Security record · archived quarter
IYF
iShares U.S. Financials ETF · Financial Services · Asset Management
4Tracked holders
-1Δ holders
1.88MShares held
$212.16MReported value
+2New positions
−3Exits
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 2 | 0 | 14.89K | $1.89M | n/a | −1 |
| Q2 2026 | 66 | +1 | 11.51M | $1.47B | +8 | −8 |
| Q1 2026 | 67 | -1 | 10.68M | $1.26B | +5 | −6 |
| Q4 2025 | 67 | +1 | 14.05M | $1.81B | +2 | −1 |
| Q3 2025 | 12 | -1 | 5.91M | $748.34M | n/a | −1 |
| Q2 2025 | 10 | +4 | 2.55M | $308.94M | +4 | n/a |
| Q1 2025 | 4 | -1 | 1.88M | $212.16M | +2 | −3 |
| Q4 2024 | 5 | 0 | 1.98M | $219.29M | n/a | n/a |
| Q3 2024 | 5 | 0 | 2.07M | $214.68M | n/a | n/a |
| Q2 2024 | 5 | n/a | 2.09M | $198.04M | n/a | n/a |
Who holds it · Q1 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management ✦ | 1.83M | -3.9% | $206.48M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | Citadel Advisors ✦ | 39.82K | +109.8% | $4.49M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 3 | Gotham Asset Management ✦ | 6.73K | New | $759,255 | 0.0% | New | 1 | SEC ↗ |
| 4 | AQR Capital Management ✦ | 3.78K | New | $426,347 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Gotham Asset Management | $759,255 | 0.0% |
| AQR Capital Management | $426,347 | 0.0% |
Exited
| D. E. Shaw & Co. | $3.28M | was 0.0% |
| Millennium Management | $1.84M | was 0.0% |
| Renaissance Technologies | $1.58M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 465 holders, 16.98M shares, $1.95B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q1 2025 ·
Methodology ·
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