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 |
| Trademark Financial Management, LLC | 1.16% | Add +6.9% | 16,286 | $2.1M |
| Corient Private Wealth LP | 0.00% | Reduce -46.3% | 15,988 | $2.1M |
| Koshinski Asset Management, Inc. | 0.13% | Reduce -4.8% | 15,929 | $2.1M |
| Allen Investment Management, LLC | 0.02% | New | 15,835 | $2.0M |
| Renaissance Technologies | 0.00% | Add +15.4% | 15,700 | $2.0M |
| Virtue Capital Management, LLC | 0.31% | New | 15,515 | $2.0M |
| Safe Harbor Fiduciary, LLC | 1.72% | — | 15,071 | $1.9M |
| Gotham Asset Management | 0.01% | No change | 15,022 | $1.9M |
| MMBG Investment Advisors Co. | 0.16% | No change | 14,501 | $1.9M |
| CoreCap Advisors, LLC | 0.06% | Reduce -60.1% | 14,163 | $1.8M |
| Captrust Financial Advisors | 0.00% | Add +0.8% | 13,665 | $1.8M |
| Lee Johnson Capital Management, LLC | 0.60% | Reduce -5.0% | 13,664 | $1.8M |
| Bank of New York Mellon Corp | 0.00% | Add +20.9% | 13,053 | $1.7M |
| Blair William & Co. | 0.00% | Reduce -0.3% | 12,980 | $1.7M |
| Quantinno Capital Management LP | 0.00% | Add +6.9% | 12,973 | $1.7M |
| Essex LLC | 0.30% | Reduce -0.1% | 12,934 | $1.7M |
| Y-Intercept (Hong Kong) Ltd | 0.04% | Add +530.4% | 12,727 | $1.6M |
| Northern Trust Corp. | 0.00% | Add +28.8% | 12,569 | $1.6M |
| Mercer Global Advisors Inc. | 0.00% | Add +11.4% | 12,458 | $1.6M |
| Tudor Investment Corporation | 0.01% | New | 12,351 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.34% | Add +11.4% | 12,506 | $1.6M |
| KCM Investment Advisors LLC | 0.05% | Reduce -0.5% | 12,144 | $1.6M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -4.9% | 12,138 | $1.6M |
| Nova Wealth Management, Inc. | 1.06% | Add +10.2% | 11,971 | $1.5M |
| Genesee Capital Advisors, LLC | 0.62% | Reduce -3.1% | 11,892 | $1.5M |
| Merit Financial Group, LLC | 0.01% | Add +34.7% | 11,769 | $1.5M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +3.1% | 11,408 | $1.5M |
| GAM Holding AG | 0.10% | New | 11,680 | $1.5M |
| Navis Wealth Advisors, LLC | 0.62% | Add +0.5% | 11,429 | $1.5M |
| MAI Capital Management | 0.01% | Reduce -4.9% | 11,082 | $1.4M |
| Quadrant Private Wealth Management, LLC | 0.23% | Add +0.3% | 11,034 | $1.4M |
| Nikulski Financial, Inc. | 0.34% | Add +3.5% | 10,989 | $1.4M |
| Cerity Partners LLC | 0.00% | Add +21.4% | 10,673 | $1.4M |
| Outlook Wealth Advisors, LLC | 0.31% | Add +0.7% | 10,643 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +0.3% | 10,615 | $1.4M |
| Commerce Bank | 0.01% | No change | 10,570 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.1% | 10,449 | $1.3M |
| Harmony Asset Management LLC | 0.45% | Reduce -36.0% | 10,421 | $1.3M |
| Lido Advisors, LLC | 0.01% | Add +65.2% | 10,498 | $1.3M |
| HBW Advisory Services LLC | 0.14% | Add +157.3% | 10,307 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -4.8% | 9,901 | $1.3M |
| Gladstone Institutional Advisory LLC | 0.05% | Reduce -25.1% | 9,426 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.31% | Reduce -2.2% | 9,161 | $1.2M |
| Wealth Management Partners, LLC | 0.34% | Reduce -0.7% | 9,131 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -2.1% | 9,063 | $1.2M |
| Glenview Trust Co | 0.02% | Add +69.5% | 9,020 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Reduce -10.4% | 8,945 | $1.2M |
| Ameritas Advisory Services, LLC | 0.04% | Reduce -21.8% | 8,924 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +3.5% | 8,911 | $1.1M |
| Magnolia Capital Management Ltd. | 0.85% | No change | 8,845 | $1.1M |
| Chesapeake Wealth Management | 0.34% | Reduce -1.6% | 8,814 | $1.1M |
| Acropolis Investment Management, LLC | 0.05% | Reduce -1.6% | 8,770 | $1.1M |
| Financial Freedom, LLC | 0.56% | Reduce -10.9% | 8,717 | $1.1M |
| National Bank of Canada | 0.00% | Add +2.3% | 8,661 | $1.1M |
| Allstate Corp. | 0.02% | Reduce -50.7% | 8,650 | $1.1M |
| Tidemark, LLC | 0.32% | Add +5.5% | 8,625 | $1.1M |
| Biondo Investment Advisors, LLC | 0.13% | Add +2.0% | 8,363 | $1.1M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +0.1% | 8,286 | $1.1M |
| Cibc World Market Inc. | 0.00% | Add +2.3% | 8,207 | $1.1M |
| Harbour Investments, Inc. | 0.02% | Reduce -28.4% | 8,094 | $1.0M |
| Joel Isaacson & Co., LLC | 0.03% | Add +3.3% | 7,913 | $1.0M |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,579 | $977K |
| HF Advisory Group, LLC | 0.34% | Add +3.0% | 7,566 | $975K |
| Tepp RIA, LLC | 0.96% | Add +2.6% | 7,497 | $967K |
| Wealth Management Associates, Inc. | 0.33% | Add +1.8% | 7,374 | $951K |
| Brendel Financial Advisors LLC | 0.45% | New | 7,082 | $913K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $908K |
| Stratos Investment Management, LLC | 0.04% | Add +1.9% | 7,026 | $906K |
| HFG Advisors, Inc. | 0.65% | No change | 6,981 | $900K |
| Buck Wealth Strategies, LLC | 0.11% | Reduce -17.6% | 6,918 | $892K |
| Liberty Wealth Management LLC | 0.11% | Add +10.8% | 6,905 | $890K |
| Empirical Asset Management, LLC | 0.25% | Add +4.3% | 6,897 | $889K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.5% | 6,943 | $880K |
| Csenge Advisory Group | 0.04% | Add +5.0% | 6,783 | $874K |
| Quartz Partners, LLC | 0.32% | Reduce -0.3% | 6,754 | $871K |
| Independent Financial Group, LLC | 0.02% | Reduce -65.0% | 6,688 | $862K |
| Valmark Advisers, Inc. | 0.01% | Reduce -17.3% | 6,683 | $862K |
| Asset One Wealth Management LLC | 0.12% | — | 6,667 | $857K |
| Comerica Bank | 0.00% | Add +2.5% | 6,430 | $829K |
| First Citizens Bank & Trust Co. | 0.02% | New | 6,430 | $829K |
| Sunbelt Securities, Inc. | 0.06% | Add +3.8% | 6,400 | $825K |
| Garrison Point Advisors, LLC | 0.36% | Reduce -0.6% | 6,376 | $822K |
| Cwm, LLC | 0.00% | Reduce -9.0% | 6,378 | $822K |
| Councilor Wealth, LLC | 0.38% | No change | 6,223 | $802K |
| Whitener Capital Management, Inc. | 0.18% | Add +6.1% | 6,195 | $799K |
| IHT Wealth Management, LLC | 0.02% | Reduce -3.8% | 6,165 | $795K |
| Oak Barrel Wealth Advisory LLC | 0.47% | — | 6,113 | $788K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.8% | 16,556 | $788K |
| Meridian Wealth Management, LLC | 0.03% | Add +6.1% | 6,100 | $786K |
| Quotient Wealth Partners, LLC | 0.02% | New | 6,019 | $776K |
| Qube Research & Technologies Ltd | 0.00% | Add +246.8% | 6,003 | $774K |
| CreativeOne Wealth, LLC | 0.02% | Add +40.3% | 5,932 | $765K |
| U.S. Capital Wealth Advisors, LLC | 0.02% | Reduce -1.1% | 5,931 | $765K |
| Game Plan Financial Advisors, LLC | 0.33% | No change | 5,800 | $748K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 5,787 | $746K |
| Ironwood Financial, llc | 0.13% | Reduce -9.5% | 5,664 | $742K |
| Bigelow Investment Advisors, LLC | 0.29% | No change | 5,712 | $736K |
| Redwood Financial Network Corp | 0.47% | Add +12.8% | 5,711 | $736K |
| Laurel Oak Wealth Management, LLC | 0.12% | — | 5,533 | $713K |
| D.A. Davidson & Co. | 0.00% | Add +11.7% | 5,499 | $709K |
| Simmons Bank | 0.05% | No change | 5,275 | $680K |
| Southern Capital Advisors, LLC | 0.31% | Add +7.1% | 5,255 | $678K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +1.0% | 5,247 | $676K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -4.4% | 5,238 | $675K |
| Connecticut Wealth Management, LLC | 0.03% | Reduce -7.1% | 5,221 | $673K |
| Modera Wealth Management, LLC | 0.01% | Reduce -1.5% | 5,156 | $665K |
| Sargent Investment Group, LLC | 0.08% | New | 5,130 | $661K |
| Montag A & Associates Inc. | 0.03% | No change | 5,070 | $654K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.7% | 5,042 | $650K |
| Visionary Wealth Advisors | 0.03% | No change | 5,031 | $649K |
| Kesler, Norman & Wride, LLC | 0.11% | Reduce -50.5% | 5,019 | $647K |
| Traveka Wealth, LLC | 0.26% | New | 5,011 | $646K |
| Cascade Financial Partners, LLC | 0.07% | No change | 4,995 | $644K |
| FineMark National Bank & Trust | 0.02% | No change | 4,934 | $636K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -7.6% | 4,929 | $635K |
| LPWM LLC | 0.16% | Add +1.8% | 4,871 | $628K |
| Insigneo Advisory Services, LLC | 0.04% | Add +51.0% | 4,829 | $623K |
| WESPAC Advisors, LLC | 0.33% | Reduce -61.6% | 4,669 | $602K |
| Retirement Planning Group, LLC | 0.02% | Add +1.2% | 4,657 | $600K |
| Triton Wealth Management, PLLC | 0.23% | Add +14.0% | 4,725 | $600K |
| GDS Wealth Management | 0.04% | Reduce -0.7% | 4,616 | $595K |
| Pacific Sun Financial Corp | 0.28% | Add +0.3% | 4,481 | $578K |
| Commonwealth Financial Services, LLC | 0.09% | Add +0.0% | 4,456 | $575K |
| First Trust Advisors LP | 0.00% | Add +42.9% | 4,368 | $563K |
| Cresset Asset Management, LLC | 0.00% | Add +100.6% | 4,366 | $563K |
| Central Valley Advisors, LLC | 0.17% | No change | 4,360 | $562K |
| LRI Investments, LLC | 0.05% | No change | 4,343 | $560K |
| US Bancorp \de | 0.00% | No change | 4,332 | $559K |
| Rik Saylor Financial, Inc. | 0.41% | Reduce -0.6% | 4,295 | $554K |
| M&T Bank Corp | 0.00% | No change | 4,268 | $550K |
| Debussy Capital Management LP | 0.07% | Add +52.6% | 4,249 | $548K |
| AQR Capital Management | 0.00% | Reduce -26.4% | 4,244 | $547K |
| SOA Wealth Advisors, LLC. | 0.09% | Add +0.5% | 4,207 | $542K |
| Gryphon Financial Partners LLC | 0.06% | No change | 4,151 | $535K |
| CFM Wealth Partners LLC | 0.08% | No change | 4,122 | $531K |
| Capital Wealth Alliance, LLC | 0.23% | Add +10.5% | 4,108 | $531K |
| Glenmede Trust Co. NA | 0.00% | — | 4,090 | $527K |
| B. Riley Wealth Advisors, Inc. | 0.02% | No change | 4,075 | $525K |
| Tritonpoint Wealth, LLC | 0.05% | Add +5.1% | 3,962 | $511K |
| Bond & Devick Financial Network, Inc. | 0.14% | No change | 3,961 | $511K |
| Lighthouse Financial LLC | 0.33% | No change | 3,900 | $503K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $502K |
| Carnegie Investment Counsel | 0.01% | Reduce -3.0% | 3,891 | $502K |
| Unified Investment Management | 0.50% | Reduce -13.1% | 3,854 | $497K |
| HCR Wealth Advisors | 0.05% | Add +5.5% | 3,768 | $486K |
| Cathy Pareto & Associates, Inc. | 0.34% | Add +0.4% | 3,763 | $485K |
| Apollon Financial, LLC | 0.07% | Add +1.1% | 3,755 | $484K |
| NorthRock Partners, LLC | 0.01% | Reduce -0.0% | 3,737 | $482K |
| Rollins Financial Advisors, LLC | 0.07% | No change | 3,737 | $482K |
| Stonebridge Financial Planning Group, LLC | 0.17% | Add +3.5% | 3,715 | $479K |
| World Investment Advisors | 0.01% | Add +2.1% | 3,703 | $477K |
| GAMCO Investors | 0.00% | Reduce -6.2% | 3,701 | $477K |
| Focus Financial Network, Inc. | 0.02% | No change | 3,556 | $458K |
| Mgo One Seven LLC | 0.01% | Add +10.2% | 3,537 | $456K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -1.3% | 3,512 | $453K |
| Financial Engines Advisors L.L.C. | 0.00% | No change | 3,507 | $452K |
| Jacobs Equity LLC | 0.43% | — | 3,468 | $447K |
| Cascade Wealth Advisors, Inc | 0.21% | No change | 3,527 | $447K |
| Daybright Advisory Services, Inc. | 0.12% | — | 3,429 | $442K |
| Larson Financial Group LLC | 0.01% | Add +0.5% | 3,406 | $439K |
| Urban Wealth Management, LLC | 0.41% | — | 3,385 | $436K |
| Atlas Brown,Inc. | 0.13% | Add +0.4% | 3,339 | $430K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -0.4% | 3,268 | $421K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | No change | 3,260 | $420K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $418K |
| Forefront Wealth Partners, LLC | 0.20% | Reduce -53.1% | 3,201 | $413K |
| Dagco, Inc. | 0.10% | Reduce -7.3% | 3,200 | $413K |
| Fairvoy Private Wealth, LLC | 0.09% | New | 3,194 | $412K |
| AE Wealth Management LLC | 0.00% | Reduce -93.8% | 3,173 | $409K |
| First Merchants Corp. | 0.02% | Reduce -1.2% | 3,165 | $408K |
| TrueWealth Advisors, LLC | 0.11% | Add +33.0% | 3,155 | $407K |
| PUREfi Wealth, LLC | 0.31% | New | 3,139 | $405K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,134 | $404K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,118 | $402K |
| Cahaba Wealth Management, Inc. | 0.03% | Reduce -1.7% | 3,117 | $402K |
| Mandatum Life Insurance Co Ltd | 0.09% | No change | 3,113 | $401K |
| One Capital Management, LLC | 0.01% | No change | 3,082 | $397K |
| Decker Wealth Management LLC | 0.09% | — | 3,076 | $397K |
| Barclays PLC | 0.00% | New | 3,060 | $395K |
| Oppenheimer & Co. Inc. | 0.01% | No change | 3,049 | $393K |
| Advisory Alpha, LLC | 0.01% | Reduce -2.2% | 3,038 | $392K |
| Charter Oak Capital Management, LLC | 0.03% | Reduce -7.9% | 3,037 | $392K |
| Key Client Fiduciary Advisors, LLC | 0.13% | Add +0.4% | 3,010 | $388K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -8.5% | 2,985 | $385K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $383K |
| Bellevue Asset Management, LLC | 0.12% | Reduce -0.7% | 2,959 | $381K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,940 | $379K |
| JT Stratford LLC | 0.05% | Reduce -2.0% | 2,917 | $376K |
| Farther Finance Advisors, LLC | 0.00% | Add +204.1% | 2,877 | $371K |
| Savant Capital, LLC | 0.00% | Reduce -7.2% | 2,868 | $370K |
| Wulff, Hansen & Co. | 0.30% | No change | 2,775 | $358K |
| Global Retirement Partners, LLC | 0.01% | Reduce -9.5% | 2,775 | $358K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -16.9% | 2,769 | $357K |
| Archer Investment Corp | 0.08% | No change | 2,720 | $351K |
| Investment Advisory Group, LLC | 0.09% | No change | 2,716 | $350K |
| Sowell Financial Services LLC | 0.01% | Add +11.7% | 2,678 | $345K |
| Citizens Financial Group Inc. | 0.00% | No change | 2,648 | $341K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +60.1% | 2,646 | $341K |
| Ferguson Wellman Capital Management, Inc. | 0.01% | Reduce -1.1% | 2,551 | $329K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,500 | $322K |
| Dakota Wealth Management | 0.01% | Reduce -3.9% | 2,460 | $317K |
| Terra Nova Asset Management LLC | 0.21% | New | 2,440 | $315K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.0% | 2,400 | $314K |
| Kane Investment Management, Inc. | 0.15% | Add +21.6% | 2,430 | $313K |
| Strategic Investment Solutions, Inc. | 0.08% | New | 2,424 | $313K |
| D. E. Shaw & Co. | 0.00% | New | 2,415 | $311K |
| Prudent Investors Network, Inc. | 0.07% | No change | 2,408 | $310K |
| Financial Alternatives, Inc | 0.18% | No change | 2,406 | $310K |
| Millstone Evans Group, LLC | 0.18% | No change | 2,367 | $305K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -3.7% | 2,290 | $305K |
| Prostatis Group LLC | 0.07% | Reduce -7.2% | 2,354 | $303K |
| IPG Investment Advisors LLC | 0.05% | No change | 2,337 | $301K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.3% | 2,334 | $301K |
| First Foundation Advisors | 0.01% | Add +9.6% | 2,332 | $301K |
| Greenspring Advisors, LLC | 0.02% | Reduce -13.9% | 2,298 | $296K |
| Modern Wealth Management, LLC | 0.01% | Reduce -23.9% | 2,286 | $295K |
| Silver Oak Securities, Incorporated | 0.02% | Reduce -57.5% | 2,253 | $293K |
| Doliver Advisors, LP | 0.07% | New | 2,264 | $292K |
| waypoint wealth counsel | 0.11% | Add +0.5% | 2,231 | $288K |
| Granville Capital, Inc. | 0.15% | — | 2,195 | $283K |
| Adapt Wealth Advisors, LLC | 0.10% | No change | 2,150 | $277K |
| Tudor Financial Inc. | 0.14% | Add +10.3% | 2,145 | $277K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -3.3% | 2,134 | $275K |
| Western Wealth Management, LLC | 0.01% | Reduce -47.6% | 2,101 | $271K |
| Valeo Financial Advisors, LLC | 0.01% | No change | 2,067 | $266K |
| Darrow Company, Inc. | 0.12% | No change | 2,054 | $265K |
| PFG Advisors | 0.01% | Reduce -6.4% | 2,043 | $263K |
| Redstone Wealth Management, LLC | 0.21% | — | 2,041 | $263K |
| Fiduciary Alliance LLC | 0.02% | Add +0.5% | 2,012 | $259K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,998 | $258K |
| Ruggiero Investments, Inc. | 0.23% | — | 2,000 | $258K |
| Royal Capital Wealth Management, LLC | 0.15% | No change | 2,000 | $258K |
| Payne Capital Management, LLC | 0.08% | No change | 2,000 | $258K |
| BCS Wealth Management | 0.03% | New | 2,000 | $258K |
| Clearstead Advisors, LLC | 0.00% | No change | 2,000 | $258K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,992 | $257K |
| Carret Asset Management, LLC | 0.02% | Reduce -0.8% | 1,980 | $255K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,974 | $255K |
| WP Advisors, LLC | 0.06% | Add +0.5% | 1,935 | $249K |
| Adell Harriman & Carpenter Inc. | 0.01% | Reduce -43.1% | 1,933 | $249K |
| Point72 Asset Management | 0.00% | New | 1,905 | $246K |
| Chilton Investment Co. Inc. | 0.01% | No change | 1,903 | $245K |
| YHB Investment Advisors, Inc. | 0.02% | Reduce -2.6% | 1,900 | $245K |
| Intellectus Partners, LLC | 0.05% | New | 1,870 | $241K |
| Legacy Wealth Partners, LLC | 0.06% | — | 1,855 | $239K |
| Americana Partners, LLC | 0.01% | No change | 1,827 | $236K |
| Allworth Financial LP | 0.00% | Reduce -8.4% | 1,813 | $234K |
| Clarendon Private LLC | 0.20% | No change | 1,790 | $231K |
| Clear Creek Financial Management, LLC | 0.02% | Reduce -27.1% | 1,744 | $225K |
| Symphony Financial Services, Inc. | 0.11% | Add +3.0% | 1,709 | $220K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,702 | $219K |
| Centaurus Financial, Inc. | 0.01% | Reduce -56.2% | 1,695 | $219K |
| Perennial Investment Advisors, LLC | 0.02% | Reduce -8.0% | 1,674 | $216K |
| Advance Capital Management, Inc. | 0.01% | No change | 1,662 | $214K |
| EP Wealth Advisors, LLC | 0.00% | — | 1,653 | $213K |
| Gateway Wealth Partners, LLC | 0.02% | Add +0.4% | 1,651 | $213K |
| Apollon Wealth Management, LLC | 0.00% | New | 1,645 | $212K |
| Keybank National Association | 0.00% | New | 1,620 | $209K |
| RPS Advisory Solutions LLC | 0.10% | Reduce -97.6% | 1,613 | $208K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,601 | $206K |
| Well Done, LLC | 0.03% | No change | 1,599 | $206K |
| Stronghold Wealth Management L.L.C. | 0.30% | — | 1,571 | $203K |
| Gables Capital Management Inc. | 0.08% | Reduce -3.1% | 1,555 | $200K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $193K |
| Lanark Financial, Inc. | 0.01% | Add +4.7% | 1,483 | $191K |
| Activest Wealth Management | 0.03% | No change | 1,450 | $187K |
| Quest 10 Wealth Builders, Inc. | 0.15% | Reduce -4.5% | 1,307 | $169K |
| Blue Trust, Inc. | 0.00% | No change | 1,243 | $160K |
| International Assets Investment Management, LLC | 0.01% | New | 1,220 | $157K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $156K |
| Cresta Advisors, Ltd. | 0.06% | New | 1,168 | $151K |
| FWL Investment Management, LLC | 0.04% | No change | 1,148 | $148K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.4% | 1,132 | $146K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 1,096 | $141K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.03% | Add +126.4% | 1,037 | $134K |
| Signaturefd, LLC | 0.00% | No change | 1,019 | $131K |
| IFP Advisors, Inc | 0.00% | Add +3.8% | 1,014 | $131K |
| Westfuller Advisors, LLC | 0.05% | Add +0.5% | 1,009 | $130K |
| Rothschild Investment LLC | 0.01% | No change | 877 | $113K |
| Boreal Capital Management LLC | 0.10% | No change | 859 | $111K |
| Atlantic Edge Private Wealth Management, LLC | 0.03% | No change | 825 | $106K |
| Medallion Wealth Advisors, LLC | 0.04% | No change | 825 | $106K |
| Arlington Trust Co LLC | 0.01% | Reduce -29.8% | 825 | $106K |
| Reflection Asset Management | 0.07% | — | 791 | $105K |
| First Horizon Corp. | 0.00% | No change | 800 | $103K |
| Arax Advisory Partners | 0.00% | New | 743 | $96K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $94K |
| Fifth Third Bancorp | 0.00% | No change | 700 | $90K |
| Anchor Investment Management, LLC | 0.01% | Reduce -0.1% | 700 | $90K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 690 | $89K |
| Bare Financial Services, Inc | 0.02% | No change | 688 | $89K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $83K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.5% | 641 | $83K |
| Caldwell Sutter Capital, Inc. | 0.04% | No change | 641 | $83K |
| Front Row Advisors LLC | 0.03% | No change | 637 | $82K |
| Consultiva Wealth Management, Corp. | 0.22% | No change | 615 | $79K |
| Assetmark, Inc. | 0.00% | Add +11.6% | 606 | $78K |
| Missouri Trust & Investment Co | 0.02% | No change | 600 | $77K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 600 | $77K |
| Root Financial Partners, LLC | 0.00% | Add +19.4% | 597 | $77K |
| Ameriflex Group, Inc. | 0.04% | Reduce -50.0% | 577 | $74K |
| Team Financial Group, LLC | 0.03% | Add +0.5% | 556 | $72K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 527 | $68K |
| Litman Gregory Wealth Management LLC | 0.00% | New | 502 | $65K |
| Acumen Wealth Advisors, LLC | 0.02% | — | 500 | $64K |
| NFSG Corp | 0.01% | Reduce -19.6% | 495 | $64K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $62K |
| Colonial Trust Co / SC | 0.01% | No change | 435 | $56K |
| Realta Investment Advisors | 0.02% | No change | 406 | $52K |
| Parallel Advisors, LLC | 0.00% | Add +21.7% | 404 | $52K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $52K |
| Westside Investment Management, Inc. | 0.01% | Reduce -4.8% | 400 | $52K |
| Vision Retirement, LLC | 0.01% | — | 400 | $52K |
| Bogart Wealth, LLC | 0.00% | Reduce -3.9% | 400 | $52K |
| BNP Paribas Financial Markets | 0.00% | Add +36.6% | 366 | $47K |
| Signature Equity Partners, LLC | 0.03% | — | 364 | $47K |
| SageView Advisory Group, LLC | 0.00% | New | 363 | $47K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +65.1% | 360 | $46K |
| BankChampaign, National Association | 0.04% | — | 264 | $45K |
| Sound Income Strategies, LLC | 0.00% | No change | 332 | $43K |
| Evolution Advisers, Inc. | 0.02% | Add +0.6% | 319 | $41K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $40K |
| Financial Perspectives, Inc | 0.01% | No change | 301 | $39K |
| Private Trust Co. NA | 0.00% | No change | 301 | $39K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $39K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $38K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | New | 293 | $38K |
| Miller Capital Partners, Inc. | 0.02% | — | 292 | $38K |
| Davis Capital Management | 0.02% | No change | 280 | $36K |
| MCF Advisors LLC | 0.00% | New | 265 | $34K |
| Murphy & Mullick Capital Management Corp | 0.02% | New | 250 | $32K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +666.7% | 230 | $30K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $30K |
| Whittier Trust Co. | 0.00% | No change | 210 | $28K |
| Key Capital Management, INC | 0.03% | — | 215 | $28K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $28K |
| North Star Investment Management Corp. | 0.00% | Add +0.5% | 212 | $27K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $27K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 203 | $26K |
| Ransom Advisory, Ltd | 0.01% | New | 200 | $26K |
| Tucker Asset Management LLC | 0.01% | Reduce -7.5% | 186 | $24K |
| Red Lighthouse Investment Management, LLC | 0.01% | No change | 184 | $24K |
| Caitlin John, LLC | 0.01% | No change | 176 | $23K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 160 | $21K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $20K |
| Abound Wealth Management | 0.00% | No change | 130 | $17K |
| Evolution Wealth Management Inc. | 0.01% | No change | 124 | $16K |
| Triumph Capital Management | 0.00% | New | 119 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 118 | $15K |
| Financial Consulate, Inc. | 0.00% | New | 114 | $15K |
| Rialto Wealth Management, LLC | 0.00% | No change | 112 | $14K |
| Creative Capital Management Investments LLC | 0.00% | No change | 109 | $14K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -45.5% | 108 | $14K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 102 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 101 | $13K |
| Addison Advisors LLC | 0.00% | No change | 100 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | — | 94 | $12K |
| 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 | $11K |
| Russell Investments Group, Ltd. | 0.00% | Add +600.0% | 70 | $9K |
| Atomic Invest LLC | 0.00% | — | 62 | $8K |
| 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% | No change | 46 | $6K |
| Independence Bank of Kentucky | 0.00% | No change | 45 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $6K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 38 | $5K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 23 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | — | 19 | $2K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -55.8% | 19 | $2K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -99.9% | 11 | $1K |
| Nvest Wealth Strategies, Inc. | 0.00% | — | 10 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $1K |
| Commonwealth Retirement Investments LLC | 0.00% | New | 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.