, Inc. | 0.13% | No change | 2,054 | $249K |
| Royal Capital Wealth Management, LLC | 0.16% | No change | 2,000 | $242K |
| Payne Capital Management, LLC | 0.09% | No change | 2,000 | $242K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,000 | $242K |
| Fiduciary Alliance LLC | 0.02% | Add +0.3% | 1,997 | $242K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,992 | $241K |
| XTX Topco Ltd | 0.01% | New | 1,977 | $239K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,974 | $239K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,950 | $236K |
| WP Advisors, LLC | 0.06% | Add +0.3% | 1,920 | $232K |
| Tudor Financial Inc. | 0.13% | New | 1,885 | $228K |
| Americana Partners, LLC | 0.01% | No change | 1,827 | $221K |
| Pathstone Holdings, LLC | 0.00% | No change | 1,820 | $220K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,819 | $220K |
| TD Waterhouse Canada Inc. | 0.00% | Add +6.0% | 1,808 | $220K |
| Creekmur Asset Management LLC | 0.04% | Reduce -59.3% | 1,801 | $218K |
| EP Wealth Advisors, LLC | 0.00% | Add +21.0% | 1,791 | $217K |
| Clarendon Private LLC | 0.21% | No change | 1,790 | $217K |
| Clear Creek Financial Management, LLC | 0.02% | New | 1,745 | $211K |
| Moors & Cabot, Inc. | 0.01% | Reduce -7.7% | 1,738 | $210K |
| TFB Advisors LLC | 0.05% | New | 1,720 | $208K |
| Freestone Capital Holdings, LLC | 0.01% | New | 1,702 | $206K |
| Kane Investment Management, Inc. | 0.11% | New | 1,682 | $204K |
| Advance Capital Management, Inc. | 0.01% | New | 1,662 | $201K |
| Symphony Financial Services, Inc. | 0.12% | New | 1,659 | $201K |
| Gables Capital Management Inc. | 0.09% | No change | 1,605 | $194K |
| Banque Cantonale Vaudoise | 0.01% | New | 1,555 | $188K |
| Quest 10 Wealth Builders, Inc. | 0.18% | Reduce -3.2% | 1,528 | $185K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $181K |
| IFP Advisors, Inc | 0.01% | Add +1.0% | 1,454 | $176K |
| Lanark Financial, Inc. | 0.01% | No change | 1,438 | $173K |
| Blue Trust, Inc. | 0.00% | No change | 1,243 | $150K |
| First Horizon Advisors, Inc. | 0.00% | No change | 1,225 | $148K |
| Principal Securities, Inc. | 0.00% | Reduce -10.8% | 1,219 | $147K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $147K |
| Christopher J. Hasenberg, Inc | 0.05% | No change | 1,178 | $143K |
| Arlington Trust Co LLC | 0.03% | No change | 1,175 | $142K |
| FWL Investment Management, LLC | 0.04% | Reduce -12.2% | 1,148 | $139K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 1,124 | $136K |
| BTG Pactual Asset Management US LLC | 0.02% | New | 1,108 | $134K |
| Hanson & Doremus Investment Management | 0.02% | No change | 1,108 | $134K |
| Picton Mahoney Asset Management | 0.00% | Add +10.0% | 1,100 | $133K |
| Allworth Financial LP | 0.00% | Add +3.1% | 1,095 | $132K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,094 | $132K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -52.7% | 1,034 | $125K |
| Signaturefd, LLC | 0.00% | Add +0.1% | 1,019 | $123K |
| Rothschild Investment LLC | 0.01% | No change | 877 | $106K |
| Boreal Capital Management LLC | 0.10% | — | 858 | $104K |
| Front Row Advisors LLC | 0.04% | Reduce -32.3% | 836 | $101K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 825 | $100K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $100K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 819 | $99K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $88K |
| Private Trust Co. NA | 0.01% | Add +106.7% | 705 | $85K |
| Fifth Third Bancorp | 0.00% | No change | 700 | $85K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 699 | $85K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -10.2% | 690 | $83K |
| Bare Financial Services, Inc | 0.03% | No change | 688 | $83K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $78K |
| Ameriflex Group, Inc. | 0.04% | No change | 649 | $78K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 641 | $78K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 636 | $77K |
| Consultiva Wealth Management, Corp. | 0.23% | No change | 615 | $74K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $73K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 600 | $73K |
| Team Financial Group, LLC | 0.03% | New | 552 | $67K |
| Arax Advisory Partners | 0.00% | No change | 547 | $66K |
| Minot DeBlois Advisors LLC | 0.06% | No change | 534 | $65K |
| Assetmark, Inc. | 0.00% | New | 518 | $63K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Reduce -14.5% | 507 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $58K |
| NFSG Corp | 0.01% | Add +39.2% | 465 | $56K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | No change | 458 | $55K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 438 | $53K |
| Colonial Trust Co / SC | 0.01% | No change | 435 | $53K |
| Westside Investment Management, Inc. | 0.01% | Add +6.3% | 420 | $51K |
| Bogart Wealth, LLC | 0.00% | No change | 416 | $50K |
| Realta Investment Advisors | 0.02% | No change | 406 | $49K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $49K |
| Rise Advisors, LLC | 0.02% | Add +60.4% | 364 | $44K |
| Parallel Advisors, LLC | 0.00% | No change | 332 | $40K |
| Sound Income Strategies, LLC | 0.00% | Add +8.8% | 332 | $40K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $38K |
| Financial Perspectives, Inc | 0.01% | No change | 301 | $36K |
| Park Square Financial Group, LLC | 0.03% | No change | 300 | $36K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $36K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $36K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -22.1% | 285 | $34K |
| Accredited Wealth Management, LLC | 0.03% | No change | 265 | $32K |
| North Star Investment Management Corp. | 0.00% | No change | 255 | $31K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 238 | $29K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $29K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $26K |
| Whittier Trust Co. | 0.00% | No change | 210 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -36.7% | 197 | $24K |
| Atticus Wealth Management, LLC | 0.01% | Reduce -11.8% | 194 | $23K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $22K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $19K |
| Dunhill Financial, LLC | 0.01% | New | 150 | $18K |
| Creative Financial Designs Inc. | 0.00% | Reduce -23.4% | 118 | $14K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -81.4% | 112 | $14K |
| Creative Capital Management Investments LLC | 0.00% | New | 109 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 101 | $12K |
| Addison Advisors LLC | 0.00% | No change | 100 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 94 | $11K |
| Abound Wealth Management | 0.00% | No change | 88 | $11K |
| Founders Capital Management | 0.01% | No change | 87 | $11K |
| Sittner & Nelson, LLC | 0.00% | No change | 81 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $6K |
| Rossby Financial, LCC | 0.00% | No change | 50 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $6K |
| Concord Wealth Partners | 0.00% | No change | 45 | $6K |
| Tucker Asset Management LLC | 0.00% | No change | 45 | $5K |
| Independence Bank of Kentucky | 0.00% | Reduce -60.9% | 45 | $5K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $5K |
| Armstrong Advisory Group, Inc. | 0.00% | New | 43 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 38 | $5K |
| Hazlett, Burt & Watson, Inc. | 0.00% | No change | 30 | $4K |
| New Millennium Group LLC | 0.00% | Reduce -70.4% | 21 | $3K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Russell Investments Group, Ltd. | 0.00% | New | 10 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $968 |
| Kessler Investment Group, LLC | 0.00% | No change | 3 | $399 |
| Bellwether Advisors, LLC | 0.00% | New | 1 | $121 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.