iShares US Financials ETFIYFETF
13F holders, Q1 2026 (March 31)466holders −10
43new positions
48sold out
7famous investors
$117.70avg. 13F price*
At the end of Q1 2026, 466 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 10 from Q4 2025. 43 opened new positions and 48 sold out. The largest holders were Fisher Asset Management ($202.1M), Bank of America Corp. ($181.9M) and Morgan Stanley ($181.3M). 7 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 43 | $86.3M |
| Exits | 48 | $269.8M |
All 13F filers, Q4 2025 → Q1 2026: 1,669,151 shares bought and 7,493,251 shares sold, net −5,824,100 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 466 holders
| Fisher Asset Management | 0.07% | Reduce -0.9% | 1,717,595 | $202.1M |
| Bank of America Corp. | 0.01% | Reduce -1.4% | 1,545,911 | $181.9M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 1,540,548 | $181.3M |
| Phoenix Financial Ltd. | 1.33% | No change | 1,196,572 | $140.8M |
| PGIM Custom Harvest LLC | 1.97% | Add +81.3% | 1,069,475 | $125.8M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +8.2% | 710,650 | $83.6M |
| Goldman Sachs Group Inc. | 0.01% | Add +4.4% | 645,442 | $75.9M |
| LPL Financial LLC | 0.02% | Reduce -8.8% | 560,433 | $65.9M |
| Two Sigma Investments, LP | 0.06% | New | 559,000 | $65.8M |
| Wells Fargo & Company | 0.01% | Reduce -6.0% | 425,495 | $50.1M |
| UBS Group AG | 0.01% | Reduce -2.8% | 407,414 | $47.9M |
| Steward Partners Investment Advisory, LLC | 0.19% | Reduce -22.6% | 324,033 | $38.1M |
| Raymond James Financial Inc. | 0.01% | Add +27.4% | 314,780 | $37.0M |
| Royal Bank of Canada | 0.01% | Add +3.0% | 297,765 | $35.0M |
| FMR LLC | 0.00% | Reduce -0.8% | 283,210 | $33.3M |
| Magnus Financial Group LLC | 1.99% | Add +3.0% | 206,631 | $24.3M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -7.1% | 199,475 | $23.5M |
| Kestra Advisory Services, LLC | 0.09% | Reduce -1.7% | 191,709 | $22.6M |
| Scotia Capital Inc. | 0.08% | Add +2.2% | 168,436 | $19.8M |
| Thrivent Financial for Lutherans | 0.03% | Add +7.3% | 151,549 | $17.8M |
| Cetera Investment Advisers | 0.02% | Reduce -2.6% | 145,255 | $17.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.2% | 137,776 | $16.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -87.1% | 135,622 | $15.6M |
| Patten & Patten Inc. | 0.83% | Reduce -0.3% | 116,943 | $13.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +24.3% | 114,417 | $13.5M |
| XML Financial, LLC | 1.08% | Add +0.9% | 113,726 | $13.4M |
| Sanctuary Advisors, LLC | 0.07% | Add +14.1% | 110,053 | $12.9M |
| Osaic Holdings, Inc. | 0.02% | Reduce -44.2% | 104,104 | $12.3M |
| Jones Financial Companies LLLP | 0.01% | Add +12.6% | 103,468 | $11.8M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -8.7% | 92,465 | $10.9M |
| Stifel Financial Corp. | 0.01% | Reduce -58.1% | 83,368 | $9.8M |
| OpenArc Corporate Advisory, LLC | 0.13% | Reduce -78.4% | 78,407 | $9.2M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.7% | 74,433 | $8.8M |
| Prasad Wealth Partners, LLC | 2.19% | Add +4.3% | 68,233 | $8.0M |
| Principal Financial Group Inc. | 0.00% | Reduce -75.2% | 67,586 | $8.0M |
| Private Advisor Group, LLC | 0.03% | Reduce -5.6% | 56,786 | $6.7M |
| Tower Research Capital LLC (TRC) | 0.17% | Add +514327.3% | 56,587 | $6.7M |
| WASHINGTON TRUST Co | 0.22% | Reduce -3.3% | 54,586 | $6.4M |
| First Citizens Financial Corp | 3.02% | Reduce -0.2% | 54,329 | $6.4M |
| Bank of Montreal | 0.00% | Reduce -85.0% | 54,302 | $6.4M |
| Zurich Insurance Group Ltd | 0.05% | No change | 50,250 | $5.9M |
| Stillwater Capital Advisors, LLC | 0.67% | Reduce -16.2% | 50,063 | $5.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.9% | 47,056 | $5.5M |
| Valor Advisors LLC | 4.59% | No change | 42,296 | $5.5M |
| Finley Financial, LLC | 2.23% | Reduce -30.9% | 40,426 | $4.8M |
| Ethos Financial Group, LLC | 0.33% | No change | 35,362 | $4.6M |
| Citigroup Inc. | 0.00% | Reduce -81.9% | 38,394 | $4.5M |
| Equitable Holdings, Inc. | 0.03% | Add +6.0% | 34,868 | $4.5M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +3.6% | 37,957 | $4.5M |
| Susquehanna International Group, LLP | 0.01% | Add +647.9% | 37,708 | $4.4M |
| HC Advisors, LLC | 2.88% | Add +1.4% | 36,542 | $4.3M |
| Eagle Strategies LLC | 0.51% | Add +0.5% | 36,012 | $4.2M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -1.3% | 35,539 | $4.2M |
| KKM Financial LLC | 0.74% | No change | 32,159 | $4.1M |
| Pettyjohn, Wood & White, Inc. | 0.62% | Reduce -2.8% | 33,180 | $3.9M |
| Syon Capital LLC | 0.19% | Add +2.7% | 32,620 | $3.8M |
| HighTower Advisors, LLC | 0.00% | Add +2.6% | 31,792 | $3.7M |
| First Heartland Consultants, Inc. | 0.28% | Reduce -2.2% | 31,137 | $3.7M |
| Rockefeller Capital Management L.P. | 0.01% | Add +15.5% | 31,088 | $3.7M |
| Flow Traders U.S. LLC | 0.11% | New | 30,544 | $3.6M |
| Mariner, LLC | 0.00% | Reduce -27.2% | 29,709 | $3.5M |
| Safe Harbor Fiduciary, LLC | 3.10% | Add +83.7% | 27,682 | $3.3M |
| Somerset Group LLC | 2.35% | Add +1.6% | 25,237 | $3.2M |
| AlphaCore Capital LLC | 0.07% | Reduce -83.8% | 26,590 | $3.1M |
| Colony Family Offices, LLC | 0.72% | Reduce -2.7% | 24,982 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 24,128 | $2.8M |
| Geneos Wealth Management Inc. | 0.07% | Add +0.2% | 23,990 | $2.8M |
| Smartleaf Asset Management LLC | 0.10% | Reduce -7.5% | 24,245 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -3.6% | 23,684 | $2.8M |
| Nvest Financial, LLC | 1.01% | Add +17.5% | 23,029 | $2.7M |
| WealthCare Investment Partners, LLC | 0.72% | Add +8.1% | 22,191 | $2.6M |
| Atria Investments, Inc | 0.03% | Add +31.0% | 21,612 | $2.5M |
| Kovack Advisors, Inc. | 0.13% | Reduce -6.5% | 21,186 | $2.5M |
| Creative Planning | 0.00% | Add +25.3% | 20,806 | $2.4M |
| CX Institutional | 0.07% | Add +0.8% | 20,140 | $2.4M |
| Bank of New York Mellon Corp | 0.00% | Add +49.3% | 19,492 | $2.3M |
| Truist Financial Corp. | 0.00% | Reduce -43.6% | 18,973 | $2.2M |
| Merit Financial Group, LLC | 0.02% | Add +60.3% | 18,867 | $2.2M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -63.9% | 18,685 | $2.2M |
| Avior Wealth Management, LLC | 0.06% | Reduce -5.9% | 18,418 | $2.2M |
| Founders Financial Securities LLC | 0.12% | Reduce -5.1% | 16,587 | $2.0M |
| Financial Freedom, LLC | 0.97% | Add +90.3% | 16,591 | $2.0M |
| Kennicott Capital Management LLC | 1.06% | Reduce -7.0% | 16,428 | $1.9M |
| DAVENPORT & Co LLC | 0.01% | Reduce -1.4% | 16,390 | $1.9M |
| Aft, Forsyth & Company, Inc. | 0.91% | Reduce -1.1% | 16,338 | $1.9M |
| Mutual Advisors, LLC | 0.04% | Reduce -4.5% | 16,147 | $1.9M |
| Allen Investment Management, LLC | 0.02% | No change | 15,835 | $1.9M |
| Koshinski Asset Management, Inc. | 0.12% | Reduce -1.4% | 15,712 | $1.8M |
| MML Investors Services, LLC | 0.00% | Reduce -9.4% | 15,167 | $1.8M |
| Gotham Asset Management | 0.01% | No change | 15,022 | $1.8M |
| Wealthstar Advisors, LLC | 1.05% | Reduce -28.7% | 14,928 | $1.8M |
| Virtue Capital Management, LLC | 0.26% | Reduce -3.1% | 15,041 | $1.7M |
| MMBG Investment Advisors Co. | 0.16% | No change | 14,501 | $1.7M |
| Essex LLC | 0.29% | Add +9.0% | 14,101 | $1.7M |
| Commerce Bank | 0.01% | Add +30.6% | 13,808 | $1.6M |
| Captrust Financial Advisors | 0.00% | Add +0.2% | 13,687 | $1.6M |
| Castle Rock Wealth Management, LLC | 0.34% | Add +6.9% | 13,370 | $1.6M |
| HRT Financial LP | 0.00% | New | 13,365 | $1.6M |
| Gerald Baker Financial Group LLC | 0.49% | — | 13,279 | $1.6M |
| HSBC Holdings PLC | 0.00% | Reduce -98.4% | 13,225 | $1.6M |
| Blair William & Co. | 0.00% | Add +0.1% | 12,989 | $1.5M |
| HBW Advisory Services LLC | 0.16% | Add +24.2% | 12,798 | $1.5M |
| Quantinno Capital Management LP | 0.00% | Reduce -2.5% | 12,649 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -0.3% | 15,945 | $1.5M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -1.6% | 11,939 | $1.4M |
| KCM Investment Advisors LLC | 0.05% | Reduce -2.1% | 11,892 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Reduce -73.0% | 11,882 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -7.0% | 11,689 | $1.4M |
| Prostatis Group LLC | 0.35% | Add +388.1% | 11,491 | $1.4M |
| Navis Wealth Advisors, LLC | 0.69% | Add +0.5% | 11,485 | $1.4M |
| MAI Capital Management | 0.01% | Add +3.0% | 11,418 | $1.3M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +116.3% | 11,352 | $1.3M |
| Nova Wealth Management, Inc. | 0.87% | Reduce -5.4% | 11,322 | $1.3M |
| Prospera Financial Services Inc | 0.02% | Reduce -46.3% | 11,280 | $1.3M |
| Nikulski Financial, Inc. | 0.32% | Add +0.0% | 10,992 | $1.3M |
| Cascade Financial Partners, LLC | 0.13% | Add +119.9% | 10,984 | $1.3M |
| Quadrant Private Wealth Management, LLC | 0.20% | Reduce -0.5% | 10,977 | $1.3M |
| Sagespring Wealth Partners, LLC | 0.02% | Reduce -98.7% | 10,840 | $1.3M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -6.0% | 10,718 | $1.3M |
| Harmony Asset Management LLC | 0.39% | Add +3.4% | 10,772 | $1.3M |
| Outlook Wealth Advisors, LLC | 0.30% | Add +0.6% | 10,703 | $1.3M |
| GTS Securities LLC | 0.04% | New | 10,576 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -1.0% | 10,513 | $1.2M |
| U.S. Capital Wealth Advisors, LLC | 0.03% | Add +75.0% | 10,382 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -3.0% | 10,135 | $1.2M |
| One Charles Private Wealth Services, LLC | 0.30% | Add +10.6% | 10,128 | $1.2M |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 9,901 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -21.4% | 9,789 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Add +6.4% | 9,516 | $1.1M |
| Stephens Inc. | 0.01% | Add +4.6% | 9,482 | $1.1M |
| Tepp RIA, LLC | 0.86% | Add +23.9% | 9,288 | $1.1M |
| Matthew Goff Investment Advisor, LLC | 0.18% | New | 9,230 | $1.1M |
| Wealth Management Partners, LLC | 0.31% | Add +0.3% | 9,162 | $1.1M |
| Ameritas Advisory Services, LLC | 0.04% | Add +0.0% | 8,928 | $1.1M |
| Cerity Partners LLC | 0.00% | Reduce -16.9% | 8,875 | $1.0M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.5% | 8,866 | $1.0M |
| Fifth Third Bancorp | 0.00% | Add +1164.9% | 8,854 | $1.0M |
| Magnolia Capital Management Ltd. | 0.70% | No change | 8,845 | $1.0M |
| Acropolis Investment Management, LLC | 0.05% | No change | 8,770 | $1.0M |
| Genesee Capital Advisors, LLC | 0.43% | Reduce -27.2% | 8,654 | $1.0M |
| Liberty Wealth Management LLC | 0.13% | Add +24.9% | 8,625 | $1.0M |
| Park Avenue Securities LLC | 0.01% | New | 8,319 | $979K |
| Tidemark, LLC | 0.25% | Reduce -4.9% | 8,200 | $965K |
| National Bank of Canada | 0.00% | Reduce -5.5% | 8,180 | $963K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -1.9% | 8,130 | $957K |
| Chesapeake Wealth Management | 0.29% | Reduce -7.8% | 8,122 | $956K |
| Phillip James Consulting Co. | 0.72% | New | 7,681 | $954K |
| Joel Isaacson & Co., LLC | 0.03% | Add +0.7% | 7,970 | $938K |
| Cibc World Market Inc. | 0.00% | Reduce -2.9% | 7,968 | $938K |
| &partners | 0.00% | Reduce -92.3% | 7,724 | $909K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.2% | 7,677 | $903K |
| Game Plan Financial Advisors, LLC | 0.41% | Add +29.7% | 7,520 | $885K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.5% | 6,977 | $872K |
| Wealth Management Associates, Inc. | 0.30% | Add +0.2% | 7,389 | $869K |
| HF Advisory Group, LLC | 0.29% | Reduce -4.0% | 7,263 | $855K |
| Ancora Advisors LLC | 0.02% | Reduce -5.1% | 7,191 | $846K |
| Glenview Trust Co | 0.01% | Reduce -21.3% | 7,099 | $835K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $828K |
| Empirical Asset Management, LLC | 0.22% | Add +1.4% | 6,997 | $823K |
| HFG Advisors, Inc. | 0.58% | No change | 6,981 | $821K |
| Insigneo Advisory Services, LLC | 0.06% | Add +44.2% | 6,962 | $819K |
| Stratos Investment Management, LLC | 0.03% | Reduce -3.0% | 6,814 | $802K |
| LPWM LLC | 0.20% | Add +39.3% | 6,786 | $798K |
| Lido Advisors, LLC | 0.00% | Reduce -36.4% | 6,676 | $786K |
| Valmark Advisers, Inc. | 0.01% | Reduce -0.2% | 6,669 | $785K |
| Csenge Advisory Group | 0.04% | Reduce -4.3% | 6,489 | $764K |
| Sunbelt Securities, Inc. | 0.05% | Add +1.3% | 6,481 | $763K |
| First Citizens Bank & Trust Co. | 0.02% | No change | 6,430 | $757K |
| Garrison Point Advisors, LLC | 0.34% | No change | 6,376 | $750K |
| Asset One Wealth Management LLC | 0.08% | Reduce -10.8% | 5,944 | $745K |
| Councilor Wealth, LLC | 0.36% | Add +0.0% | 6,224 | $732K |
| Cwm, LLC | 0.00% | Reduce -3.8% | 6,139 | $722K |
| Allstate Corp. | 0.01% | Reduce -30.6% | 6,000 | $706K |
| Whitener Capital Management, Inc. | 0.16% | Reduce -4.4% | 5,925 | $697K |
| IHT Wealth Management, LLC | 0.02% | Reduce -4.1% | 5,915 | $696K |
| Laurel Oak Wealth Management, LLC | 0.12% | Add +6.0% | 5,862 | $690K |
| Cottonwood Capital Advisors, LLC | 0.48% | New | 5,809 | $684K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 5,794 | $682K |
| Two Sigma Securities, LLC | 0.08% | New | 5,771 | $679K |
| Independent Financial Group, LLC | 0.02% | Reduce -14.7% | 5,702 | $671K |
| Renaissance Technologies | 0.00% | Reduce -63.7% | 5,700 | $671K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -39.6% | 5,695 | $670K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -8.4% | 5,589 | $658K |
| Focus Partners Wealth | 0.00% | Reduce -81.1% | 5,589 | $658K |
| Kingswood Wealth Advisors, LLC | 0.03% | New | 5,586 | $657K |
| Southern Capital Advisors, LLC | 0.30% | Add +4.9% | 5,514 | $649K |
| Ironwood Financial, llc | 0.11% | Reduce -2.9% | 5,500 | $647K |
| Bigelow Investment Advisors, LLC | 0.26% | Reduce -4.5% | 5,452 | $641K |
| Retirement Planning Group, LLC | 0.02% | Add +17.0% | 5,450 | $641K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -9.1% | 5,394 | $635K |
| Redwood Financial Network Corp | 0.41% | Reduce -5.8% | 5,377 | $633K |
| Central Valley Advisors, LLC | 0.17% | Add +20.9% | 5,271 | $620K |
| Connecticut Wealth Management, LLC | 0.03% | Add +0.4% | 5,244 | $617K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -0.7% | 5,201 | $612K |
| Forte Asset Management LLC | 0.27% | Reduce -82.1% | 5,185 | $610K |
| Modera Wealth Management, LLC | 0.01% | No change | 5,156 | $607K |
| Sargent Investment Group, LLC | 0.08% | No change | 5,130 | $604K |
| Montag A & Associates Inc. | 0.03% | No change | 5,070 | $597K |
| Farther Finance Advisors, LLC | 0.01% | Add +74.3% | 5,016 | $592K |
| Visionary Wealth Advisors | 0.03% | No change | 5,031 | $592K |
| Triton Wealth Management, PLLC | 0.22% | Add +3.9% | 4,907 | $582K |
| Bradley Foster & Sargent Inc. | 0.01% | No change | 4,929 | $580K |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -84.2% | 4,892 | $576K |
| Strategic Investment Solutions, Inc. | 0.14% | Add +101.8% | 4,891 | $576K |
| GDS Wealth Management | 0.03% | Add +5.7% | 4,879 | $574K |
| Simmons Bank | 0.04% | Reduce -8.2% | 4,845 | $570K |
| Pacific Sun Financial Corp | 0.27% | Add +7.4% | 4,811 | $566K |
| Cyndeo Wealth Partners, LLC | 0.03% | Reduce -72.8% | 4,754 | $559K |
| WESPAC Advisors, LLC | 0.30% | No change | 4,669 | $549K |
| Samara Investment Management, LLC | 0.55% | — | 4,534 | $533K |
| D.A. Davidson & Co. | 0.00% | Reduce -18.0% | 4,510 | $531K |
| Commonwealth Financial Services, LLC | 0.08% | Add +0.1% | 4,459 | $525K |
| Zhang Financial LLC | 0.02% | New | 4,458 | $525K |
| LRI Investments, LLC | 0.05% | No change | 4,343 | $511K |
| Gallagher Capital Advisors, LLC | 0.34% | New | 6,323 | $510K |
| M&T Bank Corp | 0.00% | No change | 4,268 | $502K |
| Rik Saylor Financial, Inc. | 0.38% | Reduce -1.7% | 4,222 | $497K |
| Advisory Services Network, LLC | 0.01% | Reduce -96.0% | 4,199 | $494K |
| Gryphon Financial Partners LLC | 0.05% | No change | 4,151 | $488K |
| CFM Wealth Partners LLC | 0.07% | No change | 4,122 | $485K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,090 | $481K |
| First Trust Advisors LP | 0.00% | Reduce -6.5% | 4,084 | $481K |
| Capital Wealth Alliance, LLC | 0.21% | Reduce -1.7% | 4,037 | $475K |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 4,075 | $469K |
| Bond & Devick Financial Network, Inc. | 0.13% | No change | 3,961 | $466K |
| Kesler, Norman & Wride, LLC | 0.08% | Reduce -21.8% | 3,924 | $462K |
| Lighthouse Financial LLC | 0.28% | No change | 3,900 | $459K |
| US Bancorp \de | 0.00% | Reduce -10.0% | 3,899 | $459K |
| Rwa Wealth Partners, LLC | 0.01% | No change | 3,895 | $458K |
| World Investment Advisors | 0.01% | Add +4.9% | 3,884 | $457K |
| Unified Investment Management | 0.47% | No change | 3,854 | $453K |
| SOA Wealth Advisors, LLC. | 0.09% | Reduce -8.6% | 3,845 | $452K |
| Apollon Financial, LLC | 0.06% | No change | 3,755 | $442K |
| Rollins Financial Advisors, LLC | 0.07% | Reduce -0.0% | 3,736 | $440K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +937.2% | 3,734 | $439K |
| Tritonpoint Wealth, LLC | 0.05% | Reduce -5.9% | 3,727 | $439K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 3,720 | $438K |
| GAMCO Investors | 0.00% | No change | 3,701 | $435K |
| Cascade Wealth Advisors, Inc | 0.19% | Add +0.3% | 3,538 | $434K |
| Americana Partners, LLC | 0.01% | Add +99.8% | 3,651 | $430K |
| Larson Financial Group LLC | 0.01% | Add +5.6% | 3,598 | $423K |
| NorthRock Partners, LLC | 0.01% | Reduce -4.0% | 3,587 | $422K |
| XTX Topco Ltd | 0.01% | New | 3,540 | $417K |
| Daybright Advisory Services, Inc. | 0.11% | Add +0.1% | 3,434 | $404K |
| Savant Capital, LLC | 0.00% | Add +19.7% | 3,432 | $404K |
| Jacobs Equity LLC | 0.36% | Reduce -1.5% | 3,417 | $402K |
| Stonebridge Financial Planning Group, LLC | 0.15% | Reduce -8.5% | 3,399 | $400K |
| Cathy Pareto & Associates, Inc. | 0.27% | Reduce -9.7% | 3,399 | $399K |
| Focus Financial Network, Inc. | 0.01% | Reduce -4.9% | 3,383 | $398K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -4.2% | 3,361 | $395K |
| Snowden Capital Advisors LLC | 0.01% | Add +19.8% | 3,316 | $390K |
| Urban Wealth Management, LLC | 0.40% | Reduce -2.1% | 3,315 | $390K |
| Integrated Wealth Concepts LLC | 0.00% | Add +10.1% | 3,286 | $387K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.3% | 3,279 | $386K |
| Atlas Brown,Inc. | 0.11% | Reduce -3.0% | 3,239 | $381K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $381K |
| Capital Investment Advisors, LLC | 0.01% | Reduce -7.8% | 3,239 | $381K |
| Dagco, Inc. | 0.08% | No change | 3,200 | $377K |
| BlackRock, Inc. | 0.00% | Reduce -99.3% | 3,197 | $376K |
| First Merchants Corp. | 0.01% | No change | 3,165 | $372K |
| Debussy Capital Management LP | 0.05% | Reduce -25.6% | 3,163 | $372K |
| Shared Vision Wealth Group LLC | 0.15% | New | 3,159 | $372K |
| TrueWealth Advisors, LLC | 0.09% | No change | 3,155 | $371K |
| JT Stratford LLC | 0.05% | Add +7.8% | 3,146 | $370K |
| TD Waterhouse Canada Inc. | 0.00% | Add +46.6% | 3,129 | $369K |
| AE Wealth Management LLC | 0.00% | Reduce -1.1% | 3,137 | $369K |
| Summit Trail Advisors, LLC | 0.01% | No change | 3,134 | $369K |
| Cahaba Wealth Management, Inc. | 0.03% | Add +0.5% | 3,132 | $369K |
| Independent Advisor Alliance | 0.00% | New | 3,129 | $368K |
| Carnegie Investment Counsel | 0.01% | Reduce -19.6% | 3,127 | $368K |
| Oppenheimer & Co. Inc. | 0.00% | Add +2.3% | 3,119 | $367K |
| Jaffetilchin Investment Partners, LLC | 0.02% | No change | 3,118 | $367K |
| Mandatum Life Insurance Co Ltd | 0.08% | No change | 3,113 | $366K |
| Mgo One Seven LLC | 0.01% | Reduce -12.2% | 3,107 | $366K |
| One Capital Management, LLC | 0.01% | No change | 3,082 | $363K |
| Decker Wealth Management LLC | 0.08% | No change | 3,076 | $362K |
| HCR Wealth Advisors | 0.04% | Reduce -18.5% | 3,072 | $361K |
| Charter Oak Capital Management, LLC | 0.03% | Add +0.4% | 3,048 | $359K |
| Sequoia Financial Advisors, LLC | 0.00% | New | 3,039 | $358K |
| Key Client Fiduciary Advisors, LLC | 0.12% | Add +0.5% | 3,025 | $356K |
| Smith, Moore & Co. | 0.03% | No change | 2,967 | $349K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,940 | $346K |
| Bellevue Asset Management, LLC | 0.17% | Reduce -0.7% | 2,939 | $346K |
| Citizens Financial Group Inc. | 0.00% | Add +10.8% | 2,933 | $345K |
| Point72 Asset Management | 0.00% | Add +52.8% | 2,910 | $342K |
| Millennium Management | 0.00% | New | 2,862 | $337K |
| Investment Advisory Group, LLC | 0.08% | Add +3.7% | 2,817 | $331K |
| Forefront Wealth Partners, LLC | 0.14% | Reduce -12.0% | 2,816 | $331K |
| Wulff, Hansen & Co. | 0.33% | No change | 2,775 | $327K |
| AQR Capital Management | 0.00% | Reduce -34.9% | 2,762 | $325K |
| Dakota Wealth Management | 0.01% | Add +12.2% | 2,761 | $325K |
| YHB Investment Advisors, Inc. | 0.02% | Add +45.0% | 2,754 | $324K |
| Archer Investment Corp | 0.07% | No change | 2,720 | $320K |
| Gateway Wealth Partners, LLC | 0.01% | Add +64.2% | 2,711 | $319K |
| Sowell Financial Services LLC | 0.01% | Add +0.2% | 2,684 | $316K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.3% | 2,653 | $312K |
| MinichMacGregor Wealth Management, LLC | 0.05% | Reduce -98.0% | 2,632 | $310K |
| Apollon Wealth Management, LLC | 0.01% | Add +58.1% | 2,601 | $306K |
| Clearstead Advisors, LLC | 0.00% | Add +29.0% | 2,580 | $304K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 2,551 | $300K |
| Cresset Asset Management, LLC | 0.00% | Reduce -41.6% | 2,550 | $300K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,500 | $294K |
| Tudor Financial Inc. | 0.15% | Add +14.4% | 2,455 | $289K |
| Terra Nova Asset Management LLC | 0.21% | No change | 2,440 | $287K |
| LVW Advisors, LLC | 0.03% | New | 2,426 | $285K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +0.3% | 2,406 | $283K |
| Financial Alternatives, Inc | 0.15% | No change | 2,406 | $283K |
| Millstone Evans Group, LLC | 0.17% | No change | 2,367 | $279K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | No change | 2,290 | $273K |
| Modern Wealth Management, LLC | 0.00% | Add +0.1% | 2,288 | $270K |
| Advisory Alpha, LLC | 0.01% | Reduce -24.9% | 2,280 | $268K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.5% | 2,264 | $266K |
| Doliver Advisors, LP | 0.06% | No change | 2,264 | $266K |
| IPG Investment Advisors LLC | 0.05% | Reduce -3.4% | 2,258 | $266K |
| CIBC Bancorp USA Inc. | 0.00% | — | 2,233 | $263K |
| waypoint wealth counsel | 0.14% | No change | 2,231 | $263K |
| PFG Advisors | 0.01% | Add +8.6% | 2,219 | $261K |
| Granville Capital, Inc. | 0.14% | Add +0.3% | 2,201 | $259K |
| CoreCap Advisors, LLC | 0.01% | Reduce -84.6% | 2,186 | $257K |
| Kane Investment Management, Inc. | 0.13% | Reduce -10.6% | 2,173 | $256K |
| Adapt Wealth Advisors, LLC | 0.09% | No change | 2,150 | $253K |
| Western Wealth Management, LLC | 0.01% | Add +2.2% | 2,147 | $253K |
| Fiduciary Alliance LLC | 0.02% | Add +0.5% | 2,022 | $252K |
| Trilogy Capital Inc. | 0.01% | New | 2,119 | $249K |
| Darrow Company, Inc. | 0.11% | No change | 2,054 | $242K |
| Redstone Wealth Management, LLC | 0.19% | No change | 2,041 | $240K |
| Spire Wealth Management | 0.01% | Reduce -89.6% | 2,034 | $239K |
| Ruggiero Investments, Inc. | 0.23% | No change | 2,000 | $235K |
| Royal Capital Wealth Management, LLC | 0.15% | No change | 2,000 | $235K |
| Payne Capital Management, LLC | 0.07% | No change | 2,000 | $235K |
| Banque Cantonale Vaudoise | 0.01% | No change | 1,998 | $235K |
| Frank, Rimerman Advisors LLC | 0.02% | No change | 1,992 | $234K |
| Chilton Investment Co. Inc. | 0.01% | Add +4.3% | 1,984 | $233K |
| Carret Asset Management, LLC | 0.02% | No change | 1,980 | $233K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,974 | $232K |
| WP Advisors, LLC | 0.06% | Add +0.2% | 1,938 | $228K |
| Allworth Financial LP | 0.00% | Add +5.9% | 1,920 | $226K |
| Triton Financial Group Inc | 0.39% | New | 1,832 | $226K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 1,908 | $224K |
| Elevation Point Wealth Partners, LLC | 0.01% | New | 1,893 | $223K |
| Vestmark Advisory Solutions, Inc. | 0.00% | New | 1,893 | $223K |
| Intellectus Partners, LLC | 0.04% | No change | 1,870 | $220K |
| Centerline Wealth Advisors, LLC | 0.08% | Reduce -95.5% | 1,860 | $219K |
| Legacy Wealth Partners, LLC | 0.05% | No change | 1,855 | $218K |
| Sequent Planning LLC | 0.05% | New | 1,830 | $215K |
| Valeo Financial Advisors, LLC | 0.01% | Reduce -11.6% | 1,828 | $215K |
| Gables Capital Management Inc. | 0.09% | Add +16.4% | 1,810 | $213K |
| Clarendon Private LLC | 0.16% | No change | 1,790 | $211K |
| Clear Creek Financial Management, LLC | 0.02% | No change | 1,744 | $205K |
| Money Concepts Capital Corp. | 0.01% | New | 1,742 | $205K |
| Wealthspire Advisors, LLC | 0.00% | New | 1,739 | $205K |
| PW Nova Financial Services LLC | 0.05% | New | 1,710 | $201K |
| Symphony Financial Services, Inc. | 0.10% | No change | 1,709 | $201K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,702 | $200K |
| Centaurus Financial, Inc. | 0.01% | No change | 1,695 | $199K |
| Signaturefd, LLC | 0.00% | Add +66.0% | 1,691 | $199K |
| Franklin Resources Inc. | 0.00% | No change | 1,500 | $176K |
| Lanark Financial, Inc. | 0.01% | Reduce -0.3% | 1,479 | $174K |
| Activest Wealth Management | 0.03% | No change | 1,450 | $171K |
| Gill Capital Partners, LLC | 0.05% | New | 1,369 | $161K |
| Quest 10 Wealth Builders, Inc. | 0.13% | Reduce -0.3% | 1,303 | $153K |
| Bear Mountain Capital, Inc. | 0.05% | No change | 1,200 | $151K |
| Blue Trust, Inc. | 0.00% | No change | 1,243 | $146K |
| International Assets Investment Management, LLC | 0.01% | No change | 1,220 | $144K |
| AdvisorNet Financial, Inc | 0.01% | Add +0.5% | 1,138 | $134K |
| Atlantic Union Bankshares Corp | 0.00% | Add +0.1% | 1,097 | $129K |
| FWL Investment Management, LLC | 0.03% | Reduce -8.7% | 1,048 | $123K |
| Missouri Trust & Investment Co | 0.04% | Add +71.7% | 1,030 | $121K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.02% | Reduce -1.8% | 1,018 | $120K |
| Westfuller Advisors, LLC | 0.05% | Add +0.5% | 1,014 | $119K |
| Beacon Investment Advisory Services, Inc. | 0.00% | New | 1,000 | $118K |
| Scarborough Advisors, LLC | 0.01% | New | 879 | $103K |
| Rothschild Investment LLC | 0.01% | No change | 877 | $103K |
| IFP Advisors, Inc | 0.00% | Reduce -15.6% | 856 | $101K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 825 | $97K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | Reduce -3.0% | 800 | $94K |
| Arlington Trust Co LLC | 0.01% | Reduce -3.0% | 800 | $94K |
| First Horizon Corp. | 0.00% | No change | 800 | $94K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $86K |
| Anchor Investment Management, LLC | 0.01% | Add +0.4% | 703 | $83K |
| Bare Financial Services, Inc | 0.02% | No change | 688 | $81K |
| Aptus Capital Advisors, LLC | 0.00% | Add +11.8% | 671 | $79K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $76K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.5% | 644 | $76K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $75K |
| BNP Paribas Financial Markets | 0.00% | Add +74.6% | 639 | $75K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 638 | $75K |
| Front Row Advisors LLC | 0.03% | No change | 637 | $75K |
| Team Financial Group, LLC | 0.03% | Add +9.5% | 609 | $72K |
| Assetmark, Inc. | 0.00% | Reduce -4.1% | 581 | $68K |
| Ameriflex Group, Inc. | 0.03% | No change | 577 | $68K |
| Root Financial Partners, LLC | 0.00% | Reduce -5.7% | 563 | $66K |
| Consultiva Wealth Management, Corp. | 0.19% | Reduce -10.6% | 550 | $65K |
| Arax Advisory Partners | 0.00% | Reduce -26.4% | 547 | $64K |
| Minot DeBlois Advisors LLC | 0.06% | New | 534 | $63K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 527 | $62K |
| Acumen Wealth Advisors, LLC | 0.02% | No change | 500 | $59K |
| NFSG Corp | 0.01% | Add +0.2% | 496 | $58K |
| Provenance Wealth Advisors, LLC | 0.01% | Reduce -29.3% | 488 | $57K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $56K |
| Westside Investment Management, Inc. | 0.01% | Add +10.0% | 440 | $52K |
| Colonial Trust Co / SC | 0.01% | No change | 435 | $51K |
| Parallel Advisors, LLC | 0.00% | Add +2.2% | 413 | $49K |
| Realta Investment Advisors | 0.02% | No change | 406 | $48K |
| Syntax Research, Inc. | 0.03% | No change | 404 | $48K |
| Vision Retirement, LLC | 0.01% | No change | 400 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 400 | $47K |
| Sound Income Strategies, LLC | 0.00% | Add +3.9% | 345 | $41K |
| North Star Investment Management Corp. | 0.00% | Add +54.7% | 328 | $39K |
| Evolution Advisers, Inc. | 0.02% | No change | 319 | $37K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $36K |
| Advisortrust Partners, LLC | 0.01% | Reduce -99.7% | 307 | $36K |
| Financial Perspectives, Inc | 0.01% | No change | 301 | $35K |
| Private Trust Co. NA | 0.00% | No change | 301 | $35K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $35K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $35K |
| Miller Capital Partners, Inc. | 0.02% | No change | 292 | $34K |
| Davis Capital Management | 0.02% | No change | 280 | $33K |
| MCF Advisors LLC | 0.00% | No change | 265 | $31K |
| Signature Equity Partners, LLC | 0.02% | Reduce -27.5% | 264 | $31K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 250 | $29K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 230 | $28K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $28K |
| Financial Life Planners | 0.02% | New | 216 | $25K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $25K |
| Whittier Trust Co. | 0.00% | No change | 210 | $25K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $24K |
| Private Wealth Asset Management, LLC | 0.00% | New | 200 | $24K |
| BankChampaign, National Association | 0.02% | Reduce -27.6% | 191 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | Add +873.7% | 185 | $22K |
| Caitlin John, LLC | 0.01% | No change | 176 | $21K |
| Darwin Wealth Management, LLC | 0.01% | New | 175 | $21K |
| Hantz Financial Services, Inc. | 0.00% | New | 163 | $19K |
| Piedmont Capital Management, LLC | 0.01% | New | 160 | $19K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 160 | $19K |
| Russell Investments Group, Ltd. | 0.00% | Add +122.9% | 156 | $18K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $18K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | Reduce -50.5% | 145 | $17K |
| Tucker Asset Management LLC | 0.00% | Reduce -27.4% | 135 | $16K |
| Clark Wealth Partners | 0.01% | New | 127 | $15K |
| Evolution Wealth Management Inc. | 0.01% | No change | 124 | $15K |
| Creative Financial Designs Inc. | 0.00% | No change | 118 | $14K |
| Financial Consulate, Inc. | 0.00% | No change | 114 | $13K |
| Rialto Wealth Management, LLC | 0.00% | No change | 112 | $13K |
| Creative Capital Management Investments LLC | 0.00% | No change | 109 | $13K |
| Golden State Wealth Management, LLC | 0.00% | No change | 108 | $13K |
| Physician Wealth Advisors, Inc. | 0.00% | No change | 101 | $12K |
| Addison Advisors LLC | 0.00% | No change | 100 | $12K |
| Capital Advisor Network LLC | 0.02% | — | 99 | $12K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 94 | $11K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 94 | $11K |
| Abound Wealth Management | 0.00% | Reduce -32.3% | 88 | $10K |
| Founders Capital Management | 0.01% | No change | 87 | $10K |
| 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 |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $5K |
| Key Financial Inc | 0.00% | New | 40 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 38 | $4K |
| Ballast Advisors LLC | 0.00% | New | 21 | $2K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 19 | $2K |
| Key Capital Management, INC | 0.00% | Reduce -91.6% | 18 | $2K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Triumph Capital Management | 0.00% | Reduce -88.2% | 14 | $2K |
| Tsfg, LLC | 0.00% | New | 10 | $1K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $941 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.