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 |
| Susquehanna International Group, LLP | 0.00% | Add +120.6% | 17,230 | $2.2M |
| Koshinski Asset Management, Inc. | 0.15% | Reduce -0.5% | 16,725 | $2.1M |
| Founders Financial Securities LLC | 0.14% | Reduce -3.6% | 16,717 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -2.1% | 16,708 | $2.1M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +0.6% | 16,692 | $2.1M |
| Aft, Forsyth & Company, Inc. | 1.01% | Add +0.7% | 16,608 | $2.1M |
| EWG Elevate Inc. | 0.66% | Add +3.0% | 16,556 | $2.1M |
| Mutual Advisors, LLC | 0.05% | Reduce -12.7% | 16,962 | $2.1M |
| Harmony Asset Management LLC | 0.71% | Add +33.6% | 16,288 | $2.1M |
| Creative Planning | 0.00% | Add +9.4% | 16,241 | $2.1M |
| MML Investors Services, LLC | 0.01% | Reduce -8.2% | 15,785 | $2.0M |
| AlphaCore Capital LLC | 0.07% | No change | 15,627 | $2.0M |
| Citigroup Inc. | 0.00% | Reduce -0.6% | 15,589 | $2.0M |
| Atria Investments, Inc | 0.02% | Reduce -25.1% | 15,513 | $2.0M |
| Trademark Financial Management, LLC | 1.12% | Add +16.2% | 15,229 | $1.9M |
| Money Concepts Capital Corp. | 0.12% | Add +414.2% | 15,219 | $1.9M |
| Gotham Asset Management | 0.01% | Add +123.3% | 15,022 | $1.9M |
| MMBG Investment Advisors Co. | 0.16% | Reduce -7.6% | 14,501 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.61% | Add +0.8% | 14,390 | $1.8M |
| Cubist Systematic Strategies, LLC | 0.03% | Add +224.4% | 14,028 | $1.8M |
| Renaissance Technologies | 0.00% | Reduce -43.1% | 13,600 | $1.7M |
| Captrust Financial Advisors | 0.00% | Add +29.4% | 13,562 | $1.7M |
| Nvest Financial, LLC | 0.95% | Reduce -18.3% | 13,093 | $1.7M |
| Blair William & Co. | 0.00% | Add +0.1% | 13,018 | $1.6M |
| Essex LLC | 0.30% | Reduce -2.9% | 12,942 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.0% | 12,762 | $1.6M |
| Gladstone Institutional Advisory LLC | 0.06% | Reduce -10.0% | 12,585 | $1.6M |
| Genesee Capital Advisors, LLC | 0.68% | Add +2.1% | 12,278 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | Add +0.3% | 12,200 | $1.5M |
| WESPAC Advisors, LLC | 0.90% | Add +2.7% | 12,152 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -17.5% | 12,136 | $1.5M |
| MAI Capital Management | 0.01% | Add +0.7% | 11,652 | $1.5M |
| Ameritas Advisory Services, LLC | 0.09% | Reduce -1.7% | 11,407 | $1.4M |
| Navis Wealth Advisors, LLC | 1.08% | Add +0.3% | 11,378 | $1.4M |
| Harbour Investments, Inc. | 0.03% | Add +14.7% | 11,310 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +9.3% | 11,185 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.31% | Add +3.9% | 11,226 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.25% | Add +0.0% | 11,005 | $1.4M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +2.2% | 11,066 | $1.4M |
| Nova Wealth Management, Inc. | 0.97% | Add +29.5% | 10,868 | $1.4M |
| Bank of New York Mellon Corp | 0.00% | Reduce -11.5% | 10,796 | $1.4M |
| Flow Traders U.S. LLC | 0.06% | New | 10,776 | $1.4M |
| Nikulski Financial, Inc. | 0.34% | Reduce -0.2% | 10,613 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +1.6% | 10,585 | $1.3M |
| Commerce Bank | 0.01% | No change | 10,570 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.33% | Add +2.5% | 10,565 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.7% | 10,437 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.01% | Reduce -3.3% | 10,403 | $1.3M |
| Arkadios Wealth Advisors | 0.03% | Add +12.8% | 9,984 | $1.3M |
| Financial Freedom, LLC | 0.62% | Add +2.9% | 9,789 | $1.2M |
| Northern Trust Corp. | 0.00% | Add +24.6% | 9,757 | $1.2M |
| Matthew Goff Investment Advisor, LLC | 0.21% | Reduce -0.3% | 9,669 | $1.2M |
| Yeomans Consulting Group, Inc. | 0.42% | New | 9,687 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.31% | Reduce -1.6% | 9,363 | $1.2M |
| Stephens Inc. | 0.01% | Add +2.8% | 9,257 | $1.2M |
| Wealth Management Partners, LLC | 0.37% | Add +0.5% | 9,192 | $1.2M |
| Chesapeake Wealth Management | 0.35% | Reduce -3.7% | 8,957 | $1.1M |
| Kesler, Norman & Wride, LLC | 0.22% | Add +122.4% | 10,129 | $1.1M |
| Magnolia Capital Management Ltd. | 0.86% | No change | 8,845 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -3.5% | 8,793 | $1.1M |
| Merit Financial Group, LLC | 0.01% | Add +11.1% | 8,735 | $1.1M |
| Baird Financial Group, Inc. | 0.00% | No change | 8,606 | $1.1M |
| Acropolis Investment Management, LLC | 0.05% | Add +64.7% | 8,910 | $1.1M |
| National Bank of Canada | 0.00% | Add +12.7% | 8,466 | $1.1M |
| Buck Wealth Strategies, LLC | 0.15% | Reduce -2.5% | 8,400 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.0% | 8,282 | $1.0M |
| Biondo Investment Advisors, LLC | 0.13% | Add +33.7% | 8,200 | $1.0M |
| Tidemark, LLC | 0.30% | Add +66.5% | 8,179 | $1.0M |
| Valmark Advisers, Inc. | 0.01% | Add +0.3% | 8,082 | $1.0M |
| Cibc World Market Inc. | 0.00% | Reduce -1.2% | 8,019 | $1.0M |
| Joel Isaacson & Co., LLC | 0.04% | No change | 7,662 | $970K |
| Tower Research Capital LLC (TRC) | 0.03% | Add +169.7% | 7,644 | $968K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,568 | $958K |
| HF Advisory Group, LLC | 0.34% | Add +8.5% | 7,344 | $930K |
| Tepp RIA, LLC | 1.05% | Reduce -0.3% | 7,310 | $926K |
| Wealth Management Associates, Inc. | 0.33% | Add +4.2% | 7,244 | $917K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $892K |
| Cwm, LLC | 0.00% | Reduce -21.3% | 7,010 | $888K |
| Cyndeo Wealth Partners, LLC | 0.05% | Add +6.2% | 6,995 | $886K |
| HFG Advisors, Inc. | 0.65% | Reduce -8.5% | 6,981 | $884K |
| Stratos Investment Management, LLC | 0.04% | Add +18.6% | 6,893 | $873K |
| Forefront Wealth Partners, LLC | 0.22% | Add +123.2% | 6,826 | $864K |
| Quartz Partners, LLC | 0.31% | Add +5.9% | 6,774 | $858K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 6,912 | $851K |
| Foundations Investment Advisors, LLC | 0.01% | Reduce -0.3% | 6,649 | $842K |
| Empirical Asset Management, LLC | 0.23% | Add +2.3% | 6,616 | $838K |
| Csenge Advisory Group | 0.04% | Add +2.5% | 6,463 | $818K |
| Garrison Point Advisors, LLC | 0.34% | Reduce -2.9% | 6,416 | $813K |
| IHT Wealth Management, LLC | 0.02% | Reduce -24.6% | 6,407 | $811K |
| Lido Advisors, LLC | 0.00% | Add +35.6% | 6,356 | $805K |
| Comerica Bank | 0.00% | Reduce -25.6% | 6,272 | $794K |
| Ironwood Financial, llc | 0.14% | Add +62.5% | 6,261 | $793K |
| Liberty Wealth Management LLC | 0.11% | Add +5.3% | 6,234 | $789K |
| Councilor Wealth, LLC | 0.37% | Add +0.0% | 6,223 | $788K |
| Sunbelt Securities, Inc. | 0.05% | Add +49.4% | 6,166 | $781K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -24.2% | 6,000 | $760K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +47.4% | 5,982 | $758K |
| Whitener Capital Management, Inc. | 0.18% | Add +5.9% | 5,838 | $739K |
| Game Plan Financial Advisors, LLC | 0.34% | Reduce -2.1% | 5,800 | $735K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Reduce -8.4% | 5,782 | $732K |
| AQR Capital Management | 0.00% | Reduce -7.9% | 5,769 | $731K |
| Meridian Wealth Management, LLC | 0.03% | Add +0.1% | 5,747 | $728K |
| Bigelow Investment Advisors, LLC | 0.29% | Reduce -0.4% | 5,712 | $723K |
| Connecticut Wealth Management, LLC | 0.03% | New | 5,622 | $712K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.7% | 5,478 | $694K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 5,337 | $676K |
| Glenview Trust Co | 0.01% | No change | 5,323 | $674K |
| Silver Oak Securities, Incorporated | 0.05% | Add +20.9% | 5,307 | $672K |
| Simmons Bank | 0.04% | No change | 5,275 | $668K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,235 | $663K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -41.2% | 5,194 | $658K |
| Watts Gwilliam & Co., LLC | 0.11% | Add +0.0% | 5,152 | $653K |
| Montag A & Associates Inc. | 0.03% | Reduce -1.2% | 5,070 | $642K |
| Redwood Financial Network Corp | 0.41% | Reduce -3.2% | 5,064 | $641K |
| Visionary Wealth Advisors | 0.03% | No change | 5,031 | $637K |
| Cascade Financial Partners, LLC | 0.07% | No change | 4,995 | $633K |
| &partners | 0.00% | Reduce -2.3% | 4,994 | $632K |
| Astoria Portfolio Advisors LLC. | 0.17% | New | 5,041 | $630K |
| FineMark National Bank & Trust | 0.02% | No change | 4,934 | $625K |
| D.A. Davidson & Co. | 0.00% | Add +3.0% | 4,925 | $624K |
| Southern Capital Advisors, LLC | 0.29% | Add +1.1% | 4,908 | $622K |
| LPWM LLC | 0.16% | Add +9.6% | 4,785 | $606K |
| GDS Wealth Management | 0.04% | Reduce -4.9% | 4,648 | $589K |
| Retirement Planning Group, LLC | 0.02% | Add +58.2% | 4,602 | $583K |
| Pacific Sun Financial Corp | 0.27% | No change | 4,467 | $566K |
| Commonwealth Financial Services, LLC | 0.10% | Add +0.0% | 4,454 | $564K |
| Unified Investment Management | 0.56% | No change | 4,434 | $562K |
| Central Valley Advisors, LLC | 0.17% | No change | 4,360 | $552K |
| LRI Investments, LLC | 0.04% | No change | 4,343 | $550K |
| US Bancorp \de | 0.00% | No change | 4,332 | $549K |
| Rik Saylor Financial, Inc. | 0.40% | Add +0.1% | 4,320 | $547K |
| M&T Bank Corp | 0.00% | No change | 4,268 | $541K |
| CreativeOne Wealth, LLC | 0.01% | Add +9.5% | 4,227 | $535K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.3% | 4,188 | $530K |
| Gryphon Financial Partners LLC | 0.06% | Reduce -1.5% | 4,151 | $526K |
| Gallagher Capital Advisors, LLC | 0.30% | Add +0.5% | 5,965 | $525K |
| Obsidian Cio, LLC | 0.07% | Add +0.3% | 4,123 | $522K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,122 | $522K |
| Glenmede Investment Management, LP | 0.00% | No change | 4,090 | $518K |
| B. Riley Wealth Advisors, Inc. | 0.02% | Reduce -33.0% | 4,075 | $516K |
| Brookstone Capital Management | 0.01% | Reduce -2.0% | 4,054 | $513K |
| Carnegie Investment Counsel | 0.01% | Reduce -20.8% | 4,012 | $508K |
| Western Wealth Management, LLC | 0.03% | Reduce -2.9% | 4,008 | $508K |
| Triton Wealth Management, PLLC | 0.19% | Add +13.9% | 4,144 | $508K |
| HBW Advisory Services LLC | 0.06% | New | 4,006 | $507K |
| Bond & Devick Financial Network, Inc. | 0.15% | No change | 3,961 | $502K |
| GAMCO Investors | 0.00% | Reduce -16.3% | 3,946 | $500K |
| Navellier & Associates Inc. | 0.05% | New | 3,940 | $499K |
| Lighthouse Financial LLC | 0.33% | No change | 3,900 | $494K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $493K |
| Centaurus Financial, Inc. | 0.02% | Add +19.3% | 3,870 | $490K |
| Tritonpoint Wealth, LLC | 0.04% | Reduce -9.6% | 3,770 | $477K |
| Cathy Pareto & Associates, Inc. | 0.36% | Add +4.5% | 3,747 | $475K |
| NorthRock Partners, LLC | 0.01% | Add +1.0% | 3,738 | $473K |
| Rollins Financial Advisors, LLC | 0.07% | No change | 3,737 | $473K |
| Capital Wealth Alliance, LLC | 0.23% | Add +9.8% | 3,719 | $471K |
| Apollon Financial, LLC | 0.08% | No change | 3,715 | $470K |
| World Investment Advisors | 0.01% | No change | 3,628 | $459K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Reduce -5.3% | 3,590 | $455K |
| Capital Investment Advisors, LLC | 0.01% | Add +0.7% | 3,559 | $451K |
| Focus Financial Network, Inc. | 0.02% | Add +4.8% | 3,556 | $450K |
| HCR Wealth Advisors | 0.05% | Reduce -1.6% | 3,572 | $445K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +50.6% | 3,507 | $444K |
| Cascade Wealth Advisors, Inc | 0.22% | No change | 3,527 | $439K |
| Dagco, Inc. | 0.11% | No change | 3,450 | $437K |
| Adell Harriman & Carpenter Inc. | 0.03% | Reduce -9.4% | 3,400 | $431K |
| Larson Financial Group LLC | 0.02% | Add +10.0% | 3,388 | $429K |
| Snowden Capital Advisors LLC | 0.01% | Add +2.6% | 3,330 | $422K |
| Atlas Brown,Inc. | 0.12% | Add +0.3% | 3,325 | $421K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -1.9% | 3,296 | $417K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.2% | 3,281 | $416K |
| Integrated Wealth Concepts LLC | 0.00% | Add +0.6% | 3,263 | $413K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | No change | 3,260 | $413K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $410K |
| Mgo One Seven LLC | 0.01% | Reduce -3.0% | 3,210 | $407K |
| First Merchants Corp. | 0.02% | No change | 3,202 | $406K |
| Vertex Planning Partners, LLC | 0.08% | No change | 3,200 | $405K |
| Insigneo Advisory Services, LLC | 0.03% | Add +19.6% | 3,198 | $405K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.3% | 3,171 | $402K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,134 | $397K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,118 | $395K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 3,113 | $394K |
| Savant Capital, LLC | 0.00% | Reduce -18.2% | 3,092 | $392K |
| One Capital Management, LLC | 0.01% | Reduce -25.8% | 3,082 | $390K |
| Global Retirement Partners, LLC | 0.01% | Add +36.0% | 3,065 | $388K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.3% | 3,107 | $388K |
| First Trust Advisors LP | 0.00% | Add +19.6% | 3,057 | $387K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -8.7% | 3,049 | $386K |
| Modern Wealth Management, LLC | 0.01% | Add +0.0% | 3,006 | $381K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +0.3% | 2,997 | $380K |
| Bellevue Asset Management, LLC | 0.17% | Add +0.0% | 2,980 | $377K |
| JT Stratford LLC | 0.05% | Add +5.9% | 2,977 | $377K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $376K |
| Regal Investment Advisors LLC | 0.02% | Add +11.4% | 2,940 | $372K |
| Debussy Capital Management LP | 0.05% | Add +0.6% | 2,785 | $353K |
| Wulff, Hansen & Co. | 0.30% | No change | 2,775 | $351K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.9% | 2,770 | $351K |
| Archer Investment Corp | 0.08% | Reduce -8.1% | 2,720 | $344K |
| Investment Advisory Group, LLC | 0.09% | Reduce -5.0% | 2,716 | $344K |
| Greenspring Advisors, LLC | 0.06% | — | 2,668 | $338K |
| Citizens Financial Group Inc. | 0.00% | New | 2,648 | $335K |
| Focus Partners Wealth | 0.00% | Add +18.0% | 2,641 | $334K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Add +1.1% | 2,580 | $327K |
| Dakota Wealth Management | 0.01% | No change | 2,560 | $324K |
| Prostatis Group LLC | 0.08% | Reduce -93.5% | 2,537 | $321K |
| High Net Worth Advisory Group LLC | 0.08% | No change | 2,500 | $317K |
| Prudent Investors Network, Inc. | 0.07% | Reduce -1.8% | 2,408 | $305K |
| Financial Alternatives, Inc | 0.18% | No change | 2,406 | $305K |
| Sowell Financial Services LLC | 0.01% | Add +5.5% | 2,398 | $304K |
| Clear Creek Financial Management, LLC | 0.03% | Add +37.0% | 2,391 | $303K |
| XTX Topco Ltd | 0.02% | Add +20.9% | 2,391 | $303K |
| Choreo, LLC | 0.00% | No change | 2,376 | $301K |
| TrueWealth Advisors, LLC | 0.08% | No change | 2,373 | $301K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +3.9% | 2,399 | $300K |
| Millstone Evans Group, LLC | 0.19% | No change | 2,367 | $300K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,378 | $299K |
| IPG Investment Advisors LLC | 0.05% | No change | 2,337 | $296K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 2,326 | $295K |
| waypoint wealth counsel | 0.11% | Add +0.3% | 2,221 | $281K |
| PFG Advisors | 0.01% | New | 2,182 | $276K |
| Pathstone Holdings, LLC | 0.00% | Add +19.8% | 2,180 | $276K |
| Cresset Asset Management, LLC | 0.00% | No change | 2,176 | $276K |
| TD Waterhouse Canada Inc. | 0.00% | Add +22.0% | 2,206 | $276K |
| Adapt Wealth Advisors, LLC | 0.10% | No change | 2,150 | $272K |
| First Foundation Advisors | 0.01% | New | 2,128 | $269K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -16.2% | 2,067 | $262K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | Reduce -30.5% | 2,019 | $256K |
| Fiduciary Alliance LLC | 0.02% | Add +0.3% | 2,003 | $254K |
| Royal Capital Wealth Management, LLC | 0.16% | No change | 2,000 | $253K |
| Payne Capital Management, LLC | 0.08% | No change | 2,000 | $253K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,000 | $253K |
| Kane Investment Management, Inc. | 0.12% | Add +18.9% | 1,999 | $253K |
| Banque Cantonale Vaudoise | 0.01% | Add +28.5% | 1,998 | $253K |
| Carret Asset Management, LLC | 0.02% | Reduce -8.1% | 1,995 | $253K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,992 | $252K |
| Allworth Financial LP | 0.00% | Add +80.7% | 1,979 | $251K |
| Darrow Company, Inc. | 0.12% | No change | 2,054 | $250K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,974 | $250K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 1,950 | $247K |
| Tudor Financial Inc. | 0.13% | Add +3.2% | 1,945 | $246K |
| WP Advisors, LLC | 0.06% | Add +0.3% | 1,926 | $244K |
| Chilton Investment Co. Inc. | 0.00% | New | 1,903 | $241K |
| Americana Partners, LLC | 0.01% | No change | 1,827 | $231K |
| Perennial Investment Advisors, LLC | 0.02% | No change | 1,819 | $230K |
| Clarendon Private LLC | 0.21% | No change | 1,790 | $227K |
| Creekmur Asset Management LLC | 0.04% | Reduce -1.9% | 1,766 | $224K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.1% | 1,731 | $219K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 1,714 | $216K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,702 | $216K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,662 | $210K |
| Symphony Financial Services, Inc. | 0.11% | No change | 1,659 | $210K |
| Concurrent Investment Advisors, LLC | 0.00% | New | 1,653 | $209K |
| Gateway Wealth Partners, LLC | 0.03% | New | 1,645 | $208K |
| Gables Capital Management Inc. | 0.09% | No change | 1,605 | $203K |
| Well Done, LLC | 0.03% | New | 1,599 | $202K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $190K |
| Activest Wealth Management | 0.04% | New | 1,450 | $184K |
| Lanark Financial, Inc. | 0.01% | Reduce -1.5% | 1,416 | $179K |
| Quest 10 Wealth Builders, Inc. | 0.16% | Reduce -10.4% | 1,369 | $173K |
| Blue Trust, Inc. | 0.00% | No change | 1,243 | $157K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,202 | $152K |
| Arlington Trust Co LLC | 0.03% | No change | 1,175 | $149K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $147K |
| Ameriflex Group, Inc. | 0.05% | Add +77.8% | 1,154 | $146K |
| FWL Investment Management, LLC | 0.04% | No change | 1,148 | $145K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.3% | 1,127 | $143K |
| Principal Securities, Inc. | 0.00% | Reduce -9.8% | 1,099 | $139K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 1,095 | $139K |
| BTG Pactual Asset Management US LLC | 0.02% | No change | 1,108 | $134K |
| Signaturefd, LLC | 0.00% | No change | 1,019 | $129K |
| Westfuller Advisors, LLC | 0.06% | New | 1,004 | $127K |
| IFP Advisors, Inc | 0.00% | Reduce -32.8% | 977 | $124K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -8.5% | 946 | $120K |
| Picton Mahoney Asset Management | 0.00% | Reduce -18.2% | 900 | $114K |
| Rothschild Investment LLC | 0.01% | No change | 877 | $111K |
| Boreal Capital Management LLC | 0.10% | Add +0.1% | 859 | $109K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 825 | $104K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $104K |
| First Horizon Corp. | 0.00% | — | 800 | $101K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $92K |
| Anchor Investment Management, LLC | 0.01% | Add +0.3% | 701 | $89K |
| Fifth Third Bancorp | 0.00% | No change | 700 | $89K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 690 | $87K |
| Bare Financial Services, Inc | 0.03% | No change | 688 | $87K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $82K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $81K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 638 | $81K |
| Front Row Advisors LLC | 0.03% | Reduce -23.8% | 637 | $81K |
| NFSG Corp | 0.01% | Add +32.5% | 616 | $78K |
| Consultiva Wealth Management, Corp. | 0.22% | No change | 615 | $78K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $76K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 600 | $76K |
| Team Financial Group, LLC | 0.03% | Add +0.2% | 553 | $70K |
| Assetmark, Inc. | 0.00% | Add +4.8% | 543 | $69K |
| Minot DeBlois Advisors LLC | 0.06% | No change | 534 | $68K |
| DHJJ Financial Advisors, Ltd. | 0.02% | Add +3.9% | 527 | $67K |
| Root Financial Partners, LLC | 0.00% | New | 500 | $63K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $61K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 458 | $58K |
| GPS Wealth Strategies Group, LLC | 0.01% | No change | 438 | $56K |
| Colonial Trust Co / SC | 0.01% | No change | 435 | $55K |
| Westside Investment Management, Inc. | 0.01% | No change | 420 | $53K |
| Bogart Wealth, LLC | 0.00% | No change | 416 | $53K |
| Realta Investment Advisors | 0.02% | No change | 406 | $51K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $51K |
| Parallel Advisors, LLC | 0.00% | No change | 332 | $42K |
| Sound Income Strategies, LLC | 0.00% | No change | 332 | $41K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $39K |
| Evolution Advisers, Inc. | 0.02% | New | 317 | $39K |
| Rise Advisors, LLC | 0.01% | Reduce -17.0% | 302 | $38K |
| Financial Perspectives, Inc | 0.01% | No change | 301 | $38K |
| Private Trust Co. NA | 0.00% | Reduce -57.3% | 301 | $38K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $38K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $37K |
| Davis Capital Management | 0.02% | — | 280 | $35K |
| BNP Paribas Financial Markets | 0.00% | New | 268 | $34K |
| Accredited Wealth Management, LLC | 0.03% | Reduce -61.5% | 102 | $34K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 238 | $30K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $30K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -23.5% | 218 | $28K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $27K |
| Financial Life Planners | 0.02% | New | 214 | $27K |
| North Star Investment Management Corp. | 0.00% | Reduce -17.3% | 211 | $27K |
| Whittier Trust Co. | 0.00% | No change | 210 | $26K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $26K |
| Tucker Asset Management LLC | 0.01% | Add +346.7% | 201 | $25K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 198 | $25K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $23K |
| Caitlin John, LLC | 0.02% | New | 176 | $22K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -98.9% | 159 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $20K |
| Abound Wealth Management | 0.00% | Add +47.7% | 130 | $16K |
| Evolution Wealth Management Inc. | 0.02% | New | 124 | $16K |
| Creative Financial Designs Inc. | 0.00% | No change | 118 | $15K |
| Rialto Wealth Management, LLC | 0.00% | No change | 112 | $14K |
| Creative Capital Management Investments LLC | 0.00% | No change | 109 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 101 | $13K |
| Addison Advisors LLC | 0.00% | No change | 100 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 94 | $12K |
| 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 |
| Founders Financial Alliance, LLC | 0.00% | No change | 50 | $6K |
| Concord Wealth Partners | 0.00% | Add +2.2% | 46 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 45 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $6K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 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% | No change | 21 | $3K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Valley National Advisers Inc. | 0.00% | New | 21 | $2K |
| Global Trust Asset Management, LLC | 0.00% | New | 10 | $1K |
| Russell Investments Group, Ltd. | 0.00% | No change | 10 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $1K |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.