iShares US Financials ETFIYFETF
13F holders, Q4 2025 (December 31)476holders +21
41new positions
43sold out
9famous investors
$128.87avg. 13F price*
At the end of Q4 2025, 476 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, up 21 from Q3 2025. 41 opened new positions and 43 sold out. The largest holders were Dynasty Wealth Management, LLC ($227.2M), Fisher Asset Management ($223.5M) and Bank of America Corp. ($202.2M). 9 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $129.9M |
| Exits | 43 | $173.8M |
All 13F filers, Q3 2025 → Q4 2025: 4,836,526 shares bought and 2,565,200 shares sold, net +2,271,326 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 476 holders
| Dynasty Wealth Management, LLC | 2.23% | Add +545.2% | 1,762,552 | $227.2M |
| Fisher Asset Management | 0.08% | Reduce -2.8% | 1,733,313 | $223.5M |
| Bank of America Corp. | 0.01% | Reduce -1.1% | 1,568,448 | $202.2M |
| Morgan Stanley | 0.01% | Add +0.0% | 1,551,356 | $200.0M |
| Phoenix Financial Ltd. | 1.67% | No change | 1,196,572 | $154.3M |
| JPMorgan Chase & Co. | 0.01% | Add +184.1% | 1,053,341 | $135.8M |
| Sagespring Wealth Partners, LLC | 1.94% | Add +247.2% | 826,819 | $106.6M |
| HSBC Holdings PLC | 0.06% | New | 805,296 | $103.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Reduce -1.2% | 656,867 | $84.7M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -5.2% | 618,451 | $79.7M |
| LPL Financial LLC | 0.02% | Reduce -13.4% | 614,253 | $79.2M |
| PGIM Custom Harvest LLC | 1.12% | Reduce -2.0% | 589,925 | $76.1M |
| BlackRock, Inc. | 0.00% | Add +0.4% | 475,686 | $61.3M |
| Wells Fargo & Company | 0.01% | Reduce -14.6% | 452,902 | $58.4M |
| UBS Group AG | 0.01% | Add +4.8% | 418,923 | $54.0M |
| Steward Partners Investment Advisory, LLC | 0.30% | Add +32.1% | 418,874 | $54.0M |
| OpenArc Corporate Advisory, LLC | 0.77% | — | 363,453 | $46.9M |
| Bank of Montreal | 0.02% | Reduce -48.1% | 362,880 | $46.8M |
| Royal Bank of Canada | 0.01% | Reduce -1.5% | 288,942 | $37.3M |
| FMR LLC | 0.00% | Reduce -1.2% | 285,465 | $36.8M |
| Principal Financial Group Inc. | 0.02% | Add +17.2% | 272,810 | $35.2M |
| Raymond James Financial Inc. | 0.01% | Add +26.6% | 247,028 | $31.8M |
| Commonwealth Equity Services, LLC | 0.04% | Reduce -12.0% | 214,665 | $27.7M |
| Citigroup Inc. | 0.02% | Add +1257.8% | 211,661 | $27.3M |
| Magnus Financial Group LLC | 1.98% | Add +0.4% | 200,660 | $25.9M |
| Stifel Financial Corp. | 0.02% | Add +76.3% | 198,902 | $25.6M |
| Kestra Advisory Services, LLC | 0.10% | Add +43.3% | 194,983 | $25.1M |
| Osaic Holdings, Inc. | 0.04% | Reduce -6.1% | 186,425 | $24.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -5.0% | 174,855 | $22.5M |
| Scotia Capital Inc. | 0.09% | Reduce -0.0% | 164,869 | $21.3M |
| AlphaCore Capital LLC | 0.47% | Add +947.3% | 163,661 | $21.1M |
| Cetera Investment Advisers | 0.02% | Reduce -7.2% | 149,204 | $19.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +3.6% | 141,296 | $18.2M |
| MinichMacGregor Wealth Management, LLC | 3.02% | Add +9.0% | 129,156 | $16.7M |
| Patten & Patten Inc. | 0.89% | Add +0.5% | 117,282 | $15.1M |
| XML Financial, LLC | 1.19% | Add +0.7% | 112,672 | $14.5M |
| Advisory Services Network, LLC | 0.19% | Add +11.2% | 104,685 | $13.5M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -27.0% | 101,240 | $13.1M |
| &partners | 0.07% | Add +1895.9% | 99,673 | $12.9M |
| Sanctuary Advisors, LLC | 0.07% | Reduce -1.5% | 96,496 | $12.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -34.6% | 92,026 | $11.9M |
| Jones Financial Companies LLLP | 0.01% | Add +17.6% | 91,910 | $11.8M |
| Advisortrust Partners, LLC | 5.04% | — | 88,935 | $11.5M |
| United Capital Financial Advisors, LLC | 0.06% | Reduce -7.4% | 75,709 | $9.8M |
| Prasad Wealth Partners, LLC | 2.25% | Add +1.3% | 65,415 | $8.4M |
| WealthCare Asset Management, LLC | 7.40% | — | 64,107 | $8.0M |
| Private Advisor Group, LLC | 0.04% | Add +76.4% | 60,152 | $7.8M |
| Stillwater Capital Advisors, LLC | 0.83% | Reduce -0.4% | 59,714 | $7.7M |
| Finley Financial, LLC | 3.46% | Reduce -16.6% | 58,550 | $7.5M |
| WASHINGTON TRUST Co | 0.24% | Reduce -5.6% | 56,428 | $7.3M |
| First Citizens Financial Corp | 3.47% | Reduce -2.8% | 54,423 | $7.0M |
| OneDigital Investment Advisors LLC | 0.07% | Reduce -55.2% | 51,738 | $6.7M |
| Zurich Insurance Group Ltd | 0.05% | No change | 50,250 | $6.5M |
| Unique Wealth, LLC | 0.90% | Add +92.7% | 50,166 | $6.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +6.7% | 47,948 | $6.2M |
| NewEdge Advisors, LLC | 0.02% | Reduce -12.0% | 44,031 | $5.7M |
| Valor Advisors LLC | 4.54% | — | 42,296 | $5.5M |
| Centerline Wealth Advisors, LLC | 1.94% | New | 41,516 | $5.4M |
| Mariner, LLC | 0.01% | Reduce -8.4% | 40,798 | $5.3M |
| Gerber Kawasaki Wealth & Investment Management | 0.16% | Add +8.2% | 36,645 | $4.7M |
| HC Advisors, LLC | 3.22% | Add +0.0% | 36,048 | $4.6M |
| Pinnacle Financial Partners, Inc. | 0.04% | — | 36,022 | $4.6M |
| Eagle Strategies LLC | 0.59% | Reduce -10.8% | 35,838 | $4.6M |
| Ethos Financial Group, LLC | 0.34% | Reduce -5.5% | 35,362 | $4.6M |
| Pettyjohn, Wood & White, Inc. | 0.69% | Reduce -1.1% | 34,130 | $4.4M |
| Truist Financial Corp. | 0.01% | Add +5.9% | 33,620 | $4.3M |
| Equitable Holdings, Inc. | 0.03% | Reduce -37.8% | 32,901 | $4.2M |
| KKM Financial LLC | 0.74% | Add +0.4% | 32,159 | $4.1M |
| First Heartland Consultants, Inc. | 0.31% | Add +0.2% | 31,839 | $4.1M |
| Syon Capital LLC | 0.20% | Add +1.7% | 31,768 | $4.1M |
| HighTower Advisors, LLC | 0.00% | Add +2.5% | 30,978 | $4.0M |
| Stratos Wealth Partners, LTD. | 0.05% | Reduce -27.7% | 30,877 | $4.0M |
| Focus Partners Wealth | 0.00% | Add +1018.4% | 29,536 | $3.8M |
| Forte Asset Management LLC | 1.69% | Add +64.5% | 28,943 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 26,926 | $3.5M |
| Smartleaf Asset Management LLC | 0.13% | Add +16386.8% | 26,214 | $3.4M |
| Colony Family Offices, LLC | 0.83% | No change | 25,681 | $3.3M |
| Somerset Group LLC | 2.45% | Add +0.1% | 24,848 | $3.3M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -1.4% | 24,582 | $3.2M |
| Geneos Wealth Management Inc. | 0.08% | Add +3.2% | 23,944 | $3.1M |
| Citadel Advisors | 0.00% | Add +22.5% | 22,779 | $2.9M |
| Kovack Advisors, Inc. | 0.14% | Add +17.1% | 22,658 | $2.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -37.8% | 20,987 | $2.7M |
| Wealthstar Advisors, LLC | 1.47% | New | 20,943 | $2.7M |
| WealthCare Investment Partners, LLC | 0.78% | Add +3.5% | 20,520 | $2.7M |
| CX Institutional | 0.08% | Add +4.2% | 19,977 | $2.6M |
| Nvest Financial, LLC | 1.05% | Add +49.7% | 19,596 | $2.5M |
| Avior Wealth Management, LLC | 0.08% | Add +8.5% | 19,570 | $2.5M |
| Spire Wealth Management | 0.08% | Add +5.8% | 19,546 | $2.5M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.00% | New | 19,005 | $2.5M |
| Kennicott Capital Management LLC | 1.10% | No change | 17,658 | $2.3M |
| Founders Financial Securities LLC | 0.13% | Add +4.5% | 17,472 | $2.3M |
| Cyndeo Wealth Partners, LLC | 0.12% | Add +149.5% | 17,451 | $2.2M |
| Apeiron RIA LLC | 0.45% | Reduce -6.0% | 17,385 | $2.2M |
| Mutual Advisors, LLC | 0.05% | Reduce -0.3% | 16,915 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +6.1% | 16,742 | $2.2M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.5% | 16,617 | $2.1M |
| Creative Planning | 0.00% | Add +2.2% | 16,599 | $2.1M |
| Aft, Forsyth & Company, Inc. | 0.92% | Reduce -0.5% | 16,528 | $2.1M |
| Atria Investments, Inc | 0.02% | Add +6.4% | 16,499 | $2.1M |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.