iShares US Financials ETFIYFETF
13F holders, Q3 2025 (September 30)455holders −8
30new positions
33sold out
6famous investors
$126.60avg. 13F price*
At the end of Q3 2025, 455 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 8 from Q2 2025. 30 opened new positions and 33 sold out. The largest holders were Fisher Asset Management ($225.9M), Bank of America Corp. ($200.9M) and Morgan Stanley ($196.4M). 6 famous investors held it, including Ken Fisher (0.1% of Fisher Asset Management's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 30 | $64.2M |
| Exits | 33 | $237.6M |
All 13F filers, Q2 2025 → Q3 2025: 2,646,935 shares bought and 2,309,487 shares sold, net +337,448 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 455 holders
| Fisher Asset Management | 0.08% | Reduce -2.7% | 1,783,857 | $225.9M |
| Bank of America Corp. | 0.02% | Add +5.8% | 1,586,519 | $200.9M |
| Morgan Stanley | 0.01% | Add +2.2% | 1,550,778 | $196.4M |
| Phoenix Financial Ltd. | 1.85% | No change | 1,196,572 | $151.5M |
| LPL Financial LLC | 0.03% | Add +2.1% | 709,622 | $89.9M |
| Bank of Montreal | 0.04% | Add +1275.8% | 699,898 | $88.6M |
| Northwestern Mutual Wealth Management Co. | 0.06% | Reduce -5.3% | 665,112 | $84.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -6.0% | 652,343 | $82.6M |
| PGIM Custom Harvest LLC | 1.15% | Add +1.1% | 602,034 | $76.2M |
| Wells Fargo & Company | 0.01% | Add +9.9% | 530,126 | $67.1M |
| BlackRock, Inc. | 0.00% | Add +21995.1% | 473,939 | $60.0M |
| UBS Group AG | 0.01% | Add +2.6% | 399,756 | $50.6M |
| JPMorgan Chase & Co. | 0.00% | Add +8.0% | 370,798 | $47.0M |
| Two Sigma Investments, LP | 0.07% | Reduce -0.9% | 360,700 | $45.7M |
| Steward Partners Investment Advisory, LLC | 0.23% | Add +1105.2% | 317,026 | $40.1M |
| Pinkerton Wealth, LLC | 4.08% | Add +5.8% | 299,584 | $37.9M |
| Royal Bank of Canada | 0.01% | Add +5.4% | 293,250 | $37.1M |
| FMR LLC | 0.00% | Reduce -1.5% | 289,012 | $36.6M |
| Dynasty Wealth Management, LLC | 0.46% | New | 273,176 | $34.6M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -1.1% | 243,854 | $30.9M |
| Sagespring Wealth Partners, LLC | 0.59% | Add +7.7% | 238,160 | $30.2M |
| Principal Financial Group Inc. | 0.01% | Add +19.7% | 232,802 | $29.5M |
| True Freedom Investing, LLC | 9.17% | Add +3.2% | 202,895 | $25.7M |
| Magnus Financial Group LLC | 2.01% | Add +1.2% | 199,812 | $25.3M |
| Osaic Holdings, Inc. | 0.04% | Add +4.1% | 198,492 | $25.0M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.3% | 195,134 | $24.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.4% | 184,094 | $23.3M |
| Scotia Capital Inc. | 0.09% | Add +0.6% | 164,912 | $20.9M |
| Cetera Investment Advisers | 0.02% | Reduce -0.8% | 160,767 | $20.4M |
| SPC Financial, Inc. | 1.50% | Reduce -0.6% | 151,691 | $19.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +10.6% | 140,788 | $17.8M |
| Cambridge Investment Research Advisors, Inc. | 0.05% | Add +17.4% | 138,748 | $17.6M |
| Thrivent Financial for Lutherans | 0.03% | Add +21.4% | 136,387 | $17.3M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -17.9% | 136,068 | $17.2M |
| MinichMacGregor Wealth Management, LLC | 2.93% | Add +3.1% | 118,540 | $15.0M |
| Patten & Patten Inc. | 0.87% | Reduce -0.7% | 116,682 | $14.8M |
| OneDigital Investment Advisors LLC | 0.15% | Add +0.7% | 115,596 | $14.6M |
| Stifel Financial Corp. | 0.01% | Add +18.2% | 112,850 | $14.3M |
| XML Financial, LLC | 1.15% | Add +0.4% | 111,852 | $14.2M |
| Camarda Financial Advisors, LLC | 5.02% | Reduce -4.9% | 107,545 | $13.6M |
| Sanctuary Advisors, LLC | 0.07% | Add +1.3% | 97,928 | $12.4M |
| Advisory Services Network, LLC | 0.17% | Add +3.4% | 94,134 | $11.9M |
| United Capital Financial Advisors, LLC | 0.07% | Reduce -0.4% | 81,745 | $10.4M |
| Jones Financial Companies LLLP | 0.01% | Add +17.4% | 78,175 | $9.9M |
| Moloney Securities Asset Management, LLC | 1.11% | Add +1708.1% | 73,446 | $9.3M |
| Finley Financial, LLC | 4.11% | Reduce -4.6% | 70,220 | $8.9M |
| Three Seasons Wealth, LLC | 0.87% | New | 69,315 | $8.8M |
| RPS Advisory Solutions LLC | 4.22% | New | 67,911 | $8.6M |
| Prasad Wealth Partners, LLC | 2.28% | Reduce -5.0% | 64,602 | $8.2M |
| Stillwater Capital Advisors, LLC | 0.85% | Reduce -0.7% | 59,958 | $7.6M |
| WASHINGTON TRUST Co | 0.25% | Reduce -2.9% | 59,755 | $7.6M |
| First Citizens Financial Corp | 3.51% | Reduce -0.3% | 55,996 | $7.1M |
| Summit Financial Consulting LLC | 5.51% | Add +2.0% | 54,506 | $6.9M |
| Equitable Holdings, Inc. | 0.05% | Add +2.9% | 52,859 | $6.7M |
| AE Wealth Management LLC | 0.04% | Add +22.4% | 51,273 | $6.5M |
| NewEdge Advisors, LLC | 0.03% | Add +5.2% | 50,043 | $6.3M |
| Zurich Insurance Group Ltd | 0.05% | No change | 50,250 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -14.6% | 44,928 | $5.7M |
| Mariner, LLC | 0.01% | Reduce -2.6% | 44,566 | $5.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +54.2% | 42,689 | $5.4M |
| Eagle Strategies LLC | 0.68% | Add +1.1% | 40,200 | $5.1M |
| Ethos Financial Group, LLC | 0.37% | Reduce -0.2% | 37,428 | $4.7M |
| Synovus Financial Corp. | 0.05% | Add +0.9% | 36,482 | $4.6M |
| HC Advisors, LLC | 3.21% | Reduce -3.8% | 36,032 | $4.6M |
| CoreCap Advisors, LLC | 0.16% | Add +979.6% | 35,518 | $4.5M |
| Pettyjohn, Wood & White, Inc. | 0.72% | Reduce -0.6% | 34,510 | $4.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -27.8% | 34,097 | $4.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.15% | Add +3.1% | 33,860 | $4.3M |
| Prospera Financial Services Inc | 0.07% | Reduce -10.2% | 33,735 | $4.3M |
| KKM Financial LLC | 1.28% | Reduce -0.3% | 32,040 | $4.1M |
| First Heartland Consultants, Inc. | 0.32% | Reduce -1.3% | 31,777 | $4.0M |
| Truist Financial Corp. | 0.01% | Add +11.8% | 31,737 | $4.0M |
| Syon Capital LLC | 0.21% | Add +19.9% | 31,225 | $4.0M |
| Park Avenue Securities LLC | 0.03% | Add +10.4% | 30,858 | $3.9M |
| HighTower Advisors, LLC | 0.00% | Add +1.7% | 30,222 | $3.8M |
| Corient Private Wealth LP | 0.01% | Add +0.3% | 29,745 | $3.8M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -3.9% | 26,840 | $3.4M |
| Unique Wealth, LLC | 0.48% | Add +12.7% | 26,039 | $3.3M |
| NorthCoast Asset Management LLC | 0.01% | Add +2.1% | 25,835 | $3.3M |
| Colony Family Offices, LLC | 0.84% | No change | 25,681 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.9% | 24,941 | $3.2M |
| Somerset Group LLC | 2.49% | Add +0.3% | 24,836 | $3.1M |
| Geneos Wealth Management Inc. | 0.07% | Reduce -1.1% | 23,195 | $2.9M |
| USA Financial Formulas | 0.51% | Reduce -22.6% | 22,880 | $2.9M |
| Balboa Wealth Partners | 0.48% | Add +1.9% | 22,087 | $2.8M |
| VestGen Advisors, LLC | 0.08% | New | 19,630 | $2.5M |
| Cadent Capital Advisors, LLC | 0.66% | Add +0.7% | 19,565 | $2.5M |
| WealthCare Investment Partners, LLC | 0.80% | Reduce -2.4% | 19,823 | $2.5M |
| Kovack Advisors, Inc. | 0.23% | Reduce -1.9% | 19,354 | $2.5M |
| CX Institutional | 0.07% | Reduce -12.5% | 19,178 | $2.4M |
| Independent Financial Group, LLC | 0.06% | Add +3.3% | 19,084 | $2.4M |
| Lifestyle Asset Management, Inc. | 0.81% | Add +128.2% | 18,797 | $2.4M |
| Citadel Advisors | 0.00% | Add +31.2% | 18,599 | $2.4M |
| Spire Wealth Management | 0.08% | Add +6.2% | 18,484 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +32.7% | 18,338 | $2.3M |
| Avior Wealth Management, LLC | 0.07% | Add +7.5% | 18,034 | $2.3M |
| Apeiron RIA LLC | 0.51% | Add +2.1% | 18,496 | $2.3M |
| Kennicott Capital Management LLC | 1.08% | Add +7.5% | 17,658 | $2.2M |
| Forte Asset Management LLC | 1.07% | New | 17,589 | $2.2M |
| Allstate Corp. | 0.05% | Add +662.7% | 17,543 | $2.2M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.