iShares US Financials ETFIYFETF
13F holders, Q2 2026 (June 30)462holders −4
42new positions
46sold out
4famous investors
$127.47avg. 13F price*
At the end of Q2 2026, 462 institutions reported holding iShares US Financials ETF (IYF) in their 13F filings, down 4 from Q1 2026. 42 opened new positions and 46 sold out. The largest holders were Fisher Asset Management ($213.7M), Morgan Stanley ($203.6M) and Phoenix Financial Ltd. ($152.6M). 4 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 Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares US Financials ETF
- CUSIP
- 464287788
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 42 | $246.8M |
| Exits | 46 | $40.3M |
All 13F filers, Q1 2026 → Q2 2026: 2,339,209 shares bought and 1,890,914 shares sold, net +448,295 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 462 holders
| Fisher Asset Management | 0.06% | Reduce -2.5% | 1,675,570 | $213.7M |
| Morgan Stanley | 0.01% | Add +3.7% | 1,597,090 | $203.6M |
| Phoenix Financial Ltd. | 1.04% | No change | 1,196,572 | $152.6M |
| Bank of America Corp. | 0.01% | Reduce -23.8% | 1,177,865 | $150.2M |
| PGIM Custom Harvest LLC | 1.71% | Add +0.3% | 1,072,262 | $136.7M |
| Manufacturers Life Insurance Company, The | 0.10% | New | 1,016,228 | $129.6M |
| Northwestern Mutual Wealth Management Co. | 0.05% | Add +5.6% | 750,596 | $95.7M |
| FIL Ltd | 0.06% | New | 708,174 | $90.3M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -0.8% | 640,308 | $81.6M |
| LPL Financial LLC | 0.01% | Reduce -9.5% | 507,194 | $64.7M |
| Wells Fargo & Company | 0.01% | Reduce -3.4% | 411,187 | $52.4M |
| UBS Group AG | 0.01% | Reduce -5.9% | 383,365 | $48.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -1.0% | 311,755 | $39.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.6% | 278,069 | $35.5M |
| FMR LLC | 0.00% | Reduce -2.6% | 275,949 | $35.2M |
| Two Sigma Investments, LP | 0.02% | Reduce -59.9% | 224,000 | $28.6M |
| Magnus Financial Group LLC | 1.92% | Add +2.6% | 211,969 | $27.0M |
| Commonwealth Equity Services, LLC | 0.03% | Reduce -1.7% | 196,169 | $25.0M |
| Kestra Advisory Services, LLC | 0.08% | Reduce -3.8% | 184,347 | $23.5M |
| Scotia Capital Inc. | 0.08% | Add +2.1% | 171,941 | $21.9M |
| Thrivent Financial for Lutherans | 0.03% | Add +3.0% | 156,036 | $19.9M |
| Cetera Investment Advisers | 0.02% | Reduce -0.8% | 144,136 | $18.4M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -60.0% | 129,455 | $16.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -11.6% | 119,870 | $15.3M |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0.01% | New | 119,628 | $15.3M |
| Jones Financial Companies LLLP | 0.01% | Add +12.1% | 115,962 | $14.8M |
| Sanctuary Advisors, LLC | 0.07% | Add +4.7% | 115,191 | $14.7M |
| Patten & Patten Inc. | 0.78% | Reduce -1.8% | 114,833 | $14.6M |
| XML Financial, LLC | 1.06% | Add +0.0% | 113,768 | $14.5M |
| Osaic Holdings, Inc. | 0.02% | Add +6.9% | 111,273 | $14.2M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -4.5% | 109,306 | $13.9M |
| Zurich Insurance Group Ltd | 0.07% | Add +68.6% | 84,730 | $10.8M |
| Prasad Wealth Partners, LLC | 2.48% | Add +18.5% | 80,854 | $10.3M |
| Bank of Montreal | 0.00% | Add +39.7% | 75,864 | $9.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.5% | 75,109 | $9.6M |
| United Capital Financial Advisors, LLC | 0.05% | Reduce -1.8% | 73,112 | $9.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -24.7% | 69,625 | $8.9M |
| Captrust Financial Advisors | 0.01% | Add +360.6% | 63,048 | $8.0M |
| Stifel Financial Corp. | 0.01% | Reduce -33.5% | 55,477 | $7.1M |
| First Citizens Financial Corp | 2.89% | Reduce -0.1% | 54,297 | $6.9M |
| WASHINGTON TRUST Co | 0.21% | Reduce -3.8% | 52,495 | $6.7M |
| Stillwater Capital Advisors, LLC | 0.64% | Reduce -1.0% | 49,581 | $6.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.6% | 46,769 | $6.0M |
| Valor Advisors LLC | 3.98% | No change | 42,296 | $5.4M |
| Gerber Kawasaki Wealth & Investment Management | 0.14% | Add +10.6% | 41,962 | $5.4M |
| Citigroup Inc. | 0.00% | Add +4.1% | 39,969 | $5.1M |
| Advisortrust Partners, LLC | 1.69% | Add +12538.4% | 38,800 | $4.9M |
| Finley Financial, LLC | 1.97% | Reduce -5.1% | 38,371 | $4.9M |
| Eagle Strategies LLC | 0.47% | Add +3.5% | 37,269 | $4.8M |
| HC Advisors, LLC | 2.87% | Add +1.6% | 37,120 | $4.7M |
| Pinnacle Financial Partners, Inc. | 0.03% | Reduce -0.1% | 35,504 | $4.5M |
| Ethos Financial Group, LLC | 0.29% | Reduce -2.9% | 34,348 | $4.4M |
| HighTower Advisors, LLC | 0.00% | Add +4.5% | 33,206 | $4.2M |
| Pettyjohn, Wood & White, Inc. | 0.61% | Reduce -0.2% | 33,115 | $4.2M |
| Rockefeller Capital Management L.P. | 0.01% | Add +1.6% | 31,600 | $4.0M |
| Safe Harbor Fiduciary, LLC | 2.83% | Add +3.1% | 28,534 | $3.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -23.9% | 26,540 | $3.4M |
| Somerset Group LLC | 2.36% | Add +0.3% | 25,323 | $3.4M |
| Private Advisor Group, LLC | 0.01% | Reduce -55.4% | 25,341 | $3.2M |
| KKM Financial LLC | 0.44% | Reduce -21.4% | 25,284 | $3.2M |
| Colony Family Offices, LLC | 0.70% | No change | 24,982 | $3.2M |
| Nvest Financial, LLC | 1.01% | Add +8.5% | 24,979 | $3.2M |
| Smartleaf Asset Management LLC | 0.10% | No change | 24,245 | $3.1M |
| Geneos Wealth Management Inc. | 0.06% | Add +0.4% | 24,093 | $3.1M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -0.5% | 23,573 | $3.0M |
| Mutual Advisors, LLC | 0.06% | Add +45.4% | 23,484 | $3.0M |
| Syon Capital LLC | 0.13% | Reduce -28.7% | 23,258 | $3.0M |
| WealthCare Investment Partners, LLC | 0.67% | Reduce -3.2% | 21,485 | $2.7M |
| AlphaCore Capital LLC | 0.05% | Reduce -19.4% | 21,434 | $2.7M |
| Atria Investments, Inc | 0.03% | Reduce -4.2% | 20,715 | $2.6M |
| Kovack Advisors, Inc. | 0.13% | Reduce -4.3% | 20,280 | $2.6M |
| CX Institutional | 0.07% | Add +0.1% | 20,157 | $2.6M |
| Financial Freedom, LLC | 1.17% | Add +20.9% | 20,056 | $2.6M |
| MML Investors Services, LLC | 0.01% | Add +27.7% | 19,362 | $2.5M |
| Merit Financial Group, LLC | 0.01% | Reduce -2.9% | 18,312 | $2.3M |
| Creative Planning | 0.00% | Reduce -12.8% | 18,140 | $2.3M |
| Avior Wealth Management, LLC | 0.06% | Reduce -1.7% | 18,100 | $2.3M |
| Kennicott Capital Management LLC | 1.06% | Add +8.8% | 17,868 | $2.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -9.3% | 17,675 | $2.3M |
| J.W. Cole Advisors, Inc. | 0.04% | New | 17,555 | $2.2M |
| Founders Financial Securities LLC | 0.11% | Reduce -0.1% | 16,573 | $2.1M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -11.4% | 16,557 | $2.1M |
| Castle Rock Wealth Management, LLC | 0.41% | Add +20.8% | 16,154 | $2.1M |
| DAVENPORT & Co LLC | 0.01% | Reduce -0.0% | 16,387 | $2.1M |
| OpenArc Corporate Advisory, LLC | 0.02% | Reduce -79.5% | 16,090 | $2.1M |
| Allen Investment Management, LLC | 0.02% | No change | 15,835 | $2.0M |
| Koshinski Asset Management, Inc. | 0.11% | Reduce -1.0% | 15,549 | $2.0M |
| Aft, Forsyth & Company, Inc. | 0.94% | Reduce -5.8% | 15,389 | $2.0M |
| Gotham Asset Management | 0.00% | No change | 15,022 | $1.9M |
| Truist Financial Corp. | 0.00% | Reduce -21.0% | 14,996 | $1.9M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +32.1% | 14,156 | $1.9M |
| MMBG Investment Advisors Co. | 0.15% | No change | 14,501 | $1.8M |
| Essex LLC | 0.27% | Reduce -2.4% | 13,768 | $1.8M |
| Commerce Bank | 0.01% | Reduce -0.9% | 13,683 | $1.7M |
| HBW Advisory Services LLC | 0.16% | Add +6.0% | 13,562 | $1.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +33.4% | 13,056 | $1.7M |
| NewEdge Advisors, LLC | 0.01% | Add +9.7% | 13,038 | $1.7M |
| Blair William & Co. | 0.00% | Add +0.1% | 12,996 | $1.7M |
| Gerald Baker Financial Group LLC | 0.47% | Reduce -3.1% | 12,865 | $1.6M |
| Corient Private Wealth LP | 0.00% | Reduce -19.3% | 12,864 | $1.6M |
| MAI Capital Management | 0.01% | Add +2.8% | 11,741 | $1.5M |
| Strategic Investment Solutions, Inc. | 0.34% | Add +136.8% | 11,582 | $1.5M |
| Navis Wealth Advisors, LLC | 0.56% | Add +0.3% | 11,519 | $1.5M |
| KCM Investment Advisors LLC | 0.04% | Reduce -5.6% | 11,231 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +1940.6% | 11,162 | $1.4M |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -2.8% | 11,030 | $1.4M |
| Cascade Financial Partners, LLC | 0.12% | No change | 10,984 | $1.4M |
| Ameritas Advisory Services, LLC | 0.03% | Add +21.1% | 10,807 | $1.4M |
| Quantinno Capital Management LP | 0.00% | Reduce -15.7% | 10,662 | $1.4M |
| Northern Trust Corp. | 0.00% | Reduce -10.5% | 10,461 | $1.3M |
| Sigma Planning Corp | 0.03% | Reduce -0.5% | 10,459 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | Reduce -13.6% | 10,310 | $1.3M |
| Cottonwood Capital Advisors, LLC | 0.76% | Add +69.8% | 9,864 | $1.3M |
| One Charles Private Wealth Services, LLC | 0.29% | Reduce -2.6% | 9,863 | $1.3M |
| Nova Wealth Management, Inc. | 0.69% | Reduce -13.2% | 9,828 | $1.3M |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -1.1% | 9,788 | $1.2M |
| Baird Financial Group, Inc. | 0.00% | Add +8.9% | 9,658 | $1.2M |
| Park Avenue Securities LLC | 0.01% | Add +16.0% | 9,653 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -5.3% | 9,594 | $1.2M |
| Cibc World Market Inc. | 0.00% | Add +19.1% | 9,487 | $1.2M |
| Citadel Advisors | 0.00% | New | 9,483 | $1.2M |
| Stephens Inc. | 0.01% | Reduce -1.7% | 9,320 | $1.2M |
| Matthew Goff Investment Advisor, LLC | 0.20% | No change | 9,230 | $1.2M |
| Wealth Management Partners, LLC | 0.28% | Add +0.5% | 9,207 | $1.2M |
| Cerity Partners LLC | 0.00% | Add +1.6% | 9,021 | $1.2M |
| Arkadios Wealth Advisors | 0.02% | Reduce -6.0% | 8,945 | $1.1M |
| Magnolia Capital Management Ltd. | 0.78% | No change | 8,845 | $1.1M |
| Acropolis Investment Management, LLC | 0.04% | No change | 8,770 | $1.1M |
| Tidemark, LLC | 0.24% | Add +3.7% | 8,500 | $1.1M |
| Prostatis Group LLC | 0.25% | Reduce -26.4% | 8,463 | $1.1M |
| Insigneo Advisory Services, LLC | 0.04% | Add +16.6% | 8,117 | $1.0M |
| Tepp RIA, LLC | 0.70% | Reduce -12.6% | 8,117 | $1.0M |
| Liberty Wealth Management LLC | 0.13% | No change | 8,625 | $1.0M |
| Joel Isaacson & Co., LLC | 0.03% | Reduce -0.7% | 7,915 | $1.0M |
| &partners | 0.00% | Reduce -0.0% | 7,722 | $985K |
| Fifth Third Bancorp | 0.00% | Reduce -12.8% | 7,718 | $984K |
| HF Advisory Group, LLC | 0.30% | Add +5.4% | 7,655 | $976K |
| Stratos Investment Management, LLC | 0.04% | Add +11.6% | 7,607 | $970K |
| Game Plan Financial Advisors, LLC | 0.39% | Add +1.1% | 7,605 | $970K |
| Wealth Management Associates, Inc. | 0.27% | Add +1.9% | 7,533 | $961K |
| Harbour Investments, Inc. | 0.01% | Reduce -2.6% | 7,477 | $953K |
| Forte Asset Management LLC | 0.39% | Add +43.6% | 7,447 | $950K |
| Chicago Partners Investment Group LLC | 0.02% | Add +0.3% | 6,998 | $930K |
| Ancora Advisors LLC | 0.02% | Add +0.1% | 7,199 | $918K |
| Genesee Capital Advisors, LLC | 0.29% | Reduce -17.0% | 7,180 | $916K |
| Mariner, LLC | 0.00% | Reduce -76.0% | 7,135 | $910K |
| Csenge Advisory Group | 0.04% | Add +9.7% | 7,116 | $907K |
| Haverford Trust Co | 0.01% | No change | 7,041 | $898K |
| HFG Advisors, Inc. | 0.56% | No change | 6,981 | $890K |
| LPWM LLC | 0.19% | No change | 6,786 | $865K |
| Valmark Advisers, Inc. | 0.01% | Add +0.0% | 6,670 | $850K |
| First Citizens Bank & Trust Co. | 0.01% | Add +0.7% | 6,472 | $825K |
| Redwood Financial Network Corp | 0.45% | Add +17.3% | 6,306 | $804K |
| Councilor Wealth, LLC | 0.32% | Add +0.0% | 6,225 | $794K |
| Creative Financial Designs Inc. | 0.04% | Add +5166.1% | 6,214 | $792K |
| Garrison Point Advisors, LLC | 0.32% | Reduce -2.7% | 6,202 | $791K |
| National Bank of Canada | 0.00% | Reduce -24.4% | 6,180 | $788K |
| Oak Barrel Wealth Advisory LLC | 0.35% | — | 6,149 | $784K |
| Whitener Capital Management, Inc. | 0.17% | Add +3.6% | 6,136 | $782K |
| Empirical Asset Management, LLC | 0.18% | Reduce -12.8% | 6,105 | $778K |
| Stratos Wealth Partners, LTD. | 0.01% | Add +23.8% | 6,054 | $772K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -25.9% | 6,020 | $768K |
| Asset One Wealth Management LLC | 0.08% | Reduce -4.5% | 5,677 | $764K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +0.1% | 5,797 | $739K |
| CreativeOne Wealth, LLC | 0.02% | Add +5.8% | 5,709 | $728K |
| Meridian Wealth Management, LLC | 0.02% | Add +0.1% | 5,593 | $713K |
| Southern Capital Advisors, LLC | 0.30% | Add +1.2% | 5,582 | $712K |
| IHT Wealth Management, LLC | 0.01% | Reduce -6.2% | 5,547 | $707K |
| Independent Financial Group, LLC | 0.01% | Reduce -3.4% | 5,506 | $702K |
| Chesapeake Wealth Management | 0.20% | Reduce -32.2% | 5,505 | $702K |
| Modera Wealth Management, LLC | 0.01% | Add +5.9% | 5,460 | $696K |
| Americana Partners, LLC | 0.02% | Add +49.4% | 5,456 | $696K |
| Gladstone Institutional Advisory LLC | 0.02% | Reduce -4.9% | 5,414 | $690K |
| Bigelow Investment Advisors, LLC | 0.25% | Reduce -1.4% | 5,377 | $686K |
| Central Valley Advisors, LLC | 0.17% | Add +0.0% | 5,272 | $672K |
| Wealthcare Advisory Partners LLC | 0.01% | No change | 5,201 | $663K |
| GDS Wealth Management | 0.03% | Add +6.3% | 5,187 | $661K |
| Sargent Investment Group, LLC | 0.08% | No change | 5,130 | $654K |
| Connecticut Wealth Management, LLC | 0.02% | Reduce -3.9% | 5,038 | $642K |
| Visionary Wealth Advisors | 0.03% | No change | 5,031 | $642K |
| Samara Investment Management, LLC | 0.59% | Add +10.4% | 5,007 | $638K |
| BlackRock, Inc. | 0.00% | Add +56.5% | 5,002 | $638K |
| Laurel Oak Wealth Management, LLC | 0.09% | Reduce -14.8% | 4,997 | $637K |
| Kingswood Wealth Advisors, LLC | 0.03% | Reduce -11.2% | 4,960 | $632K |
| Montag A & Associates Inc. | 0.03% | Reduce -2.5% | 4,946 | $631K |
| Bradley Foster & Sargent Inc. | 0.01% | Reduce -0.5% | 4,904 | $625K |
| Pacific Sun Financial Corp | 0.26% | Add +0.8% | 4,851 | $619K |
| Simmons Bank | 0.04% | No change | 4,845 | $618K |
| Triton Wealth Management, PLLC | 0.19% | Reduce -4.4% | 4,691 | $616K |
| Glenview Trust Co | 0.01% | Reduce -32.1% | 4,817 | $614K |
| Cadent Capital Advisors, LLC | 0.13% | New | 4,800 | $612K |
| Lido Advisors, LLC | 0.00% | Reduce -28.2% | 4,792 | $611K |
| Focus Partners Wealth | 0.00% | Reduce -16.4% | 4,675 | $596K |
| Navellier & Associates Inc. | 0.05% | New | 4,538 | $579K |
| Commonwealth Financial Services, LLC | 0.08% | Add +0.0% | 4,460 | $569K |
| XTX Topco Ltd | 0.01% | Add +25.1% | 4,428 | $565K |
| M&T Bank Corp | 0.00% | No change | 4,268 | $544K |
| LRI Investments, LLC | 0.04% | Reduce -2.9% | 4,217 | $538K |
| Daybright Advisory Services, Inc. | 0.13% | Add +15.5% | 3,967 | $534K |
| CFM Wealth Partners LLC | 0.07% | No change | 4,122 | $526K |
| HRT Financial LP | 0.00% | Reduce -69.2% | 4,120 | $525K |
| Glenmede Trust Co. NA | 0.00% | No change | 4,090 | $522K |
| First Trust Advisors LP | 0.00% | No change | 4,084 | $521K |
| B. Riley Wealth Advisors, Inc. | 0.03% | No change | 4,075 | $520K |
| Gryphon Financial Partners LLC | 0.05% | Reduce -1.8% | 4,076 | $520K |
| Rik Saylor Financial, Inc. | 0.34% | Reduce -4.3% | 4,040 | $515K |
| Capital Wealth Alliance, LLC | 0.24% | No change | 4,037 | $515K |
| Bond & Devick Financial Network, Inc. | 0.12% | No change | 3,961 | $505K |
| AdvisorNet Financial, Inc | 0.02% | Add +246.3% | 3,941 | $503K |
| US Bancorp \de | 0.00% | Add +0.6% | 3,923 | $500K |
| Y-Intercept (Hong Kong) Ltd | 0.01% | New | 3,918 | $500K |
| Rwa Wealth Partners, LLC | 0.00% | No change | 3,895 | $497K |
| Larson Financial Group LLC | 0.01% | Add +8.2% | 3,893 | $496K |
| Cascade Wealth Advisors, Inc | 0.19% | Add +0.2% | 3,545 | $485K |
| Lighthouse Financial LLC | 0.25% | Reduce -2.8% | 3,790 | $483K |
| Retirement Planning Group, LLC | 0.01% | Reduce -30.5% | 3,786 | $483K |
| Cresset Asset Management, LLC | 0.00% | Add +48.4% | 3,784 | $483K |
| Apollon Financial, LLC | 0.06% | No change | 3,755 | $479K |
| Rollins Financial Advisors, LLC | 0.06% | No change | 3,736 | $476K |
| Unified Investment Management | 0.44% | Reduce -3.1% | 3,734 | $476K |
| Tritonpoint Wealth, LLC | 0.05% | No change | 3,727 | $475K |
| TritonPoint Partners, LLC | 0.04% | New | 3,727 | $475K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +0.1% | 3,722 | $475K |
| WESPAC Advisors, LLC | 0.23% | Reduce -22.2% | 3,631 | $463K |
| D.A. Davidson & Co. | 0.00% | Reduce -20.2% | 3,600 | $459K |
| Savant Capital, LLC | 0.00% | Add +4.8% | 3,598 | $459K |
| Sagespring Wealth Partners, LLC | 0.01% | Reduce -66.8% | 3,596 | $459K |
| NorthRock Partners, LLC | 0.01% | Add +0.0% | 3,588 | $458K |
| Ironwood Financial, llc | 0.07% | Reduce -37.6% | 3,432 | $458K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +33.3% | 3,536 | $451K |
| World Investment Advisors | 0.01% | Reduce -1.9% | 3,809 | $448K |
| Snowden Capital Advisors LLC | 0.01% | Add +3.5% | 3,431 | $437K |
| Jacobs Equity LLC | 0.30% | Reduce -0.8% | 3,388 | $432K |
| SOA Wealth Advisors, LLC. | 0.07% | Reduce -12.0% | 3,384 | $431K |
| Summit Trail Advisors, LLC | 0.01% | Add +7.9% | 3,381 | $431K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +0.1% | 3,363 | $429K |
| Capital Investment Advisors, LLC | 0.01% | Add +3.7% | 3,358 | $428K |
| Focus Financial Network, Inc. | 0.01% | Reduce -1.0% | 3,350 | $427K |
| Oppenheimer & Co. Inc. | 0.00% | Add +7.2% | 3,344 | $426K |
| Dagco, Inc. | 0.08% | Add +4.4% | 3,340 | $426K |
| Urban Wealth Management, LLC | 0.37% | No change | 3,315 | $423K |
| NewSquare Capital LLC | 0.03% | New | 3,304 | $421K |
| Carnegie Investment Counsel | 0.01% | Add +5.6% | 3,302 | $421K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -0.4% | 3,274 | $417K |
| Buck Wealth Strategies, LLC | 0.04% | New | 3,272 | $417K |
| Atlas Brown,Inc. | 0.11% | Add +0.3% | 3,248 | $414K |
| Harmony Asset Management LLC | 0.11% | Reduce -69.9% | 3,241 | $413K |
| Edmond DE Rothschild Holding S.A. | 0.01% | No change | 3,239 | $413K |
| Dynamic Advisor Solutions LLC | 0.01% | New | 3,208 | $409K |
| JT Stratford LLC | 0.04% | Add +0.8% | 3,170 | $404K |
| First Merchants Corp. | 0.01% | No change | 3,165 | $404K |
| Shared Vision Wealth Group LLC | 0.14% | No change | 3,159 | $403K |
| TrueWealth Advisors, LLC | 0.09% | No change | 3,155 | $402K |
| Cahaba Wealth Management, Inc. | 0.02% | Add +0.3% | 3,142 | $401K |
| Pathstone Holdings, LLC | 0.00% | New | 3,131 | $399K |
| Mandatum Life Insurance Co Ltd | 0.07% | No change | 3,113 | $397K |
| Cathy Pareto & Associates, Inc. | 0.23% | Reduce -8.7% | 3,105 | $396K |
| Advisory Services Network, LLC | 0.00% | Reduce -26.4% | 3,091 | $394K |
| Stonebridge Financial Planning Group, LLC | 0.13% | Reduce -9.3% | 3,084 | $393K |
| Decker Wealth Management LLC | 0.08% | No change | 3,076 | $392K |
| HCR Wealth Advisors | 0.04% | No change | 3,072 | $392K |
| Sequoia Financial Advisors, LLC | 0.00% | Add +0.3% | 3,049 | $389K |
| Key Client Fiduciary Advisors, LLC | 0.11% | Add +0.3% | 3,034 | $387K |
| Smith, Moore & Co. | 0.02% | Add +1.5% | 3,011 | $384K |
| Bellevue Asset Management, LLC | 0.17% | Add +0.0% | 2,940 | $375K |
| Regal Investment Advisors LLC | 0.02% | No change | 2,940 | $375K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -8.1% | 2,875 | $374K |
| Mgo One Seven LLC | 0.01% | Reduce -7.5% | 2,874 | $366K |
| One Capital Management, LLC | 0.01% | No change | 3,082 | $363K |
| Investment Advisory Group, LLC | 0.08% | No change | 2,817 | $359K |
| Trilogy Capital Inc. | 0.01% | Add +32.6% | 2,809 | $358K |
| Banque Cantonale Vaudoise | 0.02% | Add +40.3% | 2,803 | $357K |
| Wulff, Hansen & Co. | 0.27% | No change | 2,775 | $354K |
| Global Retirement Partners, LLC | 0.01% | — | 2,772 | $353K |
| Dakota Wealth Management | 0.01% | No change | 2,761 | $352K |
| YHB Investment Advisors, Inc. | 0.02% | No change | 2,754 | $351K |
| Archer Investment Corp | 0.07% | No change | 2,720 | $347K |
| Invesco Ltd. | 0.00% | New | 2,713 | $346K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -46.1% | 2,702 | $345K |
| Sowell Financial Services LLC | 0.01% | Add +0.1% | 2,688 | $343K |
| Wealthspire Advisors, LLC | 0.00% | Add +53.5% | 2,669 | $340K |
| AQR Capital Management | 0.00% | Reduce -4.7% | 2,632 | $336K |
| Ferguson Wellman Capital Management, Inc. | 0.00% | No change | 2,551 | $325K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -23.0% | 2,526 | $322K |
| High Net Worth Advisory Group LLC | 0.07% | No change | 2,500 | $319K |
| SeaCrest Wealth Management, LLC | 0.03% | Add +2.4% | 2,464 | $314K |
| Tudor Financial Inc. | 0.14% | No change | 2,455 | $313K |
| International Assets Investment Management, LLC | 0.02% | Add +97.0% | 2,403 | $313K |
| Financial Alternatives, Inc | 0.15% | No change | 2,406 | $307K |
| EFG International AG | 0.01% | New | 2,400 | $306K |
| Prospera Financial Services Inc | 0.00% | Reduce -78.8% | 2,395 | $306K |
| Clearstead Advisors, LLC | 0.00% | Reduce -7.4% | 2,389 | $305K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -36.2% | 2,383 | $304K |
| Millstone Evans Group, LLC | 0.16% | No change | 2,367 | $302K |
| Whittier Trust Co. of Nevada Inc. | 0.01% | Reduce -3.9% | 2,200 | $294K |
| Modern Wealth Management, LLC | 0.00% | Add +0.0% | 2,289 | $292K |
| Silver Oak Securities, Incorporated | 0.02% | Add +0.6% | 2,278 | $290K |
| Doliver Advisors, LP | 0.07% | No change | 2,264 | $289K |
| LVW Advisors, LLC | 0.02% | Reduce -6.7% | 2,263 | $289K |
| IPG Investment Advisors LLC | 0.04% | No change | 2,258 | $288K |
| CIBC Bancorp USA Inc. | 0.00% | Add +0.0% | 2,234 | $285K |
| Allstate Corp. | 0.00% | Reduce -62.9% | 2,226 | $284K |
| Forefront Wealth Partners, LLC | 0.09% | Reduce -21.7% | 2,206 | $281K |
| Integras Partners LLC | 0.15% | New | 2,150 | $274K |
| Granville Capital, Inc. | 0.12% | Reduce -4.2% | 2,109 | $269K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.5% | 2,091 | $267K |
| Kane Investment Management, Inc. | 0.11% | Reduce -5.3% | 2,057 | $262K |
| Darrow Company, Inc. | 0.10% | No change | 2,054 | $262K |
| Fiduciary Alliance LLC | 0.02% | Add +0.3% | 2,028 | $259K |
| Allworth Financial LP | 0.00% | Add +5.3% | 2,021 | $258K |
| Ruggiero Investments, Inc. | 0.22% | No change | 2,000 | $255K |
| Royal Capital Wealth Management, LLC | 0.14% | No change | 2,000 | $255K |
| Payne Capital Management, LLC | 0.07% | No change | 2,000 | $255K |
| Frank, Rimerman Advisors LLC | 0.01% | No change | 1,992 | $254K |
| Waverly Advisors, LLC | 0.00% | New | 1,978 | $252K |
| Qube Research & Technologies Ltd | 0.00% | New | 1,977 | $252K |
| Vision Capital Management, Inc. | 0.03% | No change | 1,974 | $252K |
| Chilton Investment Co. Inc. | 0.01% | Reduce -0.5% | 1,974 | $252K |
| Money Concepts Capital Corp. | 0.01% | Add +11.4% | 1,940 | $247K |
| PFG Advisors | 0.01% | Reduce -13.5% | 1,919 | $245K |
| Symphony Financial Services, Inc. | 0.11% | Add +11.8% | 1,910 | $243K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 1,908 | $243K |
| Moors & Cabot, Inc. | 0.01% | New | 1,896 | $242K |
| Elevation Point Wealth Partners, LLC | 0.00% | No change | 1,893 | $241K |
| Vestmark Advisory Solutions, Inc. | 0.00% | No change | 1,893 | $241K |
| MinichMacGregor Wealth Management, LLC | 0.04% | Reduce -28.1% | 1,892 | $241K |
| Intellectus Partners, LLC | 0.04% | No change | 1,870 | $238K |
| Citizens Financial Group Inc. | 0.00% | Reduce -36.4% | 1,865 | $238K |
| Flow Traders U.S. LLC | 0.01% | Reduce -94.0% | 1,843 | $235K |
| CoreCap Advisors, LLC | 0.01% | Reduce -16.1% | 1,835 | $234K |
| Sequent Planning LLC | 0.05% | No change | 1,830 | $233K |
| Advisory Alpha, LLC | 0.01% | Reduce -20.0% | 1,825 | $233K |
| Gables Capital Management Inc. | 0.08% | Add +0.6% | 1,820 | $232K |
| Brown Advisory Inc. | 0.00% | New | 1,818 | $232K |
| Clarendon Private LLC | 0.15% | No change | 1,790 | $228K |
| Perennial Investment Advisors, LLC | 0.02% | New | 1,773 | $226K |
| Zhang Financial LLC | 0.01% | Reduce -60.3% | 1,769 | $226K |
| Franklin Resources Inc. | 0.00% | Add +17.0% | 1,755 | $224K |
| Clear Creek Financial Management, LLC | 0.01% | No change | 1,744 | $222K |
| PW Nova Financial Services LLC | 0.05% | No change | 1,710 | $218K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 1,702 | $217K |
| Mosaic Family Wealth Partners, LLC | 0.01% | New | 1,696 | $216K |
| Signaturefd, LLC | 0.00% | No change | 1,691 | $216K |
| Spire Wealth Management | 0.01% | Reduce -17.7% | 1,674 | $213K |
| Prudent Investors Network, Inc. | 0.04% | New | 1,673 | $213K |
| Occidental Asset Management, LLC | 0.02% | New | 1,645 | $210K |
| Advance Capital Management, Inc. | 0.01% | New | 1,636 | $209K |
| Composition Wealth, LLC | 0.00% | New | 1,615 | $206K |
| Bensler, LLC | 0.02% | New | 1,611 | $205K |
| Level Four Advisory Services, LLC | 0.01% | New | 1,601 | $204K |
| Well Done, LLC | 0.03% | New | 1,593 | $203K |
| Western Wealth Management, LLC | 0.01% | Reduce -26.6% | 1,576 | $201K |
| Stronghold Wealth Management L.L.C. | 0.27% | New | 1,571 | $200K |
| AE Wealth Management LLC | 0.00% | Reduce -51.6% | 1,518 | $194K |
| Lanark Financial, Inc. | 0.01% | No change | 1,479 | $189K |
| Gill Capital Partners, LLC | 0.05% | Add +0.1% | 1,370 | $175K |
| EP Wealth Advisors, LLC | 0.00% | New | 1,352 | $172K |
| Quest 10 Wealth Builders, Inc. | 0.13% | Reduce -0.9% | 1,291 | $165K |
| Blue Trust, Inc. | 0.00% | Reduce -5.1% | 1,180 | $150K |
| FWL Investment Management, LLC | 0.02% | No change | 1,048 | $134K |
| Westfuller Advisors, LLC | 0.05% | Add +0.3% | 1,017 | $130K |
| Beacon Investment Advisory Services, Inc. | 0.00% | No change | 1,000 | $128K |
| Regatta Research & Money Management | 0.12% | — | 991 | $126K |
| Centaurus Financial, Inc. | 0.00% | Reduce -47.4% | 891 | $114K |
| Rothschild Investment LLC | 0.00% | No change | 877 | $112K |
| Atlantic Union Bankshares Corp | 0.00% | Reduce -21.6% | 860 | $110K |
| IFP Advisors, Inc | 0.00% | Reduce -3.5% | 826 | $105K |
| Medallion Wealth Advisors, LLC | 0.03% | No change | 825 | $105K |
| Atlantic Edge Private Wealth Management, LLC | 0.02% | No change | 800 | $102K |
| Arlington Trust Co LLC | 0.01% | No change | 800 | $102K |
| First Horizon Corp. | 0.00% | No change | 800 | $102K |
| Johnson Financial Group, Inc. | 0.00% | No change | 729 | $93K |
| Anchor Investment Management, LLC | 0.01% | Add +0.1% | 704 | $90K |
| Bare Financial Services, Inc | 0.02% | No change | 688 | $88K |
| Assetmark, Inc. | 0.00% | Add +17.7% | 684 | $87K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 671 | $86K |
| Activest Wealth Management | 0.02% | Reduce -55.2% | 650 | $83K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.3% | 646 | $82K |
| Colonial Trust Advisors | 0.01% | No change | 646 | $82K |
| Caldwell Sutter Capital, Inc. | 0.03% | No change | 641 | $82K |
| Westside Investment Management, Inc. | 0.01% | Add +34.1% | 590 | $75K |
| Ameriflex Group, Inc. | 0.03% | No change | 577 | $74K |
| Consultiva Wealth Management, Corp. | 0.16% | No change | 550 | $70K |
| Minot DeBlois Advisors LLC | 0.06% | No change | 534 | $68K |
| DHJJ Financial Advisors, Ltd. | 0.02% | No change | 527 | $67K |
| Madison Park Capital Advisors, LLC | 0.05% | New | 10,000 | $65K |
| Acumen Wealth Advisors, LLC | 0.01% | No change | 500 | $64K |
| Provenance Wealth Advisors, LLC | 0.01% | No change | 488 | $62K |
| Fiduciary Financial Advisors | 0.01% | New | 480 | $61K |
| CENTRAL TRUST Co | 0.00% | No change | 480 | $61K |
| Colonial Trust Co / SC | 0.01% | No change | 435 | $55K |
| Vima LLC | 0.05% | — | 428 | $55K |
| Front Row Advisors LLC | 0.02% | Reduce -37.7% | 397 | $55K |
| NFSG Corp | 0.01% | Reduce -15.9% | 417 | $53K |
| Realta Investment Advisors | 0.02% | No change | 406 | $52K |
| Syntax Research, Inc. | 0.04% | No change | 404 | $52K |
| Parallel Advisors, LLC | 0.00% | Reduce -2.2% | 404 | $52K |
| Vision Retirement, LLC | 0.01% | No change | 400 | $51K |
| Bogart Wealth, LLC | 0.00% | No change | 400 | $51K |
| BNP Paribas Financial Markets | 0.00% | Reduce -44.3% | 356 | $45K |
| Hantz Financial Services, Inc. | 0.00% | Add +100.6% | 327 | $42K |
| North Star Investment Management Corp. | 0.00% | Add +0.3% | 329 | $42K |
| Evolution Advisers, Inc. | 0.01% | No change | 319 | $40K |
| Center for Financial Planning, Inc. | 0.00% | No change | 310 | $40K |
| Key Capital Management, INC | 0.02% | Add +1600.0% | 306 | $39K |
| Financial Perspectives, Inc | 0.01% | No change | 301 | $38K |
| MTM Investment Management, LLC | 0.01% | No change | 300 | $38K |
| West Paces Advisors Inc. | 0.01% | No change | 295 | $38K |
| Miller Capital Partners, Inc. | 0.01% | No change | 292 | $37K |
| Davis Capital Management | 0.02% | No change | 280 | $36K |
| MCF Advisors LLC | 0.00% | No change | 265 | $34K |
| Signature Equity Partners, LLC | 0.02% | Add +0.4% | 265 | $34K |
| IFG Advisory, LLC | 0.00% | New | 262 | $33K |
| Murphy & Mullick Capital Management Corp | 0.02% | No change | 250 | $32K |
| Pacific Center for Financial Services | 0.01% | No change | 236 | $30K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 230 | $30K |
| Whittier Trust Co. | 0.00% | No change | 210 | $28K |
| Financial Life Planners | 0.02% | No change | 216 | $28K |
| Princeton Global Asset Management LLC | 0.00% | No change | 215 | $27K |
| Private Trust Co. NA | 0.00% | Reduce -29.2% | 213 | $27K |
| Halbert Hargrove Global Advisors, LLC | 0.00% | No change | 206 | $26K |
| Downshift Financial, LLC | 0.01% | New | 201 | $26K |
| Private Wealth Asset Management, LLC | 0.00% | No change | 200 | $26K |
| BankChampaign, National Association | 0.02% | No change | 191 | $24K |
| Delos Wealth Advisors, LLC | 0.01% | New | 182 | $23K |
| Caitlin John, LLC | 0.01% | No change | 176 | $22K |
| Darwin Wealth Management, LLC | 0.01% | No change | 175 | $22K |
| Armstrong Advisory Group, Inc. | 0.00% | Reduce -7.6% | 171 | $22K |
| Abound Wealth Management | 0.00% | Add +93.2% | 170 | $22K |
| Ashton Thomas Private Wealth, LLC | 0.00% | Reduce -74.6% | 162 | $21K |
| Piedmont Capital Management, LLC | 0.01% | No change | 160 | $20K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 160 | $20K |
| Capital Analysts, LLC | 0.00% | No change | 156 | $20K |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 0.01% | No change | 145 | $18K |
| Tucker Asset Management LLC | 0.00% | No change | 135 | $17K |
| Financial Consulate, Inc. | 0.00% | No change | 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% | No change | 108 | $14K |
| Physician Wealth Advisors, Inc. | 0.00% | Add +1.0% | 102 | $13K |
| Timbuktu Capital Management, LLC | 0.02% | — | 100 | $13K |
| Addison Advisors LLC | 0.01% | No change | 100 | $13K |
| Gilpin Wealth Management, LLC | 0.01% | No change | 94 | $12K |
| N.E.W. Advisory Services LLC | 0.00% | No change | 94 | $12K |
| Founders Capital Management | 0.00% | No change | 87 | $11K |
| Howe & Rusling Inc. | 0.00% | New | 78 | $10K |
| Fourth Dimension Wealth, LLC | 0.00% | No change | 50 | $6K |
| Simplex Trading, LLC | 0.00% | New | 49 | $6K |
| Russell Investments Group, Ltd. | 0.00% | Reduce -69.2% | 48 | $6K |
| Concord Wealth Partners | 0.00% | New | 46 | $6K |
| Parkside Financial Bank & Trust | 0.00% | No change | 45 | $6K |
| Pflug Koory, LLC | 0.00% | New | 40 | $5K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 38 | $5K |
| Founders Financial Alliance, LLC | 0.00% | Reduce -40.0% | 30 | $4K |
| Investors Research Corp | 0.00% | New | 25 | $3K |
| McGuire Capital Advisors Inc. | 0.00% | No change | 19 | $2K |
| Avion Wealth | 0.00% | No change | 23 | $2K |
| Triumph Capital Management | 0.00% | No change | 14 | $2K |
| Register Financial Advisors LLC | 0.00% | No change | 8 | $1K |
| Tsfg, LLC | 0.00% | No change | 10 | $1K |
| Valley National Advisers Inc. | 0.00% | New | 6 | $766 |
| Compass Financial Management LLC | 0.00% | — | 3 | $383 |
"% of holder's portfolio" is IYF's weight in each manager's 13F, not the share of iShares US Financials ETF the manager owns.